About the job
About Ivo
Ivo is at the forefront of revolutionizing enterprise contract management with our cutting-edge AI platform. We collaborate with some of the most advanced legal and procurement teams globally, empowering them to interpret, operationalize, and derive substantial value from their contract data efficiently and effectively.
As we expand our clientele to include larger and more intricate enterprises, the quality of our implementation has become a vital differentiator. This position is designed to ensure that our customers perceive Ivo as a reliable, proficient, and highly skilled ally from the very beginning.
Role Overview
You will spearhead the onboarding process for large, complex enterprise clients using Ivo’s intelligence tool. This role encompasses the entire implementation journey, working closely with Customer Success Managers (CSMs) and serving as the primary guide for clients through scoping, configuration, workflow design, and initial value realization.
This is not a sales or solutions consulting position. You will engage directly with senior legal professionals, legal operations teams, and technical stakeholders to craft and execute onboarding plans that align with real-world complexities, existing systems, and elevated expectations.
What You’ll Do
Own Enterprise Onboarding & Delivery
Lead the post-sale onboarding for large, complex enterprise customers, overseeing the process from kickoff to steady-state usage.
Serve as the primary implementation owner for clients, coordinating closely with the assigned CSM.
Establish trust with senior customer stakeholders by showcasing strong judgment, systematic approach, and commitment to follow-through.
Scoping & Implementation Design
Conduct structured scoping sessions to grasp customer objectives, priorities, workflows, and constraints.
Convert customer goals into precise implementation plans, which include:
- Workspace structure and document scope
- Workflow design and prioritization
- Integration considerations with existing tools (e.g., Salesforce, SharePoint, Google Drive)
- Project plans detailing timelines, dependencies, and expected outcomes
Workflow & Intelligence Setup
Design and set up workflows that align with the client's business processes, ensuring effective utilization of the intelligence tool.

