Implementation Lead

We’re looking for an Implementation Lead to perform a pivotal role in driving a customer and value proposition centric approach to implementing and configuring our investigative case management SaaS offerings.

In this role, you will be the main point of contact for our customers during the implementation process and you will oversee project management, product configuration, integration and migration requirements gathering/documentation, user training, and post-launch adoption tasks for some of our largest customers. You will become a product and investigative process expert and leverage that knowledge to plan and execute high quality customer onboardings to ensure successful delivery of value to our customers.

AI-Forward Ways of Working

At Case IQ, AI is part of how we build. We look for engineers who can use AI-assisted development and agentic workflows with strong technical judgment: defining clear intent and constraints, validating outputs, protecting customer data, and keeping humans accountable for production decisions. You will help establish practical patterns for responsible AI use across discovery, design, implementation, testing, observability, and operations.

What You’ll Do

• Own the full implementation lifecycle from contract signing through go-live and early adoption for new and existing customers
• Lead multiple concurrent implementation projects, maintaining clear timelines, milestones, and documentation
• Gather and translate customer requirements into scalable configuration, integration, and migration solutions
• Configure and support integrations (APIs, webhooks, batch data transfers) and oversee data migration processes
• Develop deep expertise in our product and investigative workflows to guide customers toward best practices
• Deliver engaging user training and enablement to drive successful adoption and long-term value
• Act as a trusted advisor to customers, proactively identifying risks, challenges, and opportunities
• Collaborate cross-functionally with Product, Engineering, and Support to resolve issues and improve delivery
• Provide structured feedback on product gaps, contribute to requirements, and support testing of new features
• Analyze implementation performance and customer outcomes, surfacing insights and improvement opportunities
• Continuously refine implementation processes to increase efficiency, scalability, and customer impact
• Maintain and promote high standards of security, confidentiality, and compliance while handling company systems, customer information, and internal processes.

What Success Looks Like

• 45 days: Complete onboarding, role-specific training, and required security/compliance expectations. Build context on Case IQ’s products, customers, systems, team processes, and role priorities.
• 60 days: Shadow or support active customer implementations, learn delivery tools/templates, and begin owning defined workstreams with support.
• 90 days: Manage implementation tasks or projects with increasing independence, clear customer communication, and accurate documentation
• 6 months: Contribute to predictable delivery, cleaner handoffs, reduced rework, and improved customer readiness for launch or adoption.
• 1 year: Serve as a trusted implementation partner who helps customers achieve successful launches and supports continuous improvement of delivery practices., Owns end-to-end implementations for travel management companies, from discovery and configuration through go-live and stabilization. The role configures online booking tools, GDS environments, corporate travel programs, integrations, policies, billing, and access; leads UAT, training, defect triage, and go/no-go decisions; and manages multiple launches concurrently. As the first dedicated implementer, this person will also create implementation playbooks, templates, migration procedures, and scalable processes while supporting enterprise sales and product roadmap development. Top Skills: Ai ToolsAmadeusBiConcurDeemHrisSabreSpotnanaSsoTravelport Travefy

Implementation Lead

4 Days Ago In-Office or Remote 75K-100K Annually Junior 75K-100K Annually Junior Events * Mobile * Payments * Travel Own end-to-end B2B SaaS implementations from contract handoff through launch and adoption. Lead project planning, data migration, API and SSO setup, testing, training, partner communications, risk management, and go-live. Build repeatable implementation playbooks, define cross-functional handoffs and SLAs, coordinate technical onboarding, and support enterprise, host agency, API, and white-label partner rollouts. Top Skills: APIsData MigrationField MappingSaaSSsoWhite-Label Integrations CareSource

• 2-3 years experience in implementation, project delivery, business analysis, customer onboarding, training, or a related customer-facing role.
• Strong organizational, communication, and stakeholder management skills.
• Ability to translate requirements into clear plans, workflows, documentation, or customer enablement materials.
• Comfort managing timelines, risks, competing priorities, and customer expectations.
• Solid understanding of data migrations and integration models (APIs, webhooks, batch processing)
• Excellent communication skills, both written and verbal, with strong stakeholder management abilities
• Highly organized with strong attention to detail and follow-through
• Collaborative team player who can also operate independently
• Growth-oriented mindset with a commitment to continuous learning and improvement
• Experience in a B2B SaaS, technology, professional services, GRC, compliance, HR, legal, investigations, or risk-related environment (an asset!)

• Work remotely within a flexible work environment (our team spans 7 countries!)
• Competitive company-paid benefits plan starting day 1!
• Generous professional development budget
• RRSP/ 401k matching program
• Half-day Fridays in the summer, 83K-133K Annually Senior level 83K-133K Annually Senior level Healthtech * Insurance Leads utilization management operations strategy, compliance oversight, process improvement, data analysis, regulatory submissions, change management, and implementation of new business rules and products. Partners with clinical, analytics, compliance, and regulatory teams to identify risks, close variances, validate data, support parity initiatives, and improve standardization across departments. Ensures alignment with federal and state regulations, NCQA and CMS standards, accreditation requirements, and operational goals. Top Skills: ExcelMicrosoft Office SuiteMicrosoft OutlookMicrosoft PowerpointMicrosoft VisioMicrosoft WordSix Sigma

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Posted One Month Ago Remote Hiring Remotely in United States Mid level Remote Hiring Remotely in United States Mid level Lead end-to-end implementations of investigative case management SaaS solutions, serving as the primary customer contact from contract signing through launch and early adoption. Responsibilities include project management, requirements gathering, product configuration, integrations, data migration, user training, risk management, stakeholder communication, and post-launch improvement. The role collaborates with Product, Engineering, and Support while analyzing customer outcomes and refining scalable implementation processes. The summary above was generated by AI

Case IQ is a leading B2B SaaS company in the governance, risk, and compliance (GRC) space, helping organizations build safer, more accountable workplaces. We offer a comprehensive suite of solutions that enable organizations to move from reactive approaches to proactive risk management. Our software helps teams across compliance, HR, legal, and investigations report, manage, investigate, and prevent workplace risk - including ethics violations, fraud, harassment, discrimination, security incidents, and third-party issues - so they can better protect their people, culture, and business.

Backed by over 25 years of domain expertise and trusted by Fortune 500 companies, Case IQ has supported the management of millions of cases and helped mitigate billions in financial and reputational risk.