Weave
Onboarding
ImplementationSpecialist,UpsellsAIReceptionist
Neural analysis suggests this role is
optimal for Mid+ candidates.
“Implementation Specialist, Upsells AI Receptionist at Weave. Skills: Customer Onboarding, AI Receptionist, Customer Training. Serve as implementation specialist. Serve as trusted advisor”
What You'll Achieve.
Customer adoption; Implementation quality; Customer satisfaction; Long-term retention; Drive customer adoption; Drive customer outcomes
Industry & Context.
Troubleshoot implementation issues; Problem Solving
What They're Looking For.
Must Have
2+ years customer-facing experience, Presentation skills, Customer training skills, Manage multiple implementations, Excellent verbal communication, Excellent written communication, Technical aptitude, Troubleshoot software workflows, Navigate ambiguity, Operate in fast-changing environment, Organizational skills, Time management skills, Build trust, Influence customer behavior, Drive customer adoption, Drive customer outcomes, Handle escalated customer situations
Nice to Have
Experience implementing SaaS products, Experience training customers on software, Knowledge of healthcare workflows, Knowledge of dental workflows
What You'll Do.
Serve as implementation specialist
Serve as trusted advisor
Manage customer portfolio
Lead customer training calls
Lead activation calls
Review AI setup preferences
Validate scheduling configurations
Validate business information
Validate insurance settings
Validate workflow requirements
Train customers on AI features
Validate customer workflows
Troubleshoot implementation issues
Partner with Product teams
Partner with Support teams
Partner with Operations teams
Partner with Engineering teams
Manage customer expectations
Communicate implementation milestones
Handle customer escalations
Handle adoption concerns
Ensure value realization
Document customer interactions
Document implementation progress
Schedule post-go-live calls
Conduct post-go-live check-ins
Support long-term success
Deliver five-star customer experience
How You'll Work.
Team & Collaboration
Partner with Product; Partner with Support; Partner with Operations; Partner with Engineering
Communication Scope
Presentation skills; Customer training; Verbal communication; Written communication
Process & Methodology
Project Management
Full Job Description
The Implementation Specialist, Upsells AI Receptionist (AIR) is responsible for guiding existing Weave customers through the implementation, training, and activation of TrueLark, Weave's AI-powered receptionist platform. This role serves as the primary point of contact throughout onboarding, ensuring customers are properly configured, trained, and prepared to successfully adopt AI-driven scheduling, texting, and communication workflows. You will manage a portfolio of customers at various stages of implementation, balancing project management, customer education, technical troubleshooting, and go-live execution. Success in this role is measured by customer adoption, implementation quality, customer satisfaction, and long-term retention. - Hybrid Position: Monday–Wednesday in office, Thursday–Friday remote Schedule: 7:00 AM–4:00 PM or 8:00 AM–5:00 PM Reports To: Manager of Onboarding WHAT YOU WILL OWN - Serve as the primary implementation specialist and trusted advisor from kickoff through go-live. - Manage a portfolio of customers in various stages of onboarding. - Lead customer training and activation calls for AI Receptionist and TrueLark products. - Review and validate customer AI setup preferences, scheduling configurations, business information, insurance settings, and workflow requirements. - Train customers on AI Receptionist features including: - AI Voice - AI Texting - Online Booking - Missed Call Text - Unified Inbox - Call Intelligence - Needs Attention workflows - Configure and activate TrueLark within Weave systems. - Conduct test calls and validate customer workflows before go-live. - Troubleshoot implementation issues and partner with Product, Support, Operations, and Engineering teams when necessary. - Proactively manage customer expectations and communicate implementation milestones. - Handle customer escalations and adoption concerns. - Ensure customers understand how to maximize the value of both Weave and TrueLark. - Document customer interactions
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