Records Manager

TEEMA; Vancouver; Remote; CAD 90,000 - 130,000; Full time

Benefits offered by this job

Stock options

Four weeks paid vacation

Global remote work policy

Parental leave benefits

Job summary

Quandri is hiring an Implementation Manager to deploy our platform for SMB to Enterprise clients. You will drive the full implementation lifecycle, collaborating with product, CS, and engineering to deliver value and high satisfaction.

You will own kickoff, discovery, configuration, testing, and training, while ensuring clear metrics and successful onboarding. This role offers global flexibility and a fast-paced, customer-first culture.

Qualifications

• 2+ years implementing software/SaaS systems.
• Bonus: experience in insurance industry or Agency Management Systems.
• Strong project management skills and customer focus.
• Proven ability to translate tech concepts for non-technical users.
• Excellent written and verbal communication, and training abilities.

Responsibilities

• Manage implementation projects and client onboarding end-to-end.
• Lead kickoff, discovery, configuration, testing, and training phases.
• Report progress via CRM and align deployment dates with clients.
• Coordinate handoff from Implementation to Customer Success.
• Document goals and success metrics at sales-to-implementation.
• Gather technical requirements and relay feedback to product team.
• Manage changes in scope, budget, or schedule effectively.
• Use HubSpot, Sybill, and GDrive to track deployments.
• Collaborate with Product to improve time-to-value for customers.
• Create scope-of-work docs aligning expectations with delivery.
• Identify opportunities to improve training and user adoption.
• Become product expert and know key technical details.
• Understand insurance broker workflows and AMS relevance.
• Provide customer feedback to CS and product for refinement.

Skills

Project management

Customer onboarding

Stakeholder communication

Change management

Technical aptitude

CRM experience

Cross-functional collaboration

Training & support

Tools

HubSpot

Sybill

GDrive

Job description

Quandri is transforming the insurance experience for policyholders across North America by providing AI to the industry’s critical stakeholders - insurance agencies and brokerages. Insurance agents are the lifeblood of the insurance industry, and are where most Property & Casualty insurance is sold and serviced. Yet, there are forces making it harder than ever for them to operate; more consolidation, rising talent crisis, increasing complexity of insurance and the AI revolution are significant challenges for how agencies have typically operated.

This challenge is a massive opportunity to rethink how insurance agencies operate. Quandri is at the cutting edge of this change, delivering real transformation to the entire insurance experience one process at time through the deep understanding of insurance workflows, systems and data paired with deep technical capabilities and proprietary models.

We’re making insurance better for policyholders, while helping insurance brokerages deliver a better client service, grow faster, and harness AI so that they control the future of insurance distribution.

We are moving fast and focused on customer impact. You will enjoy and be successful at Quandri if you:

• Have a deep customer focused mindset
• Can operate in a fast paced environment where change and innovation is a constant
• Take high levels of ownership in everything you do
• Have AI-first thinking and want to apply AI to solve the world’s problems of tomorrow
• Operate with urgency, and aren’t afraid to move fast and make some mistakes along the way
• Are low ego, and believe more in achieving the best outcome for our customers and achieving big goals as a team
• Want to have a big impact, and are not content with making changes at the edges

Our head office is in Vancouver BC, with ¾ of our team working here and the rest distributed across North America.

We’re backed by leading US and Canadian investors, are growing fast, and have a few awards to prove it:

’s Top Canadian Startups in 2024 & 2025

CB Insights’ Insurtech 50 and Fintech 100

Globe and Mail’s Top Growing Companies in Canada.

Most importantly, if you want to do the best work of your life changing an industry with technology alongside talented people who are both high-performing and kind, Quandri is the place for you.

About the Role: The Implementation Manager is responsible for implementing the Quandri platform for a wide range of customers, from SMB to Enterprise.

The role will lead at all stages of the implementation journey for both new and existing customers. You will leverage your past experience leading customer-focused software initiatives to deliver implementations that enable customers to achieve outstanding results from their partnership with Quandri.

What youll do:

• Manage implementation projects and client onboarding from start to finish
• Lead implementation activities, including kickoff, discovery, configuration, testing, and training
• Communicate progress via our CRM throughout the implementation process to ensure the Customer understands the progress towards their deployment date
• Provide a from Implementation to CS, ensuring customer expectations are met and transitions are efficient and customer focused
• Confirm and document customer goals and success metrics as customers exit the sales cycle and enter implementation
• Facilitate technical requirement gathering and deliver customer feedback to the product team when necessary
• Effectively manage and communicate changes in project scope, budget or schedule
• Utilize internal tools such as HubSpot, Sybill, and GDriveto track all Customers in deployment and their progress
• Work with the Product team to continually improve customer time-to-value
• Develop scope of work documentation that marries customer expectations with internal delivery resources
• Identify change management opportunities to improve user training & adoption
• Become an expert in our products and know all required technical details to successfully implement our products
• Understand the fundamentals of the insurance broker landscape and and the day to day broker processes that Quandri improves
• Understand key elements of the AMS systems our customers use that are relevant to our implementation
• Provide insights and feedback from our customers to the Customer Success and product team to help shape our product refinement

The right person for this role will have:

• 2+ years of experience successfully implementing software/SaaS systems
• Bonus: experience in the insurance industry and/or working with Agency Management Systems
• Outstanding project management skills and effective use of project management tools
• Strong technical aptitude and curiosity to understand systems
• Experience working with product and engineering teams to deliver implementations
• Experience managing change management activities by clearly communicating the implementation process and providing amazing support and user training
• Proven ability to convey technical subject matter to non-technical audiences
• History of delivering exceptional customer service
• Highly-developed written/verbal communication skills
• Strong interpersonal and relationship-building skills
• Proficiency in Microsoft Word, Excel, Powerpoint or G-Suite equivalents
• Proficiency in using a CRM platform (HubSpot preferred)
• Ability to handle multiple responsibilities and prioritize efficiently
• Aptitude for technology and the ability to learn to use different software programs quickly
• The ability to manage multiple customer projects
• The ability to effectively listen and communicate with customers in a professional manner
• Effectively present to customers and run engaging customer meetings
• Well-organized with attention to detail
• Demonstrate commitment and passion for creating positive customer-centric interactions

Compensation and benefits:

• The compensation range is $90k - $130k which is dependent on level of experience, performance and choice of stock option compensation
• Employee stock options based on experience level
• Four weeks of paid vacation per year
• Work anywhere in the world for 60 calendar days of the year
• Parental leave top-ups: 6 months for birthing parents, 8 weeks for non-birthing parents (up to $100,000 annual salary)

Quandri is dedicated to fostering a diverse and inclusive workplace. As an equal opportunity employer, Quandri adheres to Canadian labour laws and does not engage in discrimination based on race, national origin, gender, gender identity, sexual orientation, protected veteran status, disability, age, or any other status protected under Canadian law.