Enterprise Implementation Specialist

About the role

This is a high-impact, client-facing role that sits at the intersection of data, implementation, and product. You will take messy, unstructured client data from disparate sources and turn it into a clean, unified, migration-ready data model inside ProjectMark. You will configure the platform around each firm's business development, preconstruction, and marketing workflows, build the training that drives adoption, and manage every milestone to its deadline.

Key Responsibilities

• Lead end-to-end implementation for enterprise accounts, including scoping, data migration, configuration, training, and launch
• Own data quality from intake to import - profile, clean, QA, deduplicate, and validate client data, consolidating unstructured sources into a single unified data structure ready to migrate into ProjectMark
• Configure the platform to reflect each client's unique workflows across business development, preconstruction, and marketing - including pipeline and opportunity management, analytics, reports, dashboards, user permissions, and user provisioning
• Design and configure automated workflows in low-code/no-code environments
• Guide clients through Bolt and AI-powered workflow setup so they unlock intelligent features from day one
• Design and deliver tailored training programs and implementation documentation - SOPs, playbooks, templates, and guides - for diverse user groups, from BD managers to marketing teams to executive leadership
• Serve as the primary technical point of contact throughout the onboarding lifecycle
• Proactively identify and resolve blockers before clients feel them, and manage at-risk onboardings to recovery
• Develop and maintain implementation playbooks, templates, and SOPs that scale with the business
• Support solution scoping during the sales cycle for complex enterprise deals

Qualifications

• AI-First Mindset: You think AI-native. You reach for AI by default to QA data, accelerate configuration, generate documentation, and solve problems faster - and you can teach clients to do the same. This is non-negotiable.
• Data QA Expertise: This is the heart of the role. You can take unstructured, inconsistent data from many sources and transform it into a clean, validated, unified structure ready for migration. You understand databases, excel frameworks, relationships, and what rigorous data hygiene looks like.
• CRM & Technical Fluency: You are a CRM expert and comfortable in data tools, APIs, and AI-enabled environments without needing a manual.
• Communication: You can simplify complexity for a VP and go deep on configuration with an IT admin in the same day.
• Project Management & Drive: You own your book of onboardings end to end. No handoffs, no excuses. You build the schedule, hold the deadlines, and chase outcomes relentlessly. You are a self-starter who identifies what needs doing and drives it to completion.
• Adaptability: Every construction firm is different. You flex quickly and build solutions that stick.
• Proactive Problem-Solving: You identify blockers before clients feel them and drive resolutions fast.