Hybrid Implementation Specialist

Posted 9 hours ago

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About the role

  • 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
  • In-Office Lunch & Dinner Provided

Job title

Implementation Specialist

Job type

Experience level

Junior

Salary

$130,000 - $180,000 per year

Degree requirement

Bachelor's Degree

Location requirements

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