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About the role
Key responsibilities & impact- Own the end-to-end onboarding process from deal close through first transaction, driving toward strong in-month onboarding completion.
- Accelerate time-to-transact by removing blockers, sequencing implementation steps effectively, and holding the team accountable to activation milestones.
- Drive activation by ensuring customers complete configuration, training, and initial live transactions early in the post-kickoff window.
- Ensure the team validates business requirements upfront so implementations are scoped correctly and set up for early success.
- Drive ramp-up achievement by monitoring velocity weekly and intervening early when customers fall behind expected transaction-volume curves.
- Own revenue- and margin-driving feature attach rates, ensuring hardware and special promotions deliver measurable ROI.
- Develop and execute playbooks that move customers from basic setup to full-platform utilization, defining success as active product usage rather than technical completion.
- Maintain at-risk revenue at healthy levels within the implementation portfolio through proactive health monitoring and early intervention.
- Manage the Implementation-to-Account Management handoff, ensuring customers transition with a solid foundation: active transactions, feature adoption, and a clear success trajectory.
- Lead, coach, and develop a team of Implementation Managers, ensuring each team member meets their KPIs/SLAs with a clear understanding of what to do and how to execute.
- Provide regular, proactive updates to leadership throughout the week on onboarding progress, at-risk accounts, and team performance.
Requirements
What you’ll need- 3–5 years of experience in customer success, implementation, or onboarding management within a SaaS or payments technology environment.
- 2+ years of direct people management experience, with a demonstrated track record of coaching individual contributors to exceed performance targets.
- Experience owning end-to-end onboarding or implementation funnels, with accountability for time-to-value, activation, and early-retention metrics.
- Strong analytical skills with the ability to inspect data, identify at-risk accounts, and translate metrics into coaching actions.
- Proficiency with CRM platforms (HubSpot strongly preferred) for pipeline management, customer health tracking, and reporting.
- Excellent cross-functional communication skills—comfortable presenting to executives, partnering with Product and Engineering, and translating customer patterns into actionable feedback.
Benefits
Comp & perks- Competitive compensation package and company equity awarded on day 1!
- RoadSync employees enjoy three weeks (15 working days) of PTO annually
- Medical, dental, and vision benefits - premiums paid for employees
- Exposure to the inner workings of a growing company, including open, transparent communication within our team.
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
onboarding managementimplementation managementdata analysisperformance coachingcustomer health trackingpipeline managementactivation metricsretention metricsfeature adoptionROI measurement
Soft Skills
leadershipteam developmentcross-functional communicationaccountabilityproactive updatesproblem-solvingcoachinginterventionpresentation skillscustomer success orientation
