This description is a summary of our understanding of the job description. Click on 'Apply' button to find out more. Role Description Reporting to the Director of Implementations and Support, we are hiring a Software Implementation Consultant: Treasury & Debt Management to join the SymPro team as we scale. As our new Software Implementation Consultant: Treasury & Debt Management, you will: - Build strong client relationships with treasury and investment officers to understand and meet their needs. - Serve as a key liaison between public-sector clients and our internal product, operations, and support teams. - Act as a subject-matter expert for our suite of treasury and financial management products. - Ensure successful onboarding, configuration, training, and ongoing support. This is an existing full-time, remote-first role from anywhere in the United States with working hours aligned to the Pacific Time zone. Qualifications - Finance or treasury professional with strong technical aptitude. - Experience in treasury, debt management, investment operations, or financial systems. - Familiarity with interpreting policies, regulations, and financial requirements. - Empathetic and patient communicator capable of translating financial and technical concepts for non-technical users. Requirements - Knowledge of treasury, investment, debt management, or municipal finance workflows. - Experience implementing, supporting, or training users on financial or enterprise software solutions. - Professional, personable, and customer-focused communication skills. - Demonstrated success managing multiple projects with diverse stakeholders. - Self-starter who takes ownership of work and proactively seeks solutions. - Comfortable working with helpdesk or ticketing platforms such as Jira, Zendesk, or Freshdesk. Benefits - Opportunity to make a positive impact by leveraging technology to support public accountability. - Exposure to complex systems and meaningful challenges in a highly regulated environment. - Significant growth potential in a rapidly scaling company. - Autonomy to own projects with support from management and the broader team.

This description is a summary of our understanding of the job description. Click on 'Apply' button to find out more. Role Description Do you enjoy establishing new relationships and delivering excellent client service? Are you excellent at communicating verbally and via email? Do you want the flexibility and convenience of working from home while at the same time enjoy being challenged to continue learning and growing? Our implementation specialist position focuses exclusively on on-boarding new clients while providing excellent client & advisor service. In this position, you’ll be supported by a strong sales group, our plan document department, and compliance experts. We will provide you with on-the-job training so that you can succeed in this role. Job Responsibilities: - Provide excellent client/advisor experience during the implementation phase of their plan - Request and coordinate collection of data such as census information, plan documents, prior compliance testing and IRS forms from clients and outside professionals - Act as a liaison between clients, advisors and platform providers during the implementation phase of the plan - Review plan adoption agreements and complete plan provision paperwork for the various platform providers - Assist clients with plan provision inquiries to ensure a basic understanding of plan operation - Participate in weekly calls with clients, financial professionals and platform providers to manage plan timelines - Set-up internal systems and load information into our compliance software - Perform work according to Nova policies and procedures Qualifications - Bachelor’s degree - Ability to manage workload towards weekly goals in a “results only” environment - Excellent written and verbal communication skills - Excellent time management, organizational skills and ability to multi-task - High level of critical thinking - Coachable and committed to professional development Requirements - Work from home - Must work from the USA and be authorized to work for any US employer - We will supply all necessary computer equipment - 40 hour work week Benefits - Base Salary $55,000 - $70,000, based on experience - Salaried, non-exempt - Medical, dental, disability and life insurance - Paid time off - 401(k) Plan with Employer Match

This description is a summary of our understanding of the job description. Click on 'Apply' button to find out more. Role Description Foundation AI is seeking an Implementation Manager to join our team. You will be a key member of our Delivery team and will build strong relationships with new customers, manage implementations, and have an in-depth understanding of our customers’ goals, and monitor their experience with and the adoption of the Foundation AI platform to prove out ROI. To be a good fit for the position, we have to make sure we align on a few key things. The ideal candidate for this role is eager to work for a high growth SaaS company that is poised for continued growth. Job Responsibilities - Engage with existing and prospective customers to define their business requirements and match to FAI’s products and solutions. - Showcase product and solution concepts via presentations, demos, user evangelization, and effective documentation. - Lead discovery sessions with IT and business users to understand the client's business objectives and system/application needs. - Facilitate execution of projects through requirements gathering and documentation. - With excellent understanding of FAI’s product features and related technologies, design the solution that best meets the client's requirements. - Proactively create documentary artifacts like business cases, usage scenarios, BRDs, solution blueprints, configuration specifications, training documents, FAQs, etc. - Work with Customer Success team to ensure successful completion of project milestones for production Go-live, initial rollout phase of the project, and Hypercare sign-off. - Communicate progress and expectations, proactive risk-management, and escalation for awareness and resolution. - Support clients through go-live process and play key role in promoting solution adoption and usage. - Provide regular and adequate end user feedback to the product team. Qualifications - A technical degree (Engineering) or business degree (MBA, BBA) from a reputed institute with a minimum of 3-8 years of experience in SAAS or product consulting industry. - Must be able to manage multiple projects utilizing strong planning and organizational skills. - Outstanding verbal, written, and presentation skills to demonstrate solution concepts. - Strong interpersonal skills with ability to influence and build effective customer relationships. - Experience with general consulting skills that include team facilitation, business case development, strong business analysis skills, process mapping, and business process redesigning. - Experience with LegalTech, specifically litigation involving Workers Compensation, Personal Injury, Social Security Disability, Veterans Benefits, and/or Insurance Defense. - Systems implementation skills: requirements/process analysis, focus group sessions, conceptual and detailed design, configuration, testing, training, change management, and support. - Ability to set and manage customer expectations, and work independently on project assignments. It would be nice if you have: - Exposure to working on an Onshore - offshore set up. - Enterprise-level business project experience with strong process analysis, design, delivery, and documentation skills. - Experience with Case Management Systems (CMS) like Litify, Filevine, Smart Advocate, Neos, or Meruscase. - CBAP certification is highly desirable. Personal Attributes we are looking for: - Analytical nature with the ability to solve complex business issues. - High emotional quotient is desired. - A ‘can do’ attitude to be able to work within existing constraints and come up with innovative ideas that may not be obvious or apparent. - Maturity and level headedness to handle difficult situations and still maintain healthy relationships with customers and partners. - Extremely detail oriented and passionate about customer’s success. Our Commitment At Foundation AI, we're committed to creating an inclusive and diverse workplace. We value equal opportunity and affirmative action principles, giving everyone an equal chance to succeed. We're dedicated to offering equal employment opportunities regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity, or veteran status. Upholding these values and adhering to applicable laws is paramount to us. For any feedback or inquiries, please contact us at [email protected] Learn more about us at www.foundationai.com

This description is a summary of our understanding of the job description. Click on 'Apply' button to find out more. Role Description The Senior Implementation Engineer will lead the end-to-end deployment of EDI solutions for a diverse portfolio of clients, ensuring seamless integration and compliance with industry standards. This role combines technical expertise, problem-solving, and client-facing collaboration to deliver reliable, scalable, and optimized data exchange systems. You will work closely with cross-functional teams to design workflows, implement integrations, and provide strategic guidance to clients. The position also involves documenting processes, conducting training, and implementing quality assurance protocols to guarantee accurate and efficient operations. This is an excellent opportunity for a hands-on engineer who thrives in a dynamic environment, enjoys technical challenges, and seeks to make a meaningful impact on clients’ business operations. - Lead the full lifecycle implementation of EDI solutions, ensuring compliance with standards such as ANSI X12 and EDIFACT. - Collaborate with internal teams and clients to gather requirements, design workflows, and implement integration solutions via protocols like AS2, SFTP, and FTPS. - Serve as the primary technical point of contact for clients during implementation, providing guidance on best practices, customization, and integration strategies. - Investigate, diagnose, and resolve complex EDI-related issues to minimize operational disruption, coordinating with support teams as needed. - Develop comprehensive documentation, including specifications, process flows, and user guides, and conduct training sessions for clients and internal teams. - Perform rigorous testing and implement quality assurance measures to ensure data integrity, system compatibility, and error-free transmissions. Qualifications - Bachelor’s degree in Computer Science, Information Technology, or a related field. - Minimum of 5 years of experience in EDI implementation and integration. - Proficiency in programming languages such as Java, Python, or C#. - Strong understanding of database systems (SQL, Oracle) and data transformation techniques. - Exceptional problem-solving skills, attention to detail, and ability to work independently. - Excellent communication and interpersonal skills to effectively collaborate with clients and internal teams. - Relevant EDI certifications (e.g., Certified EDI Professional) are a plus. Benefits - Competitive salary: $80,000 – $95,000 base, depending on experience. - Comprehensive healthcare, dental, and vision coverage. - Flexible PTO and paid parental leave. - 401(k) plan with employer match, FSA and HSA options. - Supportive work environment promoting life-work balance. - Remote-friendly culture with an energetic, collaborative team. - Accelerated opportunities for title and salary growth.