M&A Platform Implementation Lead

Jobtailor; Boston (MA); On-site; USD 70,000 - 90,000; Full time

Job summary

Jobtailor in Boston seeks a Sales Engineer/Customer Success specialist to partner with Account Executives, demonstrate our platform’s fit, and drive rapid time-to-value during onboarding. You will help prospects understand value in the context of their M&A workflows and collaborate with Product to create tailored demo environments.

As a trusted advisor, you’ll guide customers through onboarding, ensure successful adoption post-onboarding, and contribute to enablement materials for account

Qualifications

• 1–3 years in Sales Engineering, Customer Success, Implementation, or related roles in a B2B SaaS environment.
• Strong communication skills, including the ability to lead customer-facing calls and explain technical concepts simply.
• Organized, resourceful, and comfortable managing multiple onboarding engagements at once.
• Basic familiarity with tools like Notion, HubSpot, project tracking systems, or data-driven workflows.
• Familiarity with M&A, finance, or cross-functional business processes is a plus.
• Bonus: Experience working with technical or product teams on feedback and feature design.
• Bonus: Google Looker BI experience.

Responsibilities

• Partner with Account Executives to demonstrate our platform’s fit, scope implementation efforts, and deliver tailored product walkthroughs.
• Act as a trusted advisor during the sales cycle, helping prospects understand the value of our solution in the context of their M&A workflows.
• Work with Product team to create and maintain tailored demo environments, enabling sales & marketing.
• Oversee onboarding and implementation programs that drive rapid time-to-value.
• Ensure new customers are set up for success as they shift from traditional, manual M&A processes to our modern, purpose-built platform.
• Work closely with Account Management to build enablement materials to reinforce post-onboarding adoption.
• Serve as the voice of the customer internally—synthesizing insights from onboarding and pre-sales to influence product strategy.
• Document onboarding processes, edge cases, and playbooks.

Skills

Sales engineering

Customer success

Implementation

Communication skills

Notion

HubSpot

Project tracking systems

Data-driven workflows

M&A knowledge

Google Looker BI

Tools

Notion

HubSpot

Project tracking systems

Data-driven workflows

Google Looker BI

Job description

Jobtailor in Boston seeks a Sales Engineer/Customer Success specialist to partner with Account Executives, demonstrate our platform’s fit, and drive rapid time-to-value during onboarding. You will help prospects understand value in the context of their M&A workflows and collaborate with Product to create tailored demo environments.

As a trusted advisor, you’ll guide customers through onboarding, ensure successful adoption post-onboarding, and contribute to enablement materials for account