Implementation Specialist
ClassWallet , a leading financial technology company in the United States serving agencies delegated responsibility to manage public funds, is seeking to hire an Implementation Specialist to join our team.
Agencies use ClassWallet to get public funds to the right people, and ensure the funds are used for the right purpose. ClassWallet 's suite of products and services empowers agency administrators to dramatically increase efficiency of funds distribution and spend compliance, reduce programmatic costs, maximize the full potential impact of the program, and satisfy the needs and expectations of policymakers, constituents and public reporting. ClassWallet has processed over $6.7 billion to date and serves public agencies across 39 states. In its 11+ years in operation, ClassWallet has completed over 12M transactions, funded 1.1M recipients, processed over 5M applications, and now serves 300+ state and local agency clients, supported by a team of 280+ full-time staff.
The Company has developed an industry-defining digital wallet solution which has gained rapid traction among state and local agencies and school districts across America. ClassWallet ranks as the 61st fastest growing software company on the prestigious Inc. 5000 list of fastest-growing private companies and the 21st fastest growing financial technology company on the Deloitte Technology Fast 500 in 2023.
While the Company delivers immense business value, the social impact of ClassWallet is a fabric that runs through its mission and corporate culture. As a result of ClassWallet ’s innovation, public programs run with exponentially more efficiency and the impact and breadth of the programs for the individuals they serve is dramatically higher. This mission complements the Company's mission-based culture with focus on gratitude and work-life balance.
About the Role
We are seeking a high-energy, strategic Implementation Specialist to lead the successful integration of ClassWallet ’s solutions for our most valued partners. This isn't just a support role—it is a consultative leadership position. You are the architect of the customer’s initial success and the primary driver of long-term platform adoption.
As an Implementation Specialist, you don’t just follow a checklist; you own the project lifecycle. You will act as a trusted advisor to school districts, state agencies, and foundations, leveraging a deep understanding of their unique challenges to propose "out-of-the-box" solutions that align their workflows with our technology. Your goal is to turn complex onboarding into a seamless, value-driven experience that secures revenue and mitigates churn before it starts. This is a role for someone who is equally comfortable building relationships and rolling up their sleeves to get things done.
Responsibilities
- Serve as the primary lead during the critical first phase of the customer lifecycle, providing expert guidance on best practices for platform configuration.
- Proactively identify opportunities for expansion and up-selling during the implementation phase by recognizing unmet customer needs and collaborating with the Client Success team to capture new revenue streams.
- Anticipate potential roadblocks in the onboarding process. When issues arise, you don’t just report them—you propose creative, scalable solutions that keep the project on track.
- Manage complex, multi-stakeholder implementations, including new and existing clients, ensuring all deliverables are met with precision and within established timelines.
- Act as the "voice of the customer" for the Product and Engineering teams, synthesizing customer feedback into actionable insights for future platform enhancements.
- You contribute to a scalable deployment playbook — finding ways to apply what's worked before rather than reinventing the wheel with each new customer.
- Design and deliver high-impact training webinars and on-site training sessions that go beyond "how-to" and focus on "why," dri