Technical Lead - Implementation , Finance Solutions
at Product company for financial operations automation platform
Mandatory Criteria (Can't be neglected during screening) :
- Candidate Must have Project management experience.
- Strong hands-on experience with SQL, including the ability to write, optimize, and debug complex queries (joins, CTEs, subqueries).
- Must have experience in Treasury Module.
- Should have a basic understanding of accounting principles and financial workflows
- 3+ years of implementation experience is required.
- Looking candidates from Fintech company ONLY. ( Candidate should have Strong knowledge of fintech products, financial workflows, and integrations )
- Candidate should have Hands-on experience with tools such as Jira, Confluence, Excel, and project management platforms.
- Candidate should have Experience in managing multi-stakeholder projects from scratch.
Position Overview
We are looking for an experienced Implementation Lead to drive the onboarding and implementation of our platform for new and existing fintech clients. This role is ideal for someone with a strong understanding of financial systems, implementation methodologies, and client management. You’ll collaborate closely with product, engineering, and customer success teams to ensure timely, accurate, and seamless deployments.
Key Responsibilities
- Lead end-to-end implementation projects for enterprise fintech clients
- Translate client requirements into detailed implementation plans and configure solutions accordingly.
- Write and optimize complex SQL queries for data analysis, validation, and integration
- Oversee ETL processes – extract, transform, and load financial data across systems
- Collaborate with cross-functional teams including Product, Engineering, and Support
- Ensure timely, high-quality delivery across multiple stakeholders and client touchpoints
- Document processes, client requirements, and integration flows in detail.
Required Qualifications
- Bachelor’s degree in Finance, Business Administration, Information Systems, or related field
- 3+ years of hands-on implementation/project management experience
- Proven experience delivering projects in Fintech, SaaS, or ERP environments
- Strong understanding of accounting principles and financial workflows
- Hands-on SQL experience, including the ability to write and debug complex queries (joins, CTEs, subqueries)
- Experience working with ETL pipelines or data migration processes
- Proficiency in tools like Jira, Confluence, Excel, and project tracking systems
- Strong communication and stakeholder management skills
- Ability to manage multiple projects simultaneously and drive client success
Preferred Qualifications
- Prior experience implementing financial automation tools (e.g., SAP, Oracle, Anaplan, Blackline)
- Familiarity with API integrations and basic data mapping
- Experience in agile/scrum-based implementation environments
- Exposure to reconciliation, book closure, AR/AP, and reporting systems
- PMP, CSM, or similar certifications
Skills & Competencies
Functional Skills
- Financial process knowledge (e.g., reconciliation, accounting, reporting)
- Business analysis and solutioning
- Client onboarding and training
- UAT coordination
- Documentation and SOP creation
Project Skills
- Project planning and risk management
- Task prioritization and resource coordination
- KPI tracking and stakeholder reporting
Soft Skills
- Cross-functional collaboration
- Communication with technical and non-technical teams
- Attention to detail and customer empathy
- Conflict resolution and crisis management
What We Offer
- An opportunity to shape fintech implementations across fast-growing companies
- Work in a dynamic environment with cross-functional experts
- Competitive compensation and rapid career growth
- A collaborative and meritocratic culture
Shubham Vishwakarma
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Cogno AI by AllinCall is an Omnichannel Cloud Communication-as-a-Service that uses a combination of ChatBots, Live Agent Chat, Cobrowsing, and Video Calling to provide a Delightful Customer Experience across all Digital Channels.
We work with 45+ large Enterprise clients (ICICI Group, Kotak Group, HDFC Group, State Bank Group, Aditya Birla Group, Bajaj Group, etc).
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Job Description
This is a remote position.
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