Implementation Specialist

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About Asseta AI

Asseta AI is an accounting centric platform purpose built for family offices. Our flagship platform, The Intelligent Family Office Suite™, enables family offices to operate efficiently, securely, and insightfully in an era of generational wealth transfer and digital transformation.

Our Vision

Our mission is to empower family offices to achieve financial excellence through an intuitive, enterprise-grade software and expertise. We aim to simplify complex wealth management, accounting, foster transparency, and ensure data security. At Asseta, we are dedicated to continuous innovation and providing unwavering support for our clients’ wealth preservation and growth.

About the Role

Asseta is seeking an implementation specialist to report to our CEO. You’ll guide clients from onboarding through long term adoption, ensuring a seamless technology transformation. Acting as both a trusted advisor and technical liaison, you’ll translate complex needs into tailored software solutions, helping clients fully realize the value of our platform.

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Reporting to: CEO

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Team: Customer Success

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Required: 2+ years of experience

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Location: New York City

Responsibilities

Lead customer onboarding and implementation projects, guiding clients from initial setup through successful adoption of the platform.

Gather and analyze client requirements to design optimal configurations that align with business objectives and platform capabilities.

Coordinate cross-functional teams (e.g., Sales, Product, Engineering, and Support) to ensure seamless deployment and integration.

Conduct product training sessions and create user documentation or guides to help customers get the most value from the platform.

Monitor project timelines, deliverables, and milestones, proactively managing risks or blockers to ensure timely launches.

Act as a trusted advisor to clients by recommending best practices and helping optimize workflows within the software.

Collect and relay customer feedback to internal teams to inform product enhancements and improve customer satisfaction.

What We're Looking For

2-5 years of experience in SaaS implementation, customer success, or project management

Strong command over accounting and investment principles.

Experience with tools such as Jira, Pylon, Dock, HubSpot

Ability to translate complex technical concepts into clear, actionable guidance for non-technical audiences.

Experience in family office or wealth-tech preferred

Benefits

This role is based on site in our New York City headquarters

Expected salary range of $100,000-$130,000

Eligibility in employee equity plan

Unlimited paid time off

Opportunities for conference sponsorships and training opportunities

Frequent company off-sites and team-building events

About Asseta

Asseta is shaping the future of cloud financial management. Our goal is to become the global standard for financial confidence, offering unparalleled insights, automation, and collaboration. We strive to make financial control effortless and secure for businesses of all sizes.

How to Apply

Does this role sound like a good fit? Email us at careers@asseta.ai

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