Implementation Manager, Financial Services

London, Greater London, England · London · 4+ years experience · Remote · Posted Oct 12, 2026

At a glance

The Implementation Manager will own the onboarding and rollout program for large enterprise clients, managing the process from pre-sale handoff through the first 90 days of adoption.
As the first hire for this function in the EMEA region, the role involves shaping onboarding programs and coordinating cross-functional efforts to drive sustained platform usage.
The position requires a data-driven approach to monitor adoption signals and improve operational processes for client implementation.

Own the onboarding and rollout program for large enterprise clients, including project plans and critical milestones.
Serve as a primary point of contact for rollouts, leading status meetings and aligning resources across Sales, Marketing, Product, and Customer Success.
Track adoption signals such as time to first login, user retention, and frequency of use.
Partner with Sales before deal closure to shape rollout plans.
Hand off accounts to Account Managers and Customer Success Managers with a maintenance plan after approximately 90 days.
Analyze adoption trends and bottlenecks to provide actionable insights for internal teams and stakeholders.
Identify areas for improvement in the onboarding approach and document best practices and standardized playbooks.
Build scalable processes to facilitate faster onboarding experiences.

4+ years of experience in a client-facing onboarding, customer success, or program management role in a B2B SaaS environment.
Experience working with or alongside financial services organizations such as investment banks, hedge funds, private equity, or venture capital firms.
Experience with change management practices to support tool adoption.
Proficiency in project management tools such as Linear, Jira, Asana, or Rocketlane.
Proficiency in CRM software, specifically Salesforce.
Advanced proficiency in Microsoft Excel or Google Sheets, including pivot tables, complex formulas, and data validation.
Strong communication skills for interacting with senior client stakeholders like managing directors and partners.