Quick Overview
Job Description
The Role
Lawmatics is looking for an Implementation Manager, based in San Diego, CA, to own the onboarding of a new customer's journey with us. From the moment a law firm signs up, you're their guide - running a structured onboarding program, configuring their account with support from our build team, and setting them up to succeed before handing them off to their ongoing Customer Success Manager.
Please note: We are a hybrid company that works out of our office in San Diego, CA Monday through Wednesday, with the option to work remotely on Thursday and Friday.
What You'll Do
- Own a caseload of new accounts moving through a structured onboarding program
- Run a dedicated kickoff call with every new signup, and get their first call booked quickly after they sign up
- Educate new customers on the platform during onboarding — running training sessions and creating resources so they understand core features and best practices from day one
- Coordinate with our internal build team on account configuration, intake automation setup, and data migration
- Monitor early engagement signals and proactively re-engage accounts that show signs of stalling
- Hand off fully onboarded accounts to the Customer Success team with a clean, documented transition
- Manage unresponsive accounts through a clear escalation process rather than endlessly rescheduling
What You'll Bring
- 2+ years of experience in customer onboarding, implementation, or technical support, preferably in a SaaS environment
- Comfort managing 20-30 concurrent onboarding relationships at different stages, keeping meticulous records and hitting deadlines even as priorities shift
- Excellent communication skills - you build rapport quickly and can explain technical and workflow concepts clearly to legal professionals who aren't technical
- A structured, process-oriented approach to scheduling and follow-through, with a proactive eye for catching stalling accounts or configuration issues before they become blockers
- Proficiency with software tools and a genuine interest in learning new systems - you'll work across our CRM, intake automation, and internal build tools daily
- Familiarity with CRM or intake automation platforms; direct Lawmatics experience is a plus but not required
- A collaborative, self-starter mindset - comfortable working closely with our build team and Customer Success on handoffs, and resilient when priorities shift account to account
#LI-REMOTE
About Lawmatics
Lawmatics is the #1 CRM for law firms, supporting the entire client journey from first contact to trusted partnership. Firms use Lawmatics to streamline intake, automate tasks, run marketing campaigns, manage referrals, and track growth — all in one AI-powered platform that keeps business moving forward. To learn more, visit Lawmatics.com.
As an equal opportunity employer, we are proud to celebrate diversity and champion an inclusive workplace. No matter who you are, where you're from, who you love, how you think, or what you believe, all are encouraged to apply.
Similar jobs
- IL
Implementation Specialist, Philadelphia
Auto ApplyIXL Learning
Philadelphia🇺🇸Hybrid1 week agoStrategic Planning - IL
Implementation Specialist, Pittsburgh
Auto ApplyIXL Learning
Pittsburgh🇺🇸Hybrid3 weeks agoStrategic Planning - IL
Implementation Specialist
NewAuto ApplyITS Logistics, LLC
Fort Worth🇺🇸$23 - $25/hrHybrid2 days agoAccount ManagementConcreteFLSA+2 - BT
Senior Implementation Consultant
Auto ApplyBuilt Technologies
Nashville🇺🇸Remote1 week agoComplianceGreenhouse - AX
Sr. Implementation Manager
Auto ApplyAXS
New Orleans🇺🇸Hybrid5 weeks agoEdge ComputingBusiness DevelopmentOnboarding+2 - OD
Implementation Specialist
NewAuto ApplyOdyssey
Remote🇺🇸$70k - $90k/yrRemote2 days agoSQLCustomer SuccessOnboarding - EN
Implementation Manager, Commercial
NewAuto ApplyEngine
Chicago🇺🇸$12k/moHybrid2 days agoAccount ManagementCustomer SuccessOnboardingSales - EN
Implementation Manager, Engine X
NewAuto ApplyEngine
Chicago🇺🇸$105k - $130k/yrHybrid2 days agoAccount ManagementCRMCustomer Success - ED
Senior Implementation Manager
NewAuto ApplyEdsights
United States🇺🇸Remote2 days agoSalesforceCRMCalendar Management+2 - AU
Implementation Consultant
Auto ApplyAutoLeap
Atlanta, Georgia🇺🇸Remote3 days agoScheduling - PB
Banking & Payments Implementation Manager
Auto ApplyPiermont Bank
New York🇺🇸$120k - $170k/yrHybrid3 days agoComplianceRailsRequirements Gathering+1Finance - PA
Solutions & Implementation Manager
NewAuto ApplyPayoneer
Remote🇺🇸Remote2 days agoFigmaSalesforceArticulate+3