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Ivo

SaaS AI contract review and redlining

Implementation Specialist

Implementation & Technical Account ManagementUpdated on Nov 7
Full-timeIn-person

About the Job

Requirements

  • Four to eight or more years of experience in implementation, professional services, onboarding, or customer delivery roles for complex B2B software-as-a-service products.
  • Significant experience working with enterprise customers and navigating multi-stakeholder environments.
  • Ability to scope ambiguous problems, design structured solutions, and execute against them.
  • Technical fluency to discuss data models, integrations, workflows, and system constraints without needing to be an engineer.
  • Demonstrated experience managing complex customer projects and software rollouts.
  • Ability to set boundaries, manage expectations, and say no when necessary.
  • Strong organizational ability and written and verbal communication skills.

Responsibilities

  • Lead post-sale onboarding for large, complex enterprise customers from kickoff through initial steady-state usage.
  • Act as the customer’s primary implementation owner and coordinate closely with the assigned Customer Success Manager.
  • Build trust with senior customer stakeholders through sound judgment, structure, and follow-through.
  • Facilitate structured scoping sessions to understand customer objectives, priorities, workflows, and constraints.
  • Translate customer goals into clear implementation plans covering workspace structure and document scope, workflow design and prioritization, and integration considerations with existing tools such as Salesforce, SharePoint, and Google Drive.
  • Create project plans around timelines, dependencies, and outcomes.
  • Design and support customer-specific Intelligence workflows, intake mechanisms, and fact-extraction use cases.
  • Ensure configurations align with customer operating models and long-term scalability.
  • Partner with legal engineering, product, and support teams to deliver solutions that meet customer requirements.
  • Deliver tailored training on Intelligence workplace setup and usage, fact extraction and query workflows, and best practices for scaling usage across teams.
  • Help customers operate independently and understand when and how to engage Ivo for support.
  • Manage implementation-related requests during onboarding in line with defined service-level agreements and complexity tiers.
  • Provide clear status updates, risk flags, and recommendations to customers and internal stakeholders.
  • Identify patterns across implementations and contribute to process improvements, templates, and playbooks.

Desired Qualifications

  • Experience working in a startup environment is preferred but not required.

About the Company

Ivo

SaaS AI contract review and redlining

Ivo provides a SaaS legal tech platform that automates and speeds up contract negotiations for in-house legal teams using generative AI. It reviews and redlines agreements by comparing them to company playbooks and historical contract data, flags deviations, suggests revisions, and can generate compromise language in the style of experienced attorneys. It differentiates itself by creating company-specific playbooks, offering a smart contract repository and an AI assistant, and focusing on enterprise-scale contract lifecycle needs. Its goal is to shorten deal cycles, improve legal efficiency, and help legal teams manage contracts reliably across the organization.

Company size
51-200
Company stage
Series B
Total funding
$83.2M
Headquarters
San Francisco, CA
Founded
2022

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