We're a small, fast-moving team building AI-native tools for financial advisors. If you care about craft and shipping products people love, we'd like to meet you.

Implementation Manager

Location

St. John's, NL

Employment Type

Full time

Location Type

On-site

Department

Customer Success

About Verlo

Verlo is building the operating system for financial advisors.

Advisors today juggle CRMs, email, notes, tasks, meeting software, and countless manual workflows just to serve their clients. We're bringing all of that together into a single AI-powered platform that helps advisory firms deliver better client experiences with less administrative work.

We're an early-stage startup, which means everyone has a chance to shape the product, improve how we work, and have a meaningful impact on our customers.

About the Role

We're looking for an Implementation Manager to own the customer onboarding experience from signed agreement through successful launch.

You'll work directly with advisory firms to understand their business, configure Verlo to fit their workflows, coordinate data migrations and integrations, train end users, and ensure every customer is set up for long-term success.

This isn't a role where you simply follow a checklist. Every implementation is an opportunity to improve our product, documentation, and onboarding process. You'll work closely with Product, Engineering, Sales, and Customer Success to make each implementation smoother than the last.

If you enjoy solving problems, managing projects, working directly with customers, and building scalable processes, we'd love to hear from you.

What You'll Do

Lead customer implementations from kickoff through go-live

Manage implementation timelines and customer expectations

Configure Verlo based on each firm's workflows

Coordinate CRM, calendar, email, and other system integrations

Coordinate and validate customer data migrations





Deliver customer training sessions and onboarding workshops

Build trusted relationships with advisors and operations teams

Identify risks early and keep projects moving

Create and improve onboarding documentation, playbooks, and templates

Partner with Product and Engineering to resolve blockers and improve the implementation experience

Capture customer feedback that influences the product roadmap

Help establish best practices as our implementation function grows

What We're Looking For

Excellent project management and organizational skills

Comfortable leading customer meetings with executives and end users

Able to manage multiple implementations simultaneously

Naturally curious and proactive when solving problems

Strong technical aptitude—you don't need to be an engineer, but you should be comfortable learning software, troubleshooting issues, and working with APIs and integrations

Excited to work in a quick-moving startup where priorities evolve quickly

Bonus Points

Experience implementing SaaS products

Experience working with financial advisors, wealth management firms, or fintech

Experience with CRM platforms such as Salesforce, HubSpot, or Attio

Experience with data migrations or customer onboarding at scale

What Success Looks Like

Within your first 90 days, you'll:

Independently lead customer implementations

Deliver consistently high-quality onboarding experiences

Help customers reach production quickly and confidently

Improve at least one internal implementation process

Become a trusted partner for both customers and the Verlo team

Why Join Verlo?

Build something from the ground up

Work directly with founders and influence product direction

Help define how customer implementations scale

Competitive compensation

Opportunity to grow into Customer Success, Operations, or leadership as the company expands

If you're excited about building great customer experiences and helping shape how an early-stage company scales, we'd love to talk.

📌 Implementation Manager (St. John's)
🏢 Verlo
📍 St. John's