Project Implementation Lead
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.
About the Role
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.
Responsibilities
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.
Qualifications
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
Other Open Positions
Customer Success Manager
FUNDINGO is a comprehensive SaaS solution designed to streamline and enhance the loan lifecycle. FUNDINGO, built on the Salesforce platform by industry experts, is specifically designed for non-bank lending companies, making the entire process of originating, underwriting, and servicing loans more efficient. We are seeking a dynamic and experienced individual to join our team as a Customer Success Manager.
View DetailsEngineeringSalesforce Developer
We are seeking an innovative and detail-oriented Salesforce Developer to design, develop, and optimize Salesforce applications tailored to our evolving business needs. In this role, you will collaborate with cross-functional teams to deliver scalable, reliable, and high-quality solutions, driving efficiency and enhancing user experiences across the organization.
View DetailsOperationsSalesforce Administrator
FUNDINGO is a rapidly growing technology company, helping revolutionize the future of technology through the world's #1 CRM platform, Salesforce. FUNDINGO is a certified Salesforce Partner, specializing in solutions for the Alternative Lending industry. We develop and implement custom Salesforce CRM solutions, integrate systems, enable user adoption and give companies the foundations to reduce costs, increase efficiency and maximize ROI.
View Details