Solutions Consultant - FP&A (Product Implementation)

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.

Join abridge as the Director of Implementation for our Enterprise and Commercial Solutions division. In this pivotal role, you will lead the charge in deploying our innovative solutions, ensuring that our clients achieve maximum value from our offerings. Your expertise and strategic vision will drive successful implementations across various sectors, fostering strong relationships with stakeholders and enhancing customer satisfaction.

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.

Role overview The Senior Implementation Engineer at Adyen plays a key role in helping businesses adopt Adyen’s payment platform. This position centers on guiding clients through technical setup, leading integration projects, and addressing technical challenges that arise during the onboarding process. What you will do Lead technical implementation projects for Adyen’s payment platform Work directly with clients to ensure integrations run smoothly and successfully Troubleshoot integration issues and provide effective solutions Collaborate with teams across Adyen to enhance the overall client experience Location This role is based in San Francisco.

Join Campfire as a Senior Implementation Manager, where you will lead the charge in transforming our client's visions into reality. Your expertise in project management, combined with a keen understanding of client needs, will allow you to deliver exceptional results.In this role, you will collaborate closely with cross-functional teams to ensure the successful implementation of strategies and solutions tailored to our clients. Your ability to manage multiple projects simultaneously will be essential as you guide your team through the nuances of each client's requirements.We are looking for a proactive leader who thrives in a dynamic environment and is driven by a passion for innovation and excellence.

Role Overview Mercury is hiring a Senior Implementation Manager to guide clients as they adopt our financial technology solutions. This role focuses on making sure each implementation runs smoothly and meets client needs from start to finish. What You Will Do Lead clients through the entire implementation process for Mercury’s fintech products Coordinate with teams across the company to ensure projects stay on track Troubleshoot issues and help clients integrate our solutions into their workflows Work to maximize client satisfaction and successful adoption Location This position can be based in San Francisco, CA, New York, NY, Portland, OR, or remote within the United States.

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...

Oleria Security seeks a Senior Implementation Engineer based in San Francisco, CA. This role focuses on integrating and deploying Oleria’s security solutions for clients, ensuring each rollout is reliable and tailored to customer needs. Role overview The Senior Implementation Engineer leads technical deployments of security products. Success in this position means customers experience smooth transitions and ongoing support as their solutions go live. What you will do Take ownership of technical implementation for security products with client organizations Collaborate with engineering, product, and customer success teams to coordinate deployments Diagnose and resolve integration or deployment issues as they arise Contribute to project outcomes and maintain strong customer satisfaction throughout each engagement

Hover uses proprietary AI and a decade of property data to help people visualize and estimate changes to their homes or buildings. Homeowners, contractors, and insurance professionals rely on Hover’s interactive 3D models, which can be created from a smartphone scan in minutes. Major insurers like Travelers, State Farm, and Nationwide trust the platform, and investors include Google Ventures and Menlo Ventures. The company values curiosity, purpose, and a commitment to supporting customers and each other. Hover encourages diverse perspectives and aims to build an inclusive, high-performance culture focused on growth and excellence. Role Overview The Implementation Manager leads major customer launches, especially for large and complex accounts. This position drives cross-functional coordination, working with Product, Sales, Sales Engineering, Customer Success, and key customer stakeholders to deliver projects on time and with impact. The role manages enterprise programs that deepen customer engagement and value on the Hover platform. Responsibilities include connecting strategy to day-to-day execution, refining processes, and setting high standards for customer implementation. As Hover scales insurance account rollouts, this person will bring structure and accountability to high-stakes projects and help define the future of the implementation function. Key Responsibilities Oversee end-to-end implementation for enterprise customers, ensuring alignment with customer goals and schedules (including stakeholder mapping, milestone planning, risk management, and resource allocation). Develop a strong understanding of the Hover platform and product features to communicate value to both end users and executive leaders. Serve as the main point of accountability for all launch deliverables and cross-team initiatives. Facilitate technical and non-technical meetings with customers, internal teams, and external partners. Anticipate and address challenges to keep projects on track and deliver successful outcomes. Location San Francisco or New York

Join Collate as a Senior Implementation Manager for WindchillAt Collate, we are revolutionizing the life sciences sector with our cutting-edge AI document generation platform. Our mission is to simplify paperwork through advanced AI technology, enabling our clients to deliver life-saving innovations to patients at an accelerated pace. Our comprehensive solution encompasses every phase of drug, diagnostic, and medical device development, guiding products from initial concept to market launch.Led by our visionary CEO Surbhi Sarna, a former General Partner at Y Combinator and founder of nVision Medical, our team comprises experts from Google, Nvidia, Meta, Netflix, Amazon, AirBnB, and more. With over $30M in seed funding from premier investors, this is a unique opportunity to join a small, elite team that is poised to make a significant impact in healthcare and AI.Role OverviewWe are seeking a dynamic Senior Implementation Manager to be a pivotal part of our early-stage team. In this role, you will take ownership of the customer journey from the moment a deal is finalized, crafting tailored onboarding experiences, configuring solutions, and ensuring our product delivers immediate value. You will collaborate closely with customers to comprehend their workflows, translate their needs into effective product setups, and facilitate a smooth adoption process. Please note that Collate operates fully on-site in San Francisco.

Chime is looking for a highly skilled and motivated Senior Processor Implementation Manager to join our dynamic team in San Francisco. In this role, you will oversee the implementation of processor projects, ensuring they align with our strategic goals and deliver exceptional value to our members. You will collaborate with cross-functional teams to drive the success of new initiatives while enhancing existing processes.

About DecagonDecagon stands at the forefront of conversational AI technology, enabling brands to deliver exceptional concierge-level customer experiences. Our innovative platform empowers industry leaders such as Avis Budget Group, Block’s Cash App and Square, Chime, Oura Health, and Hunter Douglas to implement AI agents that facilitate personalized and engaging interactions across multiple channels, including voice, chat, email, and SMS.At Decagon, we envision a future where customer experiences are transformed from mundane support tickets to swift resolutions and meaningful conversations. We take pride in being backed by renowned investors who share our ambitious vision, including a16z, Accel, Bain Capital Ventures, Coatue, and Index Ventures.Our dynamic team thrives in an office environment, united by a commitment to excellence and rapid execution. Our core values drive our culture: Just Get It Done, Invent What Customers Want, Winner’s Mindset, and The Polymath Principle.About the RoleAs a pivotal member of Decagon’s founding Implementations Team, you will spearhead the development and scaling of our world-class AI Agent implementation function. You will be responsible for crafting and executing the strategy that ensures seamless deployments across complex environments, setting the stage for long-term success for our customers.Your role will involve collaborating closely with customer teams to understand their workflows, designing strategies aligned with their objectives, and instilling confidence in their AI journey. You will work cross-functionally with Sales, Product, and Engineering teams to translate customer needs into successful implementations and sustainable outcomes. Your leadership will guide the team through intricate rollouts, ensuring stakeholder alignment and impactful launches.The ideal candidate will possess a blend of technical savvy, executive presentation skills, and a knack for designing repeatable processes that elevate our implementation standards.In this role, you willLead enterprise AI Agent implementations from initiation to rollout, ensuring smooth execution and user adoption.Create customized strategies that integrate Decagon’s platform with each customer’s business objectives.Work closely with Sales, Product, and Engineering teams to define requirements, configure solutions, and guarantee reliable outcomes.Establish best practices for implementation processes to enhance efficiency and effectiveness.

Adyen is looking for an Implementation Engineer based in San Francisco. This position centers on guiding clients as they integrate payment solutions, ensuring each implementation is handled smoothly from start to finish. Role overview Implementation Engineers at Adyen work closely with both clients and internal teams. The main goal is to deliver payment solutions tailored to each business, supporting every step of the integration process. Technical troubleshooting and process optimization are key parts of the job, with a focus on making sure clients are satisfied and systems run efficiently. What you will do Collaborate with clients and Adyen teams to deliver payment solutions that match specific business needs Support payment system implementations, address technical issues, and help improve integration processes Work to resolve challenges and contribute to better client experiences Requirements Technical skills related to payment systems and integrations Ability to solve problems effectively Experience working with cross-functional teams

Uncountable is on the lookout for a talented Scientific Implementation Manager who possesses a diverse range of scientific expertise and is eager to transition into a role focused on business development. This position plays a pivotal role in integrating scientific solutions into the Uncountable ecosystem, ensuring that both scientists and their research benefit from our innovative platform.As a Scientific Implementation Manager, your responsibilities will include: (1) Supporting new business development efforts, (2) Leading the implementation of scientific solutions, (3) Restructuring and contextualizing customer data, and (4) Utilizing real-world customer insights to inform product development, thereby enhancing our data structuring tools designed for R&D. This is a dynamic, project-driven role that involves collaboration with customers and engineering teams. The ideal candidate will exhibit a comprehensive understanding of scientific principles, exceptional communication skills, and the capability to empathize with diverse users within the R&D landscape.Within the first 30 days, you will become proficient in understanding and processing new sales leads and onboarded customers. You will collaborate closely with the customer success and sales teams to accurately configure experiments within our platform tailored to the end-users' needs.By the 60-day mark, you will begin leading meetings and demonstrations with existing and prospective customers, conducting scientific due diligence, gathering new data, and iterating on platform configurations in conjunction with clients.Within 90 days, you will assume full responsibility for the implementation process for new and prospective clients. This includes leading demonstrations, orchestrating meetings, setting timelines, and advocating for product development that meets the unique requirements of our most exciting customers.Salary: $90,000 - $120,000 per year, in addition to performance bonuses and equity opportunities.Qualifications and SkillsMaster's degree or at least 3 years of experience in a scientific field such as chemistry, biology, materials science, chemical engineering, or related disciplines.Strong proficiency in data handling, particularly with Excel; knowledge of Python or other programming languages is advantageous.Ability to effectively communicate complex technical concepts in a clear and comprehensible manner.

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.

IT Business Analyst – SaaS SolutionsSalary Range: $75,518 - $90,621Join GGRC as an IT Business Analyst specializing in Software-as-a-Service (SaaS) Solutions. In this pivotal role, you will collaborate with IT and various departments to analyze business needs, pinpoint areas for enhancement, and evaluate, implement, and optimize SaaS applications that are integral to our organizational operations. Your primary focus will be to grasp the operational demands of the business, translating these into technical specifications, while ensuring that our SaaS solutions are efficient, secure, and scalable. This position is critical in aligning business requirements with technical solutions and actively ensuring that our systems are optimally suited for the organization.This role is based in our San Francisco office and operates in a hybrid work setting, requiring 40 hours per week with potential overtime and on-call responsibilities. Local travel within San Francisco, San Mateo, and Marin counties may be necessary.

Join Moveworks as a Senior AI Implementation Engineer and be the driving force behind transforming the way organizations leverage AI for operational excellence. In this pivotal role, you will collaborate with cross-functional teams to design, implement, and optimize AI solutions that enhance productivity and improve user experience. Your expertise will play a crucial role in shaping our innovative AI strategies while ensuring successful deployment and adoption of our cutting-edge technology.

About UsFieldguide is revolutionizing trust in global commerce and capital markets by automating and simplifying the workflows of assurance and audit professionals with a focus on cybersecurity, privacy, and financial audits. Our software is designed for those who build trust between businesses.Located in San Francisco, CA, we embrace a remote-first culture that empowers our team to excel from any location. We are proud to be supported by leading investors, including Goldman Sachs Alternatives, Bessemer Venture Partners, 8VC, Floodgate, Y Combinator, DNX Ventures, Global Founders Capital, Justin Kan, Elad Gil, and others.Diversity in backgrounds and experiences is a cornerstone of our values. We believe in building a future for audit and advisory that reflects the myriad of perspectives and insights from our team. At Fieldguide, our inclusive and collaborative environment fosters personal and professional growth, enabling each team member to thrive.As a member of our early-stage startup, you will be instrumental in shaping the future of business trust, enhancing the work-life balance of audit practitioners by streamlining up to 50% of their tasks. If you are passionate about creating a positive culture and innovative products, you will find a welcoming home at Fieldguide.About the RoleAs the Director of Implementation, you will be essential in leading the successful delivery of Fieldguide's enterprise SaaS solutions for our advisory clients. You will manage a team of implementation professionals, overseeing technical delivery and change management to ensure maximum client satisfaction and product value.What You’ll DoTeam Leadership:Recruit, hire, and nurture a high-performing team of implementation professionals.Provide mentorship and coaching to team members, promoting a collaborative and supportive work environment.Establish clear goals and expectations, monitor performance, and deliver regular feedback.Technical Expertise:Demonstrate a comprehensive understanding of enterprise SaaS solutions and their technical components.Engage directly with customers and technology to design, build, and deploy solutions that ensure...

Important Notice: This position is based in San Francisco, and our team operates in-office five days a week, fostering collaboration with peers.About UsCampfire is pioneering the future of finance with our state-of-the-art core accounting platform tailored for modern mid-market finance teams. Our solutions replace outdated legacy ERPs and manual processes, enabling swift closings and seamless scaling. Over the past year, we have experienced a remarkable 10x growth, fueled by strong customer demand and a product that consistently delivers tangible results. We are rapidly expanding and committed to empowering finance teams with the clarity, control, and strategic insight they need to lead confidently.Position OverviewAs a key member of our Customer Experience team, the Implementation Manager will be instrumental in driving adoption of Campfire's solutions. You will collaborate closely with new clients to assess their accounting software needs, configure the software accordingly, and offer pre-launch support to help them accomplish their accounting and business objectives. In this role, you will report to the Head of Implementation & Customer Success.Key Responsibilities:- Spearhead the implementation process for new clients, from initiation to full operational launch.- Supervise the migration of client data from previous accounting solutions in line with client specifications.- Act as a subject matter expert in Campfire accounting, delivering training sessions to ensure users are adept with the software.- Serve as the primary liaison for assigned accounts throughout the implementation phase.- Collaborate with product and engineering teams to relay customer issues and feature requests.- Establish and uphold best practices and documentation for implementation.