About Ivo
Ivo is building the category-defining AI platform for enterprise contract management. We work with some of the most sophisticated legal and procurement teams in the world, helping them understand, operationalize, and extract value from their contract data at scale.
As we onboard larger and more complex enterprise customers, implementation quality has become a core differentiator. This role exists to ensure those customers experience Ivo as a trusted, competent, and highly capable partner from day one.
Role Overview
Ivo’s first Implementation Specialist will be responsible for onboarding large, complex customers into Ivo’s intelligence tool. This role owns the end-to-end implementation experience in close partnership with Customer Success Managers (CSMs), acting as the customer’s primary guide through scoping, configuration, workflow design, and early value realization within Intelligence.This is not a sales or solutions consulting role. You will work closely with senior lawyers, legal operations, and technical stakeholders at enterprise customers to design and deliver onboarding plans that reflect real-world complexity, existing systems, and high expectations.
What You’ll Do
Own Enterprise Onboarding & DeliveryLead post-sale onboarding for large, complex enterprise customers, from kickoff through initial steady-state usageAct as the customer’s primary implementation owner, coordinating closely with the assigned CSMBuild trust with senior customer stakeholders by demonstrating strong judgment, structure, and follow-through
Scoping & Implementation Design
Facilitate structured scoping sessions to understand customer objectives, priorities, workflows, and constraintsTranslate customer goals into clear implementation plans, including:Workspace structure and document scopeWorkflow design and prioritization Integration considerations with existing tools (e.g., Salesforce, Sharepoint and Google Drive)Create project plans around timelines, dependencies, and outcomes
Workflow & Intelligence Setup
Design and support customer-specific Intelligence workflows, intake mechanisms, and fact extraction use casesEnsure configurations align with customer operating models and long-term scalabilityPartner with internal teams (legal engineering, product, support) to deliver solutions that meet customer requirements
Training & Enablement
Deliver tailored training sessions for customer teams on:Intelligence workplace setup and usageFact extraction and query workflowsBest practices for scaling usage across teamsEnsure customers feel confident operating independently while knowing when and how to engage Ivo for support
Ongoing Implementation Support
Manage implementation-related requests during onboarding in line with defined SLAs and complexity tiersProvide clear status updates, risk flags, and recommendations to both customers and internal stakeholdersIdentify patterns across implementations and contribute to process improvements, templates, and playbooks
Who You Are
4–8+ years in implementation, professional services, onboarding, or customer delivery roles for complex B2B SaaS productsSignificant experience working with enterprise customers and navigating multi-stakeholder environmentsStrong ability to scope ambiguous problems, design structured solutions, and execute against themTechnically fluent enough to discuss data models, integrations, workflows, and system constraints (without needing to be an engineer)Strong customer presence with demonstrated experience managing complex customer projects and software roll-oursComfortable setting boundaries, managing expectations, and saying “no” when necessaryHighly organized, with strong written and verbal communication skills
Why This Role Matters
Enterprise customers judge Ivo not just by product quality, but by how confidently and competently we onboard them. The Implementation Specialist is the person who turns a signed contract into a real, working system customers trust.This role sits at the center of customer experience, operational rigor, and long-term retention — and will be foundational as Ivo continues to scale upmarket.
Why Join Ivo
We are building a generational company. We are obsessed with delivering tasteful, amazing products. We are focused. We treat each other well. And we work hard and have high expectations of ourselves and each other.We can’t overstate how much pain ALL organizations have around understanding what’s in their contracts. There literally have been no viable solutions. Our engineers have solved this. We celebrate and reward high agency. This role will be instrumental both in winning our best and biggest deals, but also in creating awareness of Ivo and our solutions.
Compensation and benefits:
Competitive Compensation: The USD OTE range for this role is $140,000 - $170,000 (excluding equity). Final offer amounts are determined by multiple factors, including experience and expertise, and may vary from the amounts listed above.Relocation and Visa Support: We also offer relocation assistance for successful applicants moving to SF, as well as support for visa and green card applications where applicable.Medical benefits: Comprehensive medical, dental and vision plans to suit the needs of you and your family.Unlimited PTO: So you can take the time you need to recharge, stay healthy, and bring your best self to work.Office extras: Generous office space in Downtown San Francisco, with snacks, coffee and regular team building events and activities.