Eton Solutions LP · 2 days ago
Eton Solutions - Implementation Manager
North Carolina, United States
Full-time
Onsite
Entry Level
1+ years expEton Solutions LP is an ERP software product and services company focused on servicing Single Family Offices, Multi Family Offices, Wealth Owners, and other financial entities. They are seeking an Implementation Manager to contribute as a Subject Matter Expert on implementation projects, preparing deliverables, conducting training, and overseeing testing processes.
ComputerSoftwareWealth Management
Hiring Manager
Ashwini Ashok
Responsibilities
Generally, as narrow Subject Matter Expert (SME) contribute to implementation projects at the direction of Implementation Managers
Participate and prepare deliverables for needs and gap analyses based on review of client issues, requirements, current pain points
Platform Implementation Activities to include participation and contribution for the following:
Discovery sessions with client and internal stakeholders
Define configuration options to meet accounting, operations and reporting needs
Define approach to user reporting hierarchies
Define approach for custom user work flows
Conduct End-user training
Recommend custom reports based on client needs using advanced data analysis skills
Implement interfaces to third party systems using data mapping skills
Oversee client unit/integration/acceptance testing
Assist in new features specification and functional enhancements to the Platform
Ability and willingness to travel
Qualification
Required
Finance, Accounting degree or CPA
1-2+ years implementing portfolio management and/or investment accounting systems
Common marketable securities (stock, bonds, mutual funds, options) and Illiquid fund investments
Investment and accounting reports design
Project consultant for 5-15 person internal/client teams of material size and duration
User requirements definition and formal report preparation
Application testing
User training
Issues resolution
Strong math and logic skills
Exceptional skills in MS Excel – pivot table, vlookup, financial formulas, table/query functions
Strong record of academic achievement and clear demonstration of leadership in a work environment
Moderate to strong communication skills and ability to communicate complex ideas effectively
Comfortable with significant client interaction and interest in building relationships
Ability to adapt and prioritize changing project priorities, tasks and timelines
Ability to work both collaboratively and independently, as well as under pressure of deadlines
Rigorous attention to detail
Company
Eton Solutions LP
Eton Solutions is an ERP software product (AtlasFive and EtonAI) and services company founded to handle the complexities of servicing Family Offices, Wealth Owners, RIAs, Business Managers, Private Equity, Real Estate and Fund of Fund firms globally.
201-500 employees
H1B Sponsorship
Eton Solutions LP has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2023 (1)
2022 (1)
2020 (1)
Funding
Current Stage
Growth StageTotal Funding
$81.27MKey Investors
Navis Capital Partners
2025-07-16Series C· $20M
2022-07-12Series C· $38M
2021-03-11Debt Financing· $1.91M
Leadership Team
Tim Raby
Chief Technology Officer
Rich Gaffney
Chief Financial Officer
Recent News
Company data provided by crunchbase