(Remote) Project Implementation Manager / Project Coordinator – #34439

Posted 2 months ago

As a Project Implementation Manager, you’ll play a pivotal role in shaping a smooth and successful customer onboarding experience. You’ll collaborate closely with customers, internal teams, and cross-functional stakeholders to lead technical migrations, streamline implementation workflows, and ensure data integrity throughout the transition process. Your work will be essential to driving customer satisfaction and enabling long-term success for each implementation.

Lead customer migrations from billing systems such as Chargebee, Stripe, and Maxio
Act as a technical advisor during onboarding—mapping schemas, addressing edge cases, and collaborating with engineering when necessary
Develop and maintain documentation, onboarding materials, and internal playbooks to standardize the migration process
Ensure a high level of accuracy when handling financial data during system transitions
Support customer success and account teams with technical guidance during deal implementations
Manage multiple client implementations at once, balancing scope, budget, and timelines
Quickly learn new systems and tools to support customer use cases
Communicate clearly and confidently in client-facing calls and internal meetings

Requirements

Must-have Skills / Qualifications:

Bachelor’s degree required
At least 5 years of experience in project implementation, customer onboarding, or a similar role in SaaS, Fintech, billing systems, or financial services
Proven experience working with U.S. clients or U.S.-based companies
Deep understanding of financial data workflows, including billing migrations from one system to another
Experience handling large datasets, schema mapping, and data validation
Strong proficiency with tools such as Excel, Google Suite, Slack, and email
Excellent attention to detail, ownership, and accountability—especially with financial data
Strong client-facing communication skills: able to join calls, explain technical concepts, and present updates
Experience using AI or automation tools to streamline tasks
Able to walk stakeholders through their work with confidence and clarity

Advantageous or Nice to haves:

These are not required but will give candidates a strong edge:

Experience migrating customers across multiple billing platforms, not just one or two
Familiarity with Stripe Keys, Chargebee, Maxio, or similar billing tools
Exposure to APIs, webhooks, or data integration practices (no coding required, but should understand basic API flows)
Experience creating or maintaining product documentation or onboarding guides using tools like Notion, Confluence, or similar
Background in B2B SaaS, high-growth startups, AI tools, or banks/financial institutions
Ability to manage projects using tools like Jira, Linear, Trello, or Notion (project management experience is a bonus)
Basic knowledge of SQL or scripting (Python, etc.) is helpful but not required
Understanding of accounting principles or revenue recognition is a plus