implementation specialist

Collation.AI INC.

<p><b>Implementation Specialist (WealthTech)</b></p><p>at Collation.AI Inc.</p><p>Remote (USA) &ndash; Preference for New York Metro Area</p><p><b>Who We Are</b></p><p>Collation.AI is a Compliance-Friendly AI Infrastructure for Financial Services (which includes Data warehouses, bots for data ingestion &lt;APIs, SFTPs, PDFs&gt;, reconciliation, unified data models, and compliant vibe coding with guard rails.</p><p>Our <b>AI</b> bots extract data from any system or PDF, load it into a centralized data warehouse, maintain data quality, and then feed it into the tools and workflows our clients rely on every day.</p><p>We create AI native infrastructure for wealth managers, enabling AI-powered analytics, reporting, workflows, and business efficiency.</p><p>We originated from the WealthTech provider Canopy.cloud, which reports on over USD 170 billion in assets and is backed by leading family offices and global private banks.</p><p>Our clients include family offices, RIAs, private banks, trust companies, external asset managers, and accounting firms across the global wealth management ecosystem.</p><p><b>The Role</b></p><p>We are looking for an Implementation Specialist to join our growing US team and sit at the intersection of Sales, Product, and Engineering. You will partner closely with Sales on pre-sales Proof of Concept (PoC) projects and then lead the transition into full production implementations.</p><p>From day one, you will work hands-on with client data, build databases and workflows, orchestrate data feeds and automations, and help design the dashboards and user interfaces that bring Collation.AI to life for our customers. This is a client-facing, highly technical role in a fast-moving startup environment where you will own outcomes end to end.</p><p><b>What You&rsquo;ll Do</b></p><p>Pre‑Sales &amp; Proof of Concept</p><p>&middot; Collaborate with Sales on new opportunities: join discovery calls, understand scope, and shape PoC plans and success criteria.</p><p>&middot; Receive and process client source data (e.g. bank statements, PE capital call notices, invoices) often as PDFs, and use our PDF processing tools to extract structured data.</p><p>&middot; Design and stand up PoC data environments: create PostgreSQL databases, define schemas, load and validate data, and document assumptions and edge cases.</p><p>&middot; Build initial reporting and analytics views using BI tools such as Microsoft Power BI or AI-assisted &ldquo;vibe code&rdquo; style UI generation tools (e.g. Claude Code, Lovable) to demonstrate value quickly.</p><p>Implementation &amp; Automation</p><p>&middot; Lead the transition from PoC to full production: harden data models, workflows, and integrations, and align timelines and deliverables with client stakeholders.</p><p>&middot; Design and implement automated data feeds, including scheduled ingestion of CSV files over SFTP, REST/JSON APIs, and custodian bank data connections.</p><p>&middot; Develop Python-based &ldquo;bots&rdquo; to automate manual client processes, e.g. logging into portfolio systems, downloading specific datapoints, loading into databases, and triggering downstream workflows.</p><p>&middot; Build and maintain reconciliation logic (in Python/SQL) to compare portfolio/accounting data across portfolio management systems, general ledger systems, and custodians, and surface and resolve breaks.</p><p>&middot; Configure and support integrations with key industry systems (e.g. Addepar, Orion, Tamarac, Black Diamond, Archway, QuickBooks, Sage Intacct, Xero, NetSuite, Business Central, Salesforce, HubSpot, Wealthbox, etc.).</p><p>Client Management &amp; Handover</p><p>&middot; Act as the primary technical contact for your implementations, managing project plans, risks, and communication with client sponsors and power users.</p><p>&middot; Translate client business requirements into clear, implementable user stories and technical tasks, and keep all stakeholders aligned on scope and trade-offs.</p><p>&middot; Drive the client to &ldquo;business as usual&rdquo; by stabilizing data flows, dashboards, and automations, then coordinate a clean handover to our Customer Support / Customer Success teams.</p><p><b>Who You Are</b></p><p>Must‑Have</p><p>&middot; Based in the United States and authorized to work for any US employer (US citizen or Green Card holder strongly preferred; we are unable to sponsor visas for this role).</p><p>&middot; 2&ndash;5 years of experience in financial data, implementation, or deployment roles, such as implementation specialist, data analyst/engineer, reconciliation specialist, or FinTech/WealthTech deployment.</p><p>&middot; Strong hands-on experience with relational databases, ideally PostgreSQL: designing schemas, writing SQL, optimizing queries, and troubleshooting data issues.</p><p>&middot; Solid Python skills for scripting, data processing, and building simple automation bots (web login, file download, API calls, reconciliation logic).</p><p>&middot; Practical experience working with data feeds: CSV/Excel, SFTP, REST APIs, web-based exports, and basic ETL concepts.</p><p>&middot; Financial data literacy: you understand transactions, positions, cash, balances, security masters, and how portfolio and accounting systems represent these.</p><p>&middot; Familiarity with basic accounting concepts (journals, GL accounts, trial balance, NAV, realized/unrealized P&amp;L) and how they tie to investment data.</p><p>Nice‑to‑Have</p><p>&middot; Prior experience in or with: RIAs, family offices, private banks, external asset managers, trust companies, or accounting firms that support high-net-worth clients.</p><p>&middot; Exposure to industry tools such as Addepar, Orion, Tamarac, Black Diamond, Archway, Masttro, QuickBooks, Sage Intacct, Xero, NetSuite, Business Central, Allvue, Canoe Intelligence, Bill.com, Yardi, and similar platforms.</p><p>&middot; Experience with the Microsoft stack (Azure, Power BI, SharePoint) and/or modern AI-assisted development tools for building internal dashboards and lightweight UIs.</p><p>&middot; Background in WealthTech, FinTech, SaaS, or data platform startups; you are comfortable with ambiguity and wearing multiple hats.</p><p>Core Skills &amp; Behaviors</p><p>&middot; Highly organized and able to manage multiple implementation projects, each with its own data sets, timelines, and stakeholders.</p><p>&middot; Structured problem solver who enjoys debugging data issues, reconciling differences, and designing robust workflows.</p><p>&middot; Strong communicator in English, capable of working with both technical and non-technical audiences at all levels of a client organization.</p><p>&middot; You &ldquo;act like an owner&rdquo;, collaborate closely with teammates, champion clients, and bring a continuous learning mindset.</p><p><b>Qualifications</b></p><p>&middot; Bachelor&rsquo;s degree in Computer Science, Engineering, Mathematics, Finance, or a related technical discipline; equivalent practical experience considered.</p><p>&middot; Demonstrated experience delivering technical implementations in financial services or software environments.</p><p><b>Our Values</b></p><p>&middot; Act Like an Owner &ndash; Think and operate with intention, purpose, and care. Own outcomes.</p><p>&middot; Build Together &ndash; Collaborate to unlock the best solutions and deliver lasting value.</p><p>&middot; Champion Our Clients &ndash; Exceed client expectations; our clients&rsquo; success is our success.</p><p>&middot; Drive Innovation &ndash; Be bold and unconstrained in problem solving; transform the industry.</p><p>&middot; Embrace Learning &ndash; Bring a growth mindset and broaden your perspective with our community.</p><p>Collation.AI is proud to be an equal opportunity employer, committed to building a diverse, inclusive environment where everyone can belong and thrive. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.</p><p>Job Type: Full-time</p><p>Pay: $60,000.00 - $85,000.00 per year</p><p>Benefits:</p><ul><li>Flexible schedule</li></ul><p>Work Location: Hybrid remote in Stamford, CT 06901</p>

Implementation Specialist (WealthTech)

<div><p>The Implementation Specialist for Dispatch implementations is a multi-tasker who is obsessed with organization and details. You are focused on the requirements necessary for a customer to be successful with our Dispatch application, which will include coordination with internal Subject Matter Experts. You must be able to juggle various project influences including business, customer, technical and product. You are a &quot;roll with it&quot; and &quot;think on your feet&quot; kind of person, but comfortable with taking the bull by the horns when needed. The right candidate for this role loves delivering value and supporting customers on the front lines and behind the scenes!</p>
<p><b>
More about you:</b></p>
<p>
You are responsible for the success of each client in Onboarding. You will provide management and oversight through all phases of onboarding and can expect to:</p>
<ul>
<li>Follow the pre-defined Onboarding process; meeting SLAs and ensuring the Customer's expectations are managed at the start of the Onboarding process.</li>
</ul><ul><li>Coordinate with customers to ensure achievement of complete configuration within established timeframe.</li>
</ul><ul><li>Keep the client motivated, excited and on task to complete their implementation.</li>
</ul><ul><li>Assure that our partners (customers) feel heard, taken care of and most of all that the products and services you deliver take them to a place of success they couldn't get to without us.
</li></ul><ul><li>Develop new processes and recommend improvements to all procedures to ensure optimal level of customer satisfaction at all times.</li>
</ul><ul><li>Identify and address implementation risks to remove project roadblocks and engage appropriate internal escalation resources.</li>
</ul><ul><li>Meet or exceed productivity metrics while enhancing the customer experience</li>
</ul><ul><li>Resolve immediate escalations to ensure customer satisfaction</li>
</ul><ul><li>Coordination with internal SMEs; central point for customer across entire start to end process and inclusive of product training.</li>
</ul><ul><li>Escalation point for Onboarding Coordinator for challenges on other accounts.</li>
</ul><ul><li>Assist with data conversions.</li>
</ul>
<p><b>Your Qualifications</b></p>
<p>
To be successful in this role you should have:</p>
<ul>
<li>At least 2 years of ambulance Dispatch experience</li>
</ul><ul><li>Be passionate about technology and how it can influence the lives of both our customers and their communities.</li>
</ul><ul><li>Display solid experience of managing tasks and deliverables, ideally multiple concurrently.</li>
</ul><ul><li>Experience in a customer-facing role</li>
</ul><ul><li>Experience with implementation, training or subject matter expert with Dispatch software considered asset</li>
</ul><ul><li>Able to explain technical concepts to non-technical audiences and to translate requirements into technical deliverables.</li>
</ul><ul><li>Strong organizational and time management skills</li>
</ul><ul><li>Excellent verbal and written communication skills</li>
</ul><ul><li>Confident with communicating via phone</li>
</ul><ul><li>Flexible; be able to adapt to a fast-paced, changing environment</li>
</ul><ul><li>Attention to detail and accuracy, in thinking and execution</li>
</ul><ul><li>Willingness to learn</li>
</ul><ul><li>Ability to meet deadlines</li>
<li>Capable of wearing multiple hats</li>
</ul><div><b>Benefits &amp; Perks</b></div>
<div></div>
<div>ESO offers a comprehensive suite of benefits to promote health and financial security for our employees and their families. For full-time employment you this includes:</div>
<ul><li>Competitive health plans (medical, dental, &amp; vision insurance)</li>
<li>PTO (starting at 20 days) &amp; 12 company holidays</li>
<li>401(k) with company match</li>
<li>Telemedicine service provided by ESO</li>
<li>Savings accounts (FSA, HSA, DCA)</li>
<li>Employee Assistance Program (EAP)</li>
<li>Annual health and wellness reimbursement</li>
<li>Peace of mind benefits such as life insurance, disability insurance, and worksite benefits</li>
<li>Paid parental leave, new child program, &amp; flexible parental return-to-work options</li>
<li>Casual office environments and unlimited office snacks and drinks</li>
</ul>
<div></div><div><b>About ESO</b></div>
<div></div>
<div>ESO is a fast-paced, growing data, technology, and research company passionate about improving community health and safety through the power of data. We pioneer innovative, user-friendly software to meet the changing needs of today's EMS agencies, fire departments, and hospitals. We're small enough to be nimble and fun, but big enough to be a great place to work. We serve thousands of customers out of our offices across the US, Canada and Northern Ireland.</div>
<div></div>
<div>Are you ready to Make a Difference? At ESO, we believe in bringing your true self to work every single day. If you don't match all the qualifications on the job description, we encourage you to apply anyway! We are looking for passionate, innovative, and authentic people to help drive our mission.</div>
<div></div>
<div>All offers are contingent upon a successful background check.</div><br>
<div></div>
<div></div>
<div><i>ESO is committed to creating a diverse and inclusive work environment and is proud to be an equal opportunity and affirmative action employer. We invite you to consider opportunities at ESO regardless of your gender; gender identity; gender reassignment; age; religion; race; national origin; political affiliation; sexual orientation; disability; veteran status; or other non-merit factor.</i></div><br>
<div>
</div><div><p>Applicant Privacy Notice &ndash; please click here to review the privacy policy which details how your data is collected, used and protected.</p></div></div>

Implementation Specialist - Dispatch

Spinnaker

<div>
 <p>
  <strong>
   SAP S/4HANA Integration SME &ndash; Major Transformation Programme
  </strong>
 </p>
 <p>
  <br/>
 </p>
 <p>
  We&rsquo;re partnering with a leading global organisation undergoing a large-scale digital and ERP transformation. This is a high-impact opportunity to play a key role in the rollout of SAP S/4HANA, integrated with complex operational systems in a dynamic, asset-heavy environment.
 </p>
 <p>
  <br/>
 </p>
 <p>
  Sitting at the heart of the programme, you&rsquo;ll drive system integration, ensure seamless data flow between operational and financial platforms, and support critical phases including testing, cutover, and go-live.
 </p>
 <p>
  <br/>
 </p>
 <p>
  <strong>
   Key focus areas:
  </strong>
 </p>
 <ul>
  <li>
   SAP S/4HANA integration with operational systems
  </li>
  <li>
   End-to-end data flow and system connectivity
  </li>
  <li>
   Business process alignment across Finance, Commercial &amp; Supply Chain
  </li>
  <li>
   System Integration Testing (SIT), migration, and go-live support
  </li>
  <li>
   Issue resolution and post-go-live optimisation
  </li>
 </ul>
 <p>
  <br/>
 </p>
 <p>
  <strong>
   What we&rsquo;re looking for:
  </strong>
 </p>
 <ul>
  <li>
   Strong SAP S/4HANA implementation/integration experience
  </li>
  <li>
   Background in complex, multi-system environments
  </li>
  <li>
   Proven track record supporting ERP transformations
  </li>
  <li>
   Confident working across technical and business stakeholders
  </li>
 </ul>
 <p>
  <br/>
 </p>
 <p>
  <strong>
   Desirable:
  </strong>
 </p>
 <ul>
  <li>
   Experience within shipping, logistics, or asset-heavy industries
  </li>
  <li>
   Exposure to operational systems (e.g. IMOS)
  </li>
  <li>
   Knowledge of API integrations and data mapping
  </li>
  <li>
   Experience with reporting tools such as Power BI
  </li>
 </ul>
 <p>
  <br/>
 </p>
 <p>
  <strong>
   Why this role?
  </strong>
 </p>
 <p>
  Join a flagship transformation programme within a globally recognised organisation. You&rsquo;ll play a pivotal role in shaping a modern, integrated system landscape with real long-term impact.
 </p>
</div>


SAP Implementation Specialist

<p></p><div><p><b>More about you:</b></p>
<p>
You are responsible for the success of each client in Onboarding. You will provide management and oversight through all phases of onboarding and can expect to:</p>
<ul>
<li>Follow the pre-defined Onboarding process; meeting SLAs and ensuring the Customer&rsquo;s expectations are managed at the start of the Onboarding process.</li>
</ul><ul><li>Coordinate with customers to ensure achievement of complete configuration within established timeframe.</li>
</ul><ul><li>Keep the client motivated, excited and on task to complete their implementation.</li>
</ul><ul><li>Assure that our partners (customers) feel heard, taken care of and most of all that the products and services you deliver take them to a place of success they couldn&rsquo;t get to without us.
</li></ul><ul><li>Develop new processes and recommend improvements to all procedures to ensure optimal level of customer satisfaction at all times.</li>
</ul><ul><li>Identify and address implementation risks to remove project roadblocks and engage appropriate internal escalation resources.</li>
</ul><ul><li>Meet or exceed productivity metrics while enhancing the customer experience</li>
</ul><ul><li>Resolve immediate escalations to ensure customer satisfaction</li>
</ul><ul><li>Coordination with internal SMEs; central point for customer across entire start to end process and inclusive of product training.</li>
</ul><ul><li>Escalation point for Onboarding Coordinator for challenges on other accounts.</li>
</ul><ul><li>Assist with data conversions.</li>
</ul>
<p><b>Your Qualifications</b></p>
<p>
To be successful in this role you should have:</p>
<ul>
<li>At least 2 years of ambulance Dispatch experience</li>
</ul><ul><li>Be passionate about technology and how it can influence the lives of both our customers and their communities.</li>
</ul><ul><li>Display solid experience of managing tasks and deliverables, ideally multiple concurrently.</li>
</ul><ul><li>Experience in a customer-facing role</li>
</ul><ul><li>Experience with implementation, training or subject matter expert with Dispatch software considered asset</li>
</ul><ul><li>Able to explain technical concepts to non-technical audiences and to translate requirements into technical deliverables.</li>
</ul><ul><li>Strong organizational and time management skills</li>
</ul><ul><li>Excellent verbal and written communication skills</li>
</ul><ul><li>Confident with communicating via phone</li>
</ul><ul><li>Flexible; be able to adapt to a fast-paced, changing environment</li>
</ul><ul><li>Attention to detail and accuracy, in thinking and execution</li>
</ul><ul><li>Willingness to learn</li>
</ul><ul><li>Ability to meet deadlines</li>
<li>Capable of wearing multiple hats</li>
</ul><div><b>Benefits &amp; Perks</b></div>
<div></div>
<div>ESO offers a comprehensive suite of benefits to promote health and financial security for our employees and their families. For full-time employment you this includes:</div>
<ul><li>Competitive health plans (medical, dental, &amp; vision insurance)</li>
<li>PTO (starting at 20 days) &amp; 12 company holidays</li>
<li>401(k) with company match</li>
<li>Telemedicine service provided by ESO</li>
<li>Savings accounts (FSA, HSA, DCA)</li>
<li>Employee Assistance Program (EAP)</li>
<li>Annual health and wellness reimbursement</li>
<li>Peace of mind benefits such as life insurance, disability insurance, and worksite benefits</li>
<li>Paid parental leave, new child program, &amp; flexible parental return-to-work options</li>
<li>Casual office environments and unlimited office snacks and drinks</li>
</ul>
<div></div><div><b>About ESO</b></div>
<div></div>
<div>ESO is a fast-paced, growing data, technology, and research company passionate about improving community health and safety through the power of data. We pioneer innovative, user-friendly software to meet the changing needs of today&rsquo;s EMS agencies, fire departments, and hospitals. We&rsquo;re small enough to be nimble and fun, but big enough to be a great place to work. We serve thousands of customers out of our offices across the US, Canada and Northern Ireland.</div>
<div></div>
<div>Are you ready to Make a Difference? At ESO, we believe in bringing your true self to work every single day. If you don&rsquo;t match all the qualifications on the job description, we encourage you to apply anyway! We are looking for passionate, innovative, and authentic people to help drive our mission.</div>
<div></div>
<div>All offers are contingent upon a successful background check.</div><br>
<div></div>
<div></div>
<div><i>ESO is committed to creating a diverse and inclusive work environment and is proud to be an equal opportunity and affirmative action employer. We invite you to consider opportunities at ESO regardless of your gender; gender identity; gender reassignment; age; religion; race; national origin; political affiliation; sexual orientation; disability; veteran status; or other non-merit factor.</i></div><br>
<div>
</div><div><p>Applicant Privacy Notice &ndash;</p></div></div>

TCP Software

<div><p><i>TCP is committed to cultivating a diverse and inclusive team. However, we are not able to sponsor visas for this role.</i></p><p></p><p><b>
About TCP (TimeClock Plus):</b></p><p></p><p>
For more than 30 years, TCP has helped organizations engage their people by providing flexible, mobile timekeeping and
</p><p>workforce management solutions. Trusted by tens of thousands of customers and millions of users, TCP delivers best in-class technology and personalized support to organizations of all sizes in the public and private sector to meet their
</p><p>complex timekeeping, employee scheduling, leave management and other workforce needs. Growth is happening and our
</p><p>vision for a successful future is clear - We'd love for you to join us on this journey! For more information on TCP,
</p><p>visit www.tcpsoftware.com or follow us on LinkedIn or Facebook.</p><p></p><p><b>
As an Implementation Specialist, you will:</b></p><ul><li><ul><li>
Lead and execute multiple complex implementation projects, including large-scale projects.</li></ul></li><li><ul><li>
Serve as the primary point of contact for customers, managing expectations, addressing concerns, and ensuring successful outcomes.</li></ul></li><li><ul><li>
Perform on-site and remote installation, configuration, and customer training.</li></ul></li><li><ul><li>
Oversee the implementation of advanced system configurations and technical integrations.</li></ul></li><li><ul><li>
Manage project timelines, budgets, and deliverables while coordinating activities across multiple stakeholders.</li></ul></li><li><ul><li>
Conduct high-level customer satisfaction, ensuring users are proficient in system functionality.</li></ul></li><li><ul><li>
Communicate effectively across internal departments and external third-party vendors to drive project success.</li></ul></li><li><ul><li>
Identify and mitigate risks that could impact project success, conducting Root Cause Analysis and documenting lessons learned.</li></ul></li><li><ul><li>
Handle escalations independently, resolving complex issues and making real-time project decisions.</li></ul></li><li><ul><li>
Maintain accurate project documentation, including customer records, task statuses, and progress reports.</li></ul></li><li><ul><li>
Continuously enhance product knowledge and industry expertise to support customer needs effectively.</li></ul></li><li><ul><li>
Contribute to process improvement initiatives and best practices to optimize implementation efficiency.</li></ul></li><li><ul><li>
Provides support in people development.</li></ul></li></ul><p></p><p><b>
Requirements</b></p><p></p><p><b>
You are a strong fit for this role if you have:</b></p><ul><li>
Bachelor&rsquo;s degree in MIS, Computer Science, Business, or a related field (preferred).</li><li>
Excellent communication and customer service skills, with the ability to engage with executive stakeholders.</li><li>
2-4 years of experience in software implementation, with a focus on complex or large-scale projects.</li><li>
Software life cycle knowledge</li><li>
Aptitude to quickly become a TCP systems expert.</li><li>
Advanced problem-solving and analytical skills, with a proactive approach to identifying and resolving challenges.</li><li>
Experience in managing multiple projects with competing priorities and deadlines.</li><li>
Strong technical acumen, with experience in system integrations, database structures, and technical troubleshooting.</li><li>
Experience with accounting, payroll, or workforce management systems (preferred).</li><li>
Knowledge of Microsoft SQL Databases, Microsoft Server operating systems, cloud-based software solutions (SaaS), and networking a plus.</li><li>
Strong organizational and time management skills, with the ability to work independently and as part of a team.</li><li>
Excellent and time management skills, with the ability to work independently and as part of a team.</li><li>
Detail-oriented with the ability to proactively identify project risks and solutions.</li><li>
Ability to travel up to 25% of the time, including overnight and weekends.</li></ul><p></p><p><b><br>
Physical Requirements:</b></p><ul><li>
Prolonged periods sitting at a desk and working on a computer.</li><li>
Must be able to lift up to 15 pounds at times.</li><li>
Occasional night and weekend hours.</li></ul><p><b>
Benefits</b></p><ul>
<li>Competitive salary</li>
<li>20 Days of PTO (Paid Time Off) and 13 days of companywide holidays</li>
<li>8 hours to volunteer and impact the community</li>
<li>Comprehensive benefits (Health/Dental/Vision/ 401K)</li>
<li>Employee Choice Pre-Tax Benefit</li>
</ul><p></p><p><i>TCP is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for
</i></p><p><i>all employees.</i></p></div>

Implementation Specialist San Angelo, Texas, United States

TASC Outsourcing

<div>
 <p>
  We are seeking an experienced contractor to lead the technical and commercial enablement of Client Direct products (e.g., Alias Directory, AFT &ndash; Account Funding Transaction, OCT &ndash; Original Credit Transaction), while also managing the sales acceleration program.
 </p>
 <p>
  The ideal candidate will bring strong project management expertise, a solid understanding of payment products and API-based integrations, and the ability to drive end-to-end commercial and technical initiatives.
 </p>
 <p>
  <br/>
 </p>
 <p>
  <strong>
   Key Responsibilities:
  </strong>
 </p>
 <p>
  <strong>
   A. Project Management &amp; Stakeholder Engagement
  </strong>
 </p>
 <ul>
  <li>
   Prepare and document Business Requirement Documents (BRD) for product enablement.
  </li>
  <li>
   Manage internal documentation and approval processes (NPDD, compliance, etc.).
  </li>
  <li>
   Lead cross-functional risk assessments across Risk, Fraud, IT, Operations, AML, and Compliance.
  </li>
  <li>
   Drive end-to-end project management, ensuring timelines, dependencies, and deliverables are tracked.
  </li>
  <li>
   Coordinate with internal stakeholders and client teams to ensure alignment.
  </li>
  <li>
   Maintain project dashboards, reports, and issue logs.
  </li>
 </ul>
 <p>
  <strong>
   B. Technical &amp; Product Enablement:
  </strong>
 </p>
 <ul>
  <li>
   Lead technical enablement of Client Direct capabilities (Alias, AFT, OCT).
  </li>
  <li>
   Collaborate with IT teams, vendors, and solution architects on API integrations and data flows.
  </li>
  <li>
   Review functional and solution design documents.
  </li>
  <li>
   Support developer portal setup, API provisioning, and configuration.
  </li>
  <li>
   Define customer journeys and operational workflows.
  </li>
  <li>
   Oversee SIT/UAT testing and validation prior to go-live.
  </li>
 </ul>
 <p>
  <strong>
   C. Go-to-Market &amp; Commercial Launch:
  </strong>
 </p>
 <ul>
  <li>
   Lead commercial launch planning, including internal communication and training
  </li>
  <li>
   Develop sales enablement materials (FAQs, guides, customer content)
  </li>
  <li>
   Ensure alignment between technical readiness and business rollout
  </li>
  <li>
   Track adoption metrics and transaction performance post-launch
  </li>
 </ul>
 <p>
  <strong>
   D. Sales Acceleration Program (PMO):
  </strong>
 </p>
 <ul>
  <li>
   Design and execute annual campaign strategies based on customer insights.
  </li>
  <li>
   Build business cases, ROI projections, and campaign plans.
  </li>
  <li>
   Manage campaign execution and ensure compliance.
  </li>
  <li>
   Track performance and generate post-campaign insights and optimization plans.
  </li>
  <li>
   Continuously improve program effectiveness through data-driven decisions.
  </li>
 </ul>
 <p>
  <strong>
   Qualifications &amp; Experience
  </strong>
 </p>
 <ul>
  <li>
   Proven experience in payments, fintech, banking, or card schemes.
  </li>
  <li>
   Hands-on experience delivering technical implementations (end-to-end).
  </li>
  <li>
   Exposure to remittance or real-time payments is an advantage.
  </li>
  <li>
   Experience in marketing campaigns or sales enablement is preferred.
  </li>
 </ul>
 <p>
  <strong>
   Key Requirements
  </strong>
 </p>
 <ul>
  <li>
   Experience in GCC banking or financial services environment preferred.
  </li>
  <li>
   Ability to collaborate across Product, IT, Risk, Compliance, and Marketing teams.
  </li>
  <li>
   Strong focus on delivery, execution, and outcomes.
  </li>
 </ul>
</div>


Technical Implementation Specialist

Remote

<div><div><h2 class="jobSectionHeader"><b>About Remote</b></h2>
<div>Remote is solving modern organizations&rsquo; biggest challenge &ndash; navigating global employment compliantly with ease. We make it possible for businesses of all sizes to recruit, pay, and manage international teams. With our core values at heart and future focused work culture, our team works tirelessly on ambitious problems, asynchronously, around the world. You can find Remoters working from 6 different continents (Antarctica left to go!) and all of our positions are fully remote.<br>
<br>
With Innovation as one of the core values, we have built Automation and AI capabilities into the requirements for every role.<br>
<br>
We encourage every member of the Remote team to bring their talents, experiences and culture to the table to help us build the best-in-class HR platform.</div>
<div></div>
<div>If you are energetic, curious, motivated and ambitious, be part of our world. Apply now and define the future of work!</div></div><h2 class="jobSectionHeader"><b>
What this job can offer you</b></h2>
<p>
This is an exciting time to join Remote and make a personal difference in the global employment space as a <b>Global</b> <b>Payroll</b> <b>Implementation Specialist</b>, joining our <b>Global Payroll Implementation</b> team. In your role, you will be technically implementing multiple new customers of all sizes onto our Remote Global Payroll solution platform with accuracy and within agreed timescales.</p>
<p>
You will be reporting to the <b>Manager, Global Payroll Implementations</b>.</p><br>
<p></p>
<h2 class="jobSectionHeader"><b>
What you bring</b></h2>
<ul><li>Several years of Global Payroll Implementation Experience with statutory tax regulations and payroll processing knowledge.</li>
<li>Several years of Global Payroll Technical Implementation set-up experience, on local payroll software.</li>
<li>Excellent understanding of end-to-end Global Payroll and HR processes.</li>
<li>Work experience in payroll operations and statutory requirements.</li>
<li>Experience in accounting reconciliations.</li>
<li>Excellent data management skills with high accuracy and attention to detail.</li>
<li>Experienced in handling multiple projects with multiple stakeholders.</li>
<li>An analytical mindset with great problem-solving abilities.</li>
<li>A technical aptitude with computer literacy, data analysis and critical thinking.</li>
<li>Ability to succeed in a fast-paced, international work environment with a passion for making an impact.</li>
<li>Team player with the ability to work independently, autonomously and take ownership and responsibility of tasks and requests.</li>
<li>A Customer-Care oriented mind set and ability to build client relationships.</li>
<li>Is a productivity geek and will constantly think of ways to improve and speed up their work through automations.</li>
<li>Proficient in using Google Sheets or Excel.</li>
<li>Ability to work within a MacBook Pro environment</li>
<li>You understand the need and idea to work largely asynchronously.</li>
<li>You write and speak fluent English.</li>
<li>It's not required to have experience working remotely, but is considered a plus.</li>
<li>Not required but is considered a plus if you have a working knowledge of: Notion, Slack, Zendesk, Monday.com and Salesforce.</li>
<li>Not required but is considered a plus if you have working knowledge of DACH payroll software.</li>
<li>Demonstrates strong automation and AI capabilities</li>
</ul><h2 class="jobSectionHeader"><b>Key Responsibilities</b></h2>
<ul><li>Serve as a primary point of contact for Payroll customers to set up and provide an accurate and seamless transition of their payroll requirements to Remote&rsquo;s Payroll products and services.</li>
<li>Analyze customers&rsquo; payroll needs and provide appropriate recommendations.</li>
<li>Direct and manage the implementation of new customers from the start of the relationship, including:
<ul><li>Obtaining all required customer and employee&rsquo;s payroll data information for new customer payroll set-ups per legal entity.</li>
<li>Configuration of Remote&rsquo;s Global Payroll system on a customer by customer basis.</li>
<li>Coordination of parallel payroll runs and reconciliation of wage-based taxes .</li>
<li>Verify payroll and tax set up is compliant with statutory regulations.</li>
<li>Coordination and communication of payroll Go-Live.</li>
<li>Handing over an accurate payroll to our Remote Payroll Operations team.</li>
</ul></li><li>Effectively communicate with customers, teammates, supervisors and vendors in a timely and clear fashion.</li>
<li>Establish and maintain positive customer working relationships, successfully contribute to high customer retention rates.</li>
<li>Provide support and training to new customers and employees regarding payroll process and general country specific payroll needs.</li>
<li>Provide customer focused interaction ensuring timely response, accurate information and effective follow-up on all customer and/or internal requests and/or issues.</li>
<li>Maintain confidentiality of all customer and employee information.</li>
<li>Help in the creation and maintenance of the process documentation.</li>
<li>Work with internal teams to improve our platform, completing UAT Testing through shipping</li>
</ul><h2 class="jobSectionHeader"><b>Practicals</b></h2>
<ul><li><b>You'll report to:</b> Manager, Global Payroll Implementations</li>
<li><b>Team:</b> Global Payroll Experience &amp; Implementations</li>
<li><b>Location</b>: South America
</li><li><b>Start date:</b> As soon as possible</li>
</ul><h2 class="jobSectionHeader"><b>Application process</b></h2>
<div><ul><li>Interview with recruiter</li></ul>
<ul><li>Interview with team members (no managers present)</li></ul>
<ul><li>Global Payroll Experience &amp; Implementations</li></ul>
<ul><li>Bar Raiser Interview</li></ul>
<ul><li>Prior employment verification check</li></ul>
</div><div><div><div><p>
Remote's Total Rewards philosophy is to ensure fair, unbiased compensation and fair equity pay along with competitive benefits in all locations in which we operate. We do not agree to or encourage cheap-labor practices and therefore we ensure to pay above in-location rates. We hope to inspire other companies to support global talent-hiring and bring local wealth to developing countries.</p>
<p>
At first glance our salary bands seem quite wide - here is some context. At Remote we have international operations and a globally distributed workforce. We use geo ranges to consider geographic pay differentials as part of our global compensation strategy to remain competitive in various markets while we hiring globally.<br>
<br>
Our salary ranges are determined by role, level and location, and our job titles may span more than one career level. The actual base pay for the successful candidate in this role is dependent upon many factors such as location, transferable or job-related skills, work experience, relevant training, business needs, and market demands. The base salary range may be subject to change.<br>
<br>
<i>At Remote, we foster internal mobility as a key element of our culture of employee growth and development, supported by a compensation philosophy that guarantees pay equity and fairness. Therefore, all compensation changes associated with an internal move will be reviewed by the Total Rewards &amp; People Enablement team on a case by case basis.</i></p></div><div>
The annual salary range for this full-time position is</div><div>
$33,300&mdash;$74,900 USD</div></div></div><div><h2 class="jobSectionHeader"><b>
Benefits</b></h2>
<div><div>Our full benefits &amp; perks are explained in our handbook at remote.com/r/benefits. As a global company, each country works differently, but some benefits/perks are for all Remoters:</div>
<ul><li>work from anywhere</li>
<li>flexible paid time off</li>
<li>flexible working hours (we are async)</li>
<li>16 weeks paid parental leave</li>
<li>mental health support services</li>
<li>stock options</li>
<li>learning budget</li>
<li>home office budget &amp; IT equipment</li>
<li>budget for local in-person social events or co-working spaces</li>
</ul></div><h2 class="jobSectionHeader"><b>How you&rsquo;ll plan your day (and life)</b></h2>
<p>
We work async at Remote which means you can plan your schedule around your life (and not around meetings). Read more at remote.com/async.</p>
<p>
You will be empowered to take ownership and be proactive. When in doubt you will default to action instead of waiting. Your <b>life-work balance</b> is important and you will be encouraged to put yourself and your family first, and fit work around your needs.</p>
<p>
If that sounds like something you want, apply now!</p>
<h2 class="jobSectionHeader"><b>
How to apply</b></h2>
<div><ul><li>Please fill out the form below and upload your CV with a PDF format.</li></ul>
<ul><li><b>We kindly ask you to submit your application and CV in English, as this is the standardised language we use here at Remote.</b></li></ul>
<ul><li>If you don&rsquo;t have an up to date CV but you are still interested in talking to us, please feel free to add a copy of your LinkedIn profile instead.</li></ul>
</div>
<p>Not only do we encourage folks from all ethnic groups, genders, sexuality, age, abilities, disability status and any other under-represented group to apply, but we prioritize a sense of belonging. We have 4 ERGs (Women, Disability, Queer, Minorities in Tech) who meet regularly with the People team. During your interviews and beyond, we ask &amp; encourage anybody who needs an accommodation to request one from their recruiter.</p><br>
<p>
We will ask you to voluntarily tell us your pronouns at interview stage, and you will have the option to answer our anonymous demographic questionnaire when you apply below. As an equal employment opportunity employer it&rsquo;s important to us that our workforce reflects people of all backgrounds, identities, and experiences and this data will help us to stay accountable. We thank you for providing this data, if you chose to.</p>
<p>
At Remote, we embrace AI as a valuable tool while prioritizing human creativity and authenticity. We look forward to meeting candidates who balance innovation with genuine expertise and experience.<br>
<br>
<i>Please note we accept applications on an ongoing basis.</i></p></div></div>

Global Payroll Implementation Specialist EMEA/LATAM

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