Must be technically savvy
Demonstrate high levels of written and verbal communication
Comfortable with change; strong prioritization skills; ability to balance multiple tasks
Comprehension and delivery of monthly, quarterly and team level goals
User-level CRM experience
Demonstrate ability to own the process and account; know when to escalate to leadership
Demonstrate the skill of guiding a customer efficiently and effectively through the onboarding process
Demonstrate the ability to assess the needs of a customer and tailor their journey as needed
A mindset of continuous innovation and improvement
Equal doses of patience and common sense
Familiarity with web applications and mobile applications
Experience with QuickBooks (preferred)
Experience with Microsoft Excel (preferred)

Flexibility to work where/how you want within your country of employment – in-office, remote, or hybrid
Continued investment in your professional development
Day 1 access to a robust health and wellness benefits package, including an annual wellness stipend.
401k with up to a 4% match and immediate vesting
Flexible and generous (FTO) time-off
Employee Stock Purchase Program

Implementation Manager

Key skills