Implementation Specialist

Posted 20 Days Ago
Be an Early Applicant
Toronto, ON, CAN
In-Office
55K-65K Annually
Junior
Artificial Intelligence • Marketing Tech • Software
The Role
Guide new clients through platform implementation, including setup, onboarding, integrations, and data migration. Lead implementation calls, coordinate handoffs among Sales, Support, and Customer Success, troubleshoot challenges with Support and Engineering, document customer updates, manage deadlines, and use AI tools to clean and prepare onboarding spreadsheets.
Summary Generated by Built In

At Levitate, we’re on a mission to make a real impact - for our customers, our team, and the world around us. We believe the best work comes from people who are curious, driven, and excited to grow. Our five core values guide everything we do, and we look for teammates who embody the traits that make those values come to life:

Creating Magic ✨ You have the persistence and grit to turn ambitious ideas into remarkable outcomes.

Showing Customer Empathy ❤️ You bring humble confidence, listening deeply, and putting customers first.

Making Data-Driven Decisions 📊 You pair creativity with insights to make smarter, faster choices.

Focusing on Solutions, Not Problems 🔍 You approach challenges with positivity and critical thinking, always looking for the way forward.

Making Small Improvements Every Day 🌱 You embrace coachability and lean into discomfort to grow, improve, and drive lasting change.

Here, you won’t just do a job, you’ll help create meaningful experiences, solve real problems, and shape the future of our company.

Levitate is seeking an Implementation Specialist to join our dynamic Customer Success team. This role serves as a critical bridge between Sales and Customer Success, helping new clients get up and running with our platform. We’re looking for a tech-savvy, organized, and proactive individual with strong communication skills and a passion for delivering a seamless onboarding experience. You'll assist clients with integrations, data migration, and setup - ensuring a smooth transition into the Levitate platform.

Responsibilities

  • Lead implementation calls with clients to guide them through setup and onboarding
  • Collaborate closely with Sales, Support, and Customer Success teams for smooth handoffs
  • Troubleshoot implementation challenges through problem-solving and collaboration with Support and Engineering
  • Accurately document customer interactions and updates in our system
  • Effectively manage time and tasks to meet implementation deadlines
  • Use AI tools to clean and prepare spreadsheets during onboarding processes

Qualifications

  • 1–2 years of customer-facing experience, preferably in a tech environment
  • Strong technical aptitude and comfort with tools and integrations
  • Fluent in Excel (basic formulas, VLOOKUP, data manipulation, etc.)
  • Excellent written and verbal communication skills
  • Highly organized with strong time management and multitasking abilities
  • Professional and empathetic when working with clients
  • Strong problem-solving mindset with a collaborative attitude

Our commitment to our staff is showcased not only through our strong company culture, but also through our employee-centric benefits and programs including:

  • Paid time off and paid provincial holidays to facilitate strong work-life balance 
  • Paid parental leave that provides employees with support and flexibility as they grow their families
  • Extensive benefit options including private pension matching, healthcare benefits, etc. Culture Crew and Emerging Leader programs to foster employee leadership development, inclusivity, and connection through year-round trainings and events

Notices:

  • AI: Levitate will use Artificial Intelligence-supported tools to screen, assess or select applicants at one or more stages of the recruitment process for this position.
  • Compensation: Compensation for this position is a $55,000 base + $10,000 bonus = $65,000 CAD on target earnings. The bonus portion is uncapped.
  • Vacancy Status: This position is being publicly advertised to support ongoing hiring needs and may be used to fill an existing vacancy or to support anticipated team growth. Depending on business needs at the time of hire, this role may be filled as a backfill or as new headcount.

Skills Required

  • 1-2 years of customer-facing experience, preferably in a technology environment
  • Strong technical aptitude and comfort with tools and integrations
  • Fluency in Excel, including basic formulas, VLOOKUP, and data manipulation
  • Excellent written and verbal communication skills
  • Strong organization, time management, and multitasking abilities
  • Professional and empathetic client interaction skills
  • Strong problem-solving mindset and collaborative attitude
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The Company
HQ: Raleigh, NC
145 Employees
Year Founded: 2017

What We Do

Founded in 2017 by ShareFile creator Jesse Lipson, Levitate was built with a passion for helping small and medium-sized businesses focus on what they do best: building relationships. Our pioneering approach to marketing—what we call “keep-in-touch” marketing—leverages personal, authentic communication strategies with the power of an AI-driven platform to keep your business top of mind all the time. Clients can use the application to send top-performing email templates to their network, schedule out sends in our content calendar, set up keep-in-touch tags for contacts, create automated drip campaigns, and more -- all with a dedicated marketing coach by your side.

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