Implementation Specialist Jobs

About The Position

Requirements

• 4–8+ years in implementation, professional services, onboarding, or customer delivery roles for complex B2B SaaS products
• Significant experience working with enterprise customers and navigating multi-stakeholder environments
• Strong ability to scope ambiguous problems, design structured solutions, and execute against them
• Technically fluent enough to discuss data models, integrations, workflows, and system constraints (without needing to be an engineer)
• Strong customer presence with demonstrated experience managing complex customer projects and software roll-outs
• Comfortable setting boundaries, managing expectations, and saying “no” when necessary
• Highly organized, with strong written and verbal communication skills

Nice To Haves

• Experience working in a startup environment is preferred but not required.

Responsibilities

• Own Enterprise Onboarding & Delivery: Lead post-sale onboarding for large, complex enterprise customers, from kickoff through initial steady-state usage.
• Act as the customer’s primary implementation owner, coordinating closely with the assigned CSM.
• Build trust with senior customer stakeholders by demonstrating strong judgment, structure, and follow-through.
• Scoping & Implementation Design: Facilitate structured scoping sessions to understand customer objectives, priorities, workflows, and constraints.
• Translate customer goals into clear implementation plans, including: Workspace structure and document scope, Workflow design and prioritization, Integration considerations with existing tools (e.g., Salesforce, Sharepoint and Google Drive).
• Create project plans around timelines, dependencies, and outcomes.
• Workflow & Intelligence Setup: Design and support customer-specific Intelligence workflows, intake mechanisms, and fact extraction use cases.
• Ensure configurations align with customer operating models and long-term scalability.
• Partner with internal teams (legal engineering, product, support) to deliver solutions that meet customer requirements.
• Training & Enablement: Deliver tailored training sessions for customer teams on: Intelligence workplace setup and usage, Fact extraction and query workflows, Best practices for scaling usage across teams.
• Ensure customers feel confident operating independently while knowing when and how to engage Ivo for support.
• Ongoing Implementation Support: Manage implementation-related requests during onboarding in line with defined SLAs and complexity tiers.
• Provide clear status updates, risk flags, and recommendations to both customers and internal stakeholders.
• Identify patterns across implementations and contribute to process improvements, templates, and playbooks.

Benefits

• Competitive Compensation
• Equity
• Relocation and Visa Support
• Comprehensive medical, dental, and vision plans
• Access to HSA and FSA accounts
• Life insurance coverage
• 401(k) Program
• Commuter Benefits
• Unlimited PTO
• Catered lunch five days a week
• Premium snacks and coffee
• In-building gym
• Dog-friendly environment