Project Implementation Lead

About the role

FUNDINGO is seeking a Project Implementation Lead to join our team. This position is an excellent opportunity for candidates looking to get in the door with a very exciting and rapidly growing SaaS company. FUNDINGO is a loan management solution, created by industry experts and designed specifically for alternative lending companies. It streamlines the entire process of originating, underwriting, and servicing loans.
As a Project Implementation Lead, you will play a vital role in our growing company. You are the primary point of contact for clients during the onboarding process from start to finish. The Implementation Specialist is responsible for the delivery and implementation of our software products. The Project Implementation Lead will be working directly with clients from post-sale until their product onboarding is complete.


  • Communication: 
    • Communicate with clients throughout the software implementation and customization process to obtain feedback and approval.
    • Document client requirements and implementation approaches for the technical delivery team. 
  • Requirements Gathering & Solutioning: 
    • Conduct working sessions with clients to review and gather business and technical requirements, ask clarifying questions, and document the information.
    • Analyze client information, documentation, flow charts, reports, etc. to determine requirements and make recommendations. 
    • Design and recommend innovative solutions to address the business challenges. Tailor the Fundingo software to meet customers’ business needs.
    • Perform training and walkthroughs of the Fundingo loan management application. 
    • Guide and assist customers through the data conversion/data migration process. 
  • Project Management: 
    • Lead customers through the full lifecycle of the project from kickoff through training and go live.
    • Collaborate and work with internal resources to meet timelines and exceed customers expectations. 
    • Prepare weekly status reports, and communicate status to the client regularly.
    • Monitor all phases of the project and escalate issues when necessary.
    • Identify project risks and discuss mitigation strategies with the client. 
    • Ensure that the project team is aware of key deliverables and project milestones.

General Requirements

  • Strong Communication Skills:
    • Strong communication and customer relations skills.
    • Demonstrate the ability to effectively ask critical questions to gather and clarify business requirements.
  • Technical and Analytical Skills:
    • Strong technical background or aptitude to analyze various forms of information, documentation, flowcharts, and reports to determine client requirements.
    • Problem-solving and critical thinking skills. The ability to design and recommend innovative solutions tailored to meet clients’ business needs. 
    • Comfortable with data conversion and migration processes, indicating proficiency in data management and data analysis.
    • Strong understanding of software development concepts, implementations, and change management.
  • Knowledge:
    • Salesforce Administration: Basic Salesforce configurations, including flows, lightning page layout, and reports.  
    • Lending industry: Basic knowledge of the lending industry, and familiar with the loan origination and loan servicing process. 
  • Experience:
    • 3-5 years of relevant experience in technical implementations, onboarding, consulting, support, sales engineering, or technical problem-solving.
    • 2+ years of lending industry experience.
    • Has worked in a fast-paced technical environment, needed to adapt quickly to changing priorities. 

Apply Now!

At FUNDINGO we’re interested in who you are, as well as what you’ve done. Our recruiting is based on a cultural fit as well as expertise.

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