Enterprise Implementation Specialist

Enterprise Implementation Specialist

Location: Remote (East Coast, US.)
Reports to: Director, Customer Services

About Crossbeam

Most go-to-market teams are still running playbooks built for a different era. More cold outreach. More ads. More noise. Crossbeam was built on a different idea: the fastest path to revenue is often through the companies already connected to your customers.

Crossbeam is the platform that makes that possible. Companies use Crossbeam to securely compare CRM data with partners, revealing shared customers, overlapping prospects, and warm paths into deals. We’re defining the category of ecosystem-led growth and giving revenue teams a fundamentally better signal for how to prioritize accounts, collaborate with partners, and win deals faster.

About the role:

As an Implementation Specialist on our Enterprise team, you will own the implementation journey for our largest customers (3,500+ employees), from contract close to the day their core use cases are live, and you will stay their technical advisor for the length of their contract. You will work hand in hand with Account Success Managers (ASMs), Account Executives, and our Business Development team to turn a signed contract into a long-term partnership.

What you'll do:

Your work is organized around 5 pillars.

1. Pre-kickoff & Scoping:

• Join internal handover calls with Account Executives before (or right at) contract close, so customers never feel like discovery is starting over

• Run a client readiness review and a data governance checklist upfront: CRM setup, integration user, SSO, security requirements, internal resources and key deadlines

• Co-lead the kickoff with the ASM: present the implementation plan, timeline, and ownership

1. Use-Case-First Implementation & Project Management:

• Partner with the ASM to run a strategy session that aligns on the customer's top use cases, KPIs, and priority partners, then build the implementation plan around them (not around a feature checklist)

• Run weekly working sessions with the customer's RevOps, Partnerships, and IT stakeholders, and deliver a technical go-live within a 90-day target

• Lead the technical rollout across three phases:

  1. In-app and CRM setup: sandbox testing (Salesforce, HubSpot), data sources, populations, sharing settings, SSO, and user management

  2. Operationalizing partner data: account mapping, report notifications, and integrations with the customer's tech stack (Salesforce, HubSpot, Dynamics, Slack, Copilot, Clay, Snowflake, Gong, MCP and more)

  3. Ecosystem growth: partner activation alongside our Business Development team

• Document progress, risks, and decisions in our customer success platform, and flag onboarding risk early so you can act on it together with the ASM

1. Enablement & Partner Workshops:

• Scope and deliver customized enablement sessions for admins, partnership teams, sales teams, and leadership

• Run partner workshops that help customers and their partners build collaborative routines using Crossbeam reports, shared lists, and notifications

• Teach customers to be self-sufficient with our Help Center and Academy, and set expectations on how to engage Support and their ASM going forward

1. Strategic Advisory & Revenue Impact:

• Act as a trusted technical advisor to admins and executive sponsors, bringing a consultative perspective on how to get more value from their ecosystem

• Hand off to the ASM with a clear picture of what's live, what's next, and where the opportunities are

• Run post-implementation account checks to catch integration issues, seat gaps, and adoption risks before they become churn risks

• Spot expansion signals and scope Professional Services engagements (custom configurations, technical rework, extra enablement or workshops) when needs go beyond standard scope

1. Technical Escalation & Continuous Improvement:

• Act as the escalation point for complex technical issues on your Enterprise accounts, working with Support, Product, and Engineering to troubleshoot and resolve them

• Share product feedback from the field to influence our roadmap

• Help build and refine our Enterprise implementation processes, templates, and AI-powered workflows, and share best practices with the team

What you'll need:

• 2+ years in implementation or onboarding at a B2B SaaS company

• 1+ year in a customer-facing role

• Experience running technical implementations end to end, with strong project management

• Hands-on experience configuring a CRM (Salesforce or HubSpot) and its integrations

• A consultative, solution-oriented mindset

• Strong organization, attention to detail, and clear written and verbal communication

It’s a bonus if you have:

• Experience working with Enterprise customers (3,500+ employees)

• Microsoft Dynamics experience

• Familiarity with MCP and AI tooling

You'll do great if you:

• Lead with outcomes, not features. You ask "what is this customer trying to achieve?" before deciding what to configure

• Are comfortable in the room with both a Salesforce admin and a VP of Partnerships, and adjust your message to each

• Protect quality. You set realistic expectations and push back (kindly and clearly) when a timeline or scope puts the customer at risk

• See every implementation call as a chance to drive adoption, reduce risk, and surface the next opportunity

• Take ownership without waiting for permission, and keep multi-stakeholder projects moving when priorities shift

• Dig until you understand the real problem, not just the surface request

• Use AI to synthesize information, prep sessions, and move faster, while knowing when a human touch matters most

• Like building the playbook as much as running it. Our Enterprise motion is evolving, and your input will shape it

You'll get:

• Collaborative teammates and a culture built on trust and accountability

• Competitive compensation and equity

• Comprehensive healthcare coverage for you and your family

• Remote-flexible with access to co-working spaces in your area

• Learning, wellness, and WFH stipends

• Flexible time off

• Paid parental leave

• ...and more!