Requirements
- This role requires strong organization, communication, and problem‑solving skills, as well as the ability to manage multiple concurrent projects while maintaining a high level of client satisfaction.
- 2–4 years of experience in a client‑facing implementation, onboarding, project coordination, customer success, or similar role.
- Bachelor’s degree required; business, management, or related field preferred (other disciplines considered).
- FinTech or payments industry experience preferred.
- Exposure to project management or implementation coordination preferred.
- Ability to guide clients through tasks and maintain accountability to timelines.
- Ability to document, interpret, and communicate client and internal requirements clearly.
- Strong troubleshooting and problem‑solving skills, including under time‑sensitive deadlines.
- Excellent organizational and time‑management skills with the ability to manage multiple priorities.
- Strong written and verbal communication skills.
- High attention to detail and accuracy.
- Proficiency with Microsoft Office (Word, Excel, Outlook).
- Experience with web‑based meeting platforms.
- Professional phone and email etiquette, including strong spelling and grammar.
- Ability to work independently while collaborating cross‑functionally.
What the job involves
- FreedomPay is seeking a detail‑oriented and proactive professional to join our team in managing our client deployments.
- The Deployment Success Manager serves as a primary point of contact during deployment, guiding customers through onboarding while coordinating internal teams, managing timelines, and resolving issues.
- Independently plan, organize, and manage small to mid‑market customer deployments from kickoff through launch.
- Serve as the primary client contact during onboarding, providing clear direction, setting expectations, and maintaining regular communication.
- Facilitate recurring client meetings and ongoing correspondence to assess needs, track progress, and drive required actions.
- Coordinate with internal teams (e.g., implementations, support, product, and relationship management) to execute deployment activities and meet timelines.
- Manage and track onboarding steps, documentation, and checklists to ensure all requirements are completed accurately.
- Communicate project status, risks, and blockers to internal stakeholders and relationship owners in a timely manner.
- Identify, document, and escalate issues; partner with appropriate teams to drive resolution.
- Verify system readiness prior to launch and confirm solutions are functioning as intended post‑deployment.
- Troubleshoot implementation gaps and develop mitigation or remediation plans when deficiencies are identified.
- Monitor customer adoption following launch and ensure a smooth transition to ongoing support and account management teams.
- Maintain organized project records and documentation across multiple simultaneous deployments.
- Perform other duties as assigned.
Requirements
- This role requires strong organization, communication, and problem‑solving skills, as well as the ability to manage multiple concurrent projects while maintaining a high level of client satisfaction.
- 2–4 years of experience in a client‑facing implementation, onboarding, project coordination, customer success, or similar role.
- Bachelor’s degree required; business, management, or related field preferred (other disciplines considered).
- FinTech or payments industry experience preferred.
- Exposure to project management or implementation coordination preferred.
- Ability to guide clients through tasks and maintain accountability to timelines.
- Ability to document, interpret, and communicate client and internal requirements clearly.
- Strong troubleshooting and problem‑solving skills, including under time‑sensitive deadlines.
- Excellent organizational and time‑management skills with the ability to manage multiple priorities.
- Strong written and verbal communication skills.
- High attention to detail and accuracy.
- Proficiency with Microsoft Office (Word, Excel, Outlook).
- Experience with web‑based meeting platforms.
- Professional phone and email etiquette, including strong spelling and grammar.
- Ability to work independently while collaborating cross‑functionally.
What the job involves
- FreedomPay is seeking a detail‑oriented and proactive professional to join our team in managing our client deployments.
- The Deployment Success Manager serves as a primary point of contact during deployment, guiding customers through onboarding while coordinating internal teams, managing timelines, and resolving issues.
- Independently plan, organize, and manage small to mid‑market customer deployments from kickoff through launch.
- Serve as the primary client contact during onboarding, providing clear direction, setting expectations, and maintaining regular communication.
- Facilitate recurring client meetings and ongoing correspondence to assess needs, track progress, and drive required actions.
- Coordinate with internal teams (e.g., implementations, support, product, and relationship management) to execute deployment activities and meet timelines.
- Manage and track onboarding steps, documentation, and checklists to ensure all requirements are completed accurately.
- Communicate project status, risks, and blockers to internal stakeholders and relationship owners in a timely manner.
- Identify, document, and escalate issues; partner with appropriate teams to drive resolution.
- Verify system readiness prior to launch and confirm solutions are functioning as intended post‑deployment.
- Troubleshoot implementation gaps and develop mitigation or remediation plans when deficiencies are identified.
- Monitor customer adoption following launch and ensure a smooth transition to ongoing support and account management teams.
- Maintain organized project records and documentation across multiple simultaneous deployments.
- Perform other duties as assigned.
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