Implementation Manager

Location: Remote or Hybrid (Greenwich Village, NYC)

JOIN US IN BUILDING THE FUTURE OF AI AGENTS.

Hi 👋 – we're Thoughtly, the easiest way for businesses to build AI agents to handle their phone calls. We're backed by top investors and partners from New York to San Francisco. This is your opportunity to work at a high-growth, venture-backed startup that is making waves across the tech industry.

WHAT WE'RE LOOKING FOR:

We are seeking a proactive and detail-oriented Implementation Specialist to join our team. The ideal candidate will have a strong background in software integrations, customer success, and onboarding. This role is essential in ensuring our clients have a seamless and positive experience from the initial setup to ongoing success with our products and services.

KEY RESPONSIBILITIES:

• Workflow Building:
• Design and implement efficient Thoughtly workflows to meet client-specific requirements.
• Customize and configure Automation tools (Zapier/Make) to ensure Thoughtly agents align with client processes.
• Collaborate with clients to understand their needs and translate them into actionable workflows.
• Customer Success:
• Serve as the primary point of contact for clients during the implementation phase.
• Provide expert guidance and support to ensure clients achieve their desired outcomes.
• Monitor client progress and proactively address any issues or concerns.
• Foster long-term relationships with clients to drive retention and satisfaction.
• Onboarding:
• Lead the onboarding process for new clients, ensuring a smooth and effective transition.
• Conduct training sessions and provide resources to educate clients on best practices.
• Develop and maintain comprehensive onboarding materials and documentation.
• Track onboarding progress and adjust strategies as needed to meet client goals.
  

QUALIFICATIONS:

• Bachelor’s degree in Business, Information Technology, or a related field.
• Proven experience in workflow building, customer success, and client onboarding.
• Strong problem-solving skills with the ability to think critically and creatively.
• Excellent communication and interpersonal skills.
• Ability to manage multiple projects and priorities in a fast-paced environment.
• Proficiency with CRM systems and workflow automation tools. (Make, Zapier)
• Experience in a B2B technology or SaaS environment is preferred.
  
  

PREFERRED SKILLS:

• Certification in project management (e.g., PMP, CAPM).
• Experience with tools such as Salesforce, HubSpot, or similar platforms.
• Knowledge of customer success software (e.g., Gainsight, Totango).
  
  

The base salary range for this role is $75,000 to $110,000 bonus, equity, and US benefits. The actual pay may vary based on factors such as location, experience, and skills.

Compensation Range: $80K - $110K