Implementation Specialist

Implementation Specialist

Implementation is where the sale becomes real. When a new client comes onboard, this role is their single point of contact from kickoff through go-live — translating complex regulatory requirements into a working system configuration, running training, and handing off a client who's confident and ready to operate independently.

As we scale, our ability to deliver consistent, high-quality implementations determines how fast we can grow and how strong our reputation becomes. This person isn't just managing a checklist — they're shaping the client experience at the moment it matters most.

High ownership. High client impact. High visibility.

You'll own end-to-end implementation of Red Oak's Compliance Connectivity Platform — including Compliance, Distribution, and Supervision products — for enterprise asset managers operating in complex regulatory environments. This isn't light configuration; clients have sophisticated requirements, multiple stakeholders, and real stakes around go-live timing. You'll run the project, translate business requirements into system setup, lead training, and manage the relationship from kickoff through handoff to Client Success.

• Serve as primary point of contact for assigned implementations — managing timelines, milestones, risks, and stakeholder expectations from kickoff through go-live.

• Conduct needs assessments and translate client requirements into customized configurations across Compliance, Distribution, and Supervision modules.

• Develop and execute project plans; proactively surface risks and dependencies before they become problems.

• Deliver hands-on training to client teams — technical users and business stakeholders alike.

• Create and maintain documentation: internal process guides and client-facing resources that outlast the implementation itself.

• Use AI tools operationally to move faster and communicate better — Claude for project planning and client data analysis, Gong for meeting capture, ChatGPT for drafting client communications.

• Coordinate cross-functionally with Engineering, Product, Client Success, Support, and Solution Engineering; you know when to escalate and when to resolve.

• Identify and implement process improvements and automation opportunities that reduce time-to-value across the implementation practice.

2+ years managing enterprise implementations, onboarding projects, or client-facing SaaS deployments — you've owned timelines, managed stakeholders, and delivered go-lives under pressure.

Background in SaaS serving enterprise clients or financial services — compliance, regtech, or fintech experience is a strong plus.

Strong project management skills: you document, you communicate proactively, you escalate the right things at the right time.

Excel proficiency and comfort with technical configuration — you can translate between a client's business workflow and a system setup, and you're not afraid to get hands-on.

AI fluency in your day-to-day: Claude or ChatGPT for drafting and analysis, Gong or similar for meeting intelligence. You use these tools now, not aspirationally.

Clear, professional communicator — written and verbal — with enterprise clients and internal stakeholders at every level.

Ownership mindset: you treat client outcomes as your outcomes, and you don't need hand-holding to figure out what needs doing.

Plus: experience with asset managers, hedge funds, or registered investment advisers; familiarity with PE-backed growth-stage environments.

Equity Appreciation Rights — share in what we're building

Comprehensive health coverage: medical, dental, and vision

401(k) with 3% employer match

20 days of PTO, plus your birthday off and paid sick leave

Enhanced family leave

Life insurance

Hybrid — Austin HQ, minimum three days per week (Tuesday through Thursday).