Customer Implementation Manager

Forma

. Own and lead end-to-end implementation of Forma for new customers, from post-sales onboarding through successful program launch .

Posted 9/17/2026full-timeRemote • United StatesJuniorMid-LevelWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates strong project management capabilities, effectively leading end-to-end implementations while ensuring cross-functional collaboration and alignment. Possesses the ability to analyze client needs and translate them into actionable project specifications, maintaining focus on timelines and deliverables.

Highest-signal resume keywords

Project ManagementClient LiaisonNeeds AssessmentCross-Functional CollaborationRisk Management

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Project ManagementImplementationNeeds AssessmentProject PlanningTimeline ManagementDeliverable TrackingScope DefinitionClient Training Materials DevelopmentProblem SolvingAttention to Detail

Soft Skills

Solutions-OrientedTeam PlayerInitiativeAccountabilityCommunication

Industry Keywords

Customer SuccessHR BenefitsPayrollHRISITFinance

About the role

Key responsibilities & impact

Own and lead end-to-end implementation of Forma for new customers, from post-sales onboarding through successful program launch
Support upsell and expansion initiatives for existing clients
Act as the primary liaison between customers and internal teams
Collaborate with stakeholders in HR Benefits, Payroll, HRIS, IT, and Finance
Conduct needs assessments and define implementation project scope
Translate business requirements into clear, actionable project specifications
Develop, manage, and maintain project plans, timelines, milestones, agendas, and client-facing training materials
Track project progress and deliverables throughout the implementation lifecycle
Identify risks and manage deviations to keep initiatives on schedule and within scope
Advocate for client needs and feedback within Forma
Ensure cross-functional alignment with Product, Engineering, Support, and Customer Success teams

Requirements

What you’ll need

2-5 years experience in project management, customer success or related role
Strong project management skills
Ability to manage multiple tasks and responsibilities
Experience working under time constraints
Demonstrated ability to manage projects from end to end
Ability to communicate and work across client organizations
Solutions-oriented team player who takes initiative and is accountable for results
Attention to detail
Ability to analyze and problem solve
Must be comfortable working remotely
Must be eligible to work in the United States or have appropriate employment visa status; application asks whether sponsorship will be required

Benefits

Comp & perks

Remote-first working environment
Medical, dental and vision insurance plans
Employee wellness program
Home Productivity program
Team building program
401(k) savings plan
Flexible PTO policy
12 weeks Parental Leave + 4 additional weeks for the Birthing Parent