Implementation Manager

Quandri Technologies, Inc.; Vancouver (WA); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

Comprehensive health benefits

Employee stock options

Four weeks paid vacation

Lifestyle Spending Account

Job summary

Medium is seeking an Implementation Manager to drive the implementation of the Quandri platform across various customer segments, focusing on operational excellence.

The role involves managing projects from start to finish, ensuring a seamless onboarding experience for clients. Successful candidates will have a strong technical aptitude, outstanding project management skills, and a passion for customer service.

Compensation ranges from $90k to $130k, with comprehensive benefits and employee stock options.

Qualifications

• 2+ years of experience implementing software/SaaS systems.
• Experience in the insurance industry or with Agency Management Systems is a plus.
• Ability to learn different software programs quickly.

Responsibilities

• Manage implementation projects and client onboarding.
• Lead implementation activities including setup and training.
• Ensure customer expectations are met and provide technical support.

Skills

Project management skills

Technical aptitude

Written/verbal communication skills

Customer service

Interpersonal skills

Tools

HubSpot

G-Suite

Microsoft Office

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.

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.

Why join us?

• 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

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 you’ll 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 GDrive to 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 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 range for base pay is $90k - $130k which is dependent on level of experience, performance and choice of stock option compensation
• Employee stock options based on experience level
• Comprehensive health benefits, including $500 Lifestyle Spending Account
• 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.