Senior Enterprise Implementation and Success Manager, TIFIN
TIFIN @Work
$110-120k
Office located in Boulder, CO
Creating companies to improve wealth outcomes
Job no longer available
Creating companies to improve wealth outcomes
201-500 employees
Job no longer available
$110-120k
Office located in Boulder, CO
201-500 employees
Company mission
To make investing a more powerful driver of financial well-being.
Role
Who you are
- Bachelor’s degree required
- 5+ years of experience in enterprise implementation, client success, or project management, preferably in fintech, financial services, or SaaS
- Proven experience leading enterprise SaaS implementations with Fortune 500 or national-scale organizations
- Strategic communicator comfortable interfacing with senior leadership
- Passionate about AI and its transformative potential
- Strong analytical and problem-solving skills
- Proficient in PowerPoint and Excel; strong attention to detail
- Willing to travel to client sites as needed
- Highly organized with excellent time management
- Collaborative team player who thrives in a fast-paced environment
What the job involves
- As a Senior Implementation and Success Manager, you will lead enterprise-scale client rollouts from discovery through launch and beyond
- This role requires cross-functional collaboration, deep project management experience, and a passion for using AI to drive financial outcomes
- You will serve as the primary implementation lead for some of our largest and most strategic clients
- Lead Complex Enterprise Implementations: Serve as the strategic lead on high-visibility client rollouts, ensuring cross-functional alignment across product, engineering, legal, and client stakeholders
- Manage Full Implementation Lifecycle: Own project planning, scope definition, resource alignment, and success measurement for national clients with large participant bases and multi-product integrations
- Facilitate Executive Alignment & Governance: Coordinate key implementation ceremonies (e.g. , kickoff workshops, design acceptance reviews, go/no-go checkpoints) and build shared visibility into goals, blockers, and launch timelines
- Prototype-Driven Rollouts: Manage delivery of MVP features and prototypes, ensuring client alignment and approval through defined acceptance criteria and QA processes
- Scope & Prioritization Stewardship: Balance enterprise client needs with internal priorities
- Lead scope management conversations and proactively propose revised timelines when needed to drive quality at scale
- Advisor & Partner Enablement: Train and support advisor teams on platform usage, referral paths, and digital workflows
- Deliver documentation, demos, and ongoing coaching to maximize engagement and adoption
- Rollout Timeline Management: Create and manage phased rollout plans for national employers, including employer onboarding, employee communications, HRIS integrations, and ongoing engagement tactics
- Client Success and Engagement: Build and maintain strong relationships with clients by enabling them to achieve measurable results through the @Work Platform
- Effectively report key outcomes to demonstrate value
- AI and Product Advocacy: Conduct product demos to showcase our AI capabilities and communicate value to stakeholders
Our take
Increases in the range of apps available for investors of any experience level is resulting in wealth and asset managers facing rising demands for personalized financial experiences. Investors seek tools that use data analytics to facilitate these personalized insights, but this is difficult to provide without the right technology and data science.
TIFIN provides a fintech platform that uses data science and artificial intelligence to provide personalized investment experiences. The platform offers investment management advice and tools to asset managers, allowing them to transform their clients' businesses to be more efficient, profitable and future-proof.
With so many investment platforms on the market, TIFIN has made a smart decision by pulling together innovative tools into a wealth management platform, as opposed to starting a new investment platform itself. The company has experienced remarkable growth, forged strategic partnerships and successfully secured funding. It is now pursuing international expansion, beginning in India.
Freddie
Company Specialist at Welcome to the Jungle
Insights
131% employee growth in 12 months
Company
Funding (last 2 of 7 rounds)
Feb 2024
$10m
LATE VC
May 2022
$109m
SERIES D
Total funding: $237.7m
Company benefits
- Performance linked variable compensation, including equity
- Medical, dental, vision, life and disability insurance
- 401k Retirement Account through Empower Retirement
- Flexible PTO policy and Company-paid holidays
- Corporate Social Responsibility and volunteering opportunities
- Fully stocked office kitchens
- Access to our Chief Mindfulness Officer, including 1:1 personal coaching for executives and rising stars
- Company sponsored events like Qi Gong, Lunch & Learns, Development Workshops, Dinners, Happy Hours, and more!
- Parental leave: 12 week paid maternity, 4 week paid paternity leave
Company HQ
Downtown, Boulder, CO
Leadership
Vinay Nair
(Founder, Chair & CEO)Having studied at NYU, they started working as a Fellow of Wharton Financial Institutions Center and founded 55ip, Clout, Positivly and Magnifi. They used this startup experience to found THE TIFIN GROUP in November 2018.
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