Client Onboarding & Implementation Specialist

What You’ll Do

• Lead client onboarding from pre-kickoff through launch, managing timelines, deliverables, and stakeholder communication.
• Build and maintain project plans, track milestones, flag risks, and keep internal teams aligned.
• Conduct kickoff calls, discovery and training sessions, and check-ins with client stakeholders, including non-technical decision makers.
• Partner with Account Management and the Engineering team to ensure smooth handoffs and accurate client expectations.
• Assess each client's CRM environment and document how leads, appointments, and agent attribution should flow end to end.
• Translate client requirements and CRM realities into clear technical requirements for engineering and for client technical contacts.
• Cook up and validate API based lead delivery during launch, confirming data lands accurately in the client's CRM or designated destination.
• Troubleshoot and escalate integration issues with full context, partnering with engineering on the build.
• Contribute to the implementation playbook, onboarding workflows, and standardized integration templates.

Who You Are

• Required Qualifications:
• 5 to 6 years of experience in implementation, onboarding, customer success, or technical project management, ideally at a SaaS, tech, or technical consulting company.
• Working knowledge of CRM architecture: lead objects, workflows, automation rules, and how data flows between systems.
• Exposure to multiple CRM platforms and the ability to learn new ones quickly. Comfortable discussing API based integrations at a requirements level with technical and non-technical stakeholders.
• Able to translate between business needs, client technical contacts, and an internal engineering team.
• Strong project management skills: comfortable owning multiple concurrent onboardings without dropping the ball.
• Proficiency with Google Workspace (Docs, Sheets, Drive, Gmail, NotebookLM), Confluence, and Slack.
• Experience using project management tools (Zoho Projects, Linear, or equivalent).

• Not Required: This is not an engineering or CRM role. You will define and validate technical requirements.

Preferred Qualifications

• Experience with AI-powered sales tools or conversational AI platforms.
• Familiarity with sales lead flow and marketing attribution concepts.
• Basic SQL or data validation experience.

Skills & Attributes

• Clear, confident communicator: able to manage client expectations, deliver hard news professionally, and build trust quickly.
• Thrives in a fast-paced startup environment: problem-solves independently and knows when to escalate versus push forward.
• Detail-oriented with a bias for documentation and process.

What Success Looks Like (First 90 Days)

• Shadow and then independently manage 2 to 3 client onboardings from kickoff through launch.
• Independently produce clear technical requirements for the agent and attribution integration.
• Build relationships with key internal stakeholders across Account Management, Engineering, and Product.
• Contribute at least one documented improvement to the implementation process.

Pay

• Base: $70,000 to $85,000
• Equity: Equity package
• Benefits: Comprehensive medical, vision, dental, 401k retirement plan, unlimited PTO, a flexible remote-first culture, and most of all, a collaborative, high-trust environment where your ideas matter.

Why Join Us

• High-ownership role: real visibility into the business and how it runs.
• Collaborative, fast-moving team: values clear communication and getting things done.
• Shape the function: opportunity to shape how we scale onboarding and CRM integration as we grow.

Ready to Apply?

• We're looking to fill this position as soon as we find the right candidate. If you're excited about owning the client onboarding experience end to end, bridging technical and non-technical stakeholders, and being a key contributor to a high-growth AI startup, we'd love to hear from you.
• Equal Opportunity Employer
• Lahzo is committed to building a diverse and inclusive team. We provide equal employment opportunities to all qualified applicants regardless of race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, veteran status, or any other characteristic protected by law. We welcome applicants from all backgrounds and will provide reasonable accommodation as needed.