Senior Analyst – Implementation Solutions Group
Clicking Apply Now takes you to AutoApply where you can tailor your resume and apply.
Unlock Your Potential
Generate Job-Optimized Resume
One Click And Our AI Optimizes Your Resume to Match The Job Description.
Is Your Resume Optimized For This Role?
Find Out If You're Highlighting The Right Skills And Fix What's Missing
Experience Level
Experience
Qualifications
About Callan
Callan is a leading consulting firm that provides innovative solutions and valuable insights to clients in the investment industry. We are committed to delivering exceptional service and fostering a collaborative environment where talented professionals can thrive.
Similar jobs
Search for Implementation Consultant Audit
338 results
Fieldguide
Fieldguide develops software that helps assurance and audit professionals simplify work across cybersecurity, privacy, and financial audit. The company’s mission is to empower those who build trust between businesses and keep global commerce running smoothly. Backed by investors such as Goldman Sachs Alternatives, Bessemer Venture Partners, and Y Combinator, Fieldguide operates as a remote-first team based in San Francisco and welcomes candidates from anywhere in the United States. Diversity and inclusion shape Fieldguide’s team and culture. The company values collaboration, humility, and learning from each other, believing a range of backgrounds strengthens the future of audit and advisory work. The platform aims to reduce audit practitioners’ workloads by up to 50%, freeing up time for a healthier work-life balance. Every team member contributes to simplifying audit processes and building a collaborative, product-focused environment. Role overview The Implementation Consultant - Audit serves as a bridge between Customer Success and Go-To-Market teams, guiding clients as they adopt Fieldguide’s platform. This position is central to Fieldguide’s client onboarding strategy and plays a direct role in helping new customers get started. Reporting to the Head of Solutions, the Implementation Consultant leads the Fieldguide Accelerator onboarding program. The focus is on delivering a smooth onboarding experience that quickly brings value to customers and sets a high bar for service. What you will do Build client relationships: Stay connected with customers throughout the implementation process, from sales handoff through to the point where clients realize value from the platform. Support client growth: Develop a strategic plan tailored to each customer’s goals, monitor progress during onboarding, and adjust plans as needed to ensure clients stay on track. Location This position is based in San Francisco, CA or can be performed remotely within the United States.
Fieldguide seeks a Director of Implementation (Audit) to lead the rollout of audit solutions. This position plays a key role in shaping how products reach clients, focusing on delivering each implementation with a high level of quality and effectiveness. Key responsibilities Direct the deployment of audit solutions for clients, ensuring projects meet established standards Collaborate with cross-functional teams to refine and improve service delivery processes Establish and uphold rigorous standards for project quality and successful outcomes Location This position is available to candidates based in San Francisco, CA or working remotely within the United States.
Fieldguide
Join Fieldguide as an Implementation Consultant - Advisory, where you will leverage your expertise to help clients successfully implement and optimize our innovative solutions. You will work closely with clients to understand their needs, guide them through the implementation process, and ensure they achieve maximum value from our services.
Brex is looking for an Implementation Consultant specializing in Embedded Finance, based in San Francisco, California. This position works closely with clients as they connect Brex’s financial solutions to their own products and services. Role overview The Implementation Consultant leads client integrations, providing hands-on support throughout the process. The main goal is to help clients launch new financial services smoothly and efficiently using Brex’s platform. What you will do Partner directly with clients to understand their integration needs Guide each integration project from planning through launch Work to ensure a seamless experience as clients embed Brex’s financial tools into their offerings Location This role is based in San Francisco, California.
Join Pallet as an AI Consultant - Implementations, where you will leverage your expertise in artificial intelligence to drive successful implementation strategies for our clients. Your role will involve collaborating with cross-functional teams to integrate AI solutions that enhance business workflows and operational efficiency.As an integral part of our team, you will be responsible for assessing client needs, developing tailored AI solutions, and guiding clients through the implementation process to ensure a smooth transition and adoption.
About YouAre you a dynamic problem-solver who thrives on challenges? Do you have a knack for learning quickly and applying your insights to foster meaningful progress? At Levelpath, we seek individuals who are inspired by monumental challenges, ready to chart their own course, and own the outcomes. If you excel in collaborative environments, draw motivation from collective achievements, and appreciate rapid iterations with genuine feedback from both colleagues and clients, we want to hear from you. Start your day early, and let’s embark on this exciting journey together!About UsLevelpath is revolutionizing procurement with our innovative AI-driven platform designed for global enterprises. Since our inception in 2022, we have dedicated ourselves to transforming procurement into a seamless and enjoyable experience. Our user-friendly interface accelerates procurement processes within days and unlocks significant savings in mere weeks, all while providing clarity, control, and intelligence to every stakeholder involved. Levelpath delivers a comprehensive overview of spending for procurement, finance, legal, and IT departments—from initial intake to sourcing, contracting, and payment. Our advanced AI capabilities offer contextually relevant and genuinely helpful insights, revealing valuable opportunities and significantly enhancing efficiency. Leading global brands rely on Levelpath's extensive procurement expertise to reshape their business outcomes and maximize the value of their supplier partnerships.Pathfinders Wanted - Join Us!We are inviting applications for the position of Implementation Consultant, a pivotal role in scaling our platform and ensuring that customers realize value from day one. You will be instrumental in the pre-sales process, supporting Account Executives during demos, guiding customers through onboarding and implementation, and driving ongoing customer value. This is a unique opportunity to become part of a high-impact, customer-centric solutions team that addresses procurement challenges head-on while playing a critical role in our customers' success.This is a full-time position based out of our San Francisco office.
Join Drivetrain, a pioneering company dedicated to transforming the way businesses make informed decisions. Our innovative financial planning and decision-making platform enables organizations to scale effectively and meet their goals with confidence.As a remote-first company based in the vibrant San Francisco Bay Area, Drivetrain was founded in 2021 by a dynamic team of former Google employees. We are rapidly expanding, fueled by support from top venture capital firms. Embracing Remote Work: At Drivetrain, we unite exceptional talent from across the globe, offering them the autonomy they need to excel. We place our trust in our team members. Commitment to Transparency: We believe that access to information empowers our creators to deliver their best work. Fostering Innovation: We cultivate an environment where ideas can flourish, encouraging risk-taking and learning from mistakes. Here, every team member can propose great ideas and drive positive change. Customer-Centric Approach: Our product-led growth strategy focuses on continuous learning from our clients, enabling us to create exceptional software solutions tailored to their needs.Role OverviewAt Drivetrain.ai, we don’t just envision solutions; we bring them to life. We are seeking a Solutions Consultant who possesses both technical expertise and financial acumen to collaborate closely with our Account Executives and Data Analysts. In this role, you will delve into the details—creating data architectures, developing intricate financial models, and showcasing the real-world benefits of Drivetrain to CFOs and finance leaders.Key ResponsibilitiesArchitecting and Building Solutions: Transition from high-level strategies to practical execution.You will design, model, and implement proof-of-concept projects and pilot programs within Drivetrain to address specific financial challenges.Advising the CFO Office: Serve as a trusted consultant to CFOs and VPs of Finance. You'll convert their intricate business needs—ranging from FP&A and consolidation to scenario planning—into robust technical frameworks.Data Architecture and Integration:
Join Our Team at BrexBrex is revolutionizing the way companies manage spending with our AI-driven spend management platform. Our integrated solutions—corporate cards, banking services, and global payments—empower businesses to take control of their expenses with confidence. From startups to large enterprises, including high-profile clients like DoorDash and Compass, Brex is dedicated to helping businesses enhance efficiency and reduce costs on a global scale.At Brex, we encourage you to challenge your limits, think innovatively, and collaborate with some of the finest professionals in the field. We are committed to fostering a diverse workforce and an inclusive culture, believing that your potential is bound only by your aspirations. We provide the tools, resources, and support necessary for you to advance your career.About the Implementation TeamOur Implementation team plays a pivotal role in transforming new customers into power users of Brex Empower. We guide businesses through the onboarding process, facilitating a shift from outdated practices to a modern, employee-centric approach. This role requires a unique combination of customer empathy, project management skills, technical knowledge, process design, and change management. We take pride in ensuring our customers' long-term success, equipping them to thrive with Brex.Your ResponsibilitiesAs an Enterprise Implementation Consultant, you will function as a strategic advisor for our largest clients, steering their successful adoption of the Brex platform. You will act as a hybrid coach, project manager, and product expert, focusing on maximizing product adoption, delivering ongoing business value, and assisting customers in transforming their financial workflows.Work EnvironmentThis position is based in our San Francisco office, which fosters a hybrid work environment that blends the collaborative energy of in-office interactions with the flexibility of remote work. We currently require a minimum of two days in the office each week (Wednesday and Thursday), increasing to three days (Monday, Wednesday, and Thursday) starting February 2, 2026. Enjoy up to four weeks of fully remote work each year!Responsibilities OverviewLead and manage comprehensive global enterprise implementations from start to finish, including defining customer outcomes, developing project plans, and mobilizing resources to ensure successful outcomes.
About YouYou are a strategic problem-solver with a passion for overcoming challenges and a knack for learning swiftly. Your drive comes from making a tangible impact, mapping out pathways to success, and taking ownership of outcomes. Collaborating with intelligent teams inspires you, and you find motivation in shared achievements. You appreciate rapid iteration and constructive feedback from both team members and clients. If you're an early riser ready for your next challenge, we want to meet you!About UsLevelpath is revolutionizing the procurement landscape with our cutting-edge AI platform tailored for global enterprises. Established in 2022, our mission is to transform procurement into an enjoyable experience. With intuitive features, Levelpath accelerates procurement processes, revealing savings in mere weeks, all while providing stakeholders with clarity and control. Our AI-driven platform offers a comprehensive view of spending across procurement, finance, legal, and IT, streamlining everything from intake and sourcing to contracting and payment. Trusted by leading global brands, Levelpath's expertise in procurement empowers businesses to enhance outcomes and maximize value from supplier relationships.Join Our Team of Pathfinders!We are seeking an Implementation Consultant to help expand our platform and deliver immediate value to our customers. You will be integral in supporting the pre-sales process alongside Account Executives, facilitating onboarding, and ensuring ongoing customer satisfaction. This is an exciting opportunity to join a dynamic, customer-focused solutions team that directly addresses procurement challenges and contributes significantly to our clients' success.What You’ll DoEstablish deep, lasting relationships with current and prospective clients.Guide clients through the implementation of Levelpath’s solutions.Collaborate on optimizing processes, assets, and systems (Zendesk & Salesforce) for enterprise accounts.Create best practice guides and product documentation for clients.Identify key stakeholders within client organizations and cultivate relationships with them.Work closely with the sales team to introduce new solutions to clients.Partner with product and engineering teams to launch new offerings in the market.
About YouAs a dedicated problem-solver, you possess the ability to delve into challenges, absorb new information quickly, and apply insights to foster progress. Big challenges motivate you - you chart the course and take responsibility for the outcomes. Your passion lies in assisting others, thriving in intelligent teams, and celebrating shared achievements. You appreciate rapid iteration and genuine feedback from both colleagues and clients. Early risers will find this role particularly rewarding as you embark on an exciting new journey.About UsLevelpath is revolutionizing procurement with its cutting-edge AI platform tailored for global enterprises. Founded in 2022, our mission is to transform procurement into a delightful experience. Levelpath's intuitive interface accelerates procurement processes to mere days and unlocks savings in weeks, providing transparency, control, and intelligence for all stakeholders. We deliver a comprehensive view of expenditure for procurement, finance, legal, and IT, encompassing intake, sourcing, contracting, and payment. Our AI technology offers contextually relevant insights, revealing valuable opportunities and significantly enhancing efficiency. Trusted by leading global brands, Levelpath's expertise in procurement is instrumental in driving better business outcomes and maximizing supplier relationships.Join Our Team of Innovators!We are seeking an Implementation Consultant to expand our platform and deliver immediate value to our clients. In this pivotal role, you will support the pre-sales process alongside Account Executives during demonstrations, oversee the onboarding and implementation phases, and ensure ongoing customer satisfaction. This is an excellent opportunity to be part of a high-impact, customer-centric solutions team that directly addresses procurement challenges and plays a vital role in our clients' success.This is a full-time position located at our San Francisco Headquarters.Key ResponsibilitiesCultivate strong, enduring relationships with both existing and prospective clientsProvide guidance and support in the implementation of Levelpath solutions for our customersAssist in planning, building, optimizing, and scaling processes, assets, and systems (including Zendesk & Salesforce) to effectively serve enterprise clientsCreate best practice guides and product documentation to enhance customer experienceIdentify key stakeholders and develop relationships with champions within client organizationsIntroduce new solution offerings to clients by collaborating closely with the sales team
About UsAt Fieldguide, we are pioneering a new era of trust in global commerce and capital markets by automating and simplifying the processes for assurance and audit professionals, particularly in the domains of cybersecurity, privacy, and financial auditing. Our mission is straightforward: we develop innovative software for those who establish trust between businesses.Headquartered in San Francisco, CA, we embrace a remote-first culture, empowering our team members to excel from any location across the United States. We are proud to be backed by esteemed investors such as Growth Equity at Goldman Sachs Alternatives, Bessemer Venture Partners, 8VC, Floodgate, Y Combinator, DNX Ventures, Global Founders Capital, Justin Kan, Elad Gil, among others.Diversity is at the core of our values — we believe that various backgrounds and experiences contribute to building the future of audit and advisory. Our inclusive, driven, humble, and supportive team is intentional about creating a culture that fosters collective growth. As an early-stage startup team member, you will have the chance to shape the future of business trust, making the lives of audit practitioners easier by consolidating up to 50% of their workload and enhancing their work-life balance. If you resonate with our values and are passionate about cultivating a fantastic culture and product, we welcome you to join Fieldguide.About the Role:As an Implementation Analyst at Fieldguide, you will play a pivotal role within our go-to-market team, collaborating closely with Implementation Consultants and the broader Go-To-Market organization to facilitate successful customer adoption of our platform.Reporting to the Senior Manager of Implementation, you will be hands-on in onboarding customers to Fieldguide — configuring their environments, migrating data, and ensuring every detail is meticulously addressed so that customers can quickly derive value from our solutions. You will leverage Agentic-powered tools that are revolutionizing how audit and advisory firms function, providing you with direct insight into the future of this industry.This early-career role is designed to serve as a springboard into implementation consulting. As you develop deeper product knowledge and foster client relationships, you will transition into an Implementation Consultant position with greater responsibility for the complete customer journey.What You’ll Do:Set customers up for success. Configure customer environments, including engagement templates, user roles, and permissions, to ensure a seamless day-one experience...
Figma, Inc.
Role overview The IT Audit Manager at Figma, Inc. plays a key part in maintaining compliance and protecting company systems. This position leads audits and assessments, evaluates risks, and suggests ways to strengthen IT governance. The role requires a proactive approach to identifying areas for improvement and ensuring that operations meet regulatory and internal standards. What you will do Lead IT audits and assessments throughout the company Identify risks and recommend solutions to address them Collaborate with teams across Figma to support a strong compliance and security culture Streamline processes and promote best practices in IT auditing Location This position can be based in San Francisco, CA, New York, NY, or remote within the United States.
DealPath
Role overview DealPath is hiring an Implementation Manager based in San Francisco, CA. This position guides clients through the rollout of DealPath's software solutions, working closely with internal teams to support client needs and ensure goals are achieved throughout each stage of implementation. What you will do Manage project timelines and monitor key milestones for client implementations Coordinate resources across different departments to keep projects moving forward Ensure implementation activities align with client requirements and expectations Communicate clearly and provide support to clients during the implementation process Requirements Proactive approach to project management and problem solving Comfortable working with cross-functional teams Strong commitment to delivering results for clients Location This role is based in San Francisco, CA.
DoorDash
Join DoorDash as a Manager of Internal Audit, a pivotal role that blends business processes with technology. You will lead audits and control assessments, ensuring effective risk management and compliance within our rapidly growing organization. Work closely with both business and IT teams to enhance our audit initiatives, focusing on financial, operational, and regulatory aspects. Your expertise will help shape our internal controls and support our ambitious goals in launching innovative products across various markets.
Withum Smith + Brown
At Withum, we believe in the potential of our team. We foster an environment where individuality is valued and opportunities for professional growth abound. Our entrepreneurial spirit, combined with a collaborative atmosphere, leads to outstanding outcomes.Join us to explore diverse industries, acquire new skills, and engage with our varied teams of experts to realize your career aspirations. Your journey begins with you.Discover the Transformative Impact of Withum Plus You - that’s the Power in the Plus! Withum's auditing and attest engagement services form the backbone of our firm. Our experienced audit and advisory team offers the assurance necessary for stakeholders to trust financial data. We provide comprehensive audit services, reviews, compilation services, and tailored audit procedures to clients across multiple sectors.This Technology Audit Supervisor position is located in our San Francisco office. You will collaborate with a dedicated team of distinguished CPAs and industry leaders. In this role, you will oversee all facets of audit engagements, from initial planning to final execution, including mentoring staff and cultivating lasting client relationships.At Withum, our brand reflects our people, our culture, and our resilience. We are synonymous with teamwork and excellence in client service. Our success stems from the dedicated professionals who strive to empower our clients to flourish and maintain a strong position. Our commitment extends beyond our clients as we embody the Withum Way, promoting personal and professional growth.
Join collate as a Senior Implementation Manager and be at the forefront of driving impactful change. In this pivotal role, you will lead our implementation team, ensuring seamless integration of our innovative solutions within client organizations, thereby enhancing their operational efficiency and effectiveness.Your expertise will guide clients through the implementation process, ensuring they achieve optimal outcomes while fostering strong relationships. We are looking for a proactive leader who thrives in a dynamic environment and is committed to exceeding client expectations.
Join Callan's Implementation Solutions Group as a Senior Analyst, where you will play a pivotal role in enhancing our consulting services. Your responsibilities will encompass conducting thorough due diligence for trust and custody services, executing comprehensive service and fee benchmarking studies, offering transition management support, and delving into the research of digital assets. The Implementation Solutions Group is dedicated to delivering top-tier consulting services for both retainer and non-retainer clients on a project basis. Our mission is to help clients achieve Operational Alpha—maximizing efficiencies through improved investment structures, streamlined operational processes, and cost savings. This initiative is a cornerstone of Callan’s “Total Consulting” approach, which integrates Operational Alpha with Performance Alpha. The latter focuses on the expert application of Callan's capabilities in areas such as asset allocation, policy guidelines, manager structure, performance measurement, and global manager research. We seek a candidate with a strong desire to learn about the custody and asset servicing industry, securities lending, capital markets, transition management, and the fast-evolving digital research landscape. As you grow in this role, you will be entrusted with greater responsibilities, eventually managing projects in collaboration with fellow team members. Important Note: This position is primarily based at our San Francisco headquarters (preferred), or alternatively at one of our regional offices, with a hybrid work schedule of 2-3 days per week in-office, allowing flexibility for client meetings or in-person engagements. Candidates based out of a regional office should be prepared to travel to San Francisco periodically for essential training. What Sets This Role Apart?At Callan, we believe that a diverse array of perspectives and experiences strengthens our organization and culture. You will collaborate with various teams across the company, engaging with some of the most prestigious and complex clients nationwide to help them reach their investment objectives. While an appreciation for Callan’s unique collaborative culture is essential, demonstrating success in the desired skill sets is more critical than the number of years of experience.
WithumSmith+Brown
About WithumSmith+Brown WithumSmith+Brown is recognized for its collaborative culture and commitment to professional growth. The firm values entrepreneurial thinking and teamwork, supporting employees as they build their careers across a range of industries. Role Overview: Senior Tech Audit Specialist This Senior Tech Audit Specialist position is based in either Los Angeles or San Francisco, California. The role sits within Withum’s Auditing and Attest Engagement practice, a core part of the firm. The team delivers audit, review, and compilation services to clients of all sizes and industries, helping stakeholders trust their financial reporting. What You Will Do Lead all phases of audit engagements, from planning through completion Work closely with a team of CPAs and industry specialists Oversee and mentor audit team members Build and maintain strong client relationships What Sets Withum Apart Diverse industry exposure and opportunities to develop new skills Supportive environment that encourages initiative and career growth Culture built on teamwork, inclusion, and high standards in client service Location This role is based out of Withum’s Los Angeles, CA or San Francisco, CA office.
WithumSmithBrown
At Withum, we foster an environment where talent flourishes and individual identities are valued. This is a hub of boundless growth opportunities where entrepreneurial spirit and inclusive teamwork converge to deliver outstanding results.Explore diverse industries, acquire new skills, and collaborate with our talented teams to gain insights into your ideal career path. Your journey begins with you.Experience the Transformative Power of Withum Plus You - that’s the Power in the Plus!Withum’s Auditing and Attest Engagement services form the backbone of our organization. Our audit and advisory team possesses extensive expertise to instill confidence in financial information for all stakeholders. We offer a variety of audit services, including reviews, compilations, and tailored audit procedures for clients of all sizes across multiple industries. The Life Sciences Audit Supervisor position is located in our San Francisco, CA office. In this role, you will collaborate with an integrated team of distinguished CPAs and industry experts. You will oversee all phases of audit engagements, from initial planning to final completion, including supervising and mentoring staff while building and nurturing client relationships. Withum’s brand exemplifies our people, culture, and strength; we are renowned for our teamwork and exceptional client service. Our success is attributed to the dedicated professionals who strive to help our clients grow and succeed, positioning them for strength. Our commitment extends beyond our clients as we embrace the Withum Way, which promotes personal and professional growth.
Fieldguide
Join Fieldguide as an Audit Engineer, where you will play a critical role in enhancing the integrity of our financial systems. As part of our innovative team in San Francisco, CA, you will contribute to the design and implementation of auditing processes that ensure compliance and accuracy across our operations.Your expertise will help us identify risks, improve processes, and support our commitment to transparency and accountability.
Sign in to browse more jobs
Create account — see all 338 results

