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Implementation Specialist – Upsells AI Receptionist
WeaveImplementation Specialist guiding customers through onboarding for Weave's AI Receptionist platform. Managing customer training, activation, and support throughout the implementation process.
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
AI ReceptionistTrueLarkAI VoiceAI TextingOnline BookingMissed Call TextUnified InboxCall Intelligenceworkflow configurationtroubleshooting
Soft Skills
presentation skillscustomer trainingcommunication skillsorganizational skillstime managementtrust buildinginfluencecustomer adoptionproblem-solvingcustomer experience
Tools & Technologies
Weave systems
Industry Keywords
Customer SuccessAccount ManagementImplementationProject Managementcustomer-facing rolesescalated customer situationsonboardingcustomer expectationsadoption concernsgo-live
About the role
Key responsibilities & impact- Serve as the primary implementation specialist and trusted advisor from kickoff through go-live.
- Manage a portfolio of customers in various stages of onboarding.
- Lead customer training and activation calls for AI Receptionist and TrueLark products.
- Review and validate customer AI setup preferences, scheduling configurations, business information, insurance settings, and workflow requirements.
- Train customers on AI Receptionist features including:
- - AI Voice
- - AI Texting
- - Online Booking
- - Missed Call Text
- - Unified Inbox
- - Call Intelligence
- - Needs Attention workflows
- Configure and activate TrueLark within Weave systems.
- Conduct test calls and validate customer workflows before go-live.
- Troubleshoot implementation issues and partner with Product, Support, Operations, and Engineering teams when necessary.
- Proactively manage customer expectations and communicate implementation milestones.
- Handle customer escalations and adoption concerns.
- Ensure customers understand how to maximize the value of both Weave and TrueLark.
- Document customer interactions, implementation progress, and next steps.
- Schedule and conduct post-go-live check-in calls to support adoption and long-term success.
- Deliver a five-star customer experience throughout the onboarding journey.
Requirements
What you’ll need- 2+ years of experience in Customer Success, Account Management, Implementation, Project Management, or related customer-facing roles.
- Strong presentation and customer training skills.
- Ability to manage multiple implementations simultaneously.
- Excellent verbal and written communication skills.
- Strong technical aptitude and ability to troubleshoot software workflows.
- Ability to navigate ambiguity and operate in a fast-changing environment.
- Strong organizational and time management skills.
- Ability to build trust and influence customer behavior.
- Demonstrated ability to drive customer adoption and outcomes.
- Experience handling escalated customer situations.
Benefits
Comp & perks- Health insurance
- 401(k) matching
- Paid time off
- Flexible work arrangements
- Professional development opportunities