Quandri is transforming the insurance experience for policyholders across North America by providing AI to the industry’s critical stakeholders - insurance agencies and brokerages. We’re making insurance better for policyholders, while helping insurance brokerages deliver a better client service, grow faster, and harness AI so that they control the future of insurance distribution. Have a deep customer focused mindset Are low ego, and believe more in achieving the best outcome for our customers and achieving big goals as a team Want to have a big impact, and are not content with making changes at the edges The Implementation Manager is responsible for implementing the Quandri platform for a wide range of customers, from SMB to Enterprise.

The role will lead at all stages of the implementation journey for both new and existing customers. You will leverage your past experience leading customer-focused software initiatives to deliver implementations that enable customers to achieve outstanding results from their partnership with Quandri. Manage implementation projects and client onboarding from start to finish Lead implementation activities, including kickoff, discovery, configuration, testing, and training Communicate progress via our CRM throughout the implementation process to ensure the customer understands the progress towards their deployment date Provide a from Implementation to CS,



ensuring customer expectations are met and transitions are efficient and customer focused Confirm and document customer goals and success metrics as customers exit the sales cycle and enter implementation Facilitate technical requirement gathering and deliver customer feedback to the product team when necessary Effectively manage and communicate changes in project scope, budget or schedule Utilize internal tools such as HubSpot, Sybill, and GDrive to track all customers in deployment and their progress Work with the Product team to continually improve customer time-to-value Develop scope of work documentation that marries customer expectations with internal delivery resources Identify change management opportunities to improve user training & adoption Become an expert in our products and know all required technical details to successfully implement our products Understand key elements of the AMS systems our customers use that are relevant to our implementation Provide insights and feedback from our customers to the Customer Success and product team to help shape our product refinement 2+ years of experience successfully implementing software/SaaS systems ~ Bonus:



experience in the insurance industry and/or working with Agency Management Systems ~ Outstanding project management skills and effective use of project management tools ~ Strong technical aptitude and curiosity to understand systems ~ Experience working with product and engineering teams to deliver implementations ~ Experience managing change management activities by clearly communicating the implementation process and providing amazing support and user training ~ Proven ability to convey technical subject matter to non-technical audiences ~ History of delivering exceptional customer service ~ Strong interpersonal and relationship-building skills ~ Proficiency in Microsoft Word, Excel, Powerpoint or G-Suite equivalents ~ Proficiency in using a CRM platform (HubSpot preferred) ~ Aptitude for technology and the ability to learn to use different software programs quickly ~ The ability to manage multiple customer projects ~ The ability to effectively listen and communicate with customers in a qualified manner ~ Effectively present to customers and run engaging customer meetings ~ Demonstrate commitment and passion for creating positive customer-centric interactions The range for base pay is $90k - $130k which is dependent on level of experience, performance and choice of stock option compensation Comprehensive health benefits, including $500 Lifestyle Spending Account Four weeks of paid vacation per year Parental leave top-ups: 6 months for birthing parents, 8 weeks for non-birthing parents (up to $100,000 annual salary) As an equal opportunity employer, Quandri adheres to Canadian labour laws and does not engage in discrimination based on race, national origin, gender, gender identity, sexual orientation, protected veteran status, disability, age, or any other status protected under Canadian law. #

📌 BI Implementation Manager (Vancouver)
🏢 Quandri
📍 Vancouver