What are the responsibilities and job description for the Implementation Specialist position at Fynancial?
Company Description
Meet Fynancial, the only Digital Experience Platform (DXP) for the wealth management industry that combines traditional wealth management tools with modern social engagement features. Fynancial allows wealth managers to post directly to clients' and prospects' devices, integrating planning and performance providers. Our platform helps you connect with clients through the devices they use every day, bringing the power of social media-like engagement to your own app.
Fynancial is looking for a technical Implementation Specialist to join our Integrations Team full time. This role sits within Integrations and in support of Client Success while focusing on implementations, integrations, and technical execution with clients and partners.
- Support client implementations from kickoff through launch
- Join and lead technical integration calls with clients and partners
- Configure integrations, environments, and client-specific settings
- Handle Tier 1 technical support and initial troubleshooting
- Test integrations, configurations, and releases in staging environments
- Own all integration documentation (internal and client-facing)
- Regularly communicate with integration partners to stay current on updates, APIs, and new features
- Collect and synthesize client feedback on existing integrations
- Own the Salesforce Managed Package deployment process
- Lead integration training sessions for enterprise RIAs and larger clients
- Communicate clearly with clients on technical topics (status, issues, next steps)
- Escalate issues to Engineering with clear context and reproduction steps
- Work closely with Product and Engineering without being pulled into core development work
- Build core product features
- Get pulled into general Engineering sprints
- Own long-term product architecture or roadmap decisions
This role is execution-heavy and client-facing.
- 2–5 years in Implementation, Solutions Engineering, Technical Support, or CS
- Experience working with APIs, integrations, or SaaS platforms
- Comfortable leading technical conversations with non-technical stakeholders
- Strong troubleshooting skills and attention to detail
- Experience owning and maintaining technical documentation
- Comfortable managing multiple clients and integrations simultaneously
- Wealth management or fintech experience
- Salesforce experience (especially Managed Packages)
- Familiarity with CRMs (Salesforce, Wealthbox, Redtail, etc.)
- Experience testing software in staging environments
- Basic understanding of SQL, REST APIs, or webhooks
- Familiarity with .NET, React, or Azure (not required)
- Technical but client-friendly
- Highly organized and process-driven
- Strong written communicator
- Comfortable with ownership and day-to-day execution
- Calm, clear, and confident on client calls
- High-growth wealth-tech SaaS
- Direct ownership over integrations and client outcomes
- Clear separation between CS and Engineering
- Real responsibility and visibility