Technical Implementation Lead - San Francisco, CA

Job summary

Banyan Infrastructure is a dynamic fintech company providing a cutting-edge software solution that empowers banks, funds, and other financial institutions globally to efficiently invest in sustainable projects and achieve their net-zero targets. Join us in building the future of green finance.

Responsibilities

• Lead and own end-to-end customer implementations, serving as the primary technical point of contact for complex module rollouts and integrations.
• Map and validate data across disparate source systems, translating it into clean, actionable workflows and reporting views.
• Configure dashboards, modules, and internal process flows that are directly aligned with our customer's business outcomes and strategic goals.
• Ensure data integrity and security throughout the implementation lifecycle, promoting scalability and adherence to best-practice playbooks.
• Collaborate cross-functionally with Customer Success, Product, and Engineering to share customer insights and directly inform the product roadmap.
• Develop and socialize reusable templates, playbooks, and implementation documentation to build scalable success processes.

Qualifications

• 5+ years of experience in B2B SaaS technical implementation, integration engineering, or solution delivery.
• Demonstrated experience building, scaling, or significantly refining a professional services or implementation practice within a high-growth SaaS environment.
• Expert knowledge of data architecture, APIs, and workflow automation (mapping, transformation, and validation).
• Strong, demonstrable project management expertise (e.g., managing timelines, identifying risks, driving consensus) required to lead complex SaaS platform rollouts in an enterprise environment.
• Compelling communication skills — the ability to manage diverse stakeholder expectations and translate complex technical concepts for executives or non-technical business users.
• Startup Mindset: Adaptable, resourceful, and comfortable defining processes and building structure as you go.
• Bachelor's degree required.

Benefits

• Work at the forefront of sustainable finance and climate impact
• Engage with mission-driven institutions deploying real-world infrastructure projects
• Solve complex technical challenges with tangible outcomes.
• Own the success and equity value of the company by shaping the customer's first deep impressions of the Banyan platform.

Job description