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Client Implementation Jobs in California (NOW HIRING)

BRMS

IMPLEMENTATION SPECIALIST I

Folsom, CA · Remote

$28.85 - $34.62/hr

The Implementation Specialist I will work with the Client Implementation Team to deliver solution components, which includes collaborative consultation with the client, requirements definition ...

Western Growers

Sales Implementation Analyst

Irvine, CA · On-site

This client- and broker-facing role serves as the subject matter expert for implementation requirements, sold product and service validation, onboarding documentation, and operational readiness. The ...

BRMS

IMPLEMENTATION SPECIALIST I

Folsom, CA · On-site

$28.85 - $34.62/hr

The Implementation Specialist I will work with the Client Implementation Team to deliver solution components, which includes collaborative consultation with the client, requirements definition ...

BRMS Online

IMPLEMENTATION SPECIALIST I

Folsom, CA · On-site

$28.85 - $34.62/hr

The Implementation Specialist I will work with the Client Implementation Team to deliver solution components, which includes collaborative consultation with the client, requirements definition ...

Embtel Inc

Junior QA Manual Tester

Burlingame, CA · On-site

We have an urgent requirement with our client/Implementation partner. The job details are given below - &geoId=92000000 Job Title: Junior QA Manual Tester Location: Burlingame , CA (Onsite) Duration:

Embtel Inc

Lead Python Developer

San Jose, CA · On-site

$164K - $201K/yr

We have an urgent requirement with our client/Implementation partner. The job details are given below - &geoId=92000000 Job Title: Lead Python Developer Location San Jose, CA/ Research Triangle Park ...

Embtel Inc

Physical Design Engineer (Remote)

Sunnyvale, CA · On-site

$159K - $164K/yr

We have an urgent requirement with our client/Implementation partner. The job details are given below - &geoId=92000000 Job Title: Physical Design Engineer Locations : Sunnyvale, CA/Portland, OR ...

PHIL

Senior Implementation Manager

San Francisco, CA · Remote

This is a highly visible, client-facing role that requires strong ownership, technical fluency, and the ability to thrive in ambiguity. Responsibilities * Own full-cycle implementation delivery from ...

Embtel Inc

Design Verification Engineer (Remote)

Sunnyvale, CA · On-site

$159K - $194K/yr

We have an urgent requirement with our client/Implementation partner. The job details are given below - &geoId=92000000 Job Title: Design Verification Engineer Locations : Sunnyvale, CA (Remote) No ...

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Client Implementation information

What are typical daily responsibilities in a Client Implementation role?

In a Client Implementation position, your daily tasks often include coordinating with clients to understand their requirements, managing project timelines, and delivering onboarding or training sessions. You’ll work closely with internal teams such as sales, product, and support to ensure a seamless setup and address any client questions or technical issues that arise. Documenting progress, troubleshooting problems, and providing feedback to improve processes are also common activities. This means you’ll balance client interaction, internal collaboration, and hands-on project execution every day.

What is a Client Implementation job?

A Client Implementation job involves onboarding new clients and ensuring they successfully integrate a company's products or services into their operations. This role requires coordinating between internal teams and clients to manage timelines, troubleshoot issues, and customize solutions based on client needs. Strong project management, communication, and problem-solving skills are essential. The goal is to ensure a smooth transition and a positive client experience, leading to long-term satisfaction and retention.

What are the key skills and qualifications needed to thrive in the Client Implementation position, and why are they important?

To thrive in a Client Implementation role, you need strong project management abilities, problem-solving skills, and experience in customer onboarding, often supported by a degree in business, IT, or a related field. Familiarity with CRM software, project management tools (like Asana or Jira), and sometimes industry-specific certifications can be highly beneficial. Exceptional communication, attention to detail, and the ability to manage expectations set top performers apart. These skills are essential to ensure smooth client transitions, maintain satisfaction, and drive successful adoption of services or products.

What are popular job titles related to Client Implementation jobs in California? For Client Implementation jobs in California, the most frequently searched job titles are:
What job categories do people searching Client Implementation jobs in California look for? The top searched job categories for Client Implementation jobs in California are:
Client Implementation jobs near you
Infographic showing various Client Implementation job openings in California as of July 2026, with employment types broken down into 85% Full Time, 11% Part Time, and 4% Contract. Highlights an 76% Physical, 2% Hybrid, and 22% Remote job distribution.
Finance Operate - Regulatory Reporting & Fund Accounting Implementation Manager

Finance Operate - Regulatory Reporting & Fund Accounting Implementation Manager

Deloitte

Costa Mesa, CA

Other

Posted 15 days ago

Deloitte rating

8.1

Company rating: 8.1 out of 10

Based on 90 frontline employees who took The Breakroom Quiz

58th of 150 rated financial services

Job description

Step into a role where you'll help shape the future of finance. As part of our Finance Transformation team, you'll collaborate with clients to solve their most complex challenges. Leveraging Deloitte's unmatched resources and deep industry insights, you'll deliver innovative, market-driven solutions that modernize finance functions, elevate performance, and drive meaningful organizational change. Join us to empower clients to become strategic business partners, manage risk, and unlock new levels of financial and operational excellence.

Recruiting for this role ends on 08/31/2026.

Work you'll do

You will lead client implementations and onboarding to our Accelsior Suite of technology products. You will be leading analysts and developers across multiple client engagements while building and maintaining client relationships.

Responsibilities

  • Helping clients streamline operations, automate tasks, and improve processes in their finance, regulatory reporting, fund accounting, portfolio monitoring and operations functions
  • Advising clients on tailored solutions for their reporting and infrastructure needs, while managing expectations regarding final deliverables and timing
  • Facilitating use of technology-based tools or methodologies to review, design and/or implement products and services
  • Building reports and dashboards leveraging market leading business intelligence tools
  • Defining data exchange requirements and coordinating loading data through ETL / API / SFTP
  • Gathering and analyzing client requirements, and configuring products and implementation to meet those requirements
  • Overseeing a team of business analysts and providing constructive on-the-job feedback
  • Preparing and presenting written and verbal materials such as reports, findings, and training
  • Assisting product leaders in developing product roadmaps

A successful candidate would possess these skills:

  • Ability to work independently and collaborate as part of a team
  • Effective written and verbal communication skills
  • Meticulous attention to detail and quality of work product
  • Ability to build and sustain professional relationships
  • Ability to lead projects or workstreams
  • Ability to manage and prioritize multiple tasks in a fast-paced and dynamic environment
  • Strong interpersonal skills and professional demeanor
  • Ability to meet deadlines
  • Ability to mentor and provide clear guidance to others

The team

Our Finance Operate offering provides ongoing operation of the Finance function as an extension of the Finance Transformation Advise and Implement offering portfolio.

Qualifications

Required:

  • Bachelor's degree in Accounting, Finance, Management Information Systems, or related field
  • 5+ years of experience in investment management fund accounting, regulatory reporting, financial reporting or finance who comes with experience in streamlining reporting automation.
  • Background in the financial services. Areas of interest include, but are not limited to:
    • Investment Management Fund Accounting or Regulatory Reporting (Form PF, Form CPO-PQR, N-PORT, N-CEN etc.)
    • Fund Finance (Subscription, NAV, and Hybrid Facilities) / Asset-backed Lending
  • Strong interest in a career that combines technology, finance/accounting, and consulting
  • Experience with financial concepts and formulas
  • Strong comfort with Microsoft Excel
  • Experience in client-facing roles and managing client relationships
  • Ability to travel 25%, on average, based on the work you do and the clients and industries/sectors you serve.
  • Must be legally authorized to work in the United States without the need for employer sponsorship, now or at any time in the future.

Preferred:

  • MBA in Finance and Business Analytics.
  • Strong understanding of alternative investment industry
  • Experience and strong comfort with database systems and financial/accounting systems
  • Experience working with diverse projects and teams under tight timelines
  • Experience with borrowing base calculations
  • AI awareness and adoption for enhancing product and user experience

The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Deloitte, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is $128,000-252,500.

You may also be eligible to participate in a discretionary annual incentive program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational performance.

Qualifications:

Step into a role where you'll help shape the future of finance. As part of our Finance Transformation team, you'll collaborate with clients to solve their most complex challenges. Leveraging Deloitte's unmatched resources and deep industry insights, you'll deliver innovative, market-driven solutions that modernize finance functions, elevate performance, and drive meaningful organizational change. Join us to empower clients to become strategic business partners, manage risk, and unlock new levels of financial and operational excellence.

Recruiting for this role ends on 08/31/2026.

Work you'll do

You will lead client implementations and onboarding to our Accelsior Suite of technology products. You will be leading analysts and developers across multiple client engagements while building and maintaining client relationships.

Responsibilities

  • Helping clients streamline operations, automate tasks, and improve processes in their finance, regulatory reporting, fund accounting, portfolio monitoring and operations functions
  • Advising clients on tailored solutions for their reporting and infrastructure needs, while managing expectations regarding final deliverables and timing
  • Facilitating use of technology-based tools or methodologies to review, design and/or implement products and services
  • Building reports and dashboards leveraging market leading business intelligence tools
  • Defining data exchange requirements and coordinating loading data through ETL / API / SFTP
  • Gathering and analyzing client requirements, and configuring products and implementation to meet those requirements
  • Overseeing a team of business analysts and providing constructive on-the-job feedback
  • Preparing and presenting written and verbal materials such as reports, findings, and training
  • Assisting product leaders in developing product roadmaps

A successful candidate would possess these skills:

  • Ability to work independently and collaborate as part of a team
  • Effective written and verbal communication skills
  • Meticulous attention to detail and quality of work product
  • Ability to build and sustain professional relationships
  • Ability to lead projects or workstreams
  • Ability to manage and prioritize multiple tasks in a fast-paced and dynamic environment
  • Strong interpersonal skills and professional demeanor
  • Ability to meet deadlines
  • Ability to mentor and provide clear guidance to others

The team

Our Finance Operate offering provides ongoing operation of the Finance function as an extension of the Finance Transformation Advise and Implement offering portfolio.

Qualifications

Required:

  • Bachelor's degree in Accounting, Finance, Management Information Systems, or related field
  • 5+ years of experience in investment management fund accounting, regulatory reporting, financial reporting or finance who comes with experience in streamlining reporting automation.
  • Background in the financial services. Areas of interest include, but are not limited to:
    • Investment Management Fund Accounting or Regulatory Reporting (Form PF, Form CPO-PQR, N-PORT, N-CEN etc.)
    • Fund Finance (Subscription, NAV, and Hybrid Facilities) / Asset-backed Lending
  • Strong interest in a career that combines technology, finance/accounting, and consulting
  • Experience with financial concepts and formulas
  • Strong comfort with Microsoft Excel
  • Experience in client-facing roles and managing client relationships
  • Ability to travel 25%, on average, based on the work you do and the clients and industries/sectors you serve.
  • Must be legally authorized to work in the United States without the need for employer sponsorship, now or at any time in the future.

Preferred:

  • MBA in Finance and Business Analytics.
  • Strong understanding of alternative investment industry
  • Experience and strong comfort with database systems and financial/accounting systems
  • Experience working with diverse projects and teams under tight timelines
  • Experience with borrowing base calculations
  • AI awareness and adoption for enhancing product and user experience

The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Deloitte, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is $128,000-252,500.

You may also be eligible to participate in a discretionary annual incentive program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational performance.

Education:Bachelor's DegreeEmployment Type:

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