Ivo · 10 hours ago
Implementation Specialist
Ivo is building an AI platform for enterprise contract management and is seeking its first Implementation Specialist. This role will be responsible for onboarding large enterprise customers, ensuring they have a seamless implementation experience while working closely with Customer Success Managers and various stakeholders.
Artificial Intelligence (AI)LegalLegal Tech
Responsibilities
Lead post-sale onboarding for large, complex enterprise customers, from kickoff through initial steady-state usage
Act as the customer’s primary implementation owner, coordinating closely with the assigned CSM
Build trust with senior customer stakeholders by demonstrating strong judgment, structure, and follow-through
Facilitate structured scoping sessions to understand customer objectives, priorities, workflows, and constraints
Translate customer goals into clear implementation plans, including:
Workspace structure and document scope
Workflow design and prioritization
Integration considerations with existing tools (e.g., Salesforce, Sharepoint and Google Drive)
Create project plans around timelines, dependencies, and outcomes
Design and support customer-specific Intelligence workflows, intake mechanisms, and fact extraction use cases
Ensure configurations align with customer operating models and long-term scalability
Partner with internal teams (legal engineering, product, support) to deliver solutions that meet customer requirements
Deliver tailored training sessions for customer teams on:
Intelligence workplace setup and usage
Fact extraction and query workflows
Best practices for scaling usage across teams
Ensure customers feel confident operating independently while knowing when and how to engage Ivo for support
Manage implementation-related requests during onboarding in line with defined SLAs and complexity tiers
Provide clear status updates, risk flags, and recommendations to both customers and internal stakeholders
Identify patterns across implementations and contribute to process improvements, templates, and playbooks
Qualification
Required
4–8+ years in implementation, professional services, onboarding, or customer delivery roles for complex B2B SaaS products
Significant experience working with enterprise customers and navigating multi-stakeholder environments
Strong ability to scope ambiguous problems, design structured solutions, and execute against them
Technically fluent enough to discuss data models, integrations, workflows, and system constraints (without needing to be an engineer)
Strong customer presence with demonstrated experience managing complex customer projects and software roll-outs
Comfortable setting boundaries, managing expectations, and saying 'no' when necessary
Highly organized, with strong written and verbal communication skills
Benefits
Relocation and Visa Support
Comprehensive medical, dental and vision plans to suit the needs of you and your family.
Unlimited PTO
Generous office space in Downtown San Francisco, with snacks, coffee and regular team building events and activities.
Company
Ivo
Ivo is an AI-powered contract intelligence platform helping enterprise legal teams streamline contract review and negotiation processes.
H1B Sponsorship
Ivo has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (1)
Funding
Current Stage
Growth StageTotal Funding
$77.2MKey Investors
Blackbird VenturesCostanoa VenturesFika Ventures,Uncork Capital
2026-01-20Series B· $55M
2025-02-05Series A· $16M
2024-04-04Seed· $4.8M
Recent News
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