Remote Financial Implementation Consultant Jobs in Ohio

We are seeking a Technical Implementation Consultant to lead the technical work required to successfully deploy our SaaS platform for enterprise utility customers. This role is critical to ensuring secure, scalable, and repeatable implementations for customers operating critical infrastructure.

The Technical Implementation Consultant serves as the technical owner of implementation workstreams, partnering closely with Customer Success, Product, and Engineering to deliver highquality customer deployments. This role focuses on configuration and technical enablement required to bring customers live, including integrations, SSO, data migration, environment configuration, and technical validation.

This role is not the overall project or program owner. Instead, it is a handson technical leadership role accountable for ensuring customer environments are implemented correctly and aligned with platform best practices.

This is a highimpact opportunity within a growing enterprise SaaS organization supporting the Utilities & Energy sector, where technical readiness, security, and reliability are essential.

Duties and Responsibilities:

Technical Implementation Ownership

• Lead the technical implementation workstream for enterprise customer deployments from kickoff through golive, demonstrating accountability for delivery quality and outcomes

• Conduct technical discovery related to customer environments, identity systems, integrations, data sources, and deployment requirements

• Translate business and implementation requirements into scalable, customercentric technical configuration and deployment plans

• Define, document, and manage technical design decisions aligned with platform standards and longterm maintainability

• Partner collaboratively with Customer Success and Implementation teams to ensure technical execution aligns with the overall rollout strategy

• Track and document technical implementation activities to support transparency, knowledge sharing, and repeatability
  

Identity, Access, and Security Configuration

• Lead configuration and troubleshooting of single signon (SSO) and user provisioning using SAML, OIDC, and related technologies

• Configure tenant setup, authentication flows, role mappings, and access controls to meet enterprise security requirements

• Collaborate authentically with customer IT and security teams to validate connectivity, certificates, claims mapping, and identity architecture

• Support enterprise security readiness reviews and document final configurations for longterm operational success
  

Integrations and Technical Connectivity

• Scope, design, and configure integrations with upstream and downstream customer systems

• Lead validation of APIs, filebased integrations, middleware workflows, and data exchange patterns

• Troubleshoot and resolve integration issues during implementation and testing with a calm, solutionsoriented approach

• Partner with Support and Engineering on complex requirements, defects, or product gaps

• Establish innovative, repeatable integration patterns and best practices across implementations
  

Data Migration and Environment Configuration

• Lead planning and execution of data migrations, imports, and configuration deployments

• Validate source data quality, mappings, transformations, and readiness for import

• Configure customer environments including templates, workflows, forms, users, permissions, and solution settings

• Perform technical validation prior to customer UAT and golive to ensure reliability and scalability

• Ensure customerspecific configurations align with platform standards while supporting flexibility where needed
  

Testing, Validation, and GoLive Readiness

• Support technical test planning for SSO, integrations, data loads, and environment configuration

• Execute or coordinate technical validation during customer UAT

• Identify and communicate technical risks, dependencies, and blockers impacting launch readiness

• Support technical cutover planning and ensure clean handoff to Support and Customer Success teams
  

Scalable Implementation Tooling and Standards

• Identify recurring implementation challenges and convert them into reusable tools, templates, and standard approaches

• Define and evolve standard patterns for integrations, data loads, SSO configuration, and environment setup

• Collaborate with Product and Engineering to shape implementation tooling and platform enhancements

• Create documentation and technical accelerators that reduce manual effort and improve implementation velocity

• Recommend product improvements that enhance scalability, reliability, and customer experience
  

Required Skills & Experience

• 2+ years of experience in solutions consulting, implementation consulting, solutions architecture, or technical deployment roles within enterprise SaaS

• Proven experience leading technical workstreams for enterprise software implementations

• Handson experience with SSO technologies such as SAML, OIDC, and SCIM

• Experience with APIs, integration patterns, and data migration or import processes

• Ability to translate customer requirements into scalable, supportable technical configurations

• Strong troubleshooting skills across authentication, integrations, and environment setup

• Ability to collaborate effectively with customer IT teams, internal Engineering partners, and crossfunctional stakeholders

• Strong written and verbal communication skills, with the ability to build confidence and trust
  

Preferred Skills & Experience

• Experience implementing software for utility, energy, industrial, or regulated enterprise customers

• Familiarity with mobile and web applications used in field or operational environments

• Experience with enterprise identity providers such as Microsoft Entra ID (Azure AD), Okta, or similar platforms

• Experience with configurationheavy SaaS applications, workflow tools, or operational platforms

• Background in technical architecture, enterprise deployments, or customerfacing solutions engineering

• Experience with reporting or dashboards using Power BI or similar tools
  

Benefits Info:
This position also includes a competitive benefit package including; financial, social, health and wellbeing programs, paid vacation, 401k matching, employee stock purchase program, hybrid work schedule, and more!