Software Implementation Specialist

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: TYPE OF WORK

Full Time

: SALARY

1200

: HOURS PER WEEK

TBD

: DATE UPDATED

Apr 11, 2026

JOB OVERVIEW

# Software Implementation Specialist

**Location:** Remote (Philippines)
**Schedule:** US business hours, Eastern Time preferred
**Type:** Full-time

---

## About Company

We are a wealth management data infrastructure company. We help RIAs, broker-dealers, family offices, and TAMPs turn fragmented data into something they can actually use. We're a small, fast-moving team where your work is visible and your contributions matter.

---

## The Role

You'll be the bridge between our customers and our platform—the person who takes what a client needs and turns it into a working configuration.

This isn't a back-office role. You'll be on customer calls throughout the day, then in the platform making things happen. A typical day might start with a kickoff call for a new client, shift into configuring their data integrations, and end with troubleshooting an issue for an existing customer.

If you've worked at a development agency, digital consultancy, or software company where you balanced technical work with client interaction, you'll recognize the rhythm.

---

## What You'll Do

- Execute configuration work based on project plans and customer requests
- Join implementation calls, kickoffs, and status meetings
- Write SQL to query and validate data
- Modify HTML templates and work with JSON for integrations
- Document configurations and maintain project records
- Escalate to product and engineering when custom solutions are needed

---

## What We're Looking For

**Technical**
- Working knowledge of SQL—you can write queries, not just run them
- Comfortable reading and modifying HTML
- Experience with JSON in APIs, data structures, or config files

**Experience**
- 2+ years in a client-facing technical role at an agency, consultancy, or software company
- Track record of juggling multiple projects or clients at once
- Strong written and verbal English; comfortable on video calls with US clients

**Setup**
- Available during US Eastern business hours (roughly 8am–5pm ET)
- Reliable internet and a quiet space for calls
- Self-directed—you see a problem, you figure it out

Bonus: financial services, data integration, or SaaS implementation experience. None of it is required. Learning speed and clear communication matter more.

---

## Why

You'll work directly with leadership and have real influence on how we serve customers. We're building something meaningful in an industry that's overdue for better technology, and we offer competitive compensation and a collaborative remote environment to match.

---

## How to Apply

Send your resume with a few sentences about a time you had to balance technical work with customer communication. We read every application and respond to everyone.

SKILL REQUIREMENT

Wordpress JSON Web Development

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Software Implementation Specialist

Please login or register as jobseeker to apply for this job.

TYPE OF WORK

SALARY

HOURS PER WEEK

DATE UPDATED

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