Hiring: Implementation Specialist Company: Octus Location: New York, NY Job Posted Time: 2026-09-16 11:41:14 Employment Type: Contract / Remote Target Skills & Keywords : AI, Fixed Income, Microsoft Excel, Portfolio Management, Project Management, SaaS, User Experience About the job Experience: •5-7 years of experience in client-facing software implementation and/or project management, ideally within fintech, SaaS, or financial services, including 3-5 years of relevant experience in Leveraged Credit / Fixed Income •7 years of experience in client-facing software implementation and/or project management, ideally within fintech, SaaS, or financial services, including 3-5 years of relevant experience in Leveraged Credit / Fixed Income Required Skills: •Own end-to-end onboarding for new clients, from scoping and project kickoff, through to go-live, keeping each project on schedule and within scope •Translate client's existing workflows and requirements into system configuration, documenting and explaining relevant details to clients and executing on the implementation •Coordinate and test third-party integrations, working closely with engineering and third parties •Lead training sessions and build out general documentation/FAQs so client teams can use system independently •Troubleshoot and resolve client issues keeping clients informed throughout •Partner with sales to ensure a seamless handoff and set the foundation for a strong long-term relationship •Identify and flag opportunities to improve implementation tools, processes and LevPro products Qualifications: •High proficiency in software systems, data tools (e.g., Excel, etc.), and advanced proficiency with using AI models •Strong project management skills with the ability to juggle multiple concurrent client implementations •Excellent written and verbal communication skills, with the ability to translate technical concepts for non-technical stakeholders •Demonstrated capacity to build client trust and credibility quickly as a knowledgeable partner, while at times pushing back on requests that don’t align with the product roadmap •Self-starter who is comfortable in a fast-paced, high-growth environment and will push back constructively when needed Compensation: •$110,000 - $120,000 / year •Flexible work environment (work from home / hybrid options) •A stipend for learning (books, classes, etc Interested candidates, please apply directly through the job posting on company's career page or try via AI auto apply on this platform. Don't miss this opportunity to join a forward-thinking team!