Implementation Specialist

• Own the end-to-end project plan for each assigned deployment, from kickoff through go-live and handoff — milestones, dependencies, owners, dates.
• Run a disciplined cadence of customer-facing and internal meetings: kickoff, weekly status, executive steering, internal pod sync, go-live readiness, and handoff.
• Track and report key metrics, status, risks, and decisions in a clear, consistent format that scales across customers and is visible to leadership.
• Manage scope and change actively — document requests, assess impact (timeline, cost, technical), and secure approval before work begins.
• Deliver “silent go-lives” as the standard – minimal escalations, no rollbacks attributable to project management or coordination failures.
• Serve as the primary day-to-day point of contact for the customer’s program team — PMO, IT operations, brand, and property-level stakeholders.
• Set and manage customer expectations clearly; communicate constraints, trade-offs, and decisions in a way that builds trust rather than friction.
• Navigate complex, multi-stakeholder enterprise environments with composure and clarity.

Senior Implementation Manager

• Be on the front-lines and ensure our customers increase the safety, efficiency, and sustainability of their operations with our IoT platform.
• Manage the deployment of Samsara technology to large-scale US Public Sector customers.
• Create launch plans and a roadmap to increase product usage.
• Track implementation progress, participation, product adoption, and account health.
• Run training sessions, demonstrate Samsara’s technology, and work through challenges with customers.
• Juggle multiple customer engagements in parallel and work cross-functionally.

Strategic Implementation Consultant – Public Sector

• The Senior Implementation Consultant is responsible for the project management of National/Regional Accounts case implementations with an emphasis on communication, project and exception management.
• Project managing the implementation of new, add issue cases and services on complex cases and ensuring all business partners complete requirements of the sold case process.
• Project Manage the reimplementation of complex cases with acquisitions and major changes in account structures, ensuring all business partners complete requirements of the reimplementation process.
• Specialist is responsible for accurately gathering data and documentation directly from the broker or customer, from the point of sale through the finalization of the Customers Implementation.
• Attend customer/broker finalist & kick-off meetings in person or telephonically. Facilitates the initial introduction of the implementation process including creation and development of kick off materials.
• Owns the completion and retention of implementation documentation.
• Collaborates with Underwriting on pricing and plan design to ensure sold case proposals match customer needs found during data gathering.
• Responsible for the development of finalist materials specific to Implementation process.
• Presents virtually or in person, the Implementation process to the customer/broker during the pre-sale finalist presentation.
• Adherence to Compliance policies and procedures including but not limited to encryption of emails as appropriate.
• Actively participates in internal roundtables and consultation with the sales exec and internal business partners.
• Responds to internal/external customer calls and correspondence related to the implementation of sold case and add issues.
• Follows through on expressed commitment to the external/internal customers and if commitment cannot be met, provide clear expectations on next steps.
• Researches and resolves customer issues, offering alternative solutions.
• Provides consultation on benefits, plan designs and contract language that have been sold to the customer to ensure deliverables meet the customer's needs.
• Responsible for ensuring customer deliverables are delivered accurately and timely.
• Facilitates PG (Performance Guarantee) negotiations with client/broker and internal disciplines.
• Drafts, negotiates, and distributes initial Agreements and Applications (PG's, ASO, LOI's, etc.) and coordinates client signatures and counter signatures.
• Identify non-standard language, provisions or agreements that require consultation with other business.
• Develop successful customer/broker relationships over a compressed timeframe to facilitate the Implementation.
• Transition the case to field service team upon completion of the Implementation without service disruption to the customer.
• Mentors and trains new team members.
• May be overall project leader for other Implementation Consultants to support large blocks of business.
• May represent Implementation in large interdepartmental projects; new product and service rollouts, compliance/legal issues, best practice/procedure changes.
• Travels to in-person finalist or kick-off calls.

Senior Implementation Consultant

• Lead or directly contribute to CRIMS implementations. Analyze and evaluate requirements while providing product expertise and guidance throughout the implementation project.
• Ensure the solutions developed by Charles River meet the customer’s business needs and that the customer is prepared to assume ownership and operate the solution after go-live.
• Assist other members of the Professional Services team and proactively develop and share best practices.
• Analyze and evaluate customer requirements to help Charles River respond to sales opportunities. Prepare and deliver sales presentations.
• Execute proof-of-concept projects to demonstrate the potential of CRIMS to satisfy the specific needs of potential customers.
• Educate customers on the methodologies and functionality provided by CRIMS. Advise on best practices regarding the implementation and operation of Charles River solutions and services.
• Monitor and evaluate customer requirements to identify potential enhancements to Charles River solutions and services. Document and communicate product improvements as part of customer-specific implementation projects or in response to trends in the marketplace.
• Contribute to software quality by clearly communicating defects to Client Support and Product Management. Support the defect resolution process by providing clear descriptions of defects and validating the resulting fixes. Identify errors and mistakes in documentation and suggest corrections and improvements.

Senior Implementation Manager – IBOR, Charles River Development

• Develop deep expertise in Snapsheet’s SaaS products to guide customers through implementations
• Lead end-to-end implementations for global insurance carriers
• Act as the primary project manager and day-to-day client contact, ensuring timely and high-quality launches
• Use a consultative approach to identify customer pain points, goals, and optimal platform configurations
• Create and manage implementation plans, including onboarding, training, integrations, and launch milestones
• Lead integration and configuration discussions with technical support as needed
• Identify opportunities for automation, engagement, and post-launch optimization using customer metrics
• Partner with training and Customer Success teams to drive adoption and ensure a smooth transition
• Drive proactive communication with customers and internal stakeholders
• Gather and translate customer feedback into product and enhancement recommendations
• Leverage competitive insights and best practices to improve client outcomes and grow the business

Strategy and Implementation Manager

• Lead the technical implementation workstream for enterprise customer deployments from kickoff through go‑live
• Conduct technical discovery related to customer environments, identity systems, integrations, data sources, and deployment requirements
• Translate business and implementation requirements into scalable, customer‑centric technical configuration and deployment plans
• Define, document, and manage technical design decisions aligned with platform standards and long‑term maintainability
• Partner collaboratively with Customer Success and Implementation teams to ensure technical execution aligns with the overall rollout strategy
• Track and document technical implementation activities to support transparency, knowledge sharing, and repeatability
• Lead configuration and troubleshooting of single sign‑on (SSO) and user provisioning using SAML, OIDC, and related technologies
• Collaborate authentically with customer IT and security teams to validate connectivity, certificates, claims mapping, and identity architecture
• Support enterprise security readiness reviews and document final configurations for long‑term operational success
• Scope, design, and configure integrations with upstream and downstream customer systems
• Lead validation of APIs, file‑based integrations, middleware workflows, and data exchange patterns
• Troubleshoot and resolve integration issues during implementation and testing with a calm, solutions‑oriented approach
• Lead planning and execution of data migrations, imports, and configuration deployments
• Validate source data quality, mappings, transformations, and readiness for import
• Perform technical validation prior to customer UAT and go‑live to ensure reliability and scalability
• Support technical test planning for SSO, integrations, data loads, and environment configuration
• Identify and communicate technical risks, dependencies, and blockers impacting launch readiness
• Define and evolve standard patterns for integrations, data loads, SSO configuration, and environment setup
• Create documentation and technical accelerators that reduce manual effort and improve implementation velocity

Technical Implementation Consultant

• Implementation Project lead for planning, design, communication, and execution of scoped requirements
• Creation and utilization of customer project plans, risk identification and remediation planning
• Responsible for internal and external program documentation
• Effectively hosts project calls & discovery workshops with onboarding clients
• Develop and execute strategies to achieve workable customer solutions in line with company goals and scope requirements
• Ensure KPIs (Key Performance Indicators) are on target and effectively communicated to all levels of the organization
• Management of internal and external project expectations and communication
• Organization of customization scoping, documentation, tracking, and invoicing (as applicable)
• Ensures testing of application functionality alongside the Technical Implementation Specialist
• Successful team coordination of initial customer implementation and ongoing platform upgrades
• Manage a team of technical specialists responsible for platform build and project plan execution
• Responsible for overall project quality control throughout development, maintaining brightfin delivery standards
• Establish and maintain strong business relationships with internal and external teams
• Coordinates training and lifecycle transition stages internally and externally
• Identifies business value provided by the contracted solution; understands the business objectives of customers at various stages of the relationship to align services with those objectives
• Capture system or process enhancement opportunities; document and communicate enhancements to appropriate internal stakeholders for work/cost estimations.
• Maintains up to date brightfin application technical knowledge and industry best practices
• Ensures tools are in place for optimal operational efficiency based on brightfin initiatives.

Implementation Manager

• Partner with Account Directors on pre-sales motions for new customer acquisition, product expansion, and expansion across lines of business.
• Lead onboarding for strategic customers, including planning, implementation, integrations, and training.
• Identify opportunities to expand adoption across underutilized features, untapped products, and new lines of business.
• Serve as an escalation point for complex technical challenges raised by other Customer Engineers.
• Build playbooks, document repeatable fixes, coach peers, and improve how Customer Engineering work gets done across the team.
• Assess account health, risks, stakeholder relationships, and the highest-priority problems to solve within your portfolio.
• Drive measurable improvement in customer health, retention, expansion, and technical resolution across strategic accounts.

Senior Customer Engineer, Enterprise

• Assist Business leaders in planning, organizing, and executing projects and initiatives from inception to completion.
• Track milestones, deliverables, and timelines, ensuring all stakeholders are informed and aligned.
• Review Business leader project documentation, ensure timely sharing of status reports and meeting notes to all stakeholders.
• Act as the liaison between departments to facilitate information flow and resolve issues.
• Coordinate or attend meetings, gather input, and communicate updates to ensure all teams are working toward common goals.
• Identify and escalate potential roadblocks or conflicts to Business leadership.
• Support the launch of Business initiatives including but not limited to new products and marketing campaigns by coordinating tasks, resources, and communications.
• Recommend and help implement process improvements to enhance project delivery and interdepartmental collaboration.
• Document best practices and lessons learned for future initiatives.

Senior Implementation Specialist – Travel

• Be on the front-lines and ensure our customers increase the safety, efficiency, and sustainability of their operations with our IoT platform
• Manage the deployment of Samsara technology to large-scale US Public Sector customers, enabling customers to achieve quick time to value in their investment
• Create launch plans and a roadmap to increase product usage
• Track implementation progress, participation, product adoption, and account health
• Run training sessions, demonstrate Samsara’s technology, and work through challenges with executives and day-to-day users of the system across numerous use cases
• Juggle multiple customer engagements in parallel and work cross-functionally to deliver an exceptional experience for our customers
• Deeply understand the Samsara platform’s capabilities and explain them to customers of all types
• Champion, role model, and embed Samsara’s cultural principles as we scale globally and across new offices

Enterprise Implementation Consultant – Public Sector

• Redesign the Onboarding Model (Primary Focus)
• Lead & Evolve the Implementation Team
• Build a Scalable Enablement Engine
• Create Training Content That Replaces Live Training
• Leverage AI & Automation
• Optimize for Efficiency & Outcomes
• Cross-Functional Partnership

Customer Enablement & Implementation Manager

• Serve as the primary compliance partner for mortgage product teams on implementation and support questions
• Translate regulatory and investor requirements into clear business logic
• Conduct pre-launch testing of system rules and workflow configurations
• Perform post-launch validation and control testing
• Analyze production data, control testing results, complaints, and audit findings
• Recommend and help implement remediation plans
• Build cross-functional partnerships with Product, Engineering, Operations, and Legal
• Leverage data analytics, automation, and AI-enabled tools to scale compliance oversight

Senior Compliance Analyst, Product Implementation & Support

• Own the ongoing success, value realization, and risk management of Samsara’s Mid-Market Scale customer segment, consistently meeting or exceeding KPIs.
• Define and execute scalable, long-term customer success strategies, including standardized playbooks for onboarding, adoption, expansion, and renewal.
• Lead and support the CSM team through critical customer engagements
• Champion, role model, and embed Samsara’s cultural principles as we scale globally and across new offices
• Hire, develop and lead an inclusive, engaged, and high-performing team

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