Independently plan, organize, and manage small to mid-market customer deployments from kickoff through launch.
Serve as the primary client contact during onboarding, providing clear direction, setting expectations, and maintaining regular communication.
Facilitate recurring client meetings and ongoing correspondence to assess needs, track progress, and drive required actions.
Coordinate with internal teams (e.g., implementations, support, product, and relationship management) to execute deployment activities and meet timelines.
Manage and track onboarding steps, documentation, and checklists to ensure all requirements are completed accurately.
Communicate project status, risks, and blockers to internal stakeholders and relationship owners in a timely manner.
Identify, document, and escalate issues; partner with appropriate teams to drive resolution.
Verify system readiness prior to launch and confirm solutions are functioning as intended post-deployment.
Troubleshoot implementation gaps and develop mitigation or remediation plans when deficiencies are identified.
Monitor customer adoption following launch and ensure a smooth transition to ongoing support and account management teams.
Maintain organized project records and documentation across multiple simultaneous deployments.
Perform other duties as assigned.
Requirements
2–4 years of experience in a client-facing implementation, onboarding, project coordination, customer success, or similar role
Bachelor’s degree required; business, management, or related field preferred (other disciplines considered)
FinTech or payments industry experience preferred
Exposure to project management or implementation coordination preferred
Ability to guide clients through tasks and maintain accountability to timelines
Ability to document, interpret, and communicate client and internal requirements clearly
Strong troubleshooting and problem-solving skills, including under time-sensitive deadlines
Excellent organizational and time-management skills with the ability to manage multiple priorities
Strong written and verbal communication skills
High attention to detail and accuracy
Proficiency with Microsoft Office (Word, Excel, Outlook)
Experience with web-based meeting platforms
Professional phone and email etiquette, including strong spelling and grammar
Ability to work independently while collaborating cross-functionally