XILO · 2 months ago
Customer Implementation Manager
Carlsbad, CA
Full-time
Onsite
Entry, Mid Level
2+ years expXILO is a fast-growing Vertical AI company focused on transforming operations for insurance brokers, banks, and credit unions. They are seeking a Customer Implementation Manager to onboard SMB and mid-market clients, ensuring a seamless and consultative onboarding experience while managing customer requirements and project timelines.
Auto InsuranceCommercial InsuranceFinTechInsuranceInsurTechProperty InsuranceSaaSSales AutomationSoftware
Hiring Manager
Jon Corrin
Responsibilities
Own end-to-end customer onboarding for SMB/mid-market accounts, managing timelines, expectations, and deliverables
Lead discovery sessions to gather complex customer requirements and translate them into structured user stories and implementation plans
Configure the XILO platform hands-on (workflows, forms, integrations, data mapping) to meet customer needs
Partner closely with Engineering to ensure product requirements are well-documented, prioritized, and delivered accurately
Run highly effective customer meetings — driving clarity, accountability, and timeline adherence
Communicate proactively with customers, including guiding them through decisions and managing tough conversations when needed
Maintain detailed documentation, status updates, and accuracy across Salesforce and internal systems
Identify risks or blockers early and drive swift resolution across teams
Collaborate cross-functionally with Sales, Product, and Customer Success to ensure smooth transitions from kickoff to go-live
Contribute to improving onboarding processes, playbooks, and systems as XILO scales
Qualification
Required
2–4 years of experience in customer onboarding, implementation, or technical account management within B2B SaaS
Strong ability to gather and translate complex requirements into structured tasks for engineering
Hands-on experience configuring or implementing a technical product involving workflows, integrations, or custom configuration
Exceptional communicator — confident, articulate, and comfortable leading calls with executives and frontline users
Highly organized, Type-A operator who manages timelines, tasks, and communication with precision
Skilled at managing customer expectations and navigating difficult conversations
Thrives in a fast-paced, high-growth environment and takes full ownership of outcomes
Comfortable working cross-functionally and influencing without authority
Preferred
Experience in insurance, financial services, or other regulated vertical SaaS markets
Experience with workflow automation or AI-driven products
Familiarity with Salesforce or similar CRM/CS tools
Benefits
Competitive total rewards package with strong equity upside.
Company
XILO
XILO is a workflow automation platform designed for traditional insurance agencies and companies.
11-50 employees
Funding
Current Stage
Early StageTotal Funding
$13.2MKey Investors
Altos VenturesEV Private InvestmentsForum Ventures
2025-01-22Series A· $7.2M
2022-07-18Seed
2020-12-18Seed· $5.56M
Leadership Team
Jon Corrin
Co-founder & CEO at XILO
Eli Zaragoza
Co-founder & President
Recent News
Right Side Capital Management
2025-11-04
2025-02-08
2025-02-04
Company data provided by crunchbase