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Implementations Specialist
Описание вакансии
Текст:
TL;DR
Implementations Specialist (Fintech): Implementing and onboarding clients onto 's private market ERP software with an accent on data migration, client training, and process optimization. Focus on managing multiple onboarding projects, building strong customer relationships, and collaborating cross-functionally to improve client experience.
Location: Hybrid in Rio de Janeiro, Brazil
Company
provides a comprehensive ERP platform for private markets, supporting thousands of funds and assets under management globally, aiming to modernize private capital markets.
What you will do
- Establish strong customer relationships and ensure high-quality, timely onboarding post-sale
- Migrate and maintain client data using ’s onboarding tools
- Coordinate inputs from clients and their law firms
- Train clients on using software and develop training content
- Continuously improve onboarding efficiency and effectiveness
- Collaborate with product, engineering, and implementation teams to enhance customer experience
Requirements
- Location: Must be able to work in Rio de Janeiro, Brazil with hybrid schedule (3 days in office, 2 remote)
- Proficiency in Excel and experience with CRMs, preferably Salesforce
- Strong project management and organizational skills to handle multiple onboardings
- Familiarity or willingness to learn Private Equity and Capitalization concepts
- Excellent interpersonal skills with empathy and professionalism
- Ability to work cross-functionally and adapt to change
Nice to have
- Knowledge of finance and accounting
- Experience in a high-growth software company
Culture & Benefits
- Hybrid work schedule with in-office presence 3 days per week
- Commitment to equal opportunity and inclusive hiring practices
- Supportive environment encouraging continuous improvement and collaboration