Implementation Specialist at PermitFlow supporting customer onboarding for mid-market and enterprise accounts. Managing implementation plans and driving product adoption through training and coordination efforts.
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.
Requirements
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.
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
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