Implementation Specialist

 

Description:

We're looking for an Implementation Specialist based in NYC or East Coast to own the technical onboarding experience for new customers from contract signature through a live, production-ready deployment. The playbooks and processes are established -- you'll own the North America customer base and be the accountable point of contact in the timezone.

What You'll Do
 

  • Own implementations end-to-end: internal handoff, kickoff, environment setup, DMS/SSO/add-in configuration, document ingestion, user registration, and CS handoff
  • Owns outcomes, not just tasks -- when something's broken, fixes it; when something's missing, builds it
  • Serve as the primary customer-facing POC through platform readiness for Scale accounts; co-own the technical track alongside CSMs on Enterprise accounts
  • Coordinate with IT contacts at law firms on identity configuration, DMS indexing, and add-in deployment (iManage, NetDocuments, SharePoint, Microsoft Office)
  • Troubleshoot integration issues, escalate to Engineering with clear problem statements, and close the loop with customers
  • Maintain accurate implementation status in Salesforce and Linear; keep internal stakeholders informed without requiring them to ask
  • Contribute to playbooks and documentation that make the implementation motion repeatable
  • Surface friction from implementations back to the team -- on the product, the process, or both
     

What We're Looking For
 

  • 3+ years in implementation, solutions engineering, or technical onboarding at a B2B SaaS company
  • Comfortable navigating technical configurations (SSO, identity providers, cloud storage, enterprise software deployment) without needing Engineering in the room
  • Strong communicator -- you can run an IT working session and a stakeholder status call in the same week
  • You build structure where there isn't any, and don't wait to be told what to do
  • Good judgment about when to escalate vs. when to figure it out yourself
  • Based in NYC or able to work EST hours.

Organization Draftwise
Industry Other Jobs Jobs
Occupational Category Implementation Specialist
Job Location New York,USA
Shift Type Morning
Job Type Full Time
Gender No Preference
Career Level Experienced Professional
Experience 3 Years
Posted at 2026-08-09 3:49 pm
Expires on 2026-09-23