Implementation Specialist

• Lead end-to-end delivery of Lending and Deposit product implementations from post-sale kickoff through go-live
• Manage two to three concurrent Partner projects, averaging four months from kickoff through go-live
• Drive decisions, escalations, and accountability across internal and Partner teams
• Maintain project plans, risk logs, and status reporting for internal leadership and Partner stakeholders
• Serve as primary point of contact for Partner executives, product owners, compliance leads, and technical resources
• Lead discovery, requirements workshops, configuration reviews, and go-live readiness checkpoints
• Communicate progress, risks, and tradeoffs to business and technical audiences
• Learn each Partner's technology stack, including core banking, loan origination, digital banking, credit bureaus, and identity and fraud vendors
• Coordinate integrations with Strategic Partners and third-party providers, managing dependencies, credentials, and testing windows
• Own handoffs from Sales into delivery and from delivery into post-launch support
• Surface Partner feedback to Product and Engineering to influence roadmap priorities
• Contribute to playbooks, templates, and process improvements that strengthen Operations

Senior Implementation Manager – Fintech

• Deliver proofs of concept to customers quickly and efficiently
• Own user provisioning, workspace configuration, and integration setup end to end
• Troubleshoot configuration mistakes, product issues, and access issues
• Escalate issues to the appropriate Scribe teams for resolution
• Run technical portions of customer calls, including admin walkthroughs and end-user onboarding sessions
• Produce configuration guides, troubleshooting runbooks, and documented processes for the go-to-market team
• Shorten the time between customer agreement to a POC and production of workflow data for decision-making
• Provide Product with evidence-based feedback on setup friction affecting deals
• Work directly with Product to access new functionality early and provide platform improvement input
• Collaborate closely with Account Executives and Solutions Engineers
• Spend time in the product and on customer calls

Product Implementation Specialist

• Oversee partner implementations from initial planning through successful launch
• Own, track, prioritize, and manage the implementation pipeline
• Identify roadblocks and adjust timelines to keep projects on track
• Coordinate and lead partner onboarding calls, product demos, and project overviews
• Serve as the primary point of contact during implementation and delivery
• Collaborate with Partner Managers, partners, and technical contacts
• Ensure projects meet established standards and partner requirements
• Validate completion of implementation steps before handoff to the Partner Manager
• Maintain comprehensive project documentation, tickets, cases, and implementation tasks
• Report pipeline progress to the Partner Support Director and key stakeholders
• Track quarterly implementation goals and identify opportunities for pipeline movement
• Streamline implementation workflows and improve timelines

Implementation Manager II

• Manage, coach, and develop Forward Deployed Engineers and Professional Services team members
• Set expectations for project ownership, customer communication, technical quality, and delivery standards
• Build career paths, operating rhythms, onboarding materials, and performance feedback loops
• Balance workload across implementations, integrations, migrations, escalations, and strategic customer work
• Oversee customer implementation projects from kickoff through go-live and stabilization
• Ensure projects have clear scopes, timelines, owners, risks, and success criteria
• Improve delivery predictability across onboarding, custom integrations, data migrations, and customer-specific services
• Partner with Customer Success, Sales, Solutions Engineering, Product, and Engineering on handoffs and execution
• Create and improve playbooks, templates, trackers, estimation models, and delivery workflows
• Define work that should be standard, custom, productized, or escalated to Engineering
• Improve intake, scoping, prioritization, project tracking, and reporting for services work
• Identify operational bottlenecks and implement process improvements
• Guide technical discovery and solution design for complex customer deployments
• Support integrations with CMMS, GIS, inspection platforms, file transfer workflows, and customer data environments
• Help deliver data migrations, configuration work, API-based integrations, and field deployment support
• Serve as escalation point for technically complex or high-risk customer projects
• Surface recurring customer needs, implementation friction, and integration requirements to Product and Engineering
• Collaborate with Sales and Solutions Engineering on scoping, pricing inputs, technical feasibility, and customer commitments
• Partner with Customer Success on transition to ongoing adoption
• Represent ProServe capacity, risks, and delivery tradeoffs in planning conversations
• Run the ProServe standup and own prioritization and capacity calls across the live customer-project portfolio
• Spend meaningful time in customer conversations, especially for at-risk or technically complex deployments
• Decide what gets declined, phased, or handed to Product

Manager, Implementation – Professional Services

• Serve as the main point of contact during a customer’s implementation process
• Deliver top-tier customer service and support across all product areas
• Assist in training customers to ensure the successful beginning of a new customer journey
• Coordinate deliverables with various internal departments
• Communicate thoughtful, customized solutions that help customers move forward and grow their business
• Learn the Shopmonkey product suite and automotive industry

Implementation Manager

• Lead end-to-end implementations for large-scale enterprise customers with complex organizational structures, multi-entity requirements, and high volumes of matters and spend
• Act as the customer's trusted guide throughout implementation
• Oversee multiple enterprise implementations simultaneously, managing priorities, risks, and escalations
• Understand customer business and technical requirements and translate them into implementation plans
• Configure the Brightflag platform, including approval workflows, billing guidelines, reporting structures, and security needs
• Develop and own data migration strategies for large, complex datasets
• Coordinate with internal resources for accurate and timely data migration execution
• Collaborate with Product and Engineering on feature requests and integrations across matter management, ERP, and SSO systems
• Work with the Customer Success Manager to define implementation success and establish long-term customer relationships
• Ensure enterprise needs are met and positioned for continued growth, adoption, and satisfaction

Lead Implementation Consultant – Brightflag

• Build and develop leaders running a globally distributed customer engineering team
• Own the reactive support queue for EDA infrastructure and escalate into service engineering with high-quality signal
• Run the Kubernetes platform team as a customer engineering service, including availability, roadmap, developer experience, and operational excellence
• Own the evolution of the AI support agent from FAQ bot to a system that safely resolves issues against real internal systems
• Define and defend SLOs for operational performance and secure stakeholder buy-in
• Drive deep support and continuous improvement across EDA job schedulers, Kubernetes platforms, and internal LLM harnesses
• Design software solutions and automation pipelines to eliminate operational overhead
• Stay connected to live production environments and engineer permanent automated remedies for recurring toil

Implementation Specialist jobs in California