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Key skills for this role
As an Implementation Lead, you are the delivery owner for all customer implementations. You lead the implementation program end to end, including project plan, timeline, stakeholder alignment, and launch readiness, and are accountable for ensuring the platform is successfully adopted to achieve the customer's defined goals at handoff to Customer Success. You keep projects moving, decisions crisp, and go-lives predictable.
This is a customer-facing role for someone who blends strong program leadership with enough platform fluency to guide solution direction, make tradeoffs, and coordinate effectively across teams.
Own implementation delivery from kickoff through go-live and transition to Customer Success
Build and manage the project plan: milestones, dependencies, decisions, and weekly execution rhythm
Drive accountability across internal teams and customer stakeholders to keep timelines on track
Lead structured discovery to clarify goals, workflows, stakeholders, constraints, and measurable success criteria tied to customer outcomes
Translate requirements into a phased implementation approach and realistic timeline
Partner with Integrations Architect and Product as needed on complex design decisions
Maintain a clear go-live checklist: UAT completion, data readiness, approvals, training coordination, and communications
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Identify risks early (scope creep, stakeholder misalignment, data delays) and implement mitigation plans
Ensure scope is controlled and tradeoffs are made transparently when needed
Ensure go-live criteria include both technical readiness and alignment to intended customer outcomes
Ensure the configured product supports the customer's primary use cases and defined success criteria
Validate, with the customer, that key workflows and capabilities are live, usable, and aligned to their goals
Confirm readiness not just for go-live, but for value realization post-launch
Lead customer working sessions and executive updates with confidence and clarity
Coordinate with Adoption & Enablement and Integrations specialists to ensure all workstreams land cleanly
Provide clear validation of how the implementation supports the customer's goals, including any gaps, risks, or dependencies for achieving outcomes
4-8 years in SaaS implementation, project delivery, or customer onboarding (PM, Implementation Manager, Professional Services, TPM, etc.)
Proven ability to run multiple implementations at once with strong stakeholder management
Comfort working with technical and non-technical audiences (Enrollment Ops, IT, leadership)
Excellent project discipline: timelines, risks, communication, and follow-through
Familiarity with CRM/marketing automation implementations (higher ed experience a strong plus)
Experience in a scaling environment is a plus
Early value realization signals (e.g., initial usage, workflow adoption, or goal alignment within first 30-60 days)
On-time go-live rate and predictable delivery outcomes
Implementation cycle time without quality tradeoffs
Risk management quality: fewer avoidable delays/escalations
Handoff quality score: CS confirms the implementation is positioned to achieve stated customer goals
Customer experience: post-implementation CSAT and stakeholder confidence
Impactful not Immediate
Progress before Perfection
Learners before Masters
Together not Alone
Customer Success not Support
Our process is rigorous and designed to be a real signal, for you and for us. Expect a live working session grounded in a realistic implementation scenario, not take-home busywork or trivia. You will show how you run discovery, structure a plan, manage risk, and communicate with customers and cross-functional partners.
AI-native CRM and agent platform serving higher-education institutions across admissions, enrollment, and student success.
Visit company websiteJobs and hiring trendsFull-time
Senior · 4+ years experience
Remote
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