Remote Lead Implementation Strategist

Ladders

United States

Remote

USD 120,000 - 150,000

Full time

3 days ago
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Benefits offered by this job

Health, life, and disability insurance
Retirement savings plans
Employee stock purchase options
Flexible work accommodations
Volunteer and sustainability programs
Monthly learning sessions
Inclusive culture

Job summary

Ladders is seeking a Lead Implementation Specialist to guide complex client deployments and translate investment workflows into practical technical solutions. You will partner with users, internal teams, and product stakeholders to ensure adoption, smooth deployment, and strong customer experience from onboarding through post-implementation support.

The role emphasizes identifying expansion opportunities, improving processes, and delivering training.

Qualifications

  • Bachelor’s or Master’s degree, or equivalent, in Finance, Computer Science, Information Systems, Engineering, or a related technical field.
  • Minimum 6 years of experience with analytics tools and related implementation work.
  • Preferred CFA, CIPM, CAPM, FRM, MBA certifications.

Responsibilities

  • Provide functional and technical product guidance tailored to customer processes.
  • Communicate effectively with sophisticated users by applying investment principles in the industry.
  • Create and prioritize user workflow and custom report specifications for technical integration teams.
  • Identify client growth opportunities during the implementation process.
  • Collaborate with product development to improve the company's offerings based on client workflows.
  • Deliver user training and support the creation of training materials.
  • Facilitate client communications to ensure smooth transitions from implementation to support.
  • Implement and enhance deployments for improved user experience.

Skills

Analytics tools
Implementation experience
Client relations

Education

Bachelor’s or Master’s degree in Finance/CS/IS/Engineering

Tools

Screening codes
Investment workflows

Job description

Ladders is seeking a Lead Implementation Specialist to guide complex client deployments and translate investment workflows into practical technical solutions. You will partner with users, internal teams, and product stakeholders to ensure adoption, smooth deployment, and strong customer experience from onboarding through post-implementation support.

The role emphasizes identifying expansion opportunities, improving processes, and delivering training.

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