Implementation Manager, Financial Services

AlphaSense

. Own the onboarding and rollout program for large enterprise clients, including project plans, critical milestones, and risk mitigation, from pre-sale handoff through the first 90 days .

Posted 10/28/2026full-timeRemote • United StatesMid-LevelSenior💰 $100,000 - $120,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in client onboarding and program management within a B2B SaaS environment, focusing on adoption trends, data analysis, and scalable process improvements. Strong ability to communicate effectively with senior stakeholders and align cross-functional teams to ensure successful client rollouts.

Highest-signal resume keywords

Client-Facing Onboarding ExperienceB2B SaaS Program ManagementChange Management PracticesProject Management Tools ProficiencyData Analysis and Reporting

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Onboarding Program ManagementData AnalysisProcess ImprovementMicrosoft ExcelGoogle SheetsComplex FormulasPivot TablesRisk MitigationAdoption Data TrackingStandardized Playbooks

Soft Skills

Strong Communication SkillsStakeholder ManagementCollaboration

Tools & Technologies

SalesforceLinearJiraAsanaRocketlane

Industry Keywords

Financial ServicesInvestment BankingHedge FundsPrivate EquityVenture Capital

About the role

Key responsibilities & impact

Own the onboarding and rollout program for large enterprise clients, including project plans, critical milestones, and risk mitigation, from 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 time to first login, percentage of users reaching first login, platform retention, and frequency of use, then act on findings with 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 approximately 90 days
Analyze adoption trends and bottlenecks and translate data into actionable insights for internal teams and client stakeholders
Identify onboarding improvements, document best practices and standardized playbooks, and build scalable processes
Develop an understanding of the product, customer persona, reason for investment, and customer lifecycle mapping
Report to the Team Lead, Strategic Deployments

Requirements

What you’ll need

4+ years 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, and venture capital firms
Experience with investment banking and hedge fund clients is especially relevant
Experience with change management practices that help client organizations adopt a new tool after purchase
Familiarity with project management tools (Linear, Jira, Asana, Rocketlane) and CRM software (Salesforce) is a must
Ability to work with adoption data 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 to work with senior client stakeholders such as managing directors and partners
Must work in US Eastern or Central Timezones

Benefits

Comp & perks

Performance-based bonus
Equity
Generous benefits program
Reasonable accommodation for qualified employees with protected disabilities, where required by applicable laws