Implementation Engineer (Payments)

About the Role

We are seeking an experienced and detail-oriented Onboarding/Implementation Specialist, focusing on client onboarding and implementation for our cutting-edge SaaS platform designed to simplify and accelerate every aspect of fee collection and management. This role involves hands-on contributions to streamline the implementation process, solve complex client challenges, and ensure seamless delivery of Collexo’s solutions. Your expertise will directly support clients in leveraging Collexo’s powerful features to optimize cash flow management, automate collections, and gain financial visibility, helping them unlock the full potential of our platform.

Key Responsibilities

• Client Onboarding: Manage the complete implementation lifecycle, from understanding client requirements to configuring Collexo’s solutions, ensuring timely and effective onboarding.
• Tailored Implementation: Customize workflows, dashboards, and reporting features to meet client-specific fee management and collections needs.
• Stakeholder Coordination: Collaborate with cross-functional teams, including customer success, product, tech and within Ops team, to resolve any issues and deliver seamless integrations.
• Issue Resolution: Troubleshoot technical or operational challenges during onboarding, ensuring clients experience minimal disruptions and effective solutions.
• Platform Expertise: Maintain a deep understanding of Collexo’s features, updates, and roadmap to guide clients in adopting best practices.
• Performance Monitoring: Track implementation metrics, such as timelines, client feedback, and system adoption, ensuring measurable success.
• Documentation: Document client requirements, configuration details, and key learnings to build a knowledge repository for future implementations.

Requirements & Tech Stack

• Education: Any Bachelor’s degree with a technical bent of mind.
• Domain Knowledge: 6 months+ of relevant experience; experience in fintech is a plus.
• Client-Centric Skills: Proven ability to build trust with clients, ensuring their unique needs are met and satisfaction remains high.
• Analytical Thinking: Strong problem-solving skills with an ability to analyze workflows and deliver efficient solutions tailored to client requirements.
• Time Management: Exceptional planning and organizational abilities to handle multiple client projects simultaneously.
• Communication Skills: Excellent written and verbal communication to convey complex concepts clearly and build effective client relationships.
• Technical Skills: Advanced Excel skills, Basic understanding of Payment Gateway processes and integrations.