The Role
The Implementation Manager oversees issuer project launches, ensuring milestones are met and managing relationships between issuers and internal teams.
Summary Generated by Built In
DealMaker is a fast-growing fintech company revolutionizing the capital markets ecosystem with a mission to make online capital raising mainstream. We empower founders, CEOs, and operators to raise capital digitally, both from their own communities and through strategically marketed campaigns. No other platform provides an end-to-end solution like ours—and our track record speaks for itself, with over $2B raised across 1,000+ campaigns. We power the largest online capital raises for customers like EnergyX ($88M), Green Bay Packers ($65M), Miso Robotics ($72M+), Monogram Orthopaedics (Nasdaq:MGRM) and many others, with 3 IPOs in the past year alone. We are quickly expanding our horizons and are seeking talented team members to join us on our journey to transform the global capital market.
Who Are You
The Implementation Manager is the dedicated client-facing project manager responsible for ensuring DealMaker’s issuers launch efficiently, on time, and with confidence. Acting as the operational driver of each offering, you’ll coordinate timelines, manage onboarding tools and portals, and keep both issuers and internal teams aligned on deliverables.
In this role, your focus is execution and accountability. While the Account Manager owns the long-term relationship and strategy, you will be the hands-on lead ensuring milestones are met, potential blockers are addressed early, and issuers experience a smooth, professional onboarding journey.
What You'll Do
Project Ownership & Execution
- Act as the project manager for Regulation CF and A+ issuer launches, overseeing timelines, deliverables, and critical milestones.
- Drive accountability across issuers, Account Managers, and internal stakeholders to ensure all launch deadlines are met.
- Use onboarding tools, pipelines, and portals to track progress, monitor dependencies, and maintain visibility across all active deals.
- Regularly update issuers with clear communication on next steps, outstanding items, and project status.
Risk Identification & Escalation
- Anticipate and surface potential roadblocks before they impact timelines.
- Escalate issues to the Account Manager or internal stakeholders (Compliance, Marketing Services, Legal, Ops, Product) for fast resolution.
- Proactively flag external challenges such as delayed financials, incomplete disclosures, or third-party dependencies that could delay launch.
- Develop contingency plans when projects fall off track to protect delivery deadlines.
Cross-Functional Coordination
- Partner closely with Account Managers, ensuring issuers experience a seamless handoff from sales through onboarding and into live operations.
- Work with Product and Engineering teams to identify and remove system or tooling gaps that may impact onboarding timelines.
- Collaborate with Ops on deck creation, reporting, and milestone tracking to ensure consistent and accurate client-facing materials.
- Ensure internal alignment by documenting progress, risks, and escalations in DealMaker systems.
Client-Facing Project Management
- Act as the primary point of contact for issuers on onboarding and execution-related questions.
- Guide issuers through their launch checklist, ensuring they understand what is required, when it’s due, and how to complete each step.
- Maintain professional, proactive communication to instill confidence and keep issuers engaged throughout onboarding.
- Balance transparency and accountability — setting clear expectations and reinforcing issuer responsibilities when delays occur.
Technology & Efficiency
- Leverage DealMaker’s onboarding systems, CRM, and AI-driven dashboards to stay organized and efficient.
- Maintain accurate project data to support reporting, capacity planning, and departmental forecasting.
- Provide structured feedback on onboarding processes and tools, contributing to continuous improvement and automation.
Success Metrics
- Onboarding CSAT / NPS
- Time-to-launch performance against benchmarks.
- Accuracy and timeliness of milestone tracking
- Issuer satisfaction with onboarding experience
What You Bring
- 3+ years of experience in project management, client delivery, or operations (preferably in fintech, SaaS, or financial services).
- Exceptional organizational skills with the ability to manage multiple concurrent projects and competing priorities.
- Strong communication and cross-departmental collaboration skills.
- Client-facing professionalism with a customer-first mindset.
- Comfort with project management tools, CRMs, and reporting systems.
- Proactive problem-solver who thrives in deadline-driven environments
Founded in 2018 by leading capital markets lawyers, DealMaker has blazed its own trail as the leading online capital-raising platform. As a Series A tech startup, we are well-capitalized, firmly established in our market, and ready to scale. Here’s why you should want to join us:
-Competitive compensation with the opportunity to earn equity—get into a growth company on the ground floor
-A diverse & distributed team of doers, innovators, and experts
-Shared employee benefit plan (medical, vision, & dental)
-Strong autonomy with support from leadership
-Annual learning support And more!
Equal Employment Opportunity
DealMaker does not discriminate in hiring or terms and conditions of employment because of an individual’s race, ancestry, colour, place of origin, religion, gender, gender identity, national origin, citizenship, age, disability, sexual orientation, family status or marital status, or any other protected category recognized by provincial or federal laws.
Please inform us if you require any accommodation, and we will work with you to meet your accessibility needs. For any accessibility-related assistance, requests for information in accessible alternative formats or to report any accessibility problems, please share in your application.
Top Skills
Ai-Driven Dashboards
Crms
Onboarding Systems
Project Management Tools
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The Company
What We Do
We're making online capital raising mainstream by empowering founders to raise digitally, both from their own communities and through strategically marketed campaigns.
Our tech transforms the capital raising process into simple eCommerce. Just add an “Invest Now” button to your existing site, and we'll handle the rest—from compliance to payments and everything in between.
We’ve helped companies raise $2 billion and counting, both from the general public and from their customers, followers, and fans—including the Green Bay Packers ($65M), Miso Robotics ($72M), Monogram Orthopaedics (NASDAQ:MGRM), and hundreds more
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