Implementation Support Coordinator

📋 Description

• Update implementation status fields in TaskRay based on direction and input from assigned
• Support day-to-day coordination tasks, following up on open items as directed.
• Route information requests and materials between teams, escalating out-of-range items to management.
• Send scheduled status updates to Customer Success and Vendor Success Managers using templates.
• Compile weekly or monthly status summaries using standard formats.
• Maintain implementation records in TaskRay with proper data-entry standards.

🎯 Requirements

• Less than 1 year of related experience; entry point role, no formal training required.
• Strong attention to detail and ability to follow established processes.
• Clear, concise written notes and status updates using templates.
• Comfortable learning new software platforms (TaskRay, Salesforce); no prior exposure required.
• Discretion in handling sensitive client risk and compliance information.
• Bonus points for exposure to project/task management tools and interest in financial

🎁 Benefits

• A fun, fast-paced work environment
• Responsible PTO plan
• 11 paid holidays
• Community and social events
• Mental Health Benefits
• Medical, Dental and Vision insurance