Sales handoff, Product/Eng escalations, CSM handoff Support queue coverage ~10% * Support queue ... Validate the automated HubSpot → Pylon handoff at Committed, confirming segment and account data ...
New
Quick apply
Sales handoff, Product/Eng escalations, CSM handoff Support queue coverage ~10% * Support queue ... Validate the automated HubSpot → Pylon handoff at Committed, confirming segment and account data ...
New
Quick apply
Sales handoff, Product/Eng escalations, CSM handoff Support queue coverage ~10% * Support queue ... Validate the automated HubSpot → Pylon handoff at Committed, confirming segment and account data ...
New
Atlanta, GA · Remote
Sales handoff, Product/Eng escalations, CSM handoff Support queue coverage ~10% * Support queue ... Validate the automated HubSpot → Pylon handoff at Committed, confirming segment and account data ...
New
Quick apply
Atlanta, GA · Remote
Sales handoff, Product/Eng escalations, CSM handoff Support queue coverage ~10% * Support queue ... Validate the automated HubSpot → Pylon handoff at Committed, confirming segment and account data ...
New
Atlanta, GA · On-site
Sales handoff, Product/Eng escalations, CSM handoff Support queue coverage ~10% * Support queue ... Validate the automated HubSpot Pylon handoff at Committed, confirming segment and account data are ...
New
Atlanta, GA · On-site
Sales handoff, Product/Eng escalations, CSM handoff Support queue coverage ~10% * Support queue ... Validate the automated HubSpot Pylon handoff at Committed, confirming segment and account data are ...
New
Atlanta, GA · On-site
Sales handoff, Product/Eng escalations, CSM handoff Support queue coverage ~10% * Support queue ... Validate the automated HubSpot → Pylon handoff at Committed, confirming segment and account data ...
New
Atlanta, GA · On-site
Sales handoff, Product/Eng escalations, CSM handoff Support queue coverage ~10% * Support queue ... Validate the automated HubSpot → Pylon handoff at Committed, confirming segment and account data ...
New
Be Seen First
Raleigh, NC · On-site
$1.0K - $1.5K/mo
... pylon signs, cabinet signs, ADA signage, vehicle graphics, and interior branding. We are looking for a motivated sales professional who enjoys building relationships and helping businesses improve ...
Quick apply
Be Seen First
Raleigh, NC · On-site
$1.0K - $1.5K/mo
... pylon signs, cabinet signs, ADA signage, vehicle graphics, and interior branding. We are looking for a motivated sales professional who enjoys building relationships and helping businesses improve ...
Be Seen First
Raleigh, NC · On-site
$1.0K - $1.5K/mo
... pylon signs, cabinet signs, ADA signage, vehicle graphics, and interior branding. We are looking for a motivated sales professional who enjoys building relationships and helping businesses improve ...
Quick apply
Be Seen First
Raleigh, NC · On-site
$1.0K - $1.5K/mo
... pylon signs, cabinet signs, ADA signage, vehicle graphics, and interior branding. We are looking for a motivated sales professional who enjoys building relationships and helping businesses improve ...
Prescott Valley, AZ · On-site
The applicant will collaborate professionally in a team environment with our install/service department, sales, and customers. Responsibilities: * Assist with installation of monument, pylon, channel ...
Prescott Valley, AZ · On-site
The applicant will collaborate professionally in a team environment with our install/service department, sales, and customers. Responsibilities: * Assist with installation of monument, pylon, channel ...
... Pylon, Granola, Slack, and integrations into our billing/ERP systems) * Build and maintain integrations between sales systems and finance systems (e.g., Salesforce Rillet), ensuring clean quote-to ...
... Pylon, Granola, Slack, and integrations into our billing/ERP systems) * Build and maintain integrations between sales systems and finance systems (e.g., Salesforce Rillet), ensuring clean quote-to ...
Palo Alto, CA · On-site
$150K - $185K/yr
... Pylon, Granola, Slack, and integrations into our billing/ERP systems) * Build and maintain integrations between sales systems and finance systems (e.g., Salesforce ↔ Rillet), ensuring clean quote ...
Palo Alto, CA · On-site
$150K - $185K/yr
... Pylon, Granola, Slack, and integrations into our billing/ERP systems) * Build and maintain integrations between sales systems and finance systems (e.g., Salesforce ↔ Rillet), ensuring clean quote ...
Prescott Valley, AZ · On-site
The applicant will collaborate professionally in a team environment with our install/service department, sales, and customers. Responsibilities: * Assist with installation of monument, pylon, channel ...
Prescott Valley, AZ · On-site
The applicant will collaborate professionally in a team environment with our install/service department, sales, and customers. Responsibilities: * Assist with installation of monument, pylon, channel ...
Be Seen First
Salt Lake City, UT · On-site
$18 - $25/hr
... pylon signs, vehicle wraps and banners. This does NOT involve website, storybook, or animation ... Interpret signage needs as defined by clients and salespeople into layout proofs * Create eye ...
Quick apply
Be Seen First
Salt Lake City, UT · On-site
$18 - $25/hr
... pylon signs, vehicle wraps and banners. This does NOT involve website, storybook, or animation ... Interpret signage needs as defined by clients and salespeople into layout proofs * Create eye ...
OR · On-site +1
$170K - $225K/yr
... sales and implementation timelines * Optimize tools and data from Gong, Pylon, Kapa, Datadog, Amplitude, and AI-powered self-service solutions to enhance internal workflows, improve ease of closing ...
OR · On-site +1
$170K - $225K/yr
... sales and implementation timelines * Optimize tools and data from Gong, Pylon, Kapa, Datadog, Amplitude, and AI-powered self-service solutions to enhance internal workflows, improve ease of closing ...
Handle customer success and support operations, working closely with our product, sales, and ... Experience with Intercom, Pylon, or similar tools a plus but not required. * Familiarity with AML ...
Handle customer success and support operations, working closely with our product, sales, and ... Experience with Intercom, Pylon, or similar tools a plus but not required. * Familiarity with AML ...
... sales, production, and installation. _____ What You'll Lead * Concept development for: o Channel letters & dimensional signage o Monument & pylon signs o Wayfinding & ADA systems o Vehicle wraps ...
Quick apply
... sales, production, and installation. _____ What You'll Lead * Concept development for: o Channel letters & dimensional signage o Monument & pylon signs o Wayfinding & ADA systems o Vehicle wraps ...
Handle customer success and support operations, working closely with our product, sales, and ... Experience with Intercom, Pylon, or similar tools a plus but not required. * Familiarity with AML ...
Handle customer success and support operations, working closely with our product, sales, and ... Experience with Intercom, Pylon, or similar tools a plus but not required. * Familiarity with AML ...
Be Seen First
Salt Lake City, UT · On-site
$18 - $25/hr
... pylon signs, vehicle wraps and banners. This does NOT involve website, storybook, or animation ... Interpret signage needs as defined by clients and salespeople into layout proofs * Create eye ...
Quick apply
Be Seen First
Salt Lake City, UT · On-site
$18 - $25/hr
... pylon signs, vehicle wraps and banners. This does NOT involve website, storybook, or animation ... Interpret signage needs as defined by clients and salespeople into layout proofs * Create eye ...
San Francisco, CA · On-site +1
$55K - $70K/yr
Handle customer success and support operations, working closely with our product, sales, and ... Experience with Intercom, Pylon, or similar tools a plus but not required. * Familiarity with AML ...
San Francisco, CA · On-site +1
$55K - $70K/yr
Handle customer success and support operations, working closely with our product, sales, and ... Experience with Intercom, Pylon, or similar tools a plus but not required. * Familiarity with AML ...
Success tooling - Pylon, HubSpot * Product usage data, onboarding milestones, and renewal forecasts. * Cross-functional partners in Solutions Engineering, Support, Product, and Sales. * Executive ...
Quick apply
Success tooling - Pylon, HubSpot * Product usage data, onboarding milestones, and renewal forecasts. * Cross-functional partners in Solutions Engineering, Support, Product, and Sales. * Executive ...
Success tooling - Pylon, HubSpot * Product usage data, onboarding milestones, and renewal forecasts. * Cross-functional partners in Solutions Engineering, Support, Product, and Sales. * Executive ...
Quick apply
Success tooling - Pylon, HubSpot * Product usage data, onboarding milestones, and renewal forecasts. * Cross-functional partners in Solutions Engineering, Support, Product, and Sales. * Executive ...

Full-time
PTO
Posted 3 days ago
New
The Implementation Specialist owns the post-contract onboarding lifecycle for every new Pearly account, regardless of segment — from Committed through Go-Live. This role is responsible for getting new practices fully configured, trained, and confident in the platform, then handing off a well-documented, “Adopted” account to the Account Management CSM for ongoing relationship management, retention, and expansion. Where the Account Management CSM owns the long-term customer relationship, the Implementation Specialist owns the critical first stretch: turning a signed contract into a live, functioning customer.
This is a full life-cycle implementation role covering the entire book — SMB through Enterprise — rather than a single segment, and is a core seat in Pearly's CS model alongside the Account Management CSM.
Implementation & onboarding delivery ~75%
Kickoff through go-live, all segments
Cross-functional coordination ~15%
Sales handoff, Product/Eng escalations, CSM handoff
Support queue coverage ~10%
Support queue overflow + PTO backfill
Own onboarding for all newly signed accounts across every segment, managing pacing and prioritization across a mixed caseload.
Lead structured kickoff calls that define scope, timeline, stakeholders, and success criteria with each practice.
Configure the Pearly platform — PMS integration, payment setup, user permissions, and workflows — to match each practice's specific needs.
Run live training sessions for practice staff and providers, ensuring functional competency before go-live.
Track onboarding milestones and early account-health signals in Pylon, escalating risk early.
Validate the automated HubSpot → Pylon handoff at Committed, confirming segment and account data are accurate before kickoff.
Partner with the CSM on a documented go-live handoff once an account reaches “Closed Won” status.
Surface technical or product gaps discovered during implementation to cross-functional stakeholders, with clear reproduction detail and proposed solutions (where applicable).
Provide light Support queue coverage for overflow and PTO backfill, consistent with the team's shared coverage model.
Help build and maintain onboarding playbooks, templates, and segment-specific workflows as the customer base grows.
Identify recurring onboarding friction points and propose process or tooling improvements.
Time-to-go-live from Committed to Closed Won status
Onboarding CSAT / NPS
% of accounts reaching “Adopted” status within target window
Handoff quality, based on CSM feedback on handoff completeness
Data hygiene at close (segment field populated and accurate on HubSpot deals)
2–4 years in SaaS implementation, onboarding, or technical customer success
Strong project management skills with the ability to run multiple concurrent onboardings
Outcome/ROI oriented
Comfortable leading live software configuration and training sessions with non-technical end users
Detail-oriented and process-driven, with experience building or improving onboarding playbooks
Familiarity with tools like HubSpot and a support/CS platform (e.g., Pylon, Zendesk, Intercom)
Technical background is a plus — comfort with integrations, APIs, or PMS/software configuration helps with platform setup and troubleshooting during onboarding
Dental or healthcare software experience is a plus, but not required
Payment Services background a plus
Comfortable with startup ambiguity and evolving process