Senior Implementation Specialist

📋 Description

• Own the customer implementation journey: Act as the project manager for enterprise accounts
• Communicate across multiple stakeholders: Partner with executive sponsors, firm administrators, and
• Facilitate structured onboarding: Lead kickoff meetings, consultative process reviews
• Provide professional guidance: Advise customers on best practices in workflow design, firm
• Coach through change management: Help firms prepare their teams for new processes, encouraging
• Ensure data integrity: Support customers in importing contacts and work items, leveraging Excel and

🎯 Requirements

• 3-5+ years of experience in B2B SaaS Implementations
• 2+ years of end-to-end technical implementation experience
• Experienced in project management and comfortable managing multiple customer projects simultaneously
• Thrives in customer-facing environments, facilitating workshops and executive-level conversations
• Excellent communication and presentation skills, capable of translating technical concepts into
• Consultative by nature, with the humility to listen and the confidence to challenge firms to

🎁 Benefits

• Flexible work hours
• Commuter & work from home benefits
• Home office equipment menu
• Cultural and offsite events
• Learning and development opportunities
• Generous parental leave