SaaS Implementation Lead: Drive Onboarding & Adoption

Socket.dev; Boston (MA); On-site; USD 100,000 - 150,000; Full time

Job summary

PlotBox is seeking an Implementation Manager to lead customers through onboarding and implementation, ensuring adoption and immediate value from day one. You will own the end-to-end implementation lifecycle, coordinating with clients and internal teams to deliver projects on time and guide best practices for a smooth transition to long‑term support.

You will manage project plans, timelines, milestones, and risk, serving as the primary client contact during onboarding and implementation.

Qualifications

• 2–4 years’ experience in SaaS implementation or onboarding.
• Strong understanding of SaaS platforms and cloud technologies.
• Proven ability to manage multiple client-facing projects independently and meet deadlines.
• Experience configuring and testing software platforms.
• Ability to translate business processes into technical solutions.
• Experience with process documentation, UAT, or workflow mapping.
• Experience delivering virtual and in-person training.
• Familiarity with CRM, project management, change management or SaaS onboarding tools.
• Technical aptitude for API integrations and managing complex software configurations.

Responsibilities

• Own the end-to-end implementation lifecycle, from project planning through go-live.
• Build and manage implementation plans, timelines, and milestones aligned to client goals.
• Confirm project scope & requirements to set clear expectations with clients from day one, managing scope change requests made throughout implementation.
• Serve as the primary point of contact for clients during onboarding and implementation.
• Facilitate regular check-ins to track progress, surface risks, and keep projects moving forward.
• Communicate status updates clearly to both internal stakeholders and client leadership.
• Guide clients through data migration, workflow optimization, system configuration, and integrations.
• Partner with specialist teams to ensure accurate, timely delivery.
• Coordinate the validation of customer data, troubleshoot issues, and support user acceptance testing.
• Deliver training and support early adoption of the platform.
• Ensure clients are fully prepared for a seamless transition into long‑term support.
• Collaborate cross-functionally to resolve challenges efficiently and effectively.
• Manage internal metrics such as revenue recognition, billable utilization, project costs.

Skills

SaaS implementation

Project management

Client management

Data migration

System configuration

Training delivery

API integrations

Requirements gathering

Communication

Tools

CRM tools

Project management software

Job description

PlotBox is seeking an Implementation Manager to lead customers through onboarding and implementation, ensuring adoption and immediate value from day one. You will own the end-to-end implementation lifecycle, coordinating with clients and internal teams to deliver projects on time and guide best practices for a smooth transition to long‑term support.

You will manage project plans, timelines, milestones, and risk, serving as the primary client contact during onboarding and implementation.