2 дня назад
Implementation Consultant (Fintech)
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Implementation Consultant (Fintech): Leading the deployment and onboarding of loan-level accounting software for mortgage banking clients with an accent on system configuration and data migration. Focus on optimizing financial workflows, integrating loan data, and delivering comprehensive customer training.
Location: Remote (United States)
Company
is a PE-backed high-growth tech firm delivering loan-level accounting software purpose-built for the mortgage banking industry.
What you will do
- Serve as the primary project lead for the successful implementation and deployment of for new and existing clients.
- Consult on Chart of Accounts setup, G/L data migration from legacy systems, and integration of loan data from LOS.
- Configure invoice and journal approval workflows, ACH processing, Positive Pay, and branch portals.
- Deliver thorough training to clients on financial reporting, budgeting, forecasting, and loan-level reporting.
- Provide post-go-live support to ensure users effectively execute their job functions and maximize system utilization.
Requirements
- Must be based in the United States.
- 4-year undergraduate degree in accounting or equivalent experience.
- Direct experience in the mortgage banking industry.
- Hands-on experience using software or Microsoft Dynamics software.
- 3-5 years of professional business experience.
Culture & Benefits
- Unlimited PTO (subject to supervisor approval).
- Competitive health benefits and 401k program with company match.
- Work from home flexibility with 10-20% required travel.
- Collaborative work atmosphere within a high-growth PE-backed software company.
- Eligibility for the Annual Incentive Trip (CEO Circle).
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