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Implementation Specialist

Ivo AI, Inc.· Customer Success
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NY, New York, San Francisco$140k - $170kFull-timePosted 3mo ago

About the role

Implementation Specialist responsible for onboarding large, complex enterprise customers into Ivo’s intelligence tool, guiding scoping, configuration, workflow design, and early value realization within Intelligence; acts as primary implementation owner coordinating with Customer Success Managers to deliver end-to-end onboarding and setup.

Responsibilities

  • Lead post-sale onboarding for large, complex enterprise customers, from kickoff through initial steady-state usage
  • Act as the customer’s primary implementation owner, coordinating closely with the assigned CSM
  • Build trust with senior customer stakeholders by demonstrating strong judgment, structure, and follow-through
  • Facilitate structured scoping sessions to understand customer objectives, priorities, workflows, and constraints
  • Translate customer goals into clear implementation plans, including: Workspace structure and document scope; Workflow design and prioritization; Integration considerations with existing tools (e.g., Salesforce, Sharepoint and Google Drive); Create project plans around timelines, dependencies, and outcomes
  • Design and support customer-specific Intelligence workflows, intake mechanisms, and fact extraction use cases
  • Ensure configurations align with customer operating models and long-term scalability
  • Partner with internal teams (legal engineering, product, support) to deliver solutions that meet customer requirements
  • Deliver tailored training sessions for customer teams on: Intelligence workplace setup and usage; Fact extraction and query workflows; Best practices for scaling usage across teams
  • Ensure customers feel confident operating independently while knowing when and how to engage Ivo for support
  • Manage implementation-related requests during onboarding in line with defined SLAs and complexity tiers
  • Provide clear status updates, risk flags, and recommendations to both customers and internal stakeholders
  • Identify patterns across implementations and contribute to process improvements, templates, and playbooks

Qualifications

  • 4–8+ years in implementation, professional services, onboarding, or customer delivery roles for complex B2B SaaS products
  • Significant experience working with enterprise customers and navigating multi-stakeholder environments
  • Strong ability to scope ambiguous problems, design structured solutions, and execute against them
  • Technically fluent enough to discuss data models, integrations, workflows, and system constraints (without needing to be an engineer)
  • Strong customer presence with demonstrated experience managing complex customer projects and software roll-outs
  • Comfortable setting boundaries, managing expectations, and saying “no” when necessary
  • Highly organized, with strong written and verbal communication skills

Skills

Required:Enterprise onboardingStakeholder managementScoping & implementation designWorkflow designIntegrations (Salesforce, SharePoint, Google Drive)

Benefits

  • Competitive Compensation: Final offer details determined by experience, expertise, and fit
  • Equity: Meaningful ownership in a scaling company
  • Relocation and Visa Support: Relocation assistance to SF and visa/green card support where applicable
  • Health & Wellness: Comprehensive medical, dental, and vision plans
  • Flexible Spending & Insurance: HSA and FSA accounts, life insurance
  • 401(k) Program
  • Commuter Benefits
  • Unlimited PTO
Last updated Sep 21, 2026. Interested? Apply on the company site.

About Ivo AI, Inc.

Contract Intelligence for the Enterprise

Ivo AI, Inc. is an AI-native platform providing contract review, redlining, and insights for enterprise in-house legal teams.

IntelligenceReviewAssistantAILegal techContractsIvo ReviewIvo Intelligence
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