Implementation Manager, Financial Services

Ladders; United States; Remote; USD 100,000 - 120,000; Full time

Benefits offered by this job

Performance-based bonus opportunities

Equity options available

Generous benefits program

Job summary

Ladders is seeking an Implementation Manager, Financial Services to lead onboarding and rollout for large enterprise clients, guiding implementations from pre-sale through the first 90 days post-purchase.

You will partner closely with Sales, Product, Marketing, and Customer Success to align timelines, manage stakeholders, and ensure a smooth transition to ongoing account management. The role emphasizes analytics and scalable playbooks for better client outcomes.

Qualifications

• 4+ years in client-facing onboarding, customer success, or program management in B2B SaaS.
• Experience with financial services organizations, particularly investment banks and hedge funds.
• Familiarity with change management practices for tool adoption.
• Proficient in project management tools such as Linear, Jira, Asana, or Rocketlane, and CRM software such as Salesforce.
• Strong analytical skills with proficiency in Microsoft Excel or Google Sheets for data analysis.
• Interest in operational efficiency and scalable process improvement.
• Excellent communication skills for engaging with senior client stakeholders.

Responsibilities

• Own the onboarding and rollout program for large enterprise clients from pre-sale to 90 days post-purchase.
• Lead regular status meetings and align resources across Sales, Marketing, Product, and Customer Success.
• Track and analyze user engagement metrics, acting on insights with the account team.
• Collaborate with Sales to shape rollout plans and transition accounts to Account Managers post-90 days.
• Identify adoption trends and bottlenecks, translating data into actionable insights for stakeholders.
• Document best practices and build scalable onboarding processes for future clients.
• Develop a deep understanding of the product and customer lifecycle.

Skills

Client-facing onboarding

Customer success

Program management

Change management

Analytical skills

Communication skills

Operational efficiency

Stakeholder engagement

Tools

Linear

Jira

Asana

Rocketlane

Salesforce

Job description

For our client, we are seeking a Implementation Manager, Financial Services to join the team of a leader in the Enterprise Technology space.

This role will own the onboarding and rollout experience for large enterprise customers, guiding implementations from pre-sale through the first 90 days post-purchase. You will partner closely with Sales, Product, Marketing, and Customer Success to align timelines, manage stakeholders, and ensure a smooth transition to ongoing account management. The position is highly analytical and process-oriented, with a focus on driving adoption, identifying bottlenecks, and building scalable playbooks that improve client outcomes.

Location: Remote

Compensation: $100,000 – $120,000 annually

Responsibilities

• Own the onboarding and rollout program for large enterprise clients from pre-sale to 90 days post-purchase.
• Lead regular status meetings and align resources across Sales, Marketing, Product, and Customer Success.
• Track and analyze user engagement metrics, acting on insights with the account team.
• Collaborate with Sales to shape rollout plans and transition accounts to Account Managers post-90 days.
• Identify adoption trends and bottlenecks, translating data into actionable insights for stakeholders.
• Document best practices and build scalable onboarding processes for future clients.
• Develop a deep understanding of the product and customer lifecycle.

Qualifications

• 4+ years in client-facing onboarding, customer success, or program management in B2B SaaS.
• Experience with financial services organizations, particularly investment banks and hedge funds.
• Familiarity with change management practices for tool adoption.
• Proficient in project management tools such as Linear, Jira, Asana, or Rocketlane, and CRM software such as Salesforce.
• Strong analytical skills with proficiency in Microsoft Excel or Google Sheets for data analysis.
• Interest in operational efficiency and scalable process improvement.
• Excellent communication skills for engaging with senior client stakeholders.

Benefits

• Performance-based bonus opportunities.
• Equity options available.
• Generous benefits program.

Our client is an equal opportunity employer. We encourage you to apply even if you don’t meet every qualification—your background could be exactly what this team needs.