Technical Onboarding and Integration Specialist

Altruist; San Francisco (CA); Hybrid; USD 150,000 - 180,000; Full time

Benefits offered by this job

Premium healthcare

401(k) with 4% match

Paid parental leave

Professional growth opportunities

Work from anywhere policy

Job summary

Altruist is seeking an Implementation Manager in San Francisco to enhance the onboarding experience for their AI platform customers. The role involves technical contact, integration setup, and data migration tasks with a focus on SMB and mid-market firms.

You will be instrumental in optimizing users' efficiency and ensuring seamless technical operations as part of Altruist's mission to improve financial advice availability. The position offers a hybrid work schedule with a competitive compensation package.

Qualifications

• 3–6 years of experience in implementation or solutions engineering.
• Experience in fintech or SaaS companies with integration-heavy deployments.
• Strong project management skills and comfort with data quality.

Responsibilities

• Serve as the primary technical point of contact during onboarding.
• Own integration setups across key systems like CRM platforms.
• Lead data migration efforts and ensure data quality.

Skills

Implementation experience

Technical account management

API connections

Project management

Data migration

Education

3–6 years of related experience

Tools

Wealthbox

Salesforce

Black Diamond

Job description

Altruist is seeking an Implementation Manager in San Francisco to enhance the onboarding experience for their AI platform customers. The role involves technical contact, integration setup, and data migration tasks with a focus on SMB and mid-market firms.

You will be instrumental in optimizing users' efficiency and ensuring seamless technical operations as part of Altruist's mission to improve financial advice availability. The position offers a hybrid work schedule with a competitive compensation package.