Bachelor's degree or equivalent experience., Ability to learn technical concepts quickly., Strong organizational and attention to detail skills., Effective communication and collaboration abilities..
Key responsibilities:
Manage client onboarding projects independently, ensuring quality and compliance.
Support enterprise implementations by coordinating logistics and tracking progress.
Draft and distribute project updates and facilitate stakeholder meetings.
Maintain project documentation and monitor tasks to ensure timely completion.
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Retain by TrueML Products is an intelligent delivery platform that leverages a patented optimization engine to determine the optimal time and channel to deliver the client’s communications within the confines of the compliance requirements outlined by the client.
TrueML Products is a fintech software company developing products that enable intelligent, digital communication and prioritize customer experience for consumers seeking financial health.
TrueAccord, a wholly owned subsidiary of TrueML, is a categorydefining company. We combine machine learning with a humanbased approach to transform debt resolution and to get people on the path towards financial health. Every year, more than 70 million Americans have negative experiences dealing with debt. We are changing this by providing personalized digital experiences that guide lenders and consumers through this challenging financial process.
With a worldclass leadership team, passionate team members, and proprietary predictive models trained on years worth of transactional data, TrueAccord is wellpositioned to deliver on a huge opportunity: helping millions of consumers to regain and keep their financial footing while lowering the cost of doing business for creditors across many industries.
The Implementation Specialist plays a vital role in ensuring the successful onboarding of clients by managing projects with precision, organization, and effective communication. This role operates independently with small to midsized projects from start to finish, shaping processes that directly improve customer success and operational efficiency, while also serving as a key support resource for complex Enterpriselevel implementations.
Benefits & Perks
Everything you need to work remotely
Unlimited PTO
Medicaldentalvision insurance
401k through Charles Schwab
Flexible Spending Account, Limited FSA, and Health Savings Account with an eligible health care package.
Companypaid shortterm and longterm disability plus basic life insurance.
Familyfriendly maternity and paternity leave
Employee assistance program (EAP) via Claremont. Get free shortterm counseling for mental health, free + discounted legal consultations, free financial consultations, access to worklife consultants, and more!
PerkSpot discount program. PerkSpot offers exclusive discounts to 900+ merchants nationwide, and has exclusive discounts up to 60% on hotels worldwide.
Paid time off to do volunteer work in your community.
Access to the Wellness Coach app for you and 5 family members
Key Responsibilities
Independently manage Computer System Validation (CSV) client onboarding projects, ensuring each deployment meets quality and regulatory standards.
Support enterpriselevel implementations by coordinating logistics, tracking progress, and escalating roadblocks in partnership with the Lead Senior Implementation Manager or Implementation Manager.
Draft and distribute weekly status reports, meeting minutes, and updates to the Book of Work; set agendas and coordinate stakeholder meetings.
Maintain Risks, Assumptions, Issues, and Dependencies (RAID) logs, proactively following up on action items to keep projects on track.
Establish and organize project folders and document repositories, serving as the lead document manager throughout the onboarding lifecycle.
Track daily and weekly tasks, monitor deadlines, and identify risks early to ensure smooth, timely implementations.
Qualifications & Skills
Demonstrated ability to learn technical concepts quickly; prior exposure to software implementations is a plus but not required.
No Project Management Professional certification necessary; we value aptitude and willingness to grow.
Familiarity with regulatory environments is welcome but not mandatory; we’ll provide meaningful training on compliance processes.
Strong organizational skills and attention to detail, with the ability to follow and improve repeatable implementation steps.
Proven collaborator who communicates effectively with crossfunctional teams, stakeholders, and senior leaders.
Analytical thinker who can manage task lists, prioritize work, and highlight risks or opportunities.
Education
Bachelor’s degree or equivalent relevant experience
We are a dynamic group of people who are subject matter experts with a passion for change. Our teams are crafting solutions to big problems every day. If you’re looking for an opportunity to do impactful work, join TrueAccord and make a difference.
Our Dedication to Diversity & Inclusion
TrueML and TrueAccord are equalopportunity employers. We promote, value, and thrive with a diverse & inclusive team. Different perspectives contribute to better solutions, and this makes us stronger every day. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.
For California Applicants: we collect personal information for employment purposes. We do not sell personal information. Most of the information we have is provided to us by you andor collected as part of the employment process. For more details on how we use, share, and delete personal information see our Privacy Policy.
Required profile
Experience
Spoken language(s):
English
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