Onboarding Implementation Manager (Charlotte, NC)

| Charlotte, NC
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Payzer is a fast-growing software company located in south Charlotte, North Carolina.

We make and sell Payzerware, the all-in-one management tool that helps contractors run their business, grow sales, and simplify back-office operations.

Our products deliver:
  • Inbound call management and CRM
  • Technician scheduling and dispatch
  • Appointments and reminders
  • Sales proposals, invoices, and maintenance agreements
  • Easy to use online and mobile payment solutions
  • Instant loan decisions that help grow average order size
  • Effective promotional offers that help close business
  • Simple electronic cash management
  • Rich financial and customer level reporting
  • Robust integration with QuickBooks

The Position
As the Implementation Manager, you will be responsible for ensuring the successful execution of the Payzerware onboarding strategy while accelerating customer adoption of Payzer products and solutions. In addition to overseeing the end-to-end onboarding life cycle for new customers, you will be tasked with streamlining the onboarding experience by collaborating across key internal teams including customer success, customer support, and product development.

Key responsibilities include:
  • Managing a team of onboarding coaches who successfully help our customers solve complex business problems by applying our software to meet their needs. This will include regular check-ins with each coach, monitoring individual performance, and providing performance feedback, as needed.
  • Provide best practices and mentorship on how best to implement Payzer's products in order to overcome customer challenges and create a smooth onboarding experience.
  • Serve as the primary escalation point for the onboarding team to help solve sensitive client concerns or issues related to their onboarding experience.
  • Build, implement, and improve implementation strategies to ensure customers are onboarded within the defined SLAs.
  • Review and analyze daily KPI reporting to track team success and forecast future trends.
  • Become a product expert with a deep understanding of our systems, with an emphasis on the "why" and "how" in order to better serve our customers.
  • Help hire and train new employees.


  • BA/BS degree with at least 5+ years of employee management and/or project management experience in a SaaS environment.
  • Highly collaborative, organized, and execution-oriented with strong presentation skills.
  • Excellent project management skills with an emphasis on attention to detail, timelines, and quality of work.
  • Excellent problem-solving skills and ability to be flexible to project situations.
  • Ability to research, analyze and provide a solution to newly identified issues.
  • Ability to adapt and thrive in a fast-paced environment that rewards hard work and self-motivation.
  • Superior relationship and communication skills (both verbal and written).
  • Experience with Salesforce CRM is a plus
  • Experience in Field Management Software and/or HVAC is a MUST
  • Knowledge of payments and finance software is a plus


  • The chance to be early at a fast-growing, fully funded venture-backed startup. You won't be just another drone at Payzer. You can get in on the ground floor. Learn more at payzer.com
  • A professional work environment that's non-corporate. We have a great collaborative team, a casual dress code, and we work hard toward a common goal. You will be hard-pressed to find a better work environment!
  • Exceptionally strong employer-paid medical, dental, and vision insurance for individual and family coverage.
  • 401(k) plan
  • FSA and HSA Accounts
  • Three weeks vacation.
  • Work from home option 1 - 2 days per week
More Information on Payzer
Payzer operates in the Cloud industry. The company is located in Charlotte, NC. Payzer was founded in 2012. It has 114 total employees. It offers perks and benefits such as Health Insurance Benefits. To see all 4 open jobs at Payzer, click here.
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