About the Role

We're looking for sharp, highly motivated individuals to join our team! As an Implementation Lead, you'll work effectively with our top clients and be responsible for the success of client launch and implementation. You will aim to set our clients up for maximum adoption, usage, and future growth on the platform. You'll support our Enterprise and Mid-Market sales teams to drive revenue growth, operational excellence, and second-to-none customer service.

This is a hybrid role - our team collaborates in-person out of our incredible office in Chicago or New York City on Tuesdays, Wednesdays, and Thursdays. We encourage our employees to work from our office on additional days if they desire to do so.

• Work with our customers and internal teams to understand the needs and goals of each customer. Use this understanding to create mutually beneficial goals and influence the customer.
• Create a strategy for a seamless launch and implementation that enhances employee adoption and usage - continuing to supervise for 2-4 months post-launch and provide data-based recommendations for improvement.
• Communicate effectively and manage internal and external stakeholders by setting and managing timelines and project plans for implementation.
• Ensure customers are properly trained - Create a video or written collateral, host office hours, and/or facilitate training with customers on how to navigate the tools and programs.
• Complete tactical and technical account set-up - including assisting with the setup of API, SFTP, or expense integrations and submitting Monthly Billing Applications to finance.
• Collaborate with cross-functional teams including product, marketing, and customer support to ensure a smooth onboarding and strong client experience. Think creatively about how we can solve problems and mitigate them from happening again.

• Bachelor's Degree
• 3+ years of experience in a client-facing role and/or project management
• Strong analytical, organizational and problem-solving skills
• Proficient in data analysis, interpreting results to drive meaningful conclusions
• Experience in influencing stakeholders to drive decision-making

• Strong prioritization skills - able to manage your time effectively, prioritizing high-value clients, while working with multiple customers to deliver on goals and improve processes.
• Outstanding interpersonal skills, both written and verbal communication, and strong group facilitation skills.
• Outstanding organizational skills and the ability to balance your attention to detail with swift execution - we need to do things quickly and seamlessly.
• Speed, resourcefulness, and a go-getter attitude. Be agile and thrive when operating in new spaces and fast-paced environments.
• The drive to contribute to a positive team environment and collaborate by always sharing strategies with your peers.
• Tech-savviness. You'll be using multiple systems in your role, and Salesforce experience is a plus.
• Excellent communication and collaboration abilities