Implementation Specialist

Implementation SpecialistImplementation 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 buildingComprehensive health coverage: medical, dental, and vision401(k) with 3% employer match20 days of PTO, plus your birthday off and paid sick leaveEnhanced family leaveLife insuranceHybrid — Austin HQ, minimum three days per week (Tuesday through Thursday).