Senior Implementation Consultant

Wealthbox; United States; Remote; USD 100,000 - 140,000; Full time

Benefits offered by this job

Comprehensive health coverage

401(k)

Paid time off

Job summary

Wealthbox is seeking a Senior Implementation Consultant to onboard our largest advisory firms, guiding them from kickoff to go-live and early adoption. You’ll oversee setup, security, workflows, and AI-enabled features while educating users across roles.

This role demands strong project discipline and fluency in enterprise SaaS implementations. You’ll collaborate with product, engineering, and sales teams to drive improvements and scalable onboarding, ensuring firms achieve value at go-live and

Qualifications

• 3 to 5+ years in implementation, onboarding, customer success, consulting, or product education, in SaaS.
• Experience implementing solutions for enterprise or complex B2B customers.
• Ability to learn complex software quickly and teach it plainly to non-technical users.
• Strong organization and follow-through across multiple concurrent implementations.
• Comfort setting honest expectations, including when a request needs a product change or more internal support.
• Financial services or wealth management experience is a plus.
• Zendesk or experience with a similar ticketing application is a plus.

Responsibilities

• Own the customized implementation for Wealthbox’s largest advisory firms, from kickoff through go-live and initial adoption across the firm’s entire user base.
• Meet with customer stakeholders to understand their organizational structure, team dynamics, and operational processes.
• Guide clients through setup requirements and implement their processes within Wealthbox, including workspace configuration, user permissions, workflow and template build-out, custom objects, AI features, reports, and dashboards.
• Recommend process changes and guide teams through adopting new ways of working.
• Run screen shares that get teams genuinely using the product, including AI Assistant, AI Notetaker, and AI Agents.
• Provide education to the firm’s full user base through role-based education sessions, live demos, and supporting resources, so that all users are transitioned to Wealthbox at go-live.
• Partner with firm leadership and internal champions to plan and schedule education sessions, track user readiness, and close gaps before go-live.
• Manage several implementations at once with tight organization and follow-through.
• Set clear, realistic expectations about what the product can and cannot do.
• Work with Product, Engineering, Support, and Sales, and use what you learn in the field to improve the product and onboarding process.
• Contribute to continuous improvements in the implementation playbook to make onboarding more efficient and scalable.

Skills

Years of SaaS implementation

Enterprise/B2B experience

Learn complex software quickly

Multi-project management

Setting expectations

Finance/wealth mgmt experience a plus

Zendesk knowledge

Tools

Zendesk

Job description

About Wealthbox

Wealthbox is the #1 CRM software platform for financial advisors: rated #1 by the people who use it and #1 in market share. Tens of thousands of advisors and their teams run their day on it, and our largest enterprise firms rely on it as the intelligent hub for their entire practice. We’re a fast-growing team building the AI-powered software advisors actually want to use, and we’re looking for people who want to help.

The Role

We’re hiring a Senior Implementation Consultant to get our largest new firms successfully onboarded. This role focuses on the early stages of the customer journey. You’ll work closely with newly signed enterprise firms to understand their requirements, workflows, and processes, then guide them in configuring Wealthbox to fit how they operate. Throughout implementation, you’ll provide strategic guidance, key role education, and best practices; deliver education to the firm’s full user base so every user is transitioned and ready at go-live; drive meaningful adoption; and hand off each firm, fully prepared to succeed on the platform. You’re the reason a firm goes from “signed” to “live.”

What you’ll do

• Own the customized implementation for Wealthbox’s largest advisory firms, from kickoff through go-live and initial adoption across the firm’s entire user base.

• Meet with customer stakeholders to understand their organizational structure, team dynamics, and operational processes.

• Guide clients through setup requirements and implement their processes within Wealthbox, including workspace configuration, user permissions, workflow and template build-out, custom objects, AI features, reports, and dashboards.

• Recommend process changes and guide teams through adopting new ways of working.

• Run screen shares that get teams genuinely using the product, including AI Assistant, AI Notetaker, and AI Agents.

• Provide education to the firm’s full user base through role-based education sessions, live demos, and supporting resources, so that all users are transitioned to Wealthbox at go-live.

• Partner with firm leadership and internal champions to plan and schedule education sessions, track user readiness, and close gaps before go-live.

• Manage several implementations at once with tight organization and follow-through.

• Set clear, realistic expectations about what the product can and cannot do.

• Work with Product, Engineering, Support, and Sales, and use what you learn in the field to improve the product and onboarding process.

• Contribute to continuous improvements in the implementation playbook to make onboarding more efficient and scalable.

What you bring

• 3 to 5+ years in implementation, onboarding, customer success, consulting, or product education, in SaaS.

• Experience implementing solutions for enterprise or complex B2B customers.

• The ability to learn complex software quickly and teach it plainly to non-technical users.

• Strong organization and follow-through across multiple concurrent implementations.

• Comfort setting honest expectations, including when a request needs a product change or more internal support.

• Financial services or wealth management experience is a plus.

• Zendesk or experience with a similar ticketing application is a plus.

Benefits

• Comprehensive health coverage

• 401(k)

• Paid time off