Red Oak Technologies
Implementation Specialist
North Austin HQ
Sponsorship not specifiedDetected 27 days ago
Data AnalysisComplianceProject ManagementExcelOnboarding
About the role
- Serve as primary point of contact for assigned implementations - managing timelines, milestones, risks, and stakeholder expectations from kickoff through go-live.
Responsibilities
- Develop and execute project plans; proactively surface risks and dependencies before they become problems.
- Deliver hands-on training to client teams - technical users and business stakeholders alike.
- You'll own end-to-end implementation of Red Oak's Compliance Connectivity Platform - including Compliance, Distribution, and Supervision products - for enterprise asset managers operating in complex regulatory environments.
- You'll run the project, translate business requirements into system setup, lead training, and manage the relationship from kickoff through handoff to Client Success.
- Create and maintain documentation: internal process guides and client-facing resources that outlast the implementation itself.
- Identify and implement process improvements and automation opportunities that reduce time-to-value across the implementation practice.
- everything else, you own.
- Scope changes and timeline risks go to the Director of Implementation; everything else, you own.
Requirements
- Excel proficiency and comfort with technical configuration - you can translate between a client's business workflow and a system setup, and you're not afraid to get hands-on.
Nice to have
- experience with asset managers, hedge funds, or registered investment advisers
- familiarity with PE-backed growth-stage environments.
- Use AI tools operationally to move faster and communicate better - Claude for project planning and client data analysis, Gong for meeting capture, ChatGPT for drafting client communications.
- you know when to escalate and when to resolve.
- 2+ years managing enterprise implementations, onboarding projects, or client-facing SaaS deployments - you've owned timelines, managed stakeholders, and delivered go-lives under pressure.
- Background in SaaS serving enterprise clients or financial services - compliance, regtech, or fintech experience is a strong plus.
- Plus: experience with asset managers, hedge funds, or registered investment advisers
Skills
- Clear, professional communicator - written and verbal - with enterprise clients and internal stakeholders at every level.
- Plus: experience with asset managers, hedge funds, or registered investment advisers; familiarity with PE-backed growth-stage environments.
- Comprehensive health coverage: medical, dental, and vision
- 401(k) with 3% employer match
- 20 days of PTO, plus your birthday off and paid sick leave
- Enhanced family leave
- Life insurance
Benefits
- Equity Appreciation Rights - share in what we're building
Company info
- Red Oak is the compliance and distribution platform built for the asset management industry.
- 18 of the top 20 asset managers in the world rely on us to automate fund document review, distribution workflows, and regulatory compliance - with no direct holistic competitor in the space.
- We grew from ~$12M ARR in 2024 to $45M today - tripling in our growth - and we're targeting $100M ARR.
- That growth creates real opportunity at every level of the company, including the team responsible for getting clients live and driving adoption.
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