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Implementation Specialist

PermitFlow· Customer Success
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Hybrid (New York City, NY)$100k - $130k + equityFull-timePosted 6mo ago

About the role

Implementation Specialist responsible for onboarding across mid-market and enterprise accounts, executing implementation plans from post-sale handoff through launch, and driving early product adoption. Hybrid role based in New York, with in-office days and travel for onboarding and training.

Responsibilities

  • Own onboarding end to end for mid-market PermitFlow accounts, from post-sale handoff through successful launch and transition to Customer Success.
  • Support enterprise implementations by owning specific workstreams (e.g., workspace setup, training delivery, stakeholder coordination) alongside the Implementation Manager.
  • Serve as the day-to-day point of contact for customers during onboarding, proactively managing communication, expectations, and risk.
  • Coordinate cross-functionally with Sales, Customer Success, Operations, Solutions Consulting, and Engineering to align priorities and resolve blockers.
  • Lead training sessions for diverse customer stakeholders, including ops teams, sales reps, and executives, tailored to each group's needs.
  • Drive product adoption and early value realization through enablement materials, weekly check-ins, and best-practice guidance.
  • Track onboarding progress against key milestones and KPIs (e.g., engagement, time-to-value, launch readiness) and flag risks early.
  • Build working knowledge of permitting workflows, municipality requirements, and common customer edge cases.
  • Maintain, refine, and document scalable onboarding processes, playbooks, and templates.

Qualifications

  • 1-3 years of experience in customer onboarding, implementation, customer success, or a related customer-facing role at a B2B SaaS company.
  • Experience managing onboarding projects with multiple stakeholders, cross-functional dependencies, and customer-facing timelines from kickoff to launch.
  • Demonstrated ability to drive adoption and time-to-value, including leading live trainings, distributing enablement materials, and reinforcing product usage.
  • Strong project management and communication skills, evidenced by running clear customer calls, maintaining onboarding trackers, and escalating risks proactively.

Skills

Required:Onboarding managementStakeholder managementTraining delivery

Benefits

  • Competitive salary and meaningful equity in a high-growth company
  • Comprehensive medical, dental, and vision coverage
  • Flexible PTO and paid family leave
  • Home office & equipment stipend
  • Hybrid NYC office culture (3 days in-office/week) with direct access to leadership
  • In-Office Lunch & Dinner Provided
Last updated Jul 15, 2026. Interested? Apply on the company site.
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About PermitFlow

TurboTax for Construction Permitting

Intuitive workflow software that helps general contractors and developers identify the optimal permitting process and needed application forms for a particular project, and then easily fill the relevant paperwork to prepare a robust application package.

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