In this high-visibility role, you are the quarterback for onboarding some of our most important customers — banks, investment advisors, and enterprise partners using our cutting-edge Enterprise and Impactfully platforms to manage private foundations.

You don't just coordinate projects — you lead them. From kickoff to go-live, you own the client implementation experience: guiding stakeholders, managing timelines, and ensuring confident, successful adoption of our solutions.

This is a hands-on leadership role ideal for someone who brings both precision and adaptability. As our platform evolves, you also help shape the future of how we scale — driving more efficient, repeatable, and customer-friendly deployment processes. You’ll work shoulder-to-shoulder with our Enterprise Support Lead to ensure clients are set up for long-term success, delivering real impact from day one.

Key Responsibilities:

Client Onboarding & Implementation (85%)

• Take the lead as the primary contact for our institutional enterprise clients throughout the onboarding and implementation journey.
• Own the full delivery lifecycle — managing timelines, hitting milestones, navigating risks, and keeping stakeholders aligned and informed.
• Drive momentum by leading UAT sessions and running focused stand-ups with client project teams to keep things moving and unblock progress fast.
• Get hands-on with platform configuration, data validation, and technical problem-solving — leveraging your advanced Excel skills when needed to ensure a smooth and accurate setup.
• Think beyond the project by documenting what works (and what doesn’t), helping us build scalable, repeatable onboarding frameworks that set clients — and our team — up for long-term success.

Cross-Functional Collaboration (15%

• Ensure continuity and confidence by working hand-in-hand with our Enterprise Support Lead to transition clients from implementation to support.
• Partner across teams — including Engineering, Product, and Operations — to solve implementation challenges quickly and effectively.
• Be a strategic voice for the client by sharing feedback that drives product improvements, shapes deployment strategies, and elevates the overall customer experience.

• 5+ years leading enterprise SaaS onboarding/implementation, ideally with large financial institutions or wealth management firms
• Proven success managing complex, high-stakes client delivery projects — certifications (e.g., PMP/CSM) optional, results required
• Strong client management skills, with the ability to confidently handle demanding stakeholders through clear communication and a solutions-focused mindset
• Advanced Excel proficiency and comfort with platform configuration, data validation, and hands-on troubleshooting
• Experience supporting or servicing high-value clients ($10K+ annual business), with an emphasis on trust, responsiveness, and professionalism
• A track record of accelerating time-to-value — reducing implementation timelines and increasing client speed-to-adoption
• Ability to influence best practices and client behavior — not just following a project plan, but actively improving how work gets done
• Strong cross-functional collaborator with the ability to partner across teams (Engineering, Product, Operations) to resolve challenges and drive improvements
• Consultative mindset — able to act as a trusted advisor, guiding enterprise clients toward smarter solutions and long-term success
• Experience working directly with Salesforce, Zendesk, or other database-driven support/configuration tools
• Familiarity with SSO (e.g., Auth0, Okta), APIs, and middleware used in enterprise integrations
• Experience with data migration, validation, and identifying anomalies in large datasets (CSV, Excel)
• Awareness of regulatory/compliance environments (e.g., SEC, FINRA) common in financial services
• Understanding of enterprise change management and how large institutions adopt new technology
• Success in fast-paced or early-stage SaaS environments, with a flexible, problem-solving mindset

Job Requirements for Remote Work Environment:

• Dedicated Workspace: Must have a home office or workspace free from distractions.
• Reliable Internet Connection: High-speed internet required to support video conferencing and remote collaboration.

Physical Demands:

The physical demands described here are representative of those required to successfully perform this role. Reasonable accommodations may be made for individuals with disabilities. While performing the duties of this position, the employee is regularly required to talk and hear, frequently required to use hands and fingers, and occasionally required to stand, walk, sit, and reach with hands and arms. The employee may occasionally lift up to 15 pounds. Vision requirements include close vision, distance vision, and the ability to adjust focus. The work environment is typically low to moderate noise.

An Equal Opportunity Employer

We do not discriminate based on race, color, religion, national origin, sex, age, disability, genetic information, or any other status protected by law or regulation. It is our intention that all qualified applicants are given equal opportunity and that selection decisions are based on job-related factors.