Client Onboarding & Implementation Specialist
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Job Description
Client Onboarding & Implementation Specialist leading client onboarding experiences at Lahzo. Collaborating across teams to ensure seamless integration and project management throughout the onboarding process.
Responsibilities:
- Lead client onboarding from pre-kickoff through launch
- Build and maintain project plans, track milestones, flag risks, and keep internal teams aligned
- Conduct kickoff calls, discovery and training sessions, and check-ins with client stakeholders
- Partner with Account Management and the Engineering team to ensure smooth handoffs and accurate client expectations
- Assess each client's CRM environment and document how leads, appointments, and agent attribution should flow end to end
- Translate client requirements and CRM realities into clear technical requirements for engineering and for client technical contacts
- Coordinate and validate API based lead delivery during launch
- Troubleshoot and escalate integration issues with full context
- Contribute to the implementation playbook, onboarding workflows, and standardized integration templates
Requirements:
- 5 to 6 years of experience in implementation, onboarding, customer success, or technical project management
- Working knowledge of CRM architecture: lead objects, workflows, automation rules, and how data flows between systems
- Comfortable discussing API based integrations at a requirements level with technical and non-technical stakeholders
- Strong project management skills and ability to own multiple concurrent onboardings
- Proficiency with Google Workspace (Docs, Sheets, Drive, Gmail, NotebookLM), Confluence, and Slack
- Experience using project management tools (Zoho Projects, Linear, or equivalent)
Benefits:
- Comprehensive medical, vision, dental
- 401k retirement plan
- Unlimited PTO
- Flexible remote-first culture
- Collaborative, high-trust environment where your ideas matter
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