SaaS Implementation Lead - Onboarding & Go-Live

PEARLY; Atlanta (GA); On-site; USD 80,000 - 120,000; Full time

Job summary

Pearly is seeking an Implementation Specialist who owns the onboarding lifecycle for every new Pearly account, from kickoff to go-live, across SMB through Enterprise. You will configure the platform, train practice staff and providers, and ensure a well-documented handoff to the Account Management CSM.

You will lead structured kickoff calls, coordinate with Sales, Product, and CSM, and help build onboarding playbooks while tracking milestones in HubSpot and Pylon.

Qualifications

• 2–4 years in SaaS implementation or onboarding.
• Strong project management skills with multiple onboardings.
• Experience leading live software configuration and training sessions.
• Familiarity with HubSpot and CS platforms like Pylon.
• Comfort with integrations and APIs is a plus.

Responsibilities

• Own onboarding for all newly signed accounts across every segment, managing pacing and prioritization across a mixed caseload.
• Lead structured kickoff calls that define scope, timeline, stakeholders, and success criteria with each practice.
• Configure the Pearly platform — PMS integration, payment setup, user permissions, and workflows — to match each practice's specific needs.
• Run live training sessions for practice staff and providers, ensuring functional competency before go‑live.
• Track onboarding milestones and early account-health signals in Pylon, escalating risk early.

Skills

SaaS implementation

Project management

Customer onboarding

Live software configuration

Training sessions

Tools

HubSpot

Pylon

Zendesk

Intercom

Job description

Pearly is seeking an Implementation Specialist who owns the onboarding lifecycle for every new Pearly account, from kickoff to go-live, across SMB through Enterprise. You will configure the platform, train practice staff and providers, and ensure a well-documented handoff to the Account Management CSM.

You will lead structured kickoff calls, coordinate with Sales, Product, and CSM, and help build onboarding playbooks while tracking milestones in HubSpot and Pylon.