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