Altruist
Implementation Manager, Hazel AI
San Francisco, CA
Sponsorship not specified$150k-$180kDetected 28 days ago
Full-Stack DevelopmentData EngineeringProject ManagementSalesforceCRMAccount ManagementCollaborationSharePoint
About the role
- This is an individual-contributor role for someone who can operate at the intersection of implementation, systems integration, data migration, and client enablement.
- You'll serve as the primary technical point of contact during onboarding, helping firms connect their systems, establish clean source-of-truth data, and get operational quickly with Hazel.
Responsibilities
- Own integration setup across key systems, including CRM platforms such as Wealthbox and Salesforce, custodial data providers such as Orion and Black Diamond, and file storage tools including Box, SharePoint, OneDrive, and Dropbox.
- Lead data migration efforts, including pulling client data from financial planning tools such as RightCapital and eMoney, managing bulk document uploads, and reconciling multiple data sources into clean source-of-truth records.
- Support sales by building polished live demo environments with realistic household data and production-like setups.
- Our offices are intentionally designed for comfort, collaboration, and productivity.
Requirements
- 3-6 years of experience in implementation, solutions engineering, technical account management, or a closely related role.
- Experience working at a fintech or SaaS company with integration-heavy deployments.
- Ability to work effectively with non-technical users, including advisors and operations staff, and translate technical setup into clear, practical guidance.
- Familiarity with the wealth management technology stack, including Wealthbox, Salesforce, Orion, Black Diamond, RightCapital, eMoney, and custodial data formats.
- Experience supporting RIAs, advisor technology platforms, or other financial services workflows.
- Experience operating in a fast-moving environment where implementation feedback directly shapes product and process improvements.
- we expect to pay for proven capability.
- Hands-on experience connecting APIs, CRMs, and data pipelines, with comfort working in integration layers without needing to be a full-stack engineer.
- Strong project management and operational rigor, especially in environments where data quality and implementation consistency matter.
- Strong judgment around data migration, system configuration, and rollout planning in customer-facing environments.
- Enough commercial instinct to identify expansion opportunities and support broader retention or renewal conversations when appropriate.
- Bonus points
- Leveling & compensation
- This is a foundational hire
- we expect to pay for proven capability. This role has a target compensation range of $150,000-$180,000 and competitive equity. Final level and compensation is individualized and will be determined based on overall experience, qualifications, and interview performance.
Compensation
- Professional growth and development opportunities including an employee mobility program and an annual L&D budget allocation for each employee.
Benefits
- Competitive pay and equity for eligible positions.
- Premium healthcare, dental, and vision insurance plans (HMO and PPO).
- 401k savings plan with a 4% match and immediate vesting.
- 16 week paid parental leave after one year of employment.
- Company perks program (includes discounts on pet insurance, fitness, cell phone plans, and travel, etc.).
Company info
- We're hiring an Implementation Manager to own the technical onboarding experience for Hazel customers across SMB and mid-market wealth management firms.
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