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FinQuery

Posted 16 days ago

Open

Implementation Coordinator

AtlantaOn-siteFull-time

AI Summary

Implementation Coordinator manages client onboarding, coordinates cross-functional teams, and drives project timelines to ensure successful adoption of FinQuery post-purchase.

About this role

FinQuery stands at the forefront of accounting automation, driven by a deep specialty in contract-driven accounting. Our AI-enabled platform transforms how controllers and finance teams operate, seamlessly managing and accounting for the complex financial contracts—like leases, prepaids, and accruals—that are the backbone of modern business. We are not just a software provider; we are the unified subledger that eliminates time-intensive, error-prone technical accounting workflows, ensuring financial reports are accurate and empowering our customers to focus on strategic, high-value tasks.
FinQuery is the global leader in lease accounting (as recognized on G2.com) and serve more than 8,500 customers worldwide. Our growth trajectory has been consistently validated by the Inc 5000, which has recognized us as one of the fastest-growing private companies for five consecutive years.

Solve the Problems That Matter Most

This role is responsible for getting clients onboarded and adopting the FinQuery application after the purchase order is signed. The Implementation Specialist will walk clients through FinQuery’s on-boarding process, ensure that the project timeline is adhered to, and be a focal point for information flowing to and from the client. As the point of contact during on-boarding, this role is critical in ensuring that clients have a great first impression of our application and can start utilizing it as quickly as possible.

What you will be doing:

  • Manage customer-facing project services
  • Coordinate with Sales, Professional Services and Customer Solutions to onboard multiple clients simultaneously accurately and efficiently
  • Engage with Engineering to resolve issues that arise in implementation and communicate product updates to the client
  • Initiate, plan and design project timelines based on client specifics and the availability of internal resources
  • Comply with department standards in accordance with SOC regulations, especially as it relates to confidential document management
  • Support development of business cases with the customer team, including solutions estimates
  • Communicate project status and milestones to the client in a consistent and effective manner
  • Manage customer relationships as well as the project team and internal experts
  • Coordinate with Professional Services team to input client data into the application and train clients on how to use the software
  • Use Salesforce and Milestones to track project milestones and client interactions.
  • Other duties as assigned

    • What skills and experience we need you to have:

  • 4-year college degree or equivalent experience
  • Strong written and verbal communication skills
  • Salesforce experience preferred
  • Must have strong organizational skills and be detail oriented.
  • Project management experience preferred
  • 1-2 years of client facing experience preferred
  • 1-2 years of experience of working with a high growth or SaaS company

    • Skills

    Client RelationshipsCommunicationCRMCustomer OnboardingData InputDocument ManagementMilestonesProfessional Services CoordinationProject ManagementSalesforceSOC ComplianceSQL Or Data Handling (implied)Stakeholder ManagementTimeline PlanningTraining

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