Implementation Associate

Anduin Transactions; United States; Remote; USD 50,000 - 70,000; Full time

Job summary

A financial technology firm is seeking an Implementation Associate to support the onboarding of new customers in a remote capacity. This role involves coordinating logistics, managing project timelines, and providing post-launch support. The ideal candidate will have experience in project coordination and excellent communication skills. This position requires a detail-oriented individual comfortable with various work management tools, contributing to the success of client implementations.

Qualifications

• 1-2 years experience in a customer-facing or project coordination role.
• Strong attention to detail and organizational skills.
• Comfortable managing multiple tasks and timelines.
• Excellent written and verbal communication skills.

Responsibilities

• Execute repeatable onboarding workflows for low-to-mid complexity GP customers.
• Maintain and update project plans in Smartsheet and ClickUp.
• Schedule and coordinate internal and customer-facing meetings.
• Act as a liaison between GPs and internal teams to support onboarding.
• Provide post-implementation support by resolving platform issues.

Skills

Customer service orientation

Project coordination

Attention to detail

Organizational skills

Communication skills

Tools

ClickUp

Smartsheet

Salesforce

Slack

Notion

Job description

The private capital market hosts $14 trillion of investment that funds massive innovation around the world; yet much of it still operates on manual processes and fragmented legacy systems. Think of the New York City subway system running on analog machines!

Anduin’s mission is to revolutionize investing in the alts and empower LP-GP relationships by building better workflows, data processes, and technology integrations. Our award-winning products, Fund Subscription, Data Room, and Investor Access, have raised almost $102 billion in capital across 40,000+ investors for venture capital, private equity, and hedge funds. In 2023, nearly 5% of all global capital raised was through Anduin, and we’re just getting started!

Since our founding in 2014, we’ve brought together deep private market expertise with leading technologists. Our world-class team has grown to over 140+ talented individuals across Asia, Canada, Europe, and the US all focused on transforming private market transactions.

As an Implementation Associate, you'll support the successful onboarding of new customers in the Emerging & Established segments. You’ll coordinate logistics, manage project tracking, and assist internal and external stakeholders during standardized onboarding processes. You will also support post-launch troubleshooting for customers and their investors.

Location: US (Remote) Working with different time zones

Job responsibilities:

• Execute repeatable onboarding workflows for low-to-mid complexity GP customers.
• Maintain and update project plans in Smartsheet and ClickUp.
• Schedule and coordinate internal and customer-facing meetings.
• Ensure timely follow-ups and documentation via Slack, Notion, and Salesforce.
• Act as liaison between GPs and internal teams (Digitization, Solutions Engineering) to support onboarding and platform adoption.
• Provide post-implementation support by triaging and resolving platform issues raised by GPs and their LPs/investors.
• Collaborate with Customer Success and Support teams to escalate and track resolution of issues.
• Assist in gathering feedback and identifying improvement opportunities post-launch.

Must-Have Qualifications:

• 1–2 years experience in a customer-facing or project coordination role.
• Strong attention to detail and organizational skills.
• Comfortable managing multiple tasks and timelines.
• Proficient with work management tools (e.g., ClickUp, Smartsheet, or equivalents).
• Excellent written and verbal communication.
  
  

Nice-to-Have Qualifications:

• Experience in SaaS onboarding or implementation.
• Familiarity with Salesforce, Slack, and/or Notion.
• Exposure to accounting, fintech, or investor-facing tools.