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AI Summary
About Verlo
Verlo is building the operating system for financial advisors.
Advisors today juggle CRMs, email, notes, tasks, meeting software, and countless manual workflows just to serve their clients. We're bringing all of that together into a single AI-powered platform that helps advisory firms deliver better client experiences with less administrative work.
We're an early-stage startup, which means everyone has a chance to shape the product, improve how we work, and have a meaningful impact on our customers.
About the Role
We're looking for an Implementation Manager to own the customer onboarding experience from signed agreement through successful launch.
You'll work directly with advisory firms to understand their business, configure Verlo to fit their workflows, coordinate data migrations and integrations, train end users, and ensure every customer is set up for long-term success.
This isn't a role where you simply follow a checklist. Every implementation is an opportunity to improve our product, documentation, and onboarding process. You'll work closely with Product, Engineering, Sales, and Customer Success to make each implementation smoother than the last.
If you enjoy solving problems, managing projects, working directly with customers, and building scalable processes, we'd love to hear from you.
What You'll Do
Lead customer implementations from kickoff through go-live
Manage implementation timelines and customer expectations
Configure Verlo based on each firm's workflows
Coordinate CRM, calendar, email, and other system integrations
Coordinate and validate customer data migrations
Deliver customer training sessions and onboarding workshops
Build trusted relationships with advisors and operations teams
Identify risks early and keep projects moving
Create and improve onboarding documentation, playbooks, and templates
Partner with Product and Engineering to resolve blockers and improve the implementation experience
Capture customer feedback that influences the product roadmap
Help establish best practices as our implementation function grows
What We're Looking For
Excellent project management and organizational skills
Outstanding written and verbal communication
Comfortable leading customer meetings with executives and end users
Able to manage multiple implementations simultaneously
Naturally curious and proactive when solving problems
Strong technical aptitude—you don't need to be an engineer, but you should be comfortable learning software, troubleshooting issues, and working with APIs and integrations
Excited to work in a fast-moving startup where priorities evolve quickly
Bonus Points
Experience implementing SaaS products
Experience working with financial advisors, wealth management firms, or fintech
Experience with CRM platforms such as Salesforce, HubSpot, or Attio
Experience with data migrations or customer onboarding at scale
What Success Looks Like
Within your first 90 days, you'll:
Independently lead customer implementations
Deliver consistently high-quality onboarding experiences
Help customers reach production quickly and confidently
Improve at least one internal implementation process
Become a trusted partner for both customers and the Verlo team
Why Join Verlo?
Build something from the ground up
Work directly with founders and influence product direction
Help define how customer implementations scale
Competitive compensation
Flexible remote work
Opportunity to grow into Customer Success, Operations, or leadership as the company expands
If you're excited about building great customer experiences and helping shape how an early-stage company scales, we'd love to talk.
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