Wealth Tech Client Implementation Specialist

Verrus; New York (NY); On-site; USD 70,000 - 110,000; Full time

Benefits offered by this job

Competitive Salary + Bonus

Generous Employee Equity Plan

Frequent Off-sites and Team-building

Job summary

Verrus is seeking a Client Implementation Associate for its Family Office Wealth Technology platform in New York City. This on-site role demands hands-on execution and direct client ownership, guiding onboarding through long-term adoption.

Responsibilities include leading implementations, gathering client requirements, coordinating with Sales, Product, Engineering, and Support, and delivering training plus documentation to demonstrate value.

Qualifications

• 2-5 years of experience in SaaS implementation, customer success, or project management.
• Strong command of accounting and investment principles; CPA preferred.
• Experience with Jira, HubSpot, or similar platforms.
• Ability to translate complex technical concepts for non-technical audiences.
• Family office or wealth-tech experience preferred.

Responsibilities

• Lead onboarding and implementation from setup to successful adoption.
• Gather and analyze client requirements to design configurations.
• Coordinate cross-functional teams across Sales, Product, Engineering, and Support.
• Conduct product training sessions and build client documentation.
• Monitor timelines and milestones, managing risks to protect launch dates.
• Act as trusted advisor and optimize client workflows within the platform.
• Relay client feedback to internal teams for product development.

Skills

SaaS implementation

Project management

Customer success

Accounting principles

Investment principles

Technical translation

Stakeholder management

Communication

Education

Certified Public Accountant (CPA)

Tools

Jira

HubSpot

Job description

Verrus is seeking a Client Implementation Associate for its Family Office Wealth Technology platform in New York City. This on-site role demands hands-on execution and direct client ownership, guiding onboarding through long-term adoption.

Responsibilities include leading implementations, gathering client requirements, coordinating with Sales, Product, Engineering, and Support, and delivering training plus documentation to demonstrate value.