Implementation Advisor

United States·Dallasmid

OtherImplementation

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Quick Summary

Key Responsibilities

Strategic Implementation Ownership Lead implementations for large and complex customers,

Technical Tools

OtherImplementation

About the Role

~1 min read

Our headquarters in Dallas, TX.
You’ll be right in the heart of the action, surrounded by a team of passionate, high-energy individuals who thrive in a collaborative, fast-paced environment.

Responsibilities

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Lead implementations for large and complex customers, typically 21+ users
Manage full onboarding lifecycle from kickoff through go-live
Design implementation plans based on customer structure, workflow, and goals
Configure accounts with advanced setup including pricebook, reporting, permissions, integrations, and add-ons
Ensure customers are fully set up for long-term success before go-live

Act as a trusted advisor during implementation
Ask detailed discovery questions to understand how the customer operates
Recommend best practices based on experience with similar customers
Set clear expectations on capabilities, limitations, and timeline
Guide customers through change management and adoption

Create and manage implementation timelines for strategic accounts
Track progress and hold customers accountable to milestones
Coordinate across internal teams when additional support is required
Escalate risks early to ensure successful outcomes

Partner with Sales on complex handoffs
Work with Customer Success on long-term account strategy
Collaborate with Technical Support on advanced issues
Provide feedback to Product on feature gaps and customer needs

Maintain accurate notes in CRM and internal tools
Follow defined implementation process for strategic accounts
Help improve playbooks and documentation for complex onboarding
Assist with internal initiatives to improve scalability

Bachelor’s degree or equivalent experience
1–3+ years in implementation, customer success, consulting, or account management
Experience working with complex or mid-market / enterprise customers
Strong project management skills
Excellent communication and presentation skills
Comfortable leading calls with executives and business owners
Highly organized and detail-oriented
Strong problem-solving ability
Able to manage multiple high-touch customers at once

Nice to Have

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SaaS implementation experience
Experience with CRM, field service, or fintech software
Experience with QuickBooks Online or Desktop integrations
Experience with workflow design or operational consulting

What We Offer

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✓Impactful, Fast-Paced Startup Culture: Work on exciting projects that truly move the needle.

✓Lunches Provided Monday–Friday: Delicious meals on us to fuel your day.

✓Comprehensive Health Coverage: Medical insurance, plus dental & vision benefits to keep you covered.Health & Wellness Perks: Memberships to keep you feeling your best.

✓401(k) Plan: Secure your future while you grow with us.

✓Clear Path for Growth: Transparent career progression, professional development, and promotion opportunities.

✓Paid Parental Leave: Support for you and your family when it matters most.