Why Join Us?

We’re looking for a Technical Implementation Lead to be the driving force behind our customer's success by leading critical platform onboarding and major module deployments. This is a pivotal opportunity to join a bright, mission-driven team that is passionate about using technology to solve sustainability challenges for our planet.

You will be integral to delivering real impact by ensuring our solution accelerates clean infrastructure deployment around the world. This is the first dedicated Technical Implementation hire on the Customer Success team, meaning you will not just execute, but own and define the technical strategy, processes, and playbooks for how we deliver value. The definition of a true builder role.

We value curiosity, collaboration, and the constant drive to raise the bar—and are committed to fostering a supportive, inclusive team.

What You’ll Do:

• 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.

What You’ll Bring:

• 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.

Bonus Qualifications:

• Strong proficiency with core financial principles and complex financial data sets.
• Experience with project finance or infrastructure workflows is strongly preferred.

Why you’ll love it here:

• 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.

How we’ll support your growth and success:

Ongoing opportunities to learn and grow, including:

• Design and scale the entire Technical Implementation function, providing a direct path to a future growth role as the company expands.
• Influence broader strategic customer initiatives (e.g., geographic or market expansion, etc.).
• Collaborate closely with and learn from the founders, executives, and cross-functional teammates.

Reporting & Location: This role reports to VP, Customer Success and is a hybrid position based in our San Francisco office (3 days in office/2 remote).

Compensation: $150,000 - $175,000 base salary, commensurate with experience, plus incentive bonus based on performance and meaningful equity.

Visa Sponsorship: At this time, Banyan is unable to provide H1B visa sponsorship for this position.