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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.
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
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
AI ReceptionistTrueLarkAI VoiceAI TextingOnline BookingMissed Call TextUnified InboxCall Intelligenceworkflow configurationtroubleshooting
Soft Skills
presentation skillscustomer trainingcommunication skillsorganizational skillstime managementtrust buildinginfluencecustomer adoptionproblem-solvingcustomer experience