Implementation Coordinator

FinQuery is a global leader in lease accounting and specializes in accounting automation through their AI-enabled platform. The Implementation Coordinator will be responsible for onboarding clients, managing project timelines, and ensuring client satisfaction during the implementation process.

Responsibilities

• Manage customer-facing project services
• Coordinate with Sales, Professional Services and Customer Solutions to onboard multiple clients simultaneously accurately and efficiently
• Engage with Engineering to resolve issues that arise in implementation and communicate product updates to the client
• Initiate, plan and design project timelines based on client specifics and the availability of internal resources
• Comply with department standards in accordance with SOC regulations, especially as it relates to confidential document management
• Support development of business cases with the customer team, including solutions estimates
• Communicate project status and milestones to the client in a consistent and effective manner
• Manage customer relationships as well as the project team and internal experts
• Coordinate with Professional Services team to input client data into the application and train clients on how to use the software
• Use Salesforce and Monday to track project milestones and client interactions
• Provides customer focused interaction ensuring timely response and effective follow-up on client and/or internal requests and/or issues
• Ensure client satisfaction and product/service adoption
• Conduct all business in accordance with FinQuery policies and procedures
• All other duties as assigned

Skills

• Strong written and verbal communication skills
• Must have strong organizational skills and be detail oriented
• Developing experience with Salesforce, MS Office, and G-Suite
• Demonstrated customer service skills
• Project management experience preferred
• 1-2 years of client facing experience preferred
• 1-2 years of experience of working with a high growth or SaaS company
• 4-year college degree or equivalent experience

Benefits

• Annual employee development program stipend of $2,000 for each employee
• Mentorship program (available immediately)
• Sabbatical program (4 weeks after 5 years of service)
• Advancement opportunities based on results, not politics
• 401(k) plan with employer matching
• Signing stipend for a work-from-home setup
• Great health benefits with multiple plan option
• Flexible PTO (including 11 holidays and your birthday off)
• Free gym membership at our office (Atlanta HQ)
• Casual dress environment (when in office)
• Catered lunches every Tuesday & Thursday (when in office)
• Parental Leave Benefits
• Fertility/Adoption Assistance
• Annual tutoring stipend for your children

Company Overview