Implementation Associate

Location: Hybrid from London, Barcelona, Stockholm, 2-3 days office presence

About Optio

Optio Incentives is a fast-growing Norwegian fintech scale-up helping companies across the globe design, manage, and deliver equity compensation. We work with everything from listed enterprises to high-growth private companies, and support clients across the world. As part of our continued growth, we are establishing a dedicated Implementation Team within Client Services, responsible for ensuring that every new client gets a seamless, efficient, and high-quality onboarding experience.

Role Overview

As an Implementation Associate, you will play a key role in ensuring that new clients are successfully onboarded to Optio’s platform and services. You will work closely with the Implementation Lead and cross-functional teams to manage data, deliver accurate setups, collaborate with clients, and ensure that each implementation runs smoothly from kick-off to go-live. The role suits someone who is structured, analytical, collaborative, and service-oriented — with a strong interest in equity compensation, finance, and technology.

Key Responsibilities

Client Onboarding & Project Support

• Support the end-to-end implementation process for new clients in collaboration with the Implementation Lead
• Prepare for and participate in client kick-off meetings, requirement-gathering sessions, and status updates as well as client training and presentation of the portal
• Act as a reliable point of contact for clients throughout the onboarding phase

Data Management & System Configuration

• Collect, validate, clean, and transform client data to ensure accuracy and completeness
• Configure client setups in Optio’s platform, including plans, grants, participant data, transactions, and reporting structures
• Perform quality assurance checks and troubleshoot discrepancies

Cross-Functional Collaboration

• Work closely with Product, Settlement, Client Services, other relevant teams when escalations or technical dependencies arise.
• Coordinate with other Client Services teams for a smooth handover after go-live.

Documentation & Continuous Improvement

• Maintain clear documentation of implementation activities, data flows, and client-specific configurations
• Contribute to the development of internal processes, templates, playbooks, and best practices
• Identify opportunities to streamline and improve the implementation experience

What You Bring

Qualifications

• Bachelor’s or Master’s degree in Finance, Economics, or Business
• 3+ years of relevant experience, ideally from equity compensation administration.
• Advanced Excel proficiency (complex formulas, pivot tables, data validation, and large-data handling) and strong analytical capabilities, with proven experience working with large and complex datasets
• Excellent communication skills in English; additional European languages are a plus

Skills & Competencies

• Highly structured and detail-oriented with a strong sense of ownership
• Ability to manage multiple implementation tasks simultaneously and thrive in a fast-paced environment
• Customer-centric mindset with the ability to translate client needs into actionable implementation tasks
• Curiosity and interest in incentive plans, equity, and fintech solutions

Nice-to-have

• Experience from implementation, onboarding, client delivery, or similar roles in SaaS, finance, consulting, or fintech
• Familiarity with equity compensation or financial modelling

What we Offer

• A central role in a growing and strategically important team within Optio
• Exposure to global clients and the challenge of mastering complex topics in equity compensation and fintech
• An inclusive, friendly, and ambitious work environment with talented colleagues
• Opportunities for growth and development as the Implementation Team scales