Implementation Specialist configuring Square 9’s ECM/BPM software, SQL Server databases, and document workflows. Supporting customer discovery, project updates, and solution documentation.
About the role
- Enterprise Implementation Manager leading AI implementation for insurance agencies and brokerages. Managing onboarding, deployment, customer adoption, and cross-functional delivery at Quandri.
Responsibilities
- Own the implementation lifecycle from pre-sale requirements discovery to go-live
- Build project plans, align technical and business requirements, and manage stakeholder expectations
- Collaborate with customer IT and business stakeholders to define project scope, data requirements, and success criteria
- Deliver high-touch onboarding experiences that drive adoption and long-term success
- Configure data connectivity and extraction pipelines with specialist resources as needed
- Conduct QA and testing; validate AI-generated outputs for accuracy, business relevance, and customer-context alignment
- Build repeatable implementation playbooks, training assets, and workflows
- Track implementation status and report key KPIs using project management and reporting tools
- Manage risks, dependencies, timelines, project outcomes, scope, and customer expectations
- Keep project status visible to executive leadership and escalate blockers when required
- Enable, train, and demonstrate solutions to customer users to support sustained adoption
- Document solution design decisions and configurations for future reference and handoff
- Visit customers onsite for configuration, training, and adoption efforts
- Document customer pain points and enhancement opportunities as a product feedback loop
- Partner with Product and Engineering to improve time-to-value and advocate for customer use cases in roadmap planning
Requirements
- 5+ years experience in enterprise SaaS implementation
- High preference for a background in AMS systems (e.g. Applied Epic, Vertafore AMS360) or other InsureTech solutions
- Track record of cross-functional project management
- Experience running structured implementations for enterprise-level organizations
- Ability to simplify technical concepts for varied audiences and develop personalized training and enablement materials
- Consulting skills with the ability to steer customer workshops, present findings to management, manage stakeholder expectations, and deliver outcomes in the face of adversity and ambiguity
- Willingness to travel to customer locations, estimated at 25%, according to customer requirement and project delivery phases
- Strategic mindset, strong communication, and empathy-driven leadership
- High ownership and ability to build repeatable, scalable systems
- AI-first thinking and customer-focused mindset
Benefits
- Variable bonus compensation package
- Employee stock options based on experience level
- Comprehensive health benefits, including Lifestyle Spending Account
- Four weeks of paid vacation per year
- Work anywhere in the world for 60 calendar days of the year
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