The Role
The Implementation Specialist will lead onboarding for Enterprise clients, managing relationships and ensuring timely project execution while resolving issues and enhancing client satisfaction.
Summary Generated by Built In
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
We are looking for a detail-oriented Implementation Specialist to turn our new clients into power users. Once the deal is signed, you take the reins. Your mission is to deliver a white-glove onboarding experience, specifically for our complex Enterprise and Integration accounts.
In this role, you aren’t just checking boxes; you are managing relationships and timelines to ensure nothing falls through the cracks. You will be the primary point of contact, ensuring our clients achieve rapid time-to-value and walk away from the onboarding process with a lasting, positive impression of FinQuery.
How You'll Make an Impact:
- Lead engagements with Enterprise and Integration clients to align FinQuery onboarding with their long-term financial and technical business objectives.
- Serve as an internal escalation point for complex technical issues and troubleshooting requests.
- Own and execute end-to-end implementation projects, ensuring deliverables are on time for multiple clients simultaneously.
- Communicate with clients in a proactive and professional manner.
- Identify potential problems and troubleshoot independently to resolve issues.
- 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.
- 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.
- Decipher, process and follow through on client requests.
- Manage customer relationships as well as the project team and internal experts.
- Provides customer focused interaction ensuring timely response and effective follow-up on client and/or internal requests and/or issues.
- Ensure client satisfaction and product/service adoption. Conduct all business in accordance with FinQuery policies and procedures.
- Mentor and provide guidance to junior Implementation team members, contributing to team best practices and skill development.
- All other duties as assigned.
The Expertise You'll Bring:
- Must have strong organizational skills and be detail oriented
- Strong written and verbal communication skills
- Proficient with Salesforce, MS Office, and G-Suite
- Ability to grasp complex and evolving onboarding processes
- Advanced customer service skills
- Strong project management abilities
Bonus Points If You Have:
- Minimum 2+ years of experience in a client facing role
- Minimum 2+ years of experience working with a high growth or SaaS company
- 4-year college degree or equivalent experience
- SaaS Software industry experience required
Benefits
For Your Growth & Career:
Annual employee development program stipend of $2,000 for each employee
Mentorship program (available immediately)
Sabbatical program (4 weeks after 5 years of service)
Advancement opportunities based on results, not politics
For Your Financial Well-being:
401(k) plan with employer matching
Signing stipend for a work-from-home setup
For Your Health & Wellness:
Great health benefits with multiple plan option
Flexible PTO (including 11 holidays and your birthday off)
Free gym membership at our office (Atlanta HQ)
Casual dress environment (when in office)
Catered lunches every Tuesday & Thursday (when in office)
For Your Family & Life:
Parental Leave Benefits
Fertility/Adoption Assistance
Annual tutoring stipend for your children
About Us
FinQuery is an AI-powered contract management and accounting automation company trusted by over 8,000 organizations worldwide. Serving public, private, and government entities, we specialize in automating the accounting for an organization's largest areas of spend—including leases, prepaids, and accruals.
Our intelligent platform abstracts and consolidates source documents to provide a complete system of record. This is what sets us apart: we are the only provider offering this unified view, giving our customers the insight needed to control costs, ensure compliance, and solve the problems that matter most.
FinQuery is an equal opportunity employer to all persons, free from restrictions and prejudice based upon race, color, creed, religion, sex, domestic relationship status, parental status, family status, sexual orientation, national origin, gender identity, age, and disability status. FinQuery maintains a drug-free workplace.
Top Skills
Google Suite
MS Office
Salesforce
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The Company
What We Do
We're FinQuery, and we're here to help you manage your finances in a whole new way.
More than 36,000 professionals rely on FinQuery to make better business and financial decisions for their largest areas of spend - leases, software subscriptions, and financial contracts - something no other provider offers in the market. Our award-winning AI-powered software helps businesses minimize risk, increase efficiency, and reduce costs.
And what makes it truly intelligent? We let you do it all on one platform.
FinQuery gives you the power of total visibility, so that Finance and Accounting can simplify accounting, forecast accurately, and budget confidently. And the IT department can clearly see and manage the company’s software stack with actionable insights, smart automation, and helpful tools.
You’ll see the most where you’re spending the most.
