Implementation Specialist

Jobtailor; Austin (TX); On-site; USD 110,000 - 160,000; Full time

Job summary

Jobtailor is seeking a dedicated implementation professional to own end-to-end deployments of the Compliance Connectivity Platform for asset managers in complex regulatory environments.

You will manage timelines, milestones, risks, and stakeholder expectations from kickoff through go-live, translating client needs into customized configurations and delivering hands-on training and clear documentation.

Qualifications

• 2+ years in enterprise SaaS implementations with deadlines.
• Experience with asset managers/financial services is a plus.
• Strong communication and proactive problem-solving.

Responsibilities

• Own end-to-end implementation of Compliance Connectivity Platform.
• Manage timelines, milestones, risks, stakeholders.
• Translate client requirements into configurations.
• Deliver hands-on training and create documentation.
• Collaborate with Engineering, Product, and Client Success.
• Identify automation opportunities to reduce time-to-value.

Skills

Enterprise SaaS

Project management

Client onboarding

Stakeholder management

Excel

AI tools

Tools

Claude AI

ChatGPT

Gong

Job description

Responsibilities

• You’ll own end-to-end implementation of Red Oak’s Compliance Connectivity Platform — including Compliance, Distribution, and Supervision products — for enterprise asset managers operating in complex regulatory environments.
• Serve as primary point of contact for assigned implementations — managing timelines, milestones, risks, and stakeholder expectations from kickoff through go-live.
• Conduct needs assessments and translate client requirements into customized configurations across Compliance, Distribution, and Supervision modules.
• Develop and execute project plans; proactively surface risks and dependencies before they become problems.
• Deliver hands‑on training to client teams — technical users and business stakeholders alike.
• Create and maintain documentation: internal process guides and client-facing resources that outlast the implementation itself.
• Use AI tools operationally to move faster and communicate better — Claude for project planning and client data analysis, Gong for meeting capture, ChatGPT for drafting client communications.
• Coordinate cross‑functionally with Engineering, Product, Client Success, Support, and Solution Engineering; you know when to elevate and when to resolve.
• Identify and implement process improvements and automation opportunities that reduce time‑to‑value across the implementation practice.

Requirements

• 2+ years managing enterprise implementations, onboarding projects, or client‑facing SaaS deployments — you’ve owned timelines, managed stakeholders, and delivered go‑lives under pressure.
• Background in SaaS serving enterprise clients or financial services — compliance, regtech, or fintech experience is a strong plus.
• Strong project management skills: you document, you communicate proactively, you elevate the right things at the right time.
• Excel proficiency and comfort with technical configuration — you can translate between a client’s business workflow and a system setup, and you’re not afraid to get hands‑on.
• AI fluency in your day‑to‑day: Claude or ChatGPT for drafting and analysis, Gong or similar for meeting intelligence. You use these tools now, not aspirationally.
• Clear, professional communicator — written and verbal — with enterprise clients and internal stakeholders at every level.
• Ownership mindset: you treat client outcomes as your outcomes, and you don’t need hand‑holding to figure out what needs doing.
• Plus: experience with asset managers, hedge funds, or registered investment advisers; familiarity with PE‑backed growth‑stage environments.