About FieldPulse
FieldPulse is a fast-growing software company building modern tools for home service businesses such as plumbers, electricians, HVAC companies, and specialty contractors. Our platform helps customers run their entire business, from scheduling and invoicing to payments, communication, and reporting.
As we continue to grow upmarket, we are working with larger and more complex customers who require advanced configuration, operational guidance, and strategic onboarding. We are looking for an Implementation Advisor to lead implementations for our most strategic accounts, typically customers with 21+ users, complex workflows, and advanced configuration needs.
About the Role
The Implementation Advisor is responsible for leading the onboarding and implementation of FieldPulse for our most strategic and complex customers. These accounts often include multi-team organizations, advanced reporting needs, integrations, custom workflows, and large user counts.
This role goes beyond standard onboarding. You will act as a trusted advisor, helping customers design their workflow, configure the system correctly, and ensure long-term success with the platform.
You will partner closely with Sales, Customer Success, Product, and Technical teams to ensure smooth launches and strong customer outcomes. This position requires strong experience, confidence leading customer conversations, and the ability to manage complex implementations from start to finish. This role is highly consultative and requires strong experience in software implementation, customer-facing project management, and workflow design.
Where You'll Work:
- Our headquarters in Dallas, TX.
- You’ll be right in the heart of the action, surrounded by a team of passionate, high-energy individuals who thrive in a collaborative, fast-paced environment.
What You'll Do:
Strategic Implementation Ownership
- Lead implementations for large and complex customers, typically 21+ users
- Manage full onboarding lifecycle from kickoff through go-live
- Design implementation plans based on customer structure, workflow, and goals
- Configure accounts with advanced setup including pricebook, reporting, permissions, integrations, and add-ons
- Ensure customers are fully set up for long-term success before go-live
Consultative Customer Guidance
- Act as a trusted advisor during implementation
- Ask detailed discovery questions to understand how the customer operates
- Recommend best practices based on experience with similar customers
- Set clear expectations on capabilities, limitations, and timeline
- Guide customers through change management and adoption
Project Management
- Create and manage implementation timelines for strategic accounts
- Track progress and hold customers accountable to milestones
- Coordinate across internal teams when additional support is required
- Escalate risks early to ensure successful outcomes
Cross-Functional Collaboration
- Partner with Sales on complex handoffs
- Work with Customer Success on long-term account strategy
- Collaborate with Technical Support on advanced issues
- Provide feedback to Product on feature gaps and customer needs
Operational Excellence
- Maintain accurate notes in CRM and internal tools
- Follow defined implementation process for strategic accounts
- Help improve playbooks and documentation for complex onboarding
- Assist with internal initiatives to improve scalability
What We’re Looking For:
- Bachelor’s degree or equivalent experience
- 1–3+ years in implementation, customer success, consulting, or account management
- Experience working with complex or mid-market / enterprise customers
- Strong project management skills
- Excellent communication and presentation skills
- Comfortable leading calls with executives and business owners
- Highly organized and detail-oriented
- Strong problem-solving ability
- Able to manage multiple high-touch customers at once
Preferred:
- SaaS implementation experience
- Experience with CRM, field service, or fintech software
- Experience with QuickBooks Online or Desktop integrations
- Experience with workflow design or operational consulting
What We Offer:
- Impactful, Fast-Paced Startup Culture: Work on exciting projects that truly move the needle.
- Lunches Provided Monday–Friday: Delicious meals on us to fuel your day.
- Comprehensive Health Coverage: Medical insurance, plus dental & vision benefits to keep you covered.
Health & Wellness Perks: Memberships to keep you feeling your best. - 401(k) Plan: Secure your future while you grow with us.
- Clear Path for Growth: Transparent career progression, professional development, and promotion opportunities.
- Paid Parental Leave: Support for you and your family when it matters most.
Skills Required
- 1+ years of experience in customer onboarding, implementation, or a similar customer-facing SaaS role
- Project management skills and ability to manage multiple implementations
- Strong communication and leadership skills
- Grit, adaptability, and resilience in challenging customer situations
- Critical thinking and problem-solving skills, including troubleshooting technical issues
- High emotional intelligence and ability to build customer trust
- Comfort with technology and ability to learn and teach software effectively
FieldPulse Compensation & Benefits Highlights
-
Healthcare Strength — Medical, dental, and vision coverage are consistently listed, alongside HSA/FSA and dependent-care options. These offerings provide a comprehensive baseline of health support.
-
Retirement Support — A 401(k) is included in multiple public benefits listings and role descriptions. Its presence indicates basic retirement planning support, even if match and vesting details aren’t disclosed.
-
Wellbeing & Lifestyle Benefits — Wellness and daily-life perks such as fitness stipends/ClassPass, onsite gym access, and free daily meals are prominently featured, particularly at the Dallas HQ. Company events, happy hours, and a pet-friendly office further enhance day-to-day experience.
FieldPulse Insights
What We Do
Trusted by thousands of service businesses, FieldPulse is an all-in-one platform that gets your entire field service team on the same page, across the office and the field, so that time is focused on growing the business and serving customers. Built with customization at the center, FieldPulse is the only service management software that adapts to the unique ways each service business manages their workflows. Backed by award-winning customer support, FieldPulse is the business partner contractors trust to simplify their operations and power growth. FieldPulse puts essential features like scheduling, estimates, invoices, payments, customer management, and job management into one platform and helps you scale while maintaining consistency across processes and service quality. As your business grows, opt in to advanced features for larger, more complex business types like custom reporting, inventory management, pricebook, Operator AI and more. Explore all features or get a demo at fieldpulse.com
Why Work With Us
FieldPulse was founded in 2015 and recently raised a $50 million Series C funding round in 2025. FieldPulse was named on the 2025 Inc. 5000 list of fastest growing private companies and has also been named Best Place to Work in Dallas by the Dallas Morning News.
FieldPulse Offices
Hybrid Workspace
Employees engage in a combination of remote and on-site work.
