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FinQuery, Formerly LeaseQuery · 1 day ago

Implementation Specialist

Atlanta, GA

Full-time

Hybrid

Entry, Mid Level

$53K/yr - $81K/yr

2+ years exp

FinQuery is a leader in accounting automation, specializing in contract-driven accounting. The Implementation Specialist will manage onboarding for new clients, ensuring a smooth transition and high client satisfaction by coordinating with multiple teams and addressing technical issues.

AccountingFinancial ServicesFinTechLeasingSoftware

Responsibilities

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

Qualification

Customer serviceSalesforceProject managementMS OfficeG-SuiteTroubleshootingOrganizational skillsCommunication skillsMentoring

Required

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

Preferred

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

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

401(k) plan with employer matching

Signing stipend for a work-from-home setup

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)

Parental Leave Benefits

Fertility/Adoption Assistance

Annual tutoring stipend for your children

Company

FinQuery, Formerly LeaseQuery

Glassdoor3.7

👋 Hey there, we're FinQuery! Need to simplify your lease accounting, automate those prepaid and accrual entries, or get a handle on all your contracts? We've got you covered! FinQuery is an AI-powered accounting automation and contract management platform built for accounting and finance teams – just like yours.

Founded in 2011

Atlanta, Georgia, USA

201-500 employees