Implementation Specialist
About The Position
Octus is seeking an Implementation Specialist to manage the client onboarding process, from contract signing through scoping, implementation, and the establishment of long-term partnerships. This role involves configuring the LevPro platform (including Research Management, Trading Tools/OMS, Portfolio Management, and Compliance) to align with client workflows, handling data migrations and back-office interfaces, and training new users. The Implementation Specialist will collaborate with sales, data, customer success, and product development teams to deliver optimal client solutions. This is a highly cross-functional, client-facing position for individuals who excel at transforming complex requirements into scalable, customer-centric solutions. LevPro, now part of Octus, is a modern operating system for leveraged credit asset managers, designed to modernize a finance sector that still relies heavily on manual processes. LevPro utilizes artificial intelligence to address data, nomenclature, and workflow challenges, significantly enhancing the user experience. Its single codebase enables rapid iteration and industry-leading customer response times, leading to strong adoption within the Alternative Asset industry as clients transition from legacy software. Octus is making key strategic hires to support its growth.
Requirements
- 5-7 years of experience in client-facing software implementation and/or project management, ideally within fintech, SaaS, or financial services
- 3-5 years of relevant experience in Leveraged Credit / Fixed Income
- High proficiency in software systems, data tools (e.g., Excel, etc.)
- Advanced proficiency with using AI models (Claude, ChatGPT, etc.)
- Strong project management skills with the ability to juggle multiple concurrent client implementations
- Excellent written and verbal communication skills, with the ability to translate technical concepts for non-technical stakeholders
- Exceptional attention to detail
- Ability to build client trust and credibility quickly as a knowledgeable partner, while at times pushing back on requests that don’t align with the product roadmap
- Self-starter who is comfortable in a fast-paced, high-growth environment and will push back constructively when needed
Responsibilities
- Own end-to-end onboarding for new clients, from scoping and project kickoff, through to go-live, keeping each project on schedule and within scope
- Translate client's existing workflows and requirements into system configuration, documenting and explaining relevant details to clients and executing on the implementation
- Coordinate and test third-party integrations, working closely with engineering and third parties
- Lead training sessions and build out general documentation/FAQs so client teams can use system independently
- Troubleshoot and resolve client issues keeping clients informed throughout
- Partner with sales to ensure a seamless handoff and set the foundation for a strong long-term relationship
- Identify and flag opportunities to improve implementation tools, processes and LevPro products
Benefits
- Competitive pay and benefits
- As much opportunity and responsibility as you can handle
- A flexible, remote or in office work model
- A highly collaborative and dynamic group environment
- A stipend for learning (books, classes, etc.)
- Competitive health benefits
- Matched 401k and pension plans
- PTO
- Generous parental leave
- Gym subsidies
- Educational reimbursements for career development
- Recognition programs
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
