Implementations Specialist

Content and Partnerships
San Francisco, California
New York City, New York


Who we are

SoFi is a digital personal finance company whose mission is to help its members achieve financial independence to realize their ambitions, whether that be to buy a house one day, start a family on their own terms or be debt free. We aim to be at the center of our members’ financial lives, and to help every member Get Their Money Right®. By joining SoFi, you’ll become part of a forward-thinking company that is transforming financial services by embracing technology to build innovative loan products, investment tools, and more. One of the fastest growing fintech companies, we’ve grown from 250 employees in 2015 to over 1,500 employees today, with over 1 million members. With offices across the US, we offer the excitement of a rapidly growing startup with the stability of a seasoned management team and some of the best talent around. As an employer, we strive to hire employees who are committed to both our company’s mission and our desire to build the best culture in the world. If you are driven, passionate about what you do, and excited about the SoFi mission, we would love to hear from you.

The role

As Implementations Specialist, you will be a part of the SoFi at Work team and responsible for  engaging with external partners and internal stakeholders in support of successful product deployments.The role reports to the SoFi at Work Implementations Director.

What you’ll do:

  • Support the implementation of complex, integrated partnerships that involve B2B distribution of the SoFi at Work platform.

  • Prepare and deliver technical presentations explaining products and services to both partners and clients. Provide pre-sales support including demonstrations or assisting with requirements scoping.

  • Work with the Sales and Partnerships teams to seamlessly implement new programs with both partners and clients.  Project manage the implementation process working with internal and external stakeholders (clients), as needed.

  • Work with the Product team to provide insights around user voice, product infrastructure and operations needs.

  • Work with the Operations team to ensure new implementations are supported with adequate customer service; provide training as needed.

  • Work with the Financial Operations and Funding team to ensure funding and disbursement mechanisms are provisioned.

  • Report on upcoming and in-progress implementations as needed to internal stakeholders. 

What you’ll need:

  • Demonstrated team player with a growth mindset and a desire to build a world-class B2B platform.

  • Strong understanding of cross-platform integrations, data transfer, and information security.

  • Natural curiosity and the ability to approach challenges with an open mind.

  • 2-5 years of partner-facing experience demonstrating excellent customer service skills.

  • Strong attention to detail, and an ability to thrive in ambiguity

  • Willingness to roll up your sleeves, collaborate with others and get stuff done

  • Ability to thrive in fast paced environments

Why you’ll love working here

  • Competitive salary packages and bonuses

  • Comprehensive medical, dental, vision and life insurance benefits

  • Generous vacation and holidays

  • Paid parental leave for eligible employees

  • 401(k) and education on retirement planning

  • Tuition reimbursement on approved programs

  • Monthly contribution up to $200 to help you pay off your student loans

  • Great health & well-being benefits including: telehealth parental support, subsidized gym program

  • Employer paid lunch program (except for remote employees)

  • Fully stocked kitchen (snacks and drinks)

Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.

SoFi does not seek salary history information from job applicants.

SoFi provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion (including religious dress and grooming practices), sex (including pregnancy, childbirth and related medical conditions, breastfeeding, and conditions related to breastfeeding), gender, gender identity, gender expression, national origin, ancestry, age (40 or over), physical or medical disability, medical condition, marital status, registered domestic partner status, sexual orientation, genetic information, military and/or veteran status, or any other basis prohibited by applicable state or federal law (Create Job Requisition Event)

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