Implementation Manager at Liveoak Technologies, Inc.

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About Liveoak

We are a fast-paced startup providing disruptive collaboration technology in highly regulated industries such as Banking, Insurance, and Real Estate. Our innovative platform delivers an unparalleled collaborative experience to enterprises with complex customer journeys, enabling them to seamlessly connect, engage and complete work.

We’re a growing, experienced team and well-funded by notable venture and strategic partners (S3, Techstars, Wild Basin, Broadhaven Capital, Seven Peaks, MATH Ventures, John Hancock, Northwestern Mutual Ventures, and more). Our growing list of Fortune 100 clients has us looking for the best and brightest minds to join our team!

The Implementation Manager will work dynamically across Liveoak’s client base to make our customers referenceable. You will work closely with our clients to discover their business needs and work collaboratively with them to use Liveoak to solve their challenges and dramatically reimagine their customer’s experience. You will work to train, troubleshoot, and support our large-scale enterprise deploys, helping push forward our largest and most important initiatives. The ideal candidate will be self-driven, relentlessly resourceful, and have a demonstrable technical aptitude and customer-oriented approach.

Your Role

We’re a fast-growing startup, and you’ll have an opportunity to interact with all parts of our organization. In this role you will:

  • Be the face of Liveoak in all customer-facing matters at global financial services companies

  • Help our clients reimagine their customer’s experience and generate excitement around using Liveoak to deliver game-changing improvements and streamlining business processes

  • Support client relationships from post-sales implementation to ongoing account management

  • Drive adoption and active usage within existing client base

  • Foster and contribute to the growing culture and structure of Liveoak 

  • Maintain high levels of customer engagement and satisfaction with a focus on referenceability

  • Successfully deliver on multi-party, complex project management with multiple stakeholders from different business units

  • Triage incoming requests and spot trends in customer issues to flag for the wider team

  • Work cross-functionally with Liveoak Senior Leadership to deliver a superb client experience

  • Partner closely with our product development team to translate business needs and product requirements into new solutions for customers

  • Lead onsite client trainings and coach customers to be product experts

  • Leverage data & analytics to target accounts for intervention and engagement

  • Create documentation and reference material for the benefit of Liveoak employees and our client base

  • Ability to communicate with and manage third party software partners who are integrated with Liveoak’s enterprise solution


  • 3-5 years in a customer-facing role such as account management, customer success, or software implementation

  • Experience in Financial Services Enterprise SaaS

  • Experience in project management with strong organizational skills and ability to drive results

  • Experience implementing enterprise software solutions such as DocuSign, SalesForce, NetSuite, Workday etc. 

  • Strong organizational skills with a consistent track record of high achievement in an autonomous, fast paced, dynamic environment

  • Strong interpersonal skills, clear communication style and attention to detail

  • Ability to contribute to building new processes and systems

  • Driven, dedicated teammate with creative ideas to inspire customer adoption

  • Technical aptitude: you should be very comfortable working across the full productivity stack: modern internet browsers, operating systems, and devices

  • Intellectual curiosity and self-starter attitude: you should have a strong desire to seek creative technical solutions to client problems and ensure using Liveoak is a delightful experience

We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.


This role will be based in Austin, TX with regular travel expected onsite with clients.


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Please contact us at [email protected] to explain why you’d be a good fit and learn more about the role!
Apply now
By clicking continue you agree to Built In’s Privacy Policy and Terms of Use.
Please contact us at [email protected] to explain why you’d be a good fit and learn more about the role!
Apply now
By clicking continue you agree to Built In’s Privacy Policy and Terms of Use.
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