FinTech Implementation Specialist (Remote)

MoneyLion; United States; On-site; USD 110,000 - 120,000; Full time

Benefits offered by this job

Competitive pay

Remote or in-office model

Learning stipend

Job summary

Octus is seeking an Implementation Specialist to own client onboarding from scoping to go-live, translating workflows into system configuration and training users to hit the ground running. You will collaborate with sales, data, customer success and product teams to deliver scalable, client-focused solutions on the LevPro platform.

This highly cross-functional, client-facing role requires strong fintech experience, excellent communication, and the ability to manage multiple implementations in a

Qualifications

• 5-7 years of client-facing software implementation or project management experience, ideally within fintech, SaaS, or financial services, including 3-5 years in Leveraged Credit / Fixed Income.
• 3-5 years of relevant experience in Leveraged Credit / Fixed Income.
• Proficient with data tools (e.g., Excel) and advanced proficiency with using AI models (Claude, ChatGPT, etc.)
• Strong written and verbal communication with clients and stakeholders.
• Attention to detail and ability to balance multiple projects in a fast-paced environment.

Responsibilities

• Own end-to-end onboarding for new clients, from scoping and project kickoff, through to go-live, keeping each project on schedule and within scope.
• Translate client's existing workflows and requirements into system configuration, documenting and explaining relevant details to clients and executing on the implementation.
• Coordinate and test third-party integrations, working closely with engineering and third parties.
• Lead training sessions and build out general documentation/FAQs so client teams can use system independently.
• Troubleshoot and resolve client issues keeping clients informed throughout.
• Partner with sales to ensure a seamless handoff and set the foundation for a strong long-term relationship.
• Identify and flag opportunities to improve implementation tools, processes and LevPro products.

Skills

Client-facing PM

Fintech experience

AI tools

Excel

Excellent communication

Tools

AI models (Claude, ChatGPT)

Job description

Octus is seeking an Implementation Specialist to own client onboarding from scoping to go-live, translating workflows into system configuration and training users to hit the ground running. You will collaborate with sales, data, customer success and product teams to deliver scalable, client-focused solutions on the LevPro platform.

This highly cross-functional, client-facing role requires strong fintech experience, excellent communication, and the ability to manage multiple implementations in a