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Financial Software

Implementation Coordinator

Atlanta, Georgia, United StatesHybridFull TimeEntry-level (exp-based)Posted 18 days agoVisa sponsorship available

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Role summary

FinQuery is seeking an Implementation Coordinator to manage client onboarding post-purchase. This role is crucial for ensuring a positive client experience and rapid application adoption. Responsibilities include managing customer-facing projects, coordinating with internal teams (Sales, Professional Services, Customer Solutions, Engineering), planning project timelines, ensuring compliance with SOC regulations, developing business cases, communicating project status, managing client relationships, and training clients on the software. Experience with Salesforce, project management, client-facing roles, and SaaS environments is preferred.

FinQuery stands at the forefront of accounting automation, driven by a deep specialty in contract-driven accounting. Our AI-enabled platform transforms how controllers and finance teams operate, seamlessly managing and accounting for the complex financial contracts—like leases, prepaids, and accruals—that are the backbone of modern business. We are not just a software provider; we are the unified subledger that eliminates time-intensive, error-prone technical accounting workflows, ensuring financial reports are accurate and empowering our customers to focus on strategic, high-value tasks.
 
FinQuery is the global leader in lease accounting (as recognized on G2.com) and serve more than 8,500 customers worldwide. Our growth trajectory has been consistently validated by the Inc 5000, which has recognized us as one of the fastest-growing private companies for five consecutive years.

Solve the Problems That Matter Most

This role is responsible for getting clients onboarded and adopting the FinQuery application after the purchase order is signed. The Implementation Specialist will walk clients through FinQuery’s on-boarding process, ensure that the project timeline is adhered to, and be a focal point for information flowing to and from the client. As the point of contact during on-boarding, this role is critical in ensuring that clients have a great first impression of our application and can start utilizing it as quickly as possible.

What you will be doing:

  • 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 Milestones to track project milestones and client interactions.
  • Other duties as assigned

    • What skills and experience we need you to have:

  • 4-year college degree or equivalent experience
  • Strong written and verbal communication skills
  • Salesforce experience preferred
  • Must have strong organizational skills and be detail oriented.
  • 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

    • Benefits

    For Your Growth & Career:
    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
    For Your Financial Well-being:
    401(k) plan with employer matching
    Signing stipend for a work-from-home setup
    For Your Health & Wellness:
    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)
    For Your Family & Life:
    Parental Leave Benefits
    Fertility/Adoption Assistance 
    Annual tutoring stipend for your children
     
     
     
    FinQuery is an equal opportunity employer to all persons, free from restrictions and prejudice based upon race, color, creed, religion, sex, domestic relationship status, parental status, family status, sexual orientation, national origin, gender identity, age, and disability status. FinQuery maintains a drug-free workplace.
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