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Jobs/Implementation Manager Role/Implementation Project Lead

Implementation Project Lead

Tern TravelUnited States$80k - $100k+ Equity3w ago
RemoteStaffNAPaymentsSoftwareImplementation ManagerAdvisorCustomer OnboardingProject PlanningCoachingExcelReporting

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Requirements

• Implementation & project management: Experience running end-to-end SaaS implementations, onboarding, or professional services engagements (data migrations required). You’ve owned project plans for multiple concurrent customers. • Expert multitasker: You can balance dozens of moving parts, prioritize across competing demands, and still deliver a high-quality onboarding experience • Customer-facing relationship builder: You’re the main point of contact during implementation and build trust quickly. You hold customers accountable, nudge effectively, and escalate when timelines or quality are at risk • Strong communicator & facilitator: You explain complex technical and operational concepts clearly to both technical and non-technical audiences and can translate those learnings to customers and internal teams • Data-savvy & technically fluent: Comfortable with data migration work—CSV/Excel templates, mapping, QA, and common data edge cases (duplicates, missing fields, mapping mismatches). You can partner closely with engineering and data teams, read basic logs or reports, and communicate technical impact to customers • Product enablement mindset: You enjoy learning product surface area quickly and coaching customers on best practices. You can run product walkthroughs, answer rudimentary product questions, and create simple enablement materials • Startup mentality: Resourceful, bias for action, comfortable with ambiguity, and excited to help shape scalable onboarding processes and playbooks as we grow • Experience working with agencies (travel or otherwise), SMB/mid-market services businesses, or advisor/agent networks • Hands-on experience with data migrations and import automation (ETL, ingestion pipelines, or scripting for bulk imports) • Familiarity with project management tooling (e.g., Linear, Notion) • Comfortable with analytics and reporting workflows (Excel/Google Sheets at scale, CSV handling, basic SQL or BI experience) • WHAT WE VALUE @ TERN • 🌱 We’re always leveling up. • Whether you’re deepening your craft, learning from a teammate, or embracing a new challenge, growth is core to our identity. • 🧭 We act with optimistic agency • We take initiative, seek clarity, and move forward, even when the path isn't obvious. Through every peak and valley, we lead with curiosity, laughter, kindness, and resolve. • We ship value to our users every single week. We believe that compounding habits lead to sustainable productivity, consistency, and mutual trust. • Operating Principles: • 👂 We deeply understand our users. • At every level of the organization, we obsess about understanding those we serve and the industry we operate in. • ➕ We embrace the power of and, and not now. • We challenge trade-offs by asking better questions. We break hard problems into small pieces and tackle them with intention. We also know to make the hard call to say “not right now”. • 📣 We speak up and move forward. • Everyone at Tern has a voice and a responsibility to use it. We invite healthy tension, share dissenting views early, and challenge each other with curiosity, not ego. • 🏃‍♀️‍➡️ We move fast and sweat the details. • Velocity matters and relentless progress beats perfection every time. But speed isn’t chaos: we stay aligned, own our outcomes, and care deeply about quality. • 🤣 We take the work seriously, but not ourselves. • We hire kind, driven people who elevate the room. If you’ve got a big ego or take yourself too seriously, you won’t last.

Responsibilities

• IMPLEMENTATION PROCESS & DELIVERY • Manage the implementation lifecycle: Kick-off. Account setup & Onboarding → Data Migration → Account Provisioning → Launch & Enablement • Maintain detailed project plans, milestone trackers, and project management tools (e.g., Linear) across multiple concurrent agency projects to proactively move customers forward • Drive regular status updates and cadence, both internally and externally, to ensure quality results and readiness for go-live • CUSTOMER-FACING EXECUTION • Serve as the primary, trusted contact for agencies throughout implementation and build strong working relationships with agency owners and operators • Lead kickoff calls, progress check-ins, and go-live planning calls • Hold customers accountable to deadlines; persuade and nudge when work stalls and escalate appropriately when timelines are threatened • Lead trainings and walk-throughs; answer product questions and coach customers on best practices to ensure adoption • DATA & TECHNICAL COORDINATION • Own data migration deliveries: mapping, CSV templates, imports (contacts, bookings/trips, payments, commissions), and post-migration QA • Coordinate with Data & Engineering on account provisioning, production transfers, data fixes, and migration automation • Be comfortable reviewing sample CSVs, understanding common data errors (duplication, mapping mismatches, missing fields), and working with technical teammates to resolve them • Work with Support and Product to answer customer questions and surface recurring issues, bugs, or blockers clearly and effectively • PRODUCT ENABLEMENT & TRAINING • Become deeply familiar with Tern’s product and core workflows and answer foundational product questions during implementation • Run basic trainings or walkthroughs as needed to help agencies confidently go live with the right best practices, resources, and tools to support them • PROCESS IMPROVEMENT • Identify patterns, bottlenecks, and gaps in the implementation process • Help improve templates, documentation, and internal workflows • Provide feedback to Product and Engineering based on real customer experience to influence the roadmap

Benefits

• Be part of a mission-driven team transforming the travel planning space • Work with a supportive, curious, and creative team • Influence and shape our user success strategy from the ground up • Competitive salary, equity, and benefits package • Tern is committed to building a team that represents people from many different backgrounds and life experiences, reflecting our worldview coinciding with the users and customers we serve across the world. We prefer that you apply, so think of our postings as the start of the conversation. Take the chance — you may be a wonderful add to our Tern team, even if you don’t fully match every requirement on the job description.

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