Implementation Manager - Accounting Solutions

Tabs stands at the forefront of financial innovation as the premier AI-native revenue platform designed specifically for contemporary finance and accounting teams. Our cutting-edge solution automates the entire contract-to-cash lifecycle, encompassing billing, collections, revenue recognition, and reporting, thus empowering teams to eliminate tedious manual processes and significantly enhance cash flow.High-growth enterprises such as Cursor and Statsig trust Tabs to streamline their operations by generating invoices directly from contracts, reconciling payments in real-time, and ensuring compliance with ASC 606 effortlessly.Founded in 2023, Tabs has successfully secured over $91 million in funding from prominent investors like Lightspeed Venture Partners, General Catalyst, and Primary. Our headquarters is located in New York City, where we leverage extensive expertise in both finance and artificial intelligence.About the RoleWe are seeking a seasoned Implementation Manager – Accounting Solutions to play a pivotal role in supporting our clients during the implementation and onboarding phases, leading up to full operational integration. As a vital member of the Implementation Team at Tabs, you will be instrumental in shaping the department's growth.In this capacity, you will act as a subject matter expert on accounting systems, collaborating with Engagement Managers to facilitate seamless implementations. You will be responsible for articulating complex accounting principles and the functionality of Tabs’ platform to controllers, AR leaders, and finance teams, ensuring comprehensive understanding and effective platform adoption. In addition to guiding clients, you will mentor internal teams on accounting best practices, recommend change management strategies, and work closely with Product, Engineering, and Operations teams to deliver successful outcomes.This position is critical to our customers' success, as effective implementation lays the groundwork for long-term engagement with Tabs. You will collaborate cross-functionally with GTM, Customer Success, and Operations, and work intimately with Product and Engineering teams to influence the product roadmap based on client needs.

About Clarion Clarion is working to remove barriers in healthcare access. Today, medical professionals face an overload of calls, faxes, and scheduling demands. Patients often struggle to get timely care, which leads to staff burnout and lost revenue for clinics. The problem isn’t a lack of care, it’s a lack of capacity. Clarion’s AI-driven platform supports the entire patient journey. From appointment scheduling and rescheduling to managing referrals and prescription refills, our technology handles complex workflows and delivers interactions that feel natural to patients. We’ve raised $5.5 million from investors including Accel, Y Combinator, and Sequoia (Scout). Our founders bring experience from Ophelia, Medallion, and Counsel Health. Based in New York City, our team is moving quickly to improve healthcare access for all patients. Why Work With Us? Solving real problems: Our work impacts millions of patients and healthcare providers. Clarion’s AI agents outperform human schedulers, freeing up teams to focus on care. Proven traction: Clarion has grown revenue 10x in the past year and manages millions of interactions for clients, from virtual clinics to a major $5 billion health insurer. Experienced leadership: Our co-founders know healthcare deeply. The CEO is a physician trained at Stanford and Harvard with clinical operations expertise. The CTO is a former Amazon Alexa engineer who led AI/ML teams at Salesforce. Early-stage impact: Every team member shapes our company’s direction, processes, and culture. In-person collaboration: We work together at our NYC office. This focus on in-person teamwork helps us move faster, build strong relationships, and maintain a unified culture. What You Will Do Lead implementations from start to finish: Manage customer deployments from kickoff through go-live. Run discovery sessions, collect scheduling rules and clinic workflows, build project plans, track timelines, and coordinate with engineering and client teams to deliver on schedule. Own non-technical implementation tasks: Gather and organize client inputs to keep the implementation process smooth and aligned with customer needs. Location This role is based in our New York City office. In-person collaboration is a core part of our culture.

Role overview Adonis seeks a Senior Implementation Manager to join the Client Experience team in New York City. This position bridges advanced AI agent solutions with the practical demands of enterprise Revenue Cycle Management (RCM). The ideal candidate brings significant experience in RCM workflows or hands-on knowledge of Electronic Health Record (EHR) systems such as Athena or Epic. Key responsibilities Manage a portfolio of enterprise clients, each with unique challenges and objectives. Guide clients from initial engagement through post-implementation, ensuring adoption of AI agents delivers measurable value and return on investment. Collaborate with client executives and internal teams to translate technical features into effective RCM solutions. Oversee all phases from contract signing to product delivery, coordinating with Product and Engineering to meet customer requirements through orchestration, data modeling, and agent criteria. Maintain strong client relationships to ensure smooth delivery across RCM teams and C-suite stakeholders. Work closely with Customer Success Managers to lead kick-off meetings, tie ROI to client motivations, and refine internal playbooks for improved customer experience. Address obstacles with creativity and respond quickly to changing client needs. Lead the implementation of Adonis's AI-powered solutions for large physician groups, focusing on outcomes for both clients and the company. Develop a deep understanding of Adonis's agentic technology while learning each client's RCM workflows and standard operating procedures. Guide clients in designing, configuring, and adopting AI workflows, collaborating with CSMs and solution designers to create and validate RCM processes that deliver results. Requirements Experience in implementation or deployment, particularly within Revenue Cycle Management or with EHR systems such as Athena and Epic. Strong project management skills and the ability to work collaboratively with both technical and executive stakeholders. Comfort working independently and resolving problems as they arise.

Tabs is at the forefront of revolutionizing finance and accounting operations with our cutting-edge AI-native revenue platform. Our innovative solution automates the entire contract-to-cash lifecycle, encompassing billing, collections, revenue recognition, and reporting. This empowers teams to eliminate tedious manual tasks and significantly enhance cash flow.High-growth organizations such as Cursor and Statsig trust Tabs to seamlessly generate invoices directly from contracts, reconcile payments in real time, and ensure compliance with ASC 606 regulations.Founded in 2023, Tabs has successfully secured over $91 million in funding from esteemed investors like Lightspeed Venture Partners, General Catalyst, and Primary. Our headquarters is situated in New York, and our dedicated team boasts extensive expertise in finance and artificial intelligence.About the RoleWe are seeking an Implementation Team Lead who will play a pivotal role in our customer delivery function, functioning as both a leader and a hands-on contributor. This individual will manage and mentor a team of Implementation Managers while also overseeing key strategic implementations. You will help define how Tabs delivers transformative revenue automation solutions to finance and accounting teams, collaborating closely with Product, Engineering, and Operations to create scalable processes that guarantee successful project launches.What You’ll DoLead and Coach a Team: Manage a small group of Implementation Managers, offering guidance, feedback, and developmental support. Exemplify best-in-class project delivery and customer communication.Own Strategic Implementations: Lead comprehensive onboarding processes for complex or high-impact customers, including mapping business processes, configuring Tabs, managing ERP integrations (NetSuite, QuickBooks), and ensuring seamless go-live experiences.Drive Process Improvement: Collaborate with the Head of Implementation to enhance playbooks, standardize workflows, and elevate internal tooling and data visibility.Act as a Customer Subject Matter Expert: Clearly communicate accounting and revenue recognition concepts to customers, ensuring smooth alignment between Tabs’ platform and clients’ accounting requirements.Collaborate Cross-Functionally: Work closely with various teams to improve product features and customer satisfaction.

Join Our Team at ArchArch is a rapidly expanding Series B financial technology firm dedicated to revolutionizing private investment management. We enhance accessibility, understanding, and the overall investor experience across various asset classes.Private investments such as venture capital, hedge funds, and private equity constitute approximately 25% of the investment landscape. Traditionally, stakeholders including investors, advisors, banks, families, and managers have struggled with the cumbersome task of tracking numerous investments through complicated spreadsheets and overflowing inboxes. This not only takes up valuable time but also introduces the risk of data entry errors, inconsistent reporting, and misplaced information. That’s where Arch comes in.At Arch, we provide a unified platform that delivers standardized data, documents, and insights, eliminating the hassle of navigating through countless portals. Our mission is to save our clients time and empower them to make well-informed investment decisions that lead to superior financial results.We are a dynamic and fast-growing team of over 200 professionals serving more than 400 clients, including some of the largest banks and financial institutions in the United States. Since our inception, we have consistently doubled our company size each year and are actively hiring across all departments as we continue to scale.About the RoleWe are in search of a Client Implementation Specialist to spearhead the onboarding process for our Strategic Accounts segment. This essential role focuses on developing trusted, long-term partnerships with key decision-makers at leading accounting firms, tech channel partners, and financial institutions.This role is highly client-facing, and we are seeking an individual who values relationship-building, earns trust swiftly, and delivers a premier white-glove experience. As a Client Implementation Specialist, you will guide clients through the onboarding journey, ensuring they are set up for enduring success on our platform with a precise representation of advanced investment data.The ideal candidate is a self-starter capable of working independently, managing multiple onboarding processes, and proactively addressing challenges with minimal oversight. You will also play a role in providing feedback on our products and improving internal onboarding processes—striking a balance between independent execution and collaborative teamwork.Your Responsibilities:Client OnboardingDesign and implement customized onboarding plans with well-defined milestones and timelines.Facilitate a seamless transition for clients to ensure they fully leverage our platform's capabilities.

As an Implementation Manager at Asana, you will play a pivotal role in driving the successful adoption of our platform among clients. You'll leverage your project management skills to guide teams in implementing Asana's solutions effectively, ensuring clients achieve their desired outcomes. This role offers the opportunity to work closely with cross-functional teams and contribute to the overall success of our client relationships.

Join our dynamic team at moab as an Implementation Specialist. In this pivotal role, you will spearhead the deployment of our innovative solutions, ensuring our clients achieve seamless integration and optimal performance. You will collaborate closely with cross-functional teams and clients to understand their needs and guide them through the implementation process.

About the RoleWe are seeking an enthusiastic Implementation Manager to lead our customers through the onboarding process and help them achieve initial value swiftly. As the primary customer liaison, you will manage onboarding for a diverse range of clients from small to medium businesses (SMB) to enterprises. You will collaborate closely with our Customer Success, Operations, and Product teams to craft tailored onboarding plans, remove obstacles, and keep each implementation on track. This position is perfect for individuals with a background in consulting, services, or operations who are comfortable engaging in technical discussions, excel in customer-facing roles, and thrive in a dynamic software startup setting.Key ResponsibilitiesManage Customer Onboarding: Oversee the entire onboarding process from kickoff to go-live, ensuring a rapid time-to-first-value.Act as the Customer Advocate: Build strong relationships with stakeholders, conduct status calls, set clear expectations, and communicate effectively about trade-offs.Resolve Blockers: Proactively identify and troubleshoot issues to ensure a smooth onboarding experience.Translate Customer Needs: Convert complex customer workflows into straightforward, actionable requirements for both technical and non-technical teams.Project Management: Effectively manage timelines, risks, dependencies, and stakeholder alignment across multiple accounts simultaneously.Technical and Operational Insight: Understand data flows, integrations, and workflows to diagnose and resolve issues efficiently.Drive Continuous Improvement: Enhance onboarding templates, checklists, and processes; identify patterns to inform product and process innovations.Collaborate with Internal Teams: Work closely with Customer Success, Product, Engineering, and Operations for seamless delivery and handoff post-launch.

Join our innovative team at Zip as an ERP Solutions Manager, where you will lead the development and implementation of ERP solutions tailored to our clients’ unique business needs. You will collaborate with cross-functional teams to ensure seamless integration of these systems, driving efficiency and productivity.

Tabs seeks a Customer Success Manager for Accounting Solutions based in New York City, NY. This role acts as the primary point of contact for clients using Tabs’ accounting software, working to ensure each customer gains real value from the platform. Key Responsibilities Guide clients step by step through onboarding and initial setup of Tabs’ accounting tools. Provide ongoing support, addressing questions and troubleshooting issues as they arise. Develop and maintain strong relationships to better understand each customer’s needs. Assist clients in making the most of the software as their businesses evolve and grow.

About MoabMoab is revolutionizing the equipment dealer and rental industry by developing a comprehensive, modern software platform tailored for equipment dealers and rental businesses. As a venture-backed startup, we aim to disrupt a long-underserved market dominated by outdated solutions dating back to the 1980s and 1990s.Our goal is to connect all participants in the equipment ecosystem—those who sell, buy, rent, service, or utilize equipment. We are starting with a new system of record for equipment rental businesses, designed to enhance back-office efficiency and boost front-office revenue.At Moab, we pride ourselves on our small, dynamic team of passionate professionals. We are looking for team members who are not only willing to take on hands-on tasks but who can also think creatively about broader strategies. If you thrive in a collaborative environment and are eager to make a tangible impact for our customers and the business, you will find ample opportunities for career growth in our meritocratic culture, which emphasizes individual and team development.About the RoleThe Implementation Manager will play a critical role in overseeing the complete training and implementation processes that allow Moab to onboard new customers effectively. We are seeking a proactive individual to lead training initiatives, manage implementations, and ensure customer success at ground level.This position requires balancing rapid execution with structured processes to meet aggressive growth and efficiency goals. You will often be expected to perform at the level of someone two ranks above you (such as meeting with CEOs) as well as below (like handling customer support inquiries). This role is tailored for those who are driven to take action.What You’ll DoDesign and deliver both virtual and in-person training sessions for new customers.Travel 10-50% of the time, depending on the month.Oversee and facilitate user training and support throughout the implementation lifecycle.Simultaneously manage multiple implementation phases.Create comprehensive training and implementation plans, coordinating virtual and in-person sessions with customers.Build strong relationships with customers, ensuring their success during the onboarding process.

About BleeAt Blee, we are revolutionizing traditional workflows that typically rely on spreadsheets and emails by introducing AI-driven software that enhances organizational collaboration to achieve compliance requirements more efficiently and transparently. We are proud to support thousands of active users from numerous enterprise-level clients on both pledged and paid long-term contracts. Our leadership team comprises professionals from prestigious organizations such as Adobe, Chime, PayPal, AWS, Wachtell, Harvard Law, and Columbia Law.We have developed the first platform designed to address the unique challenges our customers encounter from start to finish. The ideal candidate for Blee will not only be a natural problem solver but will also relish the opportunity to uncover the specific needs of our users, many of whom are experiencing a product like Blee for the first time.Our team operates from our downtown San Francisco office, with an additional location opening soon in New York City, while the majority of our staff is distributed between the Bay Area and NYC.The RoleWe are seeking an Implementation Manager who thrives at the intersection of technical complexities and customer relations. You will be responsible for overseeing end-to-end enterprise implementations from the signed contract to the platform go-live, collaborating closely with legal and marketing teams at some of the world's largest organizations.What You'll DoOwn complete enterprise implementations – Manage the process from contract signing to platform launch for legal and marketing teams.Conduct stakeholder mapping – Identify executive sponsors, key users, potential blockers, and champions within each client's organization.Build and manage implementation project plans – Establish milestones, assign owners, and set a weekly status cadence.Scope and sequence deployment – Determine the order of rollout across departments, regions, and use cases.Coordinate technical integrations – Oversee SSO, data flow configuration, API setup, and security reviews in collaboration with customer IT teams.Navigate organizational dynamics – Manage competing priorities among stakeholders to unblock implementation milestones and sustain project momentum.Create implementation-specific documentation – Develop configuration documents, initial training materials, and runbooks to support the rollout process.

Join Our Dynamic Team at ArchArch is a cutting-edge Series B financial technology company dedicated to streamlining the management of private investments. Our platform enhances accessibility, comprehension, and the overall investing experience across various asset classes.With private investments—such as venture capital, hedge funds, and private equity—constituting approximately 25% of the investment landscape, we recognize the challenges faced by investors, advisors, banks, families, and fund managers who often rely on cumbersome spreadsheets, scattered file systems, and overflowing email inboxes. This process is not only tedious but also prone to errors, inconsistent reporting, and lost data. That’s where Arch comes in.Our platform consolidates standardized data, documents, and insights, eliminating the need to navigate countless portals. We are committed to saving investors time while empowering them to make informed decisions that lead to superior financial outcomes.As a rapidly growing team of over 200 professionals serving more than 400 clients—including some of the nation’s largest banks and financial institutions—we have consistently doubled our company size each year since our inception. We are excited to expand our team across all departments as we continue to scale.Position Overview: Manager, Client ImplementationsWe are seeking a talented Manager to lead our Client Implementation team. In this role, you will be responsible for building a high-performing team and overseeing enterprise-level implementations. Your responsibilities will include managing high-visibility projects, developing talent through clear objectives and coaching, and ensuring cross-functional collaboration to achieve measurable client outcomes.Key Responsibilities:Lead and mentor a team of Client Implementation Specialists and Operations Associates, establishing clear goals and fostering a collaborative, results-driven culture.Oversee the implementation of Arch for large enterprise clients, ensuring that deployments are customized to meet client objectives in coordination with internal and external teams.Collaborate closely with Sales, Product, and Support teams to align client requirements with product capabilities and project deliverables, ensuring seamless execution and project success.Champion continuous improvement initiatives by identifying opportunities for automation, process optimization, and best practices that enhance efficiency and client satisfaction.Create and manage project plans that translate client needs and timelines into clear milestones, ensuring timely and high-quality delivery.

About impact.comimpact.com stands as the premier platform for commerce partnership marketing, redefining the growth trajectory for businesses by facilitating the discovery, management, and scaling of partnerships throughout the customer journey. From affiliates and influencers to content publishers, brand ambassadors, and customer advocates, impact.com empowers brands to achieve sustainable, performance-driven growth through authentic connections. Our award-winning solutions—Performance (affiliate), Creator (influencer), and Advocate (customer referral)—integrate all partner types into a cohesive ecosystem. In an era where consumers increasingly trust recommendations from their peers and communities, impact.com ensures brands are present in the most impactful spaces. Currently, over 5,000 global brands, including industry leaders like Walmart, Uber, Shopify, Lenovo, L’Oréal, and Fanatics, leverage impact.com to foster more than 225,000 partnerships delivering tangible business outcomes.Your Role at impact.com:As a vital member of our Creator Solutions team, you will lead initiatives to drive growth and engagement across a diverse portfolio of creator-affiliate programs. Collaborating closely with brands in sectors such as fashion, food, parenting, and technology, you will innovate and scale performance-oriented creator strategies that yield significant results. This role is hands-on and impactful, perfect for someone who excels at the intersection of strategic planning, execution, and client partnership within a dynamic creator landscape.

About Latent HealthLatent Health is revolutionizing healthcare by harnessing the potential of clinical data. Our AI-driven platform enhances clinical workflows, alleviates clinician workload, and boosts health system efficiency. We collaborate with top hospitals and health systems to provide quick, reliable, and impactful implementations that elevate patient care.Role OverviewAs the Implementation Project Manager – 340B, you will oversee comprehensive onboarding and deployment projects for health systems integrating Latent’s 340B solutions.This role demands a robust background in healthcare project management, alongside familiarity with 340B program compliance, pharmacy operations, split-billing systems, and contract pharmacy settings. You will orchestrate timelines, technical coordination, stakeholder synchronization, and operational preparedness across pharmacy, compliance, IT, revenue cycle, and executive leadership teams.Your goal is to facilitate efficient go-lives for customers, enabling them to realize measurable value swiftly and ensuring their readiness for sustainable operational and compliance success.Key ResponsibilitiesProject Leadership & 340B Customer DeliveryDirect full-cycle implementation projects from kickoff to go-live and stabilization across health systems, focusing on 340B program contexts.Develop and oversee detailed project plans that include 340B-specific workflows, compliance checkpoints, and audit-readiness strategies.Lead cross-functional meetings with pharmacy executives, 340B program administrators, compliance teams, IT, and clinical operations.Act as the principal project contact, ensuring outstanding communication and alignment among all stakeholders.Identify 340B environment-specific risks (e.g., diversion risk, duplicate discount risk, contract pharmacy complexities) and proactively implement mitigation plans.340B Workflow & Technical CoordinationOversee the collection and validation of essential technical inputs, including pharmacy data feeds, split-billing configurations, accumulator logic, and EHR integrations.Collaborate with Latent sales, account management, engineering, and product teams to align system configurations with client-specific 340B policies and operational frameworks.Monitor EHR integration processes (Epic, Cerner, etc.) to ensure seamless transitions and functionality.

Join AscertainAscertain is at the forefront of revolutionizing healthcare with innovative AI agents designed to alleviate the administrative burdens faced by care teams. Our solutions are implemented within major health systems and large specialty groups, effectively saving hundreds of staff hours weekly.Supported by esteemed organizations such as Northwell Health, New York’s largest health system, and Deerfield Management, a premier healthcare investment firm, we are on a critical mission to restore time, trust, and focus to those who sustain the healthcare ecosystem. Our work is of utmost importance, not merely due to startup timelines, but because our clients depend on us for financial resilience and operational clarity within a challenging system.Position OverviewAs the Director/Manager of Partner Solutions, you will spearhead post-sale success and retention initiatives for Ascertain’s key partners. This position is perfect for a candidate with a background in healthcare technology, SaaS implementation, or healthcare consulting who is eager to establish a high-impact function from the ground up.Your responsibilities will encompass the entire customer success journey post-sale: overseeing pilot deliveries, facilitating change management and platform adoption, and ensuring long-term partner retention and growth. You will collaborate closely with care management and revenue cycle teams to guarantee seamless integration of our platform into their daily operations, providing tangible, quantifiable value.You will manage comprehensive deployments, from initial implementations to ongoing customer success projects and onboarding for new products. Close collaboration with Sales, Product, Engineering, and Marketing teams will be crucial to ensure that each deployment achieves measurable results, delivers clear ROI metrics for strategic decisions, and fosters easy adoption of our services.This role is hands-on, demanding a proactive operator who flourishes in uncertain conditions, utilizes data to inform decisions, and is committed to the success of healthcare teams. You will contribute to defining our partner success strategy, develop scalable SOPs and playbooks, and enhance the partner experience. Over time, you will have the opportunity to progress into a formal leadership role and build a dedicated team.The insights you gather from the field will play a pivotal role in shaping our product development and sales strategies, influencing product priorities, go-to-market tactics, and how we define value for prospective customers. This position is one of the most strategically important within Ascertain.This role will be based in our New York City office on a hybrid working arrangement, but we are open to remote work for the right candidate.You will report directly to the Chief Commercial Officer.

Join Our Team as an Implementation Lead at Silna HealthYour Opportunity AwaitsAt Silna Health, we're experiencing remarkable growth, and we're on the lookout for a talented Implementation Lead to guide the customer journey from pre-sale technical demonstrations to successful pilot deployments. This crucial role will empower you to convert our innovative technology into significant value for healthcare providers while establishing efficient and scalable implementation processes.Reporting directly to our COO, you will oversee the entire implementation lifecycle, design deployment workflows, and drive measurable outcomes for our clients. This position is perfect for someone who thrives in a dynamic environment, excels in stakeholder management, and tackles complex challenges with a strategic mindset.Your Key ResponsibilitiesImplementation Excellence & StrategyLead end-to-end pilot implementation from contract signing to go-live, managing timelines and gathering success metrics.Facilitate pre-sale technical demonstrations to highlight platform capabilities and assist in closing deals.Craft scalable deployment workflows and continuously improve implementation processes.Develop reporting frameworks and analyze metrics to foster data-driven enhancements.Spot automation opportunities to optimize implementation and expand operations.Building Strong RelationshipsDrive change management across clinical, IT, and administrative stakeholder groups.Translate complex technology into practical value through clear communication and effective training.Foster strong partnerships with customers to ensure successful adoption of our solutions.Collaborate with Engineering, Product, and Operations to troubleshoot issues and ensure successful launches.Represent implementation needs during cross-functional planning and strategy sessions.Business AcumenUnderstand healthcare provider workflows and align our solutions with their operational challenges.Gain comprehensive knowledge of customer success factors and implementation priorities.Anticipate potential roadblocks during implementation and proactively devise solutions.

As the Director of Implementations at arch.co, you will play a pivotal role in ensuring the successful deployment of our innovative solutions. This strategic leadership position requires a blend of technical expertise and project management skills to guide our teams in delivering exceptional service to our clients. You will be responsible for overseeing the implementation process from inception to completion, ensuring adherence to timelines and quality standards.Your leadership will foster collaboration across departments and enhance our capabilities in delivering seamless integrations and solutions that meet client needs. Join us in shaping the future of technology implementations and driving client success.

dualentry is hiring a Director of ERP Implementations in New York City. This leadership position manages the full lifecycle of ERP projects for clients, with a focus on operational efficiency and aligning technology with business needs. Key Responsibilities Guide a team of ERP specialists through each stage of implementation, from planning to rollout. Coordinate with cross-functional departments to allocate resources and keep projects on track. Collaborate directly with clients to understand their goals and adapt ERP solutions to their workflows. Use strategic thinking to spot areas for process improvement and introduce new approaches within client organizations. Prioritize delivering clear value and strong results for customers. Who Thrives Here This role suits leaders with experience in ERP project management who enjoy working closely with both internal teams and clients. Success comes from strong communication, a focus on outcomes, and the ability to adapt solutions to varied business needs.

About RebarAt Rebar, we are pioneering a revolutionary operating system tailored for commercial HVAC, electrical, and plumbing suppliers and subcontractors. Our innovative quoting product has achieved remarkable growth, completing thousands of quotes weekly, and doubling our revenue just six weeks into 2026. With the backing of a $14M Series A from top construction technology investors, we are embarking on an exciting growth phase and are in search of a Client Experience Leader to elevate our Client Success initiatives.You will collaborate directly with the Client Success, Product, and Sales teams to enhance the onboarding experience for both new and existing clients. We are on a mission to transform the $250 billion HVAC industry with our AI-native software, bringing modern tools to an industry that has seen little innovation. This is an exceptional opportunity to join us at the forefront of this change.The RoleWith a strong product-market fit established, we are now scaling our client onboarding processes for more complex implementations as our software and client base expand. We are seeking a Director of Implementation & Onboarding to help redefine this essential function.You will oversee the entire implementation process, ensuring that clients are operational as swiftly as possible, tailored to their specific needs. This role entails developing repeatable processes and playbooks while leading a team that delivers thoughtful and consultative implementations, adapting to each client's unique operations and driving meaningful results.Leading a team of Implementation Managers with deep mechanical engineering expertise, you will balance structure with the necessary flexibility to meet client needs. Collaborating closely with Client Success, Product, Sales, and Engineering, you will work to eliminate obstacles and scale onboarding as we grow.What You’ll DoOversee and expand the end-to-end implementation and onboarding function.Develop and implement repeatable workflows, playbooks, training programs, and systems while accommodating highly customized client implementations.Define and operationalize onboarding across areas such as organizational setup, workflow design, product configuration, and user training.Lead and nurture a team of onsite and remote Implementation Managers.Coach domain experts and translate their insights into scalable processes.Collaborate with Sales and Client Success on handoffs and implementation scoping.Work closely with Product and Engineering to identify and resolve friction points, ensuring a seamless onboarding experience.