Salesforce Project Implementation Specialist

FUNDINGO; United States; On-site; USD 70,000 - 90,000; Full time

Job summary

A fast-growing fintech company is seeking a Project Implementation Specialist to lead client on-boarding and optimize operations using their loan management platform. You will manage the implementation lifecycle, collaborate with clients, and leverage Salesforce expertise. The ideal candidate has 3-5 years in product implementation and experience in the lending industry. This role offers significant impact in a high-growth environment.

Qualifications

• 3-5 years of experience in product implementation or technical support.
• 2+ years in the lending industry, understanding loan origination.
• Experience in B2B/SaaS client services.

Responsibilities

• Lead clients through the implementation lifecycle.
• Configure and customize FUNDINGO on Salesforce.
• Oversee project management activities using JIRA.

Skills

Project management

Technical problem-solving

Client relations

Business analysis

Tools

Salesforce

JIRA

Job description

FUNDINGO is a fast-growing SaaS company revolutionizing alternative lending with the first end-to-end operating system, empowering lenders to scale, streamline operations, and drive growth. Built on Salesforce, our loan management platform transforms fragmented, manual lending processes into a seamless, automated workflow, powering small business, commercial real estate, and community lenders. As a trusted partner in the lending industry, FUNDINGO helps financial institutions unlock efficiency, ensure compliance, and drive revenue growth like never before.

About the Role

As a Project Implementation Specialist, you will play a key role in helping lenders modernize and optimize their operations with FUNDINGO. From post-sale through go-live, you will lead clients through on-boarding, ensuring they maximize the full potential of our platform. This role requires a balance of technical expertise, project management, and client engagement to drive successful implementations. If you're looking to join a high-growth fintech company where innovation meets impact - and where your work directly shapes the future of lending - this is your opportunity to make a difference.

Responsibilities

Client On-boarding & Implementation

• Lead clients through the full implementation lifecycle, including kickoff, requirements gathering, configuration, testing, training, and go-live.
• Conduct welcome calls, introduce key team members, and review project scope.
• Perform training and walk-throughs of the FUNDINGO loan management platform.
• Ask key questions to understand client workflows and identify gaps.
• Configuration, Customization & Data Management
• Configure and customize FUNDINGO on the Salesforce platform, including building Lightning pages, flows, and fields to meet client needs.
• Guide and assist customers through data conversion and migration processes, ensuring seamless transitions.

Project Management & Execution

• Oversee project management activities by managing the JIRA board, ensuring tickets are properly prioritized, assigned, and tracked to maintain workflow efficiency and meet deadlines.
• Write detailed tickets for the team based on requirements gathered, clearly outlining the requirements, acceptance criteria, and any relevant details to ensure successful implementation.
• Provide regular status updates to clients and internal teams.
• Manage time logging by recording time spent on projects daily to ensure accurate tracking and reporting.
• Monitor project phases, elevate issues when necessary, and ensure alignment on key deliverables.

Process Improvement & Innovation

• Identify opportunities for improving implementation processes and system efficiencies.
• Contribute to product enhancements by sharing customer insights.
• Develop training and configuration documentation to effectively support internal and external stakeholders.

Qualifications

Technical & Industry Expertise

• 3-5 years of relevant experience in product implementation, business analysis, consulting, technical support, or technical problem-solving.
• 2+ years of lending industry experience, with knowledge of loan origination, loan servicing, and alternative lending.
• Experience in client services within a B2B/SaaS environment.
• Understanding of Salesforce administration, including flows, Lightning page layouts, and reports.

Project Management & Analytical Skills

• Strong problem-solving and critical‑thinking skills, with the ability to tailor solutions to customer needs.
• Ability to adapt quickly in a fast‑paced environment with shifting priorities.
• Expertise in breaking down complex processes to ensure clarity, efficiency, and effectiveness.
• Ability to envision solutions and understand the process steps from start to finish.
• Strong communication and client relations skills, with the ability to ask critical questions and clarify business requirements.