Finance Lead
Edia
Implementation Manager
Broccoli AI
full-time
Posted on:
Location Type: Remote
Location: Remote • 🇺🇸 United States
Visit company websiteSalary
💰 $75,000 - $100,000 per year
Job Level
Mid-LevelSenior
About the role
- Lead onboarding for new customers, setting up their AI agents to handle calls, book jobs, and integrate with CRMs like ServiceTitan.
- Customize prompt flows and voice logic to match each business’s tone, processes, and goals.
- Train owners and office managers on best practices, troubleshooting, and ongoing optimization.
- Monitor early adoption closely, identify risks, and ensure accounts hit key milestones in the first 30–60 days.
- Collaborate with product and engineering to share customer feedback and improve AI behavior and workflows.
Requirements
- 3+ years in onboarding, customer success, or technical implementation—ideally at a fast-paced SaaS, automation, or AI company.
- Strong communicator who can make AI and technical concepts simple for non-technical users.
- Organized and process-driven, able to manage multiple accounts in parallel and refine onboarding playbooks.
- Thrive in ambiguity and speed—you move fast, solve problems proactively, and help define how we scale.
- Experience with CRM integrations (e.g., ServiceTitan) and onboarding workflows.
- Experience training owners and office managers on best practices and troubleshooting.
ATS Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
onboardingcustomer successtechnical implementationCRM integrationstroubleshootingAI agentsprompt flowsvoice logicbest practicesonboarding workflows
Soft skills
strong communicatororganizedprocess-drivenproblem-solvingadaptabilitycollaborationcustomer feedbacktrainingoptimizationrisk identification
