Client Implementation Manager

We’re seeking an experienced and talented Client Implementation Manager to join our team. We are growing exponentially, and you are joining at a time where there is ample opportunity to lead and define your role.

The successful candidate will work closely with our B2B clients to manage all phases of the implementation lifecycle, from initial onboarding through go-live. You will define the Templum platform architecture for our clients, drive project management, facilitate integrations with Templum’s APIs and third-party vendors, and guide and provide assistance to our clients in order to ensure the successful deployment of their marketplace. You will work closely with our team of engineers, product, business development, and Templum’s regulated broker dealer to ensure client success.

Primary Responsibilities

• Manage and own the onboarding of B2B clients onto the Templum platform. This includes creation of project plans, status meetings, coordination across various third-party partners, and driving the project to completion by established deadlines

• Own the client relationship during the project onboarding lifecycle
• Manage time and deadlines across multiple entities while balancing several projects/priorities
• Act as a knowledge base for the client regarding technical integrations, API endpoints and requirements, product workflows, and third-party integrations
• Collaborate and assist in creation of processes, resources, and tools to support the implementation and onboarding process for clients
• Work closely with our team of engineers, product managers, business leaders, and members of Templum’s regulated broker dealer to ensure client success

• Work with external stakeholders to understand client needs, challenges, and objectives while providing recommendations for increased adoption of Templum solutions
• Support the Templum Product team with direct client feedback and recommendations
• Support the upgrade and version control processes of our products and tools in client environments
• Ability to clearly articulate technical topics to a non-technical audience

Preferred Qualifications

• Bachelor’s degree or equivalent experience
• 3-5 years of experience in a technical customer facing role (Technical Account Manager, Technical Customer Success Manager, Implementation Manager, Sales Engineer)
• Previous experience training and onboarding clients to a SaaS product
• Understanding and experience with web APIs and software development is strongly preferred

• Experience writing technical documentation, architecture diagrams, and integration plans is strongly preferred
• Strategic thinker that can come up with and clearly communicate practical solutions to complex integration challenges
• Experience and understanding of capital markets, financial services, and trading preferred
• Excellent verbal, written and interpersonal communication skills
• Excellent customer-facing capabilities, with the ability to communicate complex concepts clearly and flexibly to both highly technical and less technical stakeholders

• Able to create, manage, and execute complex project plans, engaging and influencing internal and external stakeholders
• Thrives in a dynamic, fast-paced, fast-growing work environment