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Implementations Specialist

ABOUT UNIT

Unit is building the platform to power the next generation of financial services. Our mission is to help companies expand financial access for all. Our simple and powerful banking-as-a-service API helps companies launch bank accounts, cards, payments, and lending in weeks - not years. 

Unit was founded by a team with deep fintech and financial services experience and the first banking-as-a-service platform to reach unicorn status. We have raised over $169 million to date from top investors including Insight Partners, Accel, Better Tomorrow Ventures, Aleph, and Flourish and serve 140+ customers including AngelList, Honeybook, Roofstock, and many more.

About the role

We’re hiring an Implementations Specialist to be a key player in delivering an efficient and high-quality implementation experience to Unit’s customers. The role is based in New York City. 

As an Implementations Specialist, you will:

  • Work directly with Unit’s customers to manage their onboarding processes, ensuring a smooth and successful go-live. 

  • Support existing Unit customers with updates to their programs.

  • Directly impact Unit’s revenue realization by executing efficient, timely, and successful projects.

  • Work cross-functionally with all teams at Unit to ensure successful customer delivery.

  • Improve Unit’s operations in all aspects of our implementation work. 

This highly entrepreneurial role requires curiosity, a strategic thinker, and a mentality of extreme ownership. The successful candidate will make an immediate and continuous impact on Unit’s operational excellence and our customers.

Who we’re looking for 

  • 2+ years of experience in customer success, project management, or management consulting.

  • Client-facing experience, preferably in a tech company. 

  • Detailed, organized, and clear communicator.

  • Demonstrated ability to develop strong relationships with internal and external stakeholders. 

  • Team-focused and are energized by collaborative problem-solving. 

  • Enthusiastic about fintech and creating the future of financial infrastructure. 

LIFE AT UNIT

Working at Unit means joining a global team on a mission to create a more equitable financial ecosystem. We’re a fast-growing team of individuals who are passionate about their work, see the big picture and always seek to empower our clients and their end-customers.

Average salary estimate

$100000 / YEARLY (est.)
min
max
$80000K
$120000K

If an employer mentions a salary or salary range on their job, we display it as an "Employer Estimate". If a job has no salary data, Rise displays an estimate if available.

What You Should Know About Implementations Specialist, Unit

Join Unit as an Implementations Specialist in the vibrant city of New York and become a crucial part of our mission to power the next generation of financial services. At Unit, we’re not just about building banking-as-a-service; we're about reshaping financial access for everyone. As an Implementations Specialist, you will be the face of Unit for our customers, guiding them through the onboarding process and ensuring a smooth transition to our platform. This role isn’t just about managing projects; it’s about making a genuine impact on our customers’ success and, by extension, on Unit’s growth. Your work will directly contribute to increasing our revenue realization as you juggle multiple customer implementations. We foster a collaborative environment, so you'll be working cross-functionally with diverse teams to enhance our operational excellence. Ideally, you're someone with a background in customer success or project management, who possesses superb detail-oriented skills and thrives on problem-solving with a team. Fintech is not just a job to you; it’s a passion. If you’re ready to take ownership, innovate, and help bring our clients into the future of financial infrastructure, then we’d love to see you join us at Unit!

Frequently Asked Questions (FAQs) for Implementations Specialist Role at Unit
What qualifications do I need for the Implementations Specialist position at Unit?

To be considered for the Implementations Specialist role at Unit, you should have at least 2 years of experience in customer success, project management, or management consulting. Client-facing experience, particularly within a tech environment, is essential. Strong communication skills, attention to detail, and the ability to build relationships with both internal teams and clients are crucial for success in this position.

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What does a typical day look like for an Implementations Specialist at Unit?

A typical day for an Implementations Specialist at Unit includes managing customer onboarding processes, coordinating go-live timelines, and ensuring clients feel supported throughout their journey. You’ll collaborate with interdisciplinary teams, tackle customer inquiries, and contribute to process improvements in our implementation strategies, leading to enhanced client satisfaction.

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How does the Implementations Specialist role at Unit impact the company's success?

The Implementations Specialist role at Unit plays a vital part in our overall success by ensuring that customer projects are executed efficiently and effectively. By securing smooth onboarding processes and fostering strong relationships with our clients, you directly contribute to their success which in turn accelerates our revenue realization and strengthens Unit's reputation in the fintech space.

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What skills are important for success as an Implementations Specialist at Unit?

Important skills for an Implementations Specialist at Unit include strong organization and project management abilities, excellent communication skills, and a collaborative spirit. Experience in customer success and a thorough understanding of fintech will also enhance your ability to positively impact client relationships and implementation processes.

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What does Unit's company culture look like for an Implementations Specialist?

Unit’s company culture embraces innovation, collaboration, and a shared mission of creating better financial access for all. As an Implementations Specialist, you will work within a supportive and enthusiastic team that values diverse perspectives and fosters an environment of continuous learning and improvement.

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What growth opportunities does Unit offer for an Implementations Specialist?

At Unit, growth opportunities abound for an Implementations Specialist, with possibilities to expand into project management, customer success leadership, or other key roles within the organization. Your performance will be recognized and rewarded, allowing you to take charge of your career path and further develop your skills in the fintech space.

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How can I prepare for the Implementations Specialist interview at Unit?

To prepare for the Implementations Specialist interview at Unit, familiarize yourself with our platform and its impact on the fintech industry. Be prepared to discuss your relevant experience, especially regarding customer management and project execution. Also, consider how you've handled challenges in previous roles and be ready to share specific examples showcasing your problem-solving abilities and teamwork.

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Common Interview Questions for Implementations Specialist
Can you describe your experience with customer onboarding processes?

In answering this question, be sure to focus on the specific role you played during onboarding, any challenges you faced, and how you overcame them. Highlight any tools or methodologies you used and the positive outcomes that resulted from your actions.

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How do you prioritize tasks in a fast-paced implementation environment?

Discuss your approach to prioritization in a busy environment, such as using task management tools or creating lists. Mention specific situations where you effectively managed multiple tasks and how you ensured deadlines were met without compromising quality.

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What strategies do you use to foster strong relationships with clients?

In your response, share practical strategies you’ve implemented to build trust and rapport with clients, such as regular communication, understanding their needs, and providing timely support. Include examples of how these relationships led to successful project outcomes.

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Describe a challenging project you managed and how you tackled it.

Use the STAR method (Situation, Task, Action, Result) to structure your answer. Provide details about a challenging project, what goals you set, the steps you took to address the challenges, and the outcome, making sure to highlight any positive feedback received from stakeholders.

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How do you ensure quality in your implementation work?

Discuss your commitment to quality assurance processes. Share specific strategies you utilize, like regular feedback loops with clients, comprehensive testing before go-lives, and post-implementation reviews, ultimately focusing on how these practices ensure client satisfaction.

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What do you know about Unit and our mission?

Showcase your knowledge of Unit's goals and achievements. Articulate what resonates with you about our mission to expand financial access and relate it to your values or experiences. This demonstrates your enthusiasm for both the role and the company.

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How would you handle a situation where a project is falling behind schedule?

Share your methodology for identifying the reasons behind delays and how you would communicate with affected stakeholders. Discuss any strategies you would implement to expedite the process if necessary, focusing on your proactive risk management skills.

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What tools or software have you used in previous project management roles?

Mention specific tools you’re familiar with, such as project management software (e.g., Asana, Trello) or CRM systems. Describe how you effectively utilized these tools to enhance team collaboration and project tracking.

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Can you give an example of a successful project you managed from start to finish?

Apply the STAR method to share details about a project where you had full responsibility from initiation to completion. Focus on the steps you took, challenges overcome, team collaboration, and the successful result that satisfied stakeholders.

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How do you stay updated with trends in the fintech industry?

Demonstrate your initiative by describing the methods you use to stay informed about the fintech landscape, such as following industry publications, attending webinars, or networking with professionals in the field. Highlight your commitment to continuous learning and how this knowledge benefits your work.

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Full-time, on-site
DATE POSTED
November 26, 2024

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