Company Description
LINK Investment Management provides business solutions for workplace savings programs from our headquarters in Calgary. Our innovative, fully digital, software-as-a-service (SaaS) business solution empowers plan administrators and plan members with simple, affordable, and efficient plan management and investment options. We work directly with companies of all sizes and through channel partners like BMO to create the best solutions at an affordable price. For more information, visit us at www.linkinvestmentmanagement.com.
Role Description
LINK is seeking a service-oriented and technically curious Implementations Manager to join our growing B2B SaaS Fintech company. This is a full-time, fully-remote role open to candidates anywhere in Canada. The Implementations Manager will own the end-to-end implementation of new plan sponsors — from contract execution through go-live and member onboarding — while also helping LINK design a repeatable integration process with HRIS and payroll partners through our integrations partner MERGE. The role is full-client-lifecycle, contributing to client success, member support, and partner enablement, with primary responsibility for implementation throughput and integration process design.
Key Responsibilities
Own End-to-End Plan Sponsor Implementations
- Manage a portfolio of new plan sponsor launches, from contract execution through go-live, training, and post-launch member onboarding.
- Run discovery and kick-off meetings with plan sponsors, configure plan rooms and portal settings, and oversee plan build and quality assurance.
- Coordinate sponsor admin training and support members through contribution setup and early issue resolution to ensure a smooth transition into steady-state.
Design and Operate the Integration Process
- Partner with HRIS and payroll providers to scope and confirm integration requirements by platform type, and coordinate alignment across LINK, the partner, and the sponsor.
- Help design a repeatable, documented integration process so that integration-led implementations can scale into a real LINK service offering over time.
Collaborate with Partners and Internal Teams
- Work closely with referral partners and channel partners to ensure smooth lead handoff and a high-quality sponsor experience from first touch through launch.
- Partner with the VP Client Success on partner enablement — surfacing referral quality issues, handoff gaps, and opportunities to strengthen joint processes.
- Collaborate with Product, Engineering, and Operations to feed implementation and integration learnings into platform improvements and the CS AI roadmap.
Qualifications and Experience
- 3–6 years of experience in client success, implementation, onboarding, or technical account management roles — ideally in B2B SaaS, Fintech, HR Tech, or financial services.
- Demonstrated success owning customer implementations end-to-end, including contracting, configuration, training, and post-launch support.
- Comfort with integration-related work — including HRIS and payroll integrations — is a strong asset.
- Strong customer retention and relationship-building skills; experience driving adoption, advocacy, and references is a plus.
- Familiarity with workplace savings products (RRSP, TFSA, DPSP) is an asset but not required.
- Knowledge of AI and large language model (LLM) platforms is an asset; bonus points for experience with Claude. Fluency in a second language is a nice-to-have.
Key Competencies
- Naturally curious and technically comfortable — happy to learn how an integration works under the hood and explain it back to a non-technical sponsor.
- Self-starter with a strong sense of ownership; able to manage a portfolio of concurrent launches independently and bring structure to ambiguous situations.
- Process-minded — instinctively documents what works, identifies what doesn’t, and continuously refines the playbook.
- Consultative and service-oriented, with strong interpersonal skills and an entrepreneurial mindset.
Compensation
- Equity in the future of LINK
- Competitive salary
- Comprehensive benefits package
- Training / Educational stipend
Why Join LINK?
We are a small but mighty team poised to scale quickly, with a healthy dose of DNA from previous Fin-Tech scale-ups that have reached Unicorn status. If you are a naturally service-oriented person who loves a good integration puzzle and thrives on turning new clients into long-term advocates, please submit a resume and cover letter. Let’s take a rocket-ride together.
