Solutions and Implementation Manager

Realta; United States; On-site; USD 110,000 - 180,000; Full time

Benefits offered by this job

Flexible Paid Time Off

401(k) + Match

Paid Maternity & Paternity Leave

Education Assistance

Company-funded Lifestyle Spending Account

Job summary

Realta is seeking a client-facing technical professional to join their team. In this role, you'll partner with Account Executives and clients, ensuring smooth implementation of Realta's platform, focusing on compliance and risk management. Ideal candidates will have a Bachelor's degree and three years of experience in a similar role, preferably in B2B SaaS.

Key responsibilities involve delivering customized product demonstrations, managing client engagements, and providing technical support during and after implementation. A background in cloud platforms and SQL is preferred.

Qualifications

• Minimum three years in a client-facing technical role, preferably in B2B SaaS.
• Experience with cloud platforms and networking concepts.
• Comfort working with SQL and API integrations.

Responsibilities

• Partner with Account Executives throughout the sales cycle.
• Serve as primary point of contact during implementation.
• Deliver hands-on training sessions for client teams.

Skills

Client-facing experience

Technical selling skills

Experience in FinTech

Communication skills

Project management skills

Education

Bachelor's Degree in a related field

Tools

AWS

Azure

Salesforce

Job description

Realta is transforming how businesses manage risk in the fast-moving world of payments through the development of a new risk management platform. Our platform helps payment solutions providers and financial institutions navigate complex risk and operational challenges through automation, advanced data, real-time analytics, and intuitive workflows leveraging state of the art machine learning and agentic AI.

As a key member of the commercial team, you will be both a strategic leader and a hands-on practitioner, defining customer success and partnerships framework and establishing scalable processes. You will partner with the sales and functional teams to represent the voice of the customer post sales to help drive and maintain revenue.

Partnering closely with product and marketing leadership, you will refine market positioning, strengthen the go-to-market strategy, and cultivate a solutions-focused, customer-centric sales culture that is tightly aligned with the company’s values.

Essential Functions:

• Partner with Account Executives as a technical resource throughout the sales cycle, from initial discovery through contract execution.
• Partner with solutions architects and account executives to drive technical discovery sessions to understand prospect requirements around AML screening, transaction monitoring rules, credit decisioning policies, and integration landscape.
• Deliver tailored product demonstrations of Realta’s platform, mapping features and workflows directly to each prospect’s compliance and risk management challenges.
• Build and manage proof-of-concept (POC) environments using prospect-specific scenarios and sample data to validate Realta’s fit.
• Identify and proactively address technical objections, competitive gaps, and integration concerns to accelerate deal closure.

Implementation & Deployment

• Serve as the primary point of contact for clients during implementation, building trusted relationships with compliance officers, IT leaders, project sponsors, and executive stakeholders. Develop and maintain comprehensive project plans with clearly defined milestones, deliverables, timelines, dependencies, and risk mitigation strategies.
• Coordinate internal resources across Product, Engineering, AI/Analytics, and Sales to ensure on-time delivery and a seamless client experience.
• Lead the technical implementation of Realta’s AML, Transaction Risk, and Credit Risk/Onboarding products for new clients, managing configuration, data onboarding, and integration activities to include rule and threshold configuration.
• Design and execute user acceptance testing (UAT) plans, manage defect triage, and ensure production readiness before go-live.
• Deliver hands‑on training sessions for client teams on platform functionality, administrative tooling, and compliance workflow best practices.
• Create and maintain implementation playbooks, templates, and documentation to scale and standardize delivery processes as Realta grows.

Ongoing Technical Advisory & Feedback

• Serve as a trusted technical advisor to clients during the initial post‑go‑live period, supporting optimization of rules, thresholds, and workflows based on early production data. Execute a structured handoff to Customer Success once the client has reached steady‑state operations, including comprehensive documentation of configuration decisions and integration architecture.
• Provide structured feedback to Product and Engineering based on field experience, prospect requirements, and implementation patterns to influence roadmap priorities.
• Contribute to the development of reusable implementation playbooks, integration templates, demo scripts, and technical enablement materials.
• Escalate complex architectural challenges to the Technical Solutions Architect for guidance on enterprise‑scale integration design and custom solution scoping.
• Stay current on AML/KYC regulations, transaction monitoring methodologies, credit risk frameworks, and the competitive RegTech landscape.

Qualifications:

• Bachelors Degree in a related field.
• Minimum three (3) years of experience in a client‑facing technical role such as Solutions Engineer, Sales Engineer, Implementation Consultant, or Technical Consultant within B2B SaaS—preferably in FinTech, RegTech, or financial services.
• Demonstrated experience spanning both pre‑sales (demos, POCs, technical selling) and post‑sale delivery (configuration, integration, go‑live support).
• Experience with cloud platforms (AWS, Azure, GCP) and an understanding of networking, security, and infrastructure concepts.
• Familiarity with APIs, data integrations, and technical onboarding workflows with an emphasis on third‑party integrations
• Working knowledge of AML/KYC regulations, transaction monitoring, credit risk assessment, or broader financial compliance frameworks.
• Hands‑on experience with API integrations (REST, webhooks), data formats (JSON, XML, CSV), and a general understanding of data migration and ETL concepts.
• Comfort working with SQL for data analysis, configuration validation, and troubleshooting. Strong project management skills with the ability to manage multiple client engagements at different lifecycle stages simultaneously.
• Excellent communication and presentation skills, with the ability to engage compliance officers, IT architects, and executive stakeholders with equal confidence.
• Self‑directed and adaptable, comfortable operating in a fast‑paced environment where priorities shift between sales support and delivery.

Preferred Experience and Skills:

• Experience with risk, compliance, or fraud platforms.
• Familiarity with project management tools (Jira, Asana, Monday.com) and CRM platforms (Salesforce, HubSpot).
• Prior experience selling into or implementing for banks, credit unions, payment processors, neobanks, or lending platforms

Travel Requirements: Up to 50%

License and Certification Requirements:

CAMS (Certified Anti‑Money Laundering Specialist), PMP, or other relevant certifications highly preferred.

What we offer:

• Flexible Paid Time Off
• 401(k) + Match
• Paid Maternity & Paternity Leave
• Education Assistance
• Company‑funded Lifestyle Spending Account

Salary range:

$110,000-$180,000

Pay within this range varies by work location and on job‑related knowledge, skills, and experience. We look forward to discussing your salary expectations and our full total rewards offerings throughout the interview process.

Who we are:

Realta is designed to protect the entire payment lifecycle end to end, from intelligent onboarding through sophisticated fraud and money laundering detection, enabling confident decisions on individuals, transactions, and entities at scale. This technology not only safeguards transactions but also unlocks growth by giving customers the confidence to move faster.

At Realta, we celebrate diversity and create an inclusive environment for everyone. We are an equal opportunity employer.