Client Onboarding & Implementation Specialist

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LAHZO

WebsiteLinkedInAll Job Openings

11 - 50 employees

Founded 2023

🤖 Artificial Intelligence

☁️ SaaS

🤝 B2B

Artificial Intelligence • SaaS • B2B

LAHZO is an AI-driven growth partner that provides modular AI Sales Agents and integrated digital marketing solutions to help dealers and enterprises attract, engage, and convert customers 24/7. The platform combines proprietary data sets, geospatial analytics, CRM and inventory integrations, and hyper-targeted advertising to deliver personalized ad-to-agent experiences, smart retargeting, and full-funnel marketing. Lahzo focuses on industry-specific deployments (e. g. , RV, marine, powersports, heavy agriculture, industrial) and positions its solution as a scalable, brand-tailored SaaS offering that boosts lead conversion and funnels qualified leads to sales teams.

📋 Description

• Lead client onboarding from pre-kickoff through launch • Build and maintain project plans, track milestones, flag risks, and keep internal teams aligned • Conduct kickoff calls, discovery and training sessions, and check-ins with client stakeholders • Partner with Account Management and the Engineering team to ensure smooth handoffs and accurate client expectations • Assess each client's CRM environment and document how leads, appointments, and agent attribution should flow end to end • Translate client requirements and CRM realities into clear technical requirements for engineering and for client technical contacts • Coordinate and validate API based lead delivery during launch • Troubleshoot and escalate integration issues with full context • Contribute to the implementation playbook, onboarding workflows, and standardized integration templates

🎯 Requirements

• 5 to 6 years of experience in implementation, onboarding, customer success, or technical project management • Working knowledge of CRM architecture: lead objects, workflows, automation rules, and how data flows between systems • Comfortable discussing API based integrations at a requirements level with technical and non-technical stakeholders • Strong project management skills and ability to own multiple concurrent onboardings • Proficiency with Google Workspace (Docs, Sheets, Drive, Gmail, NotebookLM), Confluence, and Slack • Experience using project management tools (Zoho Projects, Linear, or equivalent)

🏖️ Benefits

• Comprehensive medical, vision, dental • 401k retirement plan • Unlimited PTO • Flexible remote-first culture • Collaborative, high-trust environment where your ideas matter