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eflow Global · 3 hours ago

Implementation Specialist

United States

Full-time

Remote

Senior Level

5+ years exp

eflow Global is a mission-driven RegTech scale-up focused on financial compliance solutions. The Senior Implementation & Customer Success Specialist will lead the onboarding of complex client projects, ensuring alignment with business workflows and compliance goals, while also managing client accounts and fostering strong relationships post-implementation.

3D TechnologyEnterprise SoftwareSoftware

Growth Opportunities

Responsibilities

Lead complex client onboarding projects, often involving multiple stakeholders and jurisdictions

Scope onboarding projects to align platform functionality with regulatory, operational, and data-related client needs

Guide clients in adopting best practices that maximize long-term platform value and usability

Act as the primary point of contact and trusted advisor throughout onboarding and beyond

Drive engagement by managing expectations, building strong stakeholder confidence, and fostering clear communication

Confidently lead conversations regarding scope and timelines with professionalism and authority

Deliver product training and UAT walk-throughs to ensure key users are prepared for go-live

Help clients interpret complex product outputs and workflows to build comfort and familiarity with the system

Share industry insights and relevant use cases to support confident product adoption

Collaborate with internal teams (Product, Technical Specialists, Support) to ensure successful onboarding execution

Anticipate risks and escalate delivery challenges early, contributing to a frictionless experience for clients

Ensure all onboarding documentation is accurately maintained, approved, and delivered on schedule

Maintain and nurture client relationships after go-live, acting as the main point of contact for ongoing support and engagement

Proactively monitor client health, usage, and satisfaction, addressing issues before they escalate

Conduct regular account reviews, identify opportunities for optimization, and advocate for client needs internally

Facilitate renewals by demonstrating continued value

Coordinate with support teams to resolve post-implementation issues swiftly and effectively

Contribute to the ongoing refinement of onboarding and customer success processes, tools, and documentation to improve delivery quality and scalability

Qualification

Client onboarding experienceCustomer success managementSaaS experienceRegulatory awarenessCommunication skillsProblem-solving skillsJudgmentPrioritizationInvestment management familiarityData workflows familiarityInterpersonal skills

Required

5+ years of experience in implementation, onboarding, customer success, or delivery roles in a SaaS, FinTech, RegTech, or enterprise software environment

Demonstrated success in delivering complex or high-touch client onboarding and post-implementation support

Strong communication and interpersonal skills

Commercial and regulatory awareness to tailor onboarding and ongoing support to clients' business goals

Excellent judgment, prioritization, and problem-solving skills in high-pressure settings

Confidence in navigating scope clarification, risk mitigation, and solution alignment across multiple teams

Preferred

Familiarity with investment management, trading compliance, or data workflows is highly advantageous

Company

eflow Global

Founded in 2004, eflow Global provides financial firms with technology solutions to help them comply with their regulatory requirements in a more streamlined, efficient and robust way.

Founded in 2004

London, England, GBR

51-200 employees