Implementation Specialist (US)

The Company

Checkbox is a Sequoia-backed technology start-up with a mission to enable meaningful work for all. To achieve this, we built a no-code automation platform with the belief that the power of digital creation needs to be accessible to everyone, not just IT teams. Seeing non-technical users surprisingly delighted when they use our technology to create in ways they never thought they ever could motivate us. Whilst our mission is big, our focus is sharp. Our customers today are primarily in-house legal departments from companies including Deloitte, Coca-Cola, Elastic, SAP, and Hitachi.

Recently, we expanded our offering to not only help people do meaningful work, but manage it too. This came with the launch of our AI-powered Matter Management product – the “JIRA for lawyers”. This is part of our broader vision to be the “Legal Service Hub” for organizations, responsible for how legal work is raised, allocated, managed, and resolved. We believe that one day the Legal Service Hub will be as ubiquitous for legal teams as the CRM for commercial teams and we believe that Checkbox will be the market leader for this.

As a company, we are a young and tight-knit team of about 40 people across the United States, Australia, and Asia, made up of incredible high performers and Co-Founders in the Forbes 30 Under 30 list. Our culture is one of our superpowers. It's what people talk about when they join us, work with us, and leave us. Read about what makes all of us a "Checkmate" here: https://www.checkbox.ai/core-values.

The Position

At Checkbox, we pride ourselves on simply first-class customer experience. It is one of the things we’re known for, what we celebrate internally, and a key driver for our overall success as a company. Customers are our lifeblood and why we do what we do, so we hold a very high standard when it comes to ensuring that Checkbox customers always feel like they have not only partnered with the best technology, but the best team in the industry.

As one of the first Implementation Specialists in the USA at Checkbox, you will be at the forefront of delivering successful implementations for our new customers, across our product portfolio. This role is critical in ensuring that our customers are set up for success from the start, overseeing the full project lifecycle from discovery and design to implementation and handover. Your technical expertise and experience in legal operations will be key to delivering tailored solutions that meet our customers' unique needs.  
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Your responsibilities:

• Project Management: Lead the end-to-end implementation process for new customers, ensuring projects are delivered on time, within scope, and within budget. Develop detailed project plans and manage resources effectively.  

• Technical Implementation: Oversee the technical aspects of implementation, including configuring the Checkbox platform, developing integrations, and ensuring all technical requirements are met. Your ability to understand and apply technical concepts will be essential. You should be able to effectively communicate with customers’ IT teams.  

• Solution Discovery & Design: Collaborate with customers to understand their specific needs and design tailored solutions using the Checkbox platform. This includes conducting discovery workshops, scoping requirements, and creating implementation plans that align with customer objectives.  

• Customer Onboarding: Lead the onboarding process for new customers, ensuring a smooth transition from sales to implementation. Provide enablement, guidance, and early-stage support to help customers get value quickly from Checkbox.  

• Stakeholder Management: Build and maintain strong relationships with key stakeholders within customer organizations, particularly in legal operations. Ensure clear communication throughout the project lifecycle and act as the primary point of contact for all implementation-related matters.  

• Risk Management: Identify potential risks during the implementation process and develop mitigation strategies to ensure project success. Proactively address any issues that arise, keeping all stakeholders informed.  

• Process Improvement: Continuously seek ways to improve the implementation process, leveraging feedback from customers and internal teams to enhance efficiency and effectiveness.  

• Collaboration: Work closely with internal teams, including Customer Success, Product, and Engineering, to ensure successful project delivery. Provide feedback to the product team to inform future development and enhancements.  
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About You

• Experience: At least 5 years of experience in project management, particularly in the implementation of SaaS solutions. Experience in the in-house legal operations space is highly preferred but not required. You’ve been effective supporting customers in the Mid-Market to Enterprise space. 

• Technical Skills: Strong technical acumen with experience in configuring software platforms, developing integrations, and managing technical projects. Proficiency in a coding language, (JavaScript, HTML, CSS, etc) and working with REST APIs is a must. 

• Operations Expertise (Required): A deep understanding of operations and how tools are used to make teams more efficient. This can include in-house legal operations, marketing operations, sales operations, support operations, etc. 

• Project Management Expertise: Proven track record of managing complex projects with multiple stakeholders, delivering results on time and within budget. Experience with project management tools and methodologies is essential. 

• Communication Skills: Excellent written communication and interpersonal skills, with the ability to effectively engage both technical and non-technical stakeholders. You can confidently lead training sessions and workshops. 

• Problem-Solving: Strong analytical and problem-solving skills, with the ability to navigate complex challenges and deliver innovative solutions. You can solve things yourself but know when it’s the right time to ask for help. 

• Adaptability: Comfortable working in a fast-paced, high-growth environment, with the ability to manage multiple priorities and navigate uncertainty with ease. We’re a small startup that is distributed around the globe that needs to adapt quickly to any changes. 

• Customer-Centric: A relentless focus on customer success, with the ability to build and maintain strong, long-lasting relationships. You can delight customers and leave a good impression with them. You get joy out of your customers being successful. 
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Compensation & Benefits

• Competitive salary & equity – We believe in employee ownership and comfortable compensation for our employees so that they can be as happy and productive as possible without any reservations.

• Insurance coverage – We cover your health insurance, including dental and vision.

• 401K savings – We match contributions to your 401K retirement savings.

• Generous and flexible leave – We provide paid leave for personal time off, sick and carer’s leave, and parental leave (including secondary carer), with a culture of approving and encouraging time off as needed within reason.

• Remote working arrangements – Our US team is distributed across the country, meaning you can work wherever you’d like provided it is within the country.

• Personal learning & development budget - Continuous development and growth (#suckless) is one of our core values, and we believe in investing in our own home-grown leaders.

• Expense policy – You can expense small work-related items and salary sacrifice larger items within reason.

• Company wide social events – We have some wicked annual off-sites (past events include a massive boat party, a few days stay in a mansion in Australia’s wine region, and a week in Bali!)

• Transparent & open culture - Enjoy the benefits of an open culture where all questions and feedback are welcomed so we can be a better company day by day.