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FinQuery, Formerly LeaseQuery · 1 month ago

Implementation Coordinator

Atlanta, GA

Full-time

Hybrid

Entry Level

$53K/yr - $81K/yr

1+ years exp

FinQuery is a global leader in lease accounting and specializes in accounting automation through their AI-enabled platform. The Implementation Coordinator will be responsible for onboarding clients, managing project timelines, and ensuring client satisfaction during the implementation process.

AccountingFinancial ServicesFinTechLeasingSoftware

Responsibilities

Manage customer-facing project services

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

Initiate, plan and design project timelines based on client specifics and the availability of internal resources

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

Manage customer relationships as well as the project team and internal experts

Coordinate with Professional Services team to input client data into the application and train clients on how to use the software

Use Salesforce and Monday to track project milestones and client interactions

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

All other duties as assigned

Qualification

SalesforceProject managementMS OfficeG-SuiteCustomer serviceCommunication skillsOrganizational skills

Required

Strong written and verbal communication skills

Must have strong organizational skills and be detail oriented

Developing experience with Salesforce, MS Office, and G-Suite

Demonstrated customer service skills

Preferred

Project management experience preferred

1-2 years of client facing experience preferred

1-2 years of experience of working with a high growth or SaaS company

4-year college degree or equivalent experience

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