Implementation Manager

Goosehead Insurance•Westlake, OH

About The Position

The Implementation Manager leads customers through the successful onboarding of Goosehead’s enterprise partners and serves as the primary point of contact during implementation. The role ensures projects are delivered on time, within scope, and aligned with customer goals. In collaboration with partners and internal teams, the manager enables lead flow, drives conversion, minimizes risk, and establishes a foundation for long-term success.

Requirements

  • 5–7 years of experience in implementation, onboarding, project management, or professional services.
  • Experience delivering complex, multi-stakeholder implementations in a SaaS or technology environment.
  • Strong project management and organizational skills, with the ability to manage multiple implementations simultaneously.
  • Excellent communication and relationship-building skills.
  • Comfort working across technical and non-technical teams.

Nice To Haves

  • Experience with integrations, data workflows, or enterprise systems.
  • Familiarity with tools such as Jira, Salesforce, Asana, Smartsheet, or similar project management platforms.

Responsibilities

  • Lead end-to-end customer implementations, from kickoff through go-live and transition to ongoing support.
  • Develop and manage implementation plans, timelines, and milestones.
  • Coordinate cross-functional teams, including Product, Engineering, Integrations, Marketing, Support, and Partner and Agency Management.
  • Configure onboarding plans to customer requirements and oversee data migration, integrations, and testing.
  • Proactively identify risks, manage issues, and drive resolution.
  • Communicate status, progress, and next steps clearly to customers and internal stakeholders.
  • Ensure customers are trained, enabled, and prepared to use the platform effectively at launch.
  • Capture feedback and implementation learnings to improve processes and documentation.

Benefits

  • High-quality voluntary health, vision, disability, life, and dental insurance programs.
  • 401(k) matching plan.
  • Employee stock purchase plan.
  • Paid holidays, vacation, and sick leave.
  • Corporate-sponsored programs to enhance employee physical, financial, mental, and emotional wellness.
  • Financial Solution Program.
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