Implementation Specialist

The role

The Implementation Specialist leads post-sale onboarding for large enterprise customers. You will design implementation plans, configure workflows, and deliver training to ensure customers successfully use Ivo's intelligence tool.

What you will do

• Lead post-sale onboarding for large, complex enterprise customers
• Act as the primary implementation owner in coordination with CSMs
• Facilitate structured scoping sessions to understand customer objectives
• Translate customer goals into implementation plans including workspace structure and workflow design
• Create project plans around timelines, dependencies, and outcomes
• Design and support customer-specific Intelligence workflows and fact extraction use cases
• Partner with internal legal engineering, product, and support teams
• Deliver tailored training sessions for customer teams
• Manage implementation-related requests in line with defined SLAs
• Identify patterns to contribute to process improvements, templates, and playbooks

Required 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
• Strong customer presence with 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

Nice to have

• Experience working in a startup environment

Benefits

• Competitive Compensation
• Equity
• Relocation and Visa Support
• Comprehensive medical, dental, and vision plans
• Access to HSA and FSA accounts
• Life insurance coverage
• 401(k) Program
• Commuter Benefits
• Unlimited PTO

Before you apply

• Relocation assistance is offered for successful applicants moving to SF
• Support for visa and green card applications is offered where applicable

About the company

Ivo builds AI products that help companies solve difficult contracting problems. The company recently raised its Series B after growing 6x in 12 months.