Implementation Manager, Financial Services
About The Position
AlphaSense is seeking an organized, data-driven, and client-focused Implementation Manager to join its Customer Success team. The role owns onboarding and rollout programs for large enterprise clients, beginning with the pre-sale handoff and continuing through the first 90 days of adoption. The Implementation Manager coordinates the work that moves a newly signed client from purchase to sustained usage at scale, partnering with Account Managers and Customer Success Managers. The role focuses on program coordination and driving adoption. The Implementation Manager is a main point of contact for client rollouts, leads status meetings, aligns resources across internal teams, monitors adoption signals, and turns adoption data into actionable insights. The role also improves onboarding practices by documenting playbooks and developing scalable processes. The position is US remote and limited to East and Central time zones, and reports to the Team Lead, Strategic Deployments.
Requirements
- At least 4 years of experience in a client-facing onboarding, customer success, or program management role in a B2B SaaS environment.
- Experience working with, at, or alongside financial services organizations, such as investment banks, hedge funds, private equity firms, or venture capital firms.
- Understanding of how financial services firms operate, their senior decision makers, and the role of research and market intelligence tools in their work.
- Experience with change management practices that help client organizations adopt a new tool after purchase.
- Experience managing tasks and seeing programs through to completion.
- Familiarity with project management tools such as Linear, Jira, Asana, or Rocketlane, and CRM software such as Salesforce.
- Ability to work with adoption data, interpret signals and trends, and develop 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 keeping internal teams aligned.
Nice To Haves
- Experience with investment banking and hedge fund clients is especially relevant.
Responsibilities
- Own onboarding and rollout programs for large enterprise clients, including project plans, critical milestones, and risk mitigation, from the pre-sale handoff through the first 90 days.
- Serve as a main point of contact for rollouts, lead regular status meetings, and align resources across Sales, Marketing, Product, and Customer Success.
- Track adoption signals, including time to first login, percentage of users reaching first login, platform retention, and frequency of use, and act on them alongside the account team.
- Partner with Sales before close to shape rollout plans and hand accounts to Account Managers and Customer Success Managers with a maintenance plan after roughly 90 days.
- Analyze adoption trends and potential bottlenecks and translate the data into clear, actionable insights for internal teams and client stakeholders.
- Identify improvements to the onboarding approach, document best practices and standardized playbooks, and build scalable processes for smoother, faster onboarding.
- Develop an understanding of the product, customer persona, reason for investment, and how these map to the customer lifecycle.
Benefits
- Performance-based bonus may be offered.
- Equity may be offered.
- Generous benefits program.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
