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 OR

  • 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.