Customer Implementation Lead

Ray Tax Group LLC

$140K — $160K *
Business Services
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • 2 to 5 years in B2B SaaS implementation or onboarding, preferably at a seed or Series A company.
  • Proven experience in training users and driving customer product adoption.
  • Strong track record of building processes from scratch in dynamic environments.
  • Bachelor's degree or higher required.
  • Demonstrated ownership and problem-solving abilities in customer interactions.

Responsibilities

  • Scope implementation plans with accounting firm owners to ensure understanding of product use.
  • Train end users and integrate the software into their workflows.
  • Proactively resolve issues that arise post-onboarding for optimal customer experience.
  • Develop repeatable implementation processes and playbooks as the company scales.
  • Translate structured customer feedback into actionable insights for product and engineering teams.
  • Collaborate closely with founders to prioritize and address high-impact customer outcomes.

Benefits

  • Base salary of $140K to $160K.
  • Competitive equity package.
  • Full-time role with a hybrid work model.
  • In-person work required 3-4 days a week in San Francisco.
  • Visa sponsorship and transfers not available.
Full Job Description
We are hiring a Customer Implementation Lead to build the company's first implementation function. This is a hands-on individual-contributor role. You will own the full customer journey from contract signing to daily product use for accounting firms with 5 to 50 employees, working directly with the founders to make every implementation successful and repeatable. What you'll do • Scope implementation plans with firm owners and guide each customer from contract through daily use. • Train end users, install the software into their workflows, and help accounting firms adopt the product successfully. • Triage issues after onboarding and coordinate practical resolutions. • Build repeatable implementation processes and playbooks from scratch as the company grows. • Turn structured customer feedback into clear input for the product and engineering teams. • Work closely with the founders on high-priority customer outcomes. Requirements What we're looking for • 2 to 5 years of experience in a customer-facing B2B SaaS implementation or onboarding role, ideally at a seed or Series A company. • Experience training end users and owning customer outcomes through adoption. • Demonstrated ability to build a process from scratch in an ambiguous, high-ownership environment. • A bachelor's degree or higher. • A record of sustained ownership, strong judgment, and practical customer problem-solving. Bonus points • Experience with accounting, tax, bookkeeping, or other financial workflows. • Familiarity with the needs of small to midsize accounting firms. Benefits Compensation and benefits • Base salary of $140K to $160K. • Competitive equity. • Full-time role. Location and work model • Hybrid in San Francisco, with 3 to 4 days per week in person at the Fisherman's Wharf office. • Visa sponsorship and visa transfers are not available.

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