Ledgy - Implementation Specialist
Requirements
• 2-5 years' experience working in a startup operations, implementation/project management, consulting, or customer success role • Data literate - has to feel super comfortable working in spreadsheets with large amounts of sensitive data • Demonstrable aptitude with AI tools such as Claude Cowork • Confident leading customer calls with C-suite stakeholders • Collaborative - work closely with the Customer Success and cross-functional teams to deliver better results for our customers • Comfortable in a fast-paced environment with a high level of context switching & ambiguity • Demonstrable project management experience & organisational skills • A builder mentality - own and improve Ledgy’s onboarding process • Being part of Ledgy means: • Recharge and re-energize with flexible working hours, 25 days of vacation, and up to 40 days of remote work from outside your home country. • We make space for your own professional development, with a generous yearly learning & development budget. • This role will receive a competitive salary + benefits + equity. All salaries are aligned with competitively benchmarked ranges based on work location and levelling. • For candidates based in London or Zurich we use a hybrid work model of 1 day in the office per week.
Benefits
• Ledgy is transforming its existing customer motion to lay the foundation for hyper growth in the next 12 months. We hit >60% growth last year and are on track to break this in 2026. This role gives you the opportunity to be at the centre of this by owning one of the most crucial aspects of Ledgy’s GTM motion: onboarding new customers to the platform. During your first months in the role, you’ll set the standard for great customer interactions, own onboarding projects with some of the world’s leading companies, and make an impact by driving automation with AI. • Your Growth Journey: • Months 1-2: Ramp up and begin to take ownership • Become fluent in equity management concepts and Ledgy's product • Shadow Senior CSMs and Account Executives on client/prospect calls • Complete a comprehensive onboarding program with dedicated mentorship from a Senior CSM • Get hands on with the AI tools at your disposal to reduce data migration time from weeks to hours • Take ownership & project manage your first customer onboardings from kick-off to go live! • Months 3-6: Build a deep knowledge of equity plan & cap table migrations, start to own time to first value metric • Manage an increasing workload of fresh onboardings from spreadsheets, migrations from competitor platforms across both private and publicly listed companies • Be a go-to product expert in all things equity and reflect the voice of the customer back to key stakeholders at Ledgy • Become accountable for time to first value (rollout) and develop initiatives to reduce it • Master the kick-off call and build bespoke onboarding plans and hold customers accountable to meeting onboarding milestones • Deliver first-rate handovers to Strategic CSMs, setting accounts up for future expansion • Months 6-12: Expand your impact • Demonstrate meaningful improvements to Ledgy’s onboarding processes, leveraging data-driven approaches and AI tools • Show confidence running migration projects involving 10,000+ employees, managing large client stakeholder teams, and delighting them by delivering projects ahead of deadlines • Partner with Sales to refine handoff processes and ensure seamless transitions from prospect to customer • Contribute to product development by providing insights from onboarding patterns and customer feedback • Develop automated reporting dashboards to track onboarding health and success rates across different customer segments • Build and maintain a comprehensive knowledge base and self-serve resources for common onboarding scenarios
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