Implementation Manager

📋 Description

• Own a caseload of new accounts moving through a structured onboarding program, aiming to get every
• Run a dedicated kickoff call with every new signup, and get their first call booked quickly after
• Educate new customers on the platform during onboarding — running training sessions and creating
• Coordinate with our internal build team on account configuration, intake automation setup, and data
• Monitor early engagement signals and proactively re-engage accounts that show signs of stalling
• Hand off fully onboarded accounts to the Customer Success team with a clean, documented transition

🎯 Requirements

• 2+ years of experience in customer onboarding, implementation, or technical support, preferably in
• Comfort managing 20-30 concurrent onboarding relationships at different stages, keeping meticulous
• Excellent communication skills - you build rapport quickly and can explain technical and workflow
• A structured, process-oriented approach to scheduling and follow-through, with a proactive eye for
• Proficiency with software tools and a genuine interest in learning new systems - you'll work across
• Familiarity with CRM or intake automation platforms; direct Lawmatics experience is a plus but not