Implementation Lead
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Job Description
Implementation Lead owning technical client onboarding for Producerflow’s insurance producer licensing and compliance platform. Coordinating migrations, APIs, workflows, testing and go-live across Spain-based remote clients.
Responsibilities:
- Own the handoff from sales by reviewing the contract, proposal and sales notes, confirming promises, stakeholders and success criteria, and flagging risks
- Lead client kickoffs and build mutual action plans with milestones, owners, dependencies and go-live dates
- Run workshops with business, compliance and IT teams to document current and target processes, data and integrations
- Write implementation requirements for engineering teams
- Plan and track data migration, integrations, workflow configuration and user acceptance testing
- Scope technical work, question estimates and explain trade-offs to clients
- Manage scope, change requests and commercial changes with the Account Executive
- Run status meetings and steering committees, provide written updates, raise risks and handle escalations
- Plan cutover, lead go-live, train client administrators and users, and confirm platform adoption
- Hand off live clients to support and account management with complete documentation
- Build reusable implementation templates and processes and share client feedback with product and sales
- Report to the CRO
Requirements:
- 5+ years of experience in client-facing technology implementations, ideally at a consulting firm or on the implementation team of a SaaS/enterprise software company
- Owned at least one implementation from kickoff to go-live, including the plan, the risks, and the client relationship
- Degree in Engineering, Computer Science, Mathematics, Physics or similar
- Technical fluency with APIs, data models, data migration and integrations
- Ability to write basic SQL, build a data-mapping document and review test results
- Highly self-directed and hands-on; able to write requirements, update the plan and chase follow-ups independently
- Credibility with senior client leaders; ability to deliver bad news, push back on scope, and maintain relationships
- Structured project management skills, including tracking dependencies and accountability without formal authority
- Comfort with ambiguity and adapting quickly
- Daily use of Claude, ChatGPT, or similar AI tools
- Fluent English and Spanish, written and spoken
- Experience in insurance or financial services, especially distribution, compliance or onboarding processes (nice-to-have)
- Experience working with US clients (nice-to-have)
- Experience building an implementation or professional-services function at a startup (nice-to-have)
- Familiarity with Salesforce, HubSpot, Linear, or Jira (nice-to-have)
Benefits:
- Equity
- Private health insurance
- Flexible compensation (Cobee)
- Home office setup budget
- Training and development budget
- AI-first culture
- Team offsites in places like Dublin, Miami, Lisbon, Paris, and more
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