Implementation Lead

Case IQ

4d•$70,000 - $85,000•Remote

About The Position

Case IQ is a leading B2B SaaS company in the governance, risk, and compliance (GRC) space, helping organizations build safer, more accountable workplaces. We offer a comprehensive suite of solutions that enable organizations to move from reactive approaches to proactive risk management. Our software helps teams across compliance, HR, legal, and investigations report, manage, investigate, and prevent workplace risk - including ethics violations, fraud, harassment, discrimination, security incidents, and third-party issues - so they can better protect their people, culture, and business. Backed by over 25 years of domain expertise and trusted by Fortune 500 companies, Case IQ has supported the management of millions of cases and helped mitigate billions in financial and reputational risk. Role Summary We’re looking for an Implementation Lead to perform a pivotal role in driving a customer and value proposition centric approach to implementing and configuring our investigative case management SaaS offerings. In this role, you will be the main point of contact for our customers during the implementation process and you will oversee project management, product configuration, integration and migration requirements gathering/documentation, user training, and post-launch adoption tasks for some of our largest customers. You will become a product and investigative process expert and leverage that knowledge to plan and execute high quality customer onboardings to ensure successful delivery of value to our customers.

Requirements

2-3 years experience in implementation, project delivery, business analysis, customer onboarding, training, or a related customer-facing role.
Strong organizational, communication, and stakeholder management skills.
Ability to translate requirements into clear plans, workflows, documentation, or customer enablement materials.
Comfort managing timelines, risks, competing priorities, and customer expectations.
Solid understanding of data migrations and integration models (APIs, webhooks, batch processing)
Excellent communication skills, both written and verbal, with strong stakeholder management abilities
Highly organized with strong attention to detail and follow-through
Collaborative team player who can also operate independently
Growth-oriented mindset with a commitment to continuous learning and improvement

Nice To Haves

Experience in a B2B SaaS, technology, professional services, GRC, compliance, HR, legal, investigations, or risk-related environment (an asset!)

Responsibilities

Own the full implementation lifecycle from contract signing through go-live and early adoption for new and existing customers
Lead multiple concurrent implementation projects, maintaining clear timelines, milestones, and documentation
Gather and translate customer requirements into scalable configuration, integration, and migration solutions
Configure and support integrations (APIs, webhooks, batch data transfers) and oversee data migration processes
Develop deep expertise in our product and investigative workflows to guide customers toward best practices
Deliver engaging user training and enablement to drive successful adoption and long-term value
Act as a trusted advisor to customers, proactively identifying risks, challenges, and opportunities
Collaborate cross-functionally with Product, Engineering, and Support to resolve issues and improve delivery
Provide structured feedback on product gaps, contribute to requirements, and support testing of new features
Analyze implementation performance and customer outcomes, surfacing insights and improvement opportunities
Continuously refine implementation processes to increase efficiency, scalability, and customer impact
Maintain and promote high standards of security, confidentiality, and compliance while handling company systems, customer information, and internal processes.