AlphaSenseHiring

Implementation Manager, Financial Services

  • Remote, United States
  • Lead
  • Posted 7 days ago
Apply with Keywordise AI

or apply from Claude / ChatGPT / Muse

In one line

Onboarding role for large enterprise clients at an AI research platform, running rollouts from handoff through the first 90 days; US remote, East or Central hours.

About the role

Newly signed financial clients need to move from purchase to steady use at scale. The job is program coordination: plans, milestones, risk tracking and adoption data, working alongside account and success managers.

At a glance

Pay
Not stated in the posting
Remote scope
Remote, United States
Seniority
Lead
Working hours
US Eastern or Central hours
Skills
Linear, Jira, Asana, Rocketlane, Salesforce, Microsoft Excel, Google Sheets
Posted
28 Oct 2026
Last checked
3 Nov 2026

What you will do

  • Own the rollout plan, milestones and risk tracking for big enterprise accounts from pre-sale handoff onward.
  • Track adoption signals such as first login and platform use, then build internal and external reports.
  • Coordinate with account managers and customer success managers to keep projects on track.

What they look for

  • Four or more years in client-facing onboarding, customer success or program management at a B2B SaaS company.
  • Experience with financial services firms such as investment banks, hedge funds, private equity or venture capital.
  • Change management know-how for helping client organisations adopt a new tool.
  • Familiarity with project tools like Linear, Jira, Asana or Rocketlane and with Salesforce.
  • Strong Excel or Google Sheets skills, including pivot tables, complex formulas and data validation.

How Keywordise applies for you

  1. 1Upload your CVAdd your CV once. It takes about a minute.
  2. 2Tailored to this jobKeywordise writes a CV and a cover letter for this job from your real experience.
  3. 3The form fills itselfName, email, experience and screening questions, field by field.
  4. 4Application sentYou get a receipt and follow it in your dashboard.

Apply with Keywordise AI7-day free trial, no card.

Apply from your AI assistant

Connect Keywordise to your assistant once, then send it the prompt. It applies for you.

ClaudeConnectorChatGPTConnectorMuseby Meta

Claude

  1. In Claude, open Settings, then Connectors, and choose Add custom connector.
  2. Name it Keywordise and paste the connector URL.
  3. Click Connect, log in to Keywordise and approve. Then send the prompt in a new chat.
Connector URL
https://keywordise.com/mcp

Disconnect any time in your Keywordise settings.

ChatGPT

  1. In ChatGPT, open Settings, then Connectors. On plans that need it, turn on developer mode first.
  2. Add a new connector with the connector URL and choose OAuth. Leave the client ID and secret empty.
  3. Log in to Keywordise and approve. Then send the prompt in a new chat.
Connector URL
https://keywordise.com/mcp

Disconnect any time in your Keywordise settings.

Muse

  1. Open Muse (muse.ai or the app) and send it the message below.
  2. If Muse asks how to sign in, answer OAuth. Open the sign-in link it sends, log in to Keywordise and approve.
  3. Send the prompt. Muse asks before it sends anything.
Message for Muse
Add a custom connector called Keywordise. It is a remote MCP server at https://keywordise.com/mcp and uses OAuth. Give me the sign-in link.

Muse is available in the US only for now.

Prompt
Apply to Keywordise job zhyumwtwb3
How to connect

Questions about this job

Is this job fully remote, and from where?

The posting lists it as remote for people in the United States. On hours, the posting says: US Eastern or Central hours.

What does this job pay?

The posting does not state a salary, so there is no figure to quote.

What experience is needed?

It is a lead role. The posting asks for: four or more years in client-facing onboarding, customer success or program management at a B2B SaaS company; experience with financial services firms such as investment banks, hedge funds, private equity or venture capital; change management know-how for helping client organisations adopt a new tool. Skills it names include Linear, Jira, Asana, Rocketlane.

How do I apply with Keywordise AI?

Select Apply with Keywordise AI, sign up and upload your CV. Keywordise writes a CV and a cover letter for this job from your real experience and applies for you. The 7-day free trial needs no card.

More remote business and finance jobs

All remote business and finance jobs
AlphaSenseRemote, United States
Apply with Keywordise AI