Implementation Specialist

About the role

This role is critical for ensuring that new clients are successfully onboarded and that the client experience is seamless from start to finish.

Responsibilities

• 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.
• Manage 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.
• Cross-functionally coordinate 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.

Requirements

• 2+ years managing enterprise implementations, onboarding projects, or client-facing SaaS deployments—delivering 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: documenting, communicating proactively, escalating the right things at the right time.
• Excel proficiency and comfort with technical configuration—translating between a client's business workflow and a system setup, and not being 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.
• A clear, professional communicator—written and verbal—with enterprise clients and internal stakeholders at every level.
• An ownership mindset: treating client outcomes as your outcomes, and not needing hand-holding to figure out what needs doing.
• Experience with asset managers, hedge funds, or registered investment advisers; familiarity with PE-backed growth-stage environments.

Qualifications

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

Skills

• Project Management
• Technical Configuration
• AI Tools (Claude, ChatGPT)
• Communication
• Ownership Mindset

Benefits

• Equity Appreciation Rights
• Comprehensive health coverage: medical, dental, and vision
• 401(k) with 5% employer match
• Unlimited PTO, plus your birthday off and paid sick leave
• Enhanced family leave
• Life insurance

Pay

Competitive compensation package based on experience and qualifications.

Schedule

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