Senior Implementation Manager

About OneVest

OneVest is a financial technology company on a mission to power the world’s wealth. We offer an end-to-end wealth management platform, from client onboarding, to portfolio management, to analytics and beyond. OneVest’s software was built to be modular, allowing financial institutions to fill gaps in their process depending on their needs. For more information, please visit www.onevest.com.  

About The Role

We are looking for a full-time Implementation Manager to join our tight-knit team and help build the foundation of the company’s Customer Success team. As the Implementation Manager, you will help our customers integrate OneVest products and services. You’re a natural problem solver, team player, and enjoy the variety that comes with building out solutions across a variety of customers, business models, and technologies. This will be a multifaceted role with a considerable opportunity for impact and contributions across the entire organization.

What You'll Be Doing:

• Plan and manage new partner onboarding and work with internal teams to ensure implementation best practices are adopted and executed
• Act as a primary point of contact for partner interactions: identify and align on strategic program goals, key performance indicators and opportunities
• Establish recurring strategic planning sessions with customers to ensure plans are reviewed and considered as part of OneVest’s product roadmap
• Provide regular partner updates including performance indicators, successful outcome metrics, and progress updates to the Executive team and Senior Management
• Collaborate with internal teams (Product & Technology, Operations, Revenue, Wealth) to represent and advocate for partner needs, strategies, opportunities and insights in order to assist with OneVest’s product roadmap and developing new product features
• Nurture existing accounts through renewal and leveraging opportunities for upselling and providing recurring value
• Provide subject matter expertise to customers to assist in navigating their implementation from project kick-off through to business-as-usual phases
• Monitor and control overall project delivery tracking, performance, and risks for assigned customers 
• Leverage data and insights from new and existing clients to guide strategy and implementation of OneVest solutions for its customers
• Identify customers best-suited to participate in research and co-development opportunities as well as participate in the identification of new features
• Contribute to improving processes, procedures, templates, knowledge base and training documentation

Qualifications:

• 7+ years of experience of enterprise-focused technology implementation, project/program management, account management, and/or management consulting work experience
• Experience working in wealth management/wealth technology
• Hands on experience leading SaaS-based implementations
• Ability to develop strategies and standard operating procedures for implementations and account management
• Demonstrated ability to communicate, present, and influence credibly and effectively at all levels of the organization
• Must be flexible with working hours in order to meet our clients needs and answer their questions in a timely matter
  

  
  

• Culture: It’s fun, rewarding, face-paced - and we build cool stuff, too! Learn more here: https://www.onevest.com/company/culture
• Vacation: 4 weeks of vacation
• Flexibility: A flexible & hybrid working environment
• Health & Wellness: Comprehensive Group Health, Dental and Vision Benefit Plan right from the start
• Equity: Employee Stock Option Purchase Plan 
• Opportunity: An environment where you are recognized and growth opportunities are available

Sound like a good fit? Apply today! 

Don’t meet every single requirement? We encourage you to apply anyways. At OneVest, we're dedicated to building a diverse, inclusive, and authentic workplace. If you’re excited about this role but your past experience doesn’t align perfectly with every qualification in the job description, we would still like to review your resume. You may be just the right candidate for this or other roles.