Implementation Specialist

FirmPilot is the leading growth platform for law firms looking to scale with precision. We combine AI-driven insights, marketing automation, and data-backed performance to help firms convert traffic into retained clients. We are a fast-paced, venture-backed startup scaling with serious momentum and an eye for operational excellence.

• Lead onboarding for new clients by coordinating internal resources, setting clear expectations, and configuring platform access
• Own the full setup lifecycle from technical kickoffs through go-live milestones
• Customize marketing automation flows, contact integrations, domain settings, and conversion tracking based on client needs
• Translate complex digital marketing and technical concepts into easy-to-follow instructions for legal teams
• Offer post-onboarding support to ensure continued success, including proactive check-ins, minor adjustments, and troubleshooting
• Provide technical guidance to clients on web integrations, intake systems, and third-party tools
• Maintain documentation of each implementation, including status updates, outstanding items, and resolution logs
• Identify patterns in client feedback and work with the Product and Success teams to improve implementation efficiency and satisfaction

• 4+ years of experience in implementation, client onboarding, or technical account management
• Strong organizational skills with the ability to manage multiple client timelines at once
• Comfort working across cross-functional teams, including Engineering, Customer Success, and Product
• Experience with web-based platforms, CRM tools, form builders, analytics tools, or martech systems
• Client-first mindset and a drive to ensure value is delivered beyond onboarding
• Ability to remain composed and solution-oriented under pressure

• Exposure to basic HTML, Google Analytics, or CMS platforms like WordPress
• Experience working in a startup or fast-growth SaaS environment
• Understanding of legal services or professional services industries

This role is a Hybrid position, that will require occasional travel to FirmPilots HQ for team collaboration.

Expected salary range for this role: $100,000 - $115,000