The Role
The Implementation Manager will oversee multiple B2B SaaS implementations, manage customer training, and refine operational procedures to ensure project success.
Summary Generated by Built In
Who is Aiwyn and what do we do?
Aiwyn is transforming the way accounting firms manage the entire revenue lifecycle. Backed by top-tier investors like Bessemer, KKR, and Revolution, we’re one of the fastest-growing scale-up SaaS companies in the world. We build category-defining technology—and we’re doing it with world-class people, processes, and products.
What will you do in this role?
At Aiwyn, our Implementation team is pivotal to our company’s success. You will be a key member of our fast-growing and high-performing Go-To-Market (GTM) organization working to deliver an unparalleled experience to our customers and integration partners as we work to 1) onboard and educate new firms in using our software modules, 2) advise firms on best operational practices when using Aiwyn’s software, 3) provide the customer a transparent, supported experience as they go-live with our products.
In this role, you will primarily be working with representatives from our customer firms to manage the Implementation process, acting as the primary lead for interfacing with customers throughout implementation, configuring their system based on their chosen specifications, training the firms on what to expect from the experience of using our software and testing the data flowing through our software. You will also be integral in designing and refining our standard operating procedures as well as contributing and leading internal development and improvement projects.
What will your day-to-day responsibilities look like?
- Managing multiple Implementations at once
- Frequently meeting with Firms to configure, test, and train their staff during their time in Implementation
- Traveling onsite in certain cases where a detailed training or workshop is needed for the firm (less than 10%)
- Manage activities, timelines, and dependencies for internal and external sharing ClickUp using our implementation project-management system.
- Balancing creative problem-solving with process consultation to ensure an individual firm’s needs are met with our software.
- Taking ownership of internal projects, collaborating with team members inside and outside of Implementation, to help our team rapidly evolve.
The ideal candidate for this role:
- Has 3 - 5 years of experience in B2B SaaS customer-facing implementation experience
- Has a deep-rooted passion for problem-solving and yearns for customer delight
- Can take initiative and drive progress, even when all the answers are not yet in front of them
- Has strong written and verbal communication skills with the ability to take complex situations and explain them simply.
- Has previous experience with customer-facing Project Management, Onboarding, and Implementation
- Is highly proficient in English, with excellent written grammar and spelling.
- Has expertise and confidence in managing the expectations of stakeholders at various levels (from Administrator to CFO)
Preferable experience also includes:
- Experience working in the accounting firm industry
- Experience with ClickUp Work Management Software
- Experience working with Hubspot and Jira
Benefits and Perks
- The big-picture value proposition of this role is simple: join us, and you'll be paid competitively to have freedom in solving worthwhile, challenging problems alongside other A-players at a fast growing SaaS startup led by an experienced and successful co-founding team with industry experience.
- Adventure travel stipend - you receive a $1,000 travel reimbursement on your work anniversary each year. We encourage our team to recharge and explore the world beyond their home office walls.
- Remote, work-from-anywhere culture
- Flexible PTO
- World Class health benefits - we believe in fostering flourishing teams by providing benefits that go beyond the usual standards - Health, vision, dental, HSA/FSA, and mental health support.
- Stock options - every Full Time Employee has ownership in Aiwyn's future and success.
- 401(k) matching
Other benefits include:
Our Values:
- Relentless by Design
- Owners not Renters
- Trust at the Core
Aiwyn is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to age, ancestry, color, family or medical care leave, gender identity or expression, genetic information, marital status, medical condition, national origin, physical or mental disability, political affiliation, protected veteran status, race, religion, sex (including pregnancy), sexual orientation, or any other characteristic protected by applicable laws, regulations and ordinances.
Candidate information will be treated in accordance with our CCPA privacy notice which can be found here: https://www.aiwyn.ai/ccpa
Top Skills
Clickup
Hubspot
JIRA
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The Company
What We Do
Aiwyn helps leading accounting firms automate and optimize critical revenue processes by unlocking client data from existing practice management and CRM systems with our Practice Automation platform.
With Aiwyn's Practice Automation platform, high-value firm executives, partners, and staff are liberated to deliver more value to clients and work at the highest end of their professional expertise.
Benefits of Practice Automation to accounting firms include:
- save time, bill faster
- eliminate tedious back office tasks
- reduce days-in-WIP and days-in-AR,
- speed up client payments
- smooth out cash flow
- protect financial health with predictive insights and controls
- offer a best-in-class experience to both employees and clients
