Implementations Project Specialist

Job Opportunity at Infinit-O

Infinit-O is the trusted, customer-centric, and sustainable leader in Business Process Optimization. We empower finance and healthcare organizations to thrive in a digital-first world by combining specialized industry expertise and innovative technology for 20 years. We navigate complex industry landscapes to drive transformative outcomes, helping businesses streamline operations, enhance customer experience, and achieve sustainable growth backed by a world-class Net Promoter Score of 75. Our approach combines operational efficiency with a human-centered ethos, ensuring sustainable value creation for our clients and team members. As a Certified B Corporation, Infinit-O is committed to the highest standards of social and environmental performance, accountability, and transparency. We embed these values into every aspect of our operations—aligning business success with a positive impact on our clients, people, and communities. Our commitment to Diversity, Equity, and Inclusion (DEI) is integral to our mission. We believe that building inclusive, equitable teams is not only the right thing to do—it is also essential for driving innovation and better business outcomes. We actively promote equal opportunity through inclusive hiring practices, continuous learning programs, and regular equity assessments to ensure a fair and empowering workplace for all.

Job Description

Infinit-O is looking for a professional to support new clients and their law firms in "on-boarding" them onto the Company – i.e., implementation of client's capitalization table and securities on the Company's platform. The role involves managing complex datasets with high integrity, migrating clients' data to the Company's onboarding spreadsheet in Excel, coordinating and managing inputs needed from both the clients and their law firms, maintaining the quality of clients' data throughout the on-boarding process, continuously looking for ways to improve the efficiency and effectiveness of the on-boarding process, performing a quality control check on the clients' accounts, and proactively managing clients to deadlines, sending them live on time or early and improving time-to-value month over month.

Requirements

Job requirements and credentials include a college degree, proficiency in Excel and experience with CRMs (preferably Salesforce), 1-3 years of experience, eagerness to learn or experience working with Mixmax, Talkdesk, and Guru, strong project management skills, familiarity or ability to become familiar with Private Equity and Capitalization, flexibility, adaptability, and resilience, great people skills and a high degree of empathy, high organization, ability to work cross-functionally with teams, ability to deal with uncertainties and ambiguous situations, ability to maintain confidentiality as required by customers, ambition, proactivity, a self-starter, helpfulness, resourcefulness, a helpful and professional attitude, diplomacy, tact, and poise under pressure, knowledge of finance and accounting, experience working at a high-growth software company, and great communication skills.