Ledgy
SaaS
ImplementationSpecialist
Neural analysis suggests this role is
optimal for Mid candidates.
“Implementation Specialist at Ledgy. Skills: Customer onboarding, Project management, AI tools, Equity management. Owning the onboarding of new customers to the platform. Setting the standard for great customer interactions”
What You'll Achieve.
Reduce data migration time from weeks to hours; Own and improve Ledgy’s onboarding process; Accountable for time to first value (rollout) and develop initiatives to reduce it; Deliver first-rate handovers to Strategic CSMs, setting accounts up for future expansion; Show confidence running migration projects involving 10,000+ employees, managing large client stakeholder teams, and delighting them by delivering projects ahead of deadlines; Ensure seamless transitions from prospect to customer; Track onboarding health and success rates across different customer segments
Industry & Context.
Up to 40 days of remote work from outside your home country, Hybrid work model of 1 day in the office per week (for candidates based in London or Zurich)
What They're Looking For.
Must Have
2-5 years' experience working in a startup operations, implementation/project management, consulting, or customer success role, Data literate - has to feel super comfortable working in spreadsheets with large amounts of sensitive data, Demonstrable aptitude with AI tools such as Claude, Confident leading customer calls with C-suite stakeholders, Collaborative - work closely with the Customer Success and cross-functional teams to deliver better results for our customers, Comfortable in a fast-paced environment with a high level of context switching & ambiguity, Demonstrable project management experience & organisational skills, A builder mentality - own and improve Ledgy’s onboarding process
Nice to Have
Experience with equity management concepts, Experience with Ledgy's product, Experience with AI tools to reduce data migration time, Experience with equity plan & cap table migrations, Experience with migrations from competitor platforms, Experience with private and publicly listed companies, Experience with time to first value (rollout) metric, Experience with kick-off calls, Experience building bespoke onboarding plans, Experience holding customers accountable to meeting onboarding milestones, Experience delivering first-rate handovers to Strategic CSMs, Experience demonstrating meaningful improvements to Ledgy’s onboarding processes, leveraging data-driven approaches and AI tools, Experience running migration projects involving 10,000+ employees, Experience managing large client stakeholder teams, Experience partnering with Sales to refine handoff processes, Experience contributing to product development by providing insights from onboarding patterns and customer feedback, Experience developing automated reporting dashboards to track onboarding health and success rates, Experience building and maintaining a comprehensive knowledge base and self-serve resources for common onboarding scenarios
What You'll Do.
Owning the onboarding of new customers to the platform
Setting the standard for great customer interactions
Owning onboarding projects with some of the world’s leading companies
Driving automation with AI
Taking ownership & project managing customer onboardings from kick-off to go live
Managing an increasing workload of fresh onboardings
Being a go-to product expert in all things equity
Reflecting the voice of the customer back to key stakeholders
Mastering the kick-off call
Building bespoke onboarding plans
Holding customers accountable to meeting onboarding milestones
Delivering first-rate handovers to Strategic CSMs
Demonstrating meaningful improvements to Ledgy’s onboarding processes
Running migration projects
Managing large client stakeholder teams
Partnering with Sales to refine handoff processes
Contributing to product development by providing insights from onboarding patterns and customer feedback
Developing automated reporting dashboards
Building and maintaining a comprehensive knowledge base and self-serve resources
How You'll Work.
Team & Collaboration
Work closely with the Customer Success and cross-functional teams to deliver better results for our customers; Partner with Sales to refine handoff processes and ensure seamless transitions from prospect to customer; Contribute to product development by providing insights from onboarding patterns and customer feedback
Communication Scope
Confident leading customer calls with C-suite stakeholders
Process & Methodology
Demonstrable project management experience & organisational skills, Project management, Project management experience
Full Job Description
At Ledgy, we’re on a mission to make Europe a powerhouse of entrepreneurship by building a modern, tech-driven equity management and financial reporting platform for private and public companies. In 2026, we aim to be the leading provider for European IPOs and reporting for share-based payments. We are a value-based company with a core focus on being humble, transparent, ambitious and impactful, all in order to delivery the best experience for our customers and end users. We are proud to partner with some of the world’s leading investors. New Enterprise Associates led our $22m Series B round in 2022, with Philip Chopin joining Sequoia’s Luciana Lixandru on our board. We were founded in Switzerland in 2017 and today we operate globally from offices in Zurich and London. We encourage diversity and are an international team coming from 26 different countries and speaking 25 different languages. Why this role matters: Ledgy is transforming its existing customer motion to lay the foundation for hyper growth in the next 12 months. We hit >60% growth last year and are on track to break this in 2026. This role gives you the opportunity to be at the centre of this by owning one of the most crucial aspects of Ledgy’s GTM motion: onboarding new customers to the platform. During your first months in the role, you’ll set the standard for great customer interactions, own onboarding projects with some of the world’s leading companies, and make an impact by driving automation with AI. Your Growth Journey: Months 1-2: Ramp up and begin to take ownership Become fluent in equity management concepts and Ledgy's product Shadow Senior CSMs and Account Executives on client/prospect calls Complete a comprehensive onboarding program with dedicated mentorship from a Senior CSM Get hands on with the AI tools at your disposal to reduce data migration time from weeks to hours Take ownership & project manage your first customer onboardings from kick-off to go live! Months 3-6: Build a deep knowl
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