Job Description
Job DescriptionImplementation Manager
Location: SF Bay Area | Menlo Park, New York City (in office)
Employment Type: Full time
Location Type: On-site
Department: ProductAbout the Client
Our client is a rapidly growing company reimagining the infrastructure behind one of the largest sectors of the U.S. economy. Operating at the intersection of finance and technology, they are tackling the inefficiencies of a traditionally manual and fragmented industry by building fully programmatic solutions that streamline complex regulatory and operational workflows. The team is composed of experienced professionals from leading fintech and technology firms and is backed by notable investors and industry leaders.
About the Role
We're looking for a technical Implementation Manager to guide our clients from the moment a deal is signed through to successful launch. You’ll own the post-sales process, helping customers integrate with our platform across three tiers of complexity: full APIs, lightweight implementations, and single-line-of-code options.
This role combines deep technical knowledge with outstanding client-facing skills. You'll serve as a hybrid of solutions engineer, implementation engineer, and sales engineer — but with a primary focus on delivering smooth, scalable implementations that transition seamlessly into ongoing support.
What You’ll Do
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Lead technical implementations from post-sale through to production launch
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Own customer onboarding across a range of integration depths — from full custom APIs to out-of-the-box options
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Act as the key technical point of contact for customers, translating business requirements into successful integrations
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Troubleshoot implementation roadblocks, working closely with product and engineering teams to resolve issues quickly
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Build strong relationships with customer engineering and product teams to ensure long-term success
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Transition accounts smoothly from onboarding to support once live
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Collaborate with Sales and Product to provide feedback on integration patterns and customer needs
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Maintain deep technical fluency with the platform and continually improve onboarding playbooks
About You
- 5+ years in a technical implementation, solutions engineering, or post-sales role at a B2B SaaS or fintech company
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Experience in implementation or solutions engineering for API-driven products
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Strong technical background – comfortable navigating APIs, debugging integration issues, and working closely with engineers
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Clear communicator with excellent client-facing skills and the ability to explain complex topics in a simple, accessible way
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Experienced working across multiple customer integration types, from no-code to complex custom builds
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Highly organized, with the ability to manage multiple concurrent onboarding projects
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Proactive, resourceful, and excited by the opportunity to build foundational processes in a fast-growing team
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Comfortable wearing multiple hats and adapting to change quickly in a startup environment
Preferred Qualifications
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Prior experience with mortgage, lending, or highly regulated financial platforms is a plus
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Familiarity with REST APIs, basic scripting, and tools like Postman or equivalent
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Experience working closely with both enterprise and mid-market customers