Product Implementation Manager
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Job Location:
Monthly Salary:
Posted on:
30+ days ago
Vacancies:
1 Vacancy
Job Summary
Since launching in 2019 CapIntel has been on a mission to provide magical financial moments for all: investors wealth professionals and our customers.
Our innovative proposal generation platform transforms how financial professionals compare discuss and present investment options empowering clients to make informed decisions. We pride ourselves on revolutionizing an outdated process with a product thats adopted 4x more than previous solutions. One executive called CapIntel the most intuitive platform Ive used in almost 20 years in financial services.
As one of Canadas fastest-growing wealthtech companies CapIntel is expanding at an unprecedented pace. Our relentless commitment to innovation drives us to build a dynamic team strengthening our ability to impact the wealth industry landscape in 2025 and beyond.
About the role
As a Product Implementation Manager youll lead client onboarding projects and help shape platform improvements that enhance CapIntels user experience. Reporting to our Director of Solutions Architecture youll act as the connector between clients and our internal teams ensuring implementations run smoothly and insights from clients translate into product improvements.
What Youll Do
- Lead client onboarding: Translate client goals into tailored solutions ensuring new clients are set up for success from day one.
- Manage implementation lifecycle: Oversee onboarding with developers and designers anticipating bottlenecks and delivering on time.
- Own the client relationship: Manage communication requirements and escalations during onboarding while working with Customer Success to strengthen relationships.
- Own project scope: Keep Statements of Work and Order Forms aligned and ensure enterprise configurations integrate smoothly with client systems.
- Improve the platform experience: Partner with Product on UX/UI enhancements informed by client feedback and usage patterns.
- Champion continuous improvement: Drive refinements that keep our platform evolving with client and business needs.
What Were Looking For
- Implementation expertise: Hands-on experience onboarding customized enterprise software or leading client delivery in a similar role.
- Project management skills: Comfortable owning timelines deliverables and expectations across multiple stakeholders.
- Technical aptitude: Familiar with enterprise software systems and able to collaborate closely with development teams.
- Strong communicator: Confident in managing client conversations and clear in sharing updates across teams.
- Collaborative mindset: Works well across disciplines and builds alignment quickly.
Bonus Experience
- Knowledge of the wealth management industry and its client workflows.
Not Sure You Meet Every Requirement
We know that what matters most is a great attitude a hunger to learn and a drive to deliver high-quality work. While experience is valuable we also understand that careers dont always follow a straight youre excited about this role but not sure you meet every requirement we encourage you to apply!
Why Youll Love Working Here:
Visit our Careers Page to learn more about what its like to work here including the virtues that guide us and the perks and benefits designed to help you thrive. Were proud to be a team where respect trust and collaboration drive everything we do. At CapIntel we challenge and elevate each other because we know that true impact happens when exceptional people work together toward a common goal. Wed love for you to be part of our journey!
Whats Important to Us:
CapIntel believes that all dimensions of diversity are a strength and that we have a role to play in actively reducing and eliminating systemic barriers to employment equity. We believe in equal employment opportunities regardless of race ethnicity language genetic information creed religion sex sexual orientation gender identity family and marital status neurodivergence national origin and age. We cultivate an inclusive workplace where people excel based on personal merit qualification experience ability and job performance.
We are committed to providing an inclusive and accessible recruitment experience so please let us know if you require any accommodations to support your application process by emailing .
To learn how we protect your personal data read our Applicant Privacy Notice.
For your application:
To help us quickly understand your qualifications and ensure your application receives the attention it deserves please answer the following questions thoughtfully. These responses will assist us in the initial pre-screening and resume review process.
Required Experience:
Manager
Key Skills
- Business Development
- Project Timelines
- Business Process
- Customer Service
- Client Expectations
- Account Management
- Salesforce
- Client Relationships
- Project Management
- ERP
- Java
- Client Service
- Consultants
- Management System
- Procedures
About Company
Creating digital-first investment presentations that are informative, contextual, and transparent can help you impress your clients. Learn how to create compelling proposals that educate and engage your clients.
