Implementation Manager (Financial Services)

Location: Remote - United States; East/Central Timezones only

Base compensation: $100,000–$120,000 USD annually; performance-based bonus, equity, and benefits may also be offered.

Company

AlphaSense provides an AI-powered market intelligence and workflow orchestration platform for business and finance, combining domain-specific AI with more than 500 million premium business documents.

What you will do

• Own onboarding and rollout programs for large enterprise clients from the pre-sale handoff through the first 90 days, including project plans, milestones, and risk mitigation.
• Lead rollout status meetings and align resources across Sales, Marketing, Product, and Customer Success.
• Track adoption signals including time to first login, first-login rates, retention, and usage frequency, then act on findings with account teams.
• Partner with Sales before close to shape rollout plans and transition accounts to Account Managers and Customer Success Managers with a maintenance plan.
• Analyze adoption trends and bottlenecks and translate data into actionable insights for internal teams and client stakeholders.
• Improve onboarding through documented best practices, standardized playbooks, and scalable processes.

Requirements

• 4+ years of experience in client-facing onboarding, customer success, program management, professional services, or implementation roles in a B2B SaaS environment, with a focus on rollout and adoption.
• Experience working with, at, or alongside financial-services organizations such as investment banks, hedge funds, private equity firms, or venture capital firms. Investment banking and hedge fund client experience is especially relevant.
• Experience with change-management practices that support adoption of a new tool after purchase.
• Ability to manage tasks and see programs through to completion; familiarity with Linear, Jira, Asana, or Rocketlane and Salesforce is required.
• Ability to analyze adoption data, identify signals and trends, and produce internal and external reports.
• Proficiency in Microsoft Excel or Google Sheets, including pivot tables, complex formulas, and data validation.
• Interest in identifying operational inefficiencies and driving organizational change through scalable processes and documentation.
• Strong communication skills for working with senior client stakeholders, including managing directors and partners, and aligning internal teams.

Culture & Benefits

• Remote work limited to the United States and East/Central time zones.
• Performance-based bonus, equity, and a generous benefits program may be offered.
• Equal-opportunity workplace committed to an environment that supports, inspires, and respects all individuals.
• Reasonable accommodation is provided to qualified employees with protected disabilities where required by applicable law.