实施负责人
Implementation Lead
Case IQ 是一家领先的 B2B SaaS 公司，专注于治理、风险和合规（GRC）领域，帮助组织打造更安全、更具责任感的工作环境。我们提供全面的解决方案，使组织能够从被动应对转向主动的风险管理。我们的软件帮助合规、人力资源、法律和调查团队报告、管理、调查和预防工作场所风险——包括道德违规、欺诈、性骚扰、歧视、安全事件和第三方问题——从而更好地保护员工、文化和业务。
依托超过 25 年的行业专业知识，并被财富 500 强公司所信赖，Case IQ 已经支持了数百万起案件的管理，并帮助缓解了数十亿美元的财务和声誉风险。
职位概述
我们正在寻找一名实施负责人，负责在客户和价值主张导向的模式下，推动我们调查案例管理 SaaS 产品的实施和配置。
在这个职位上，你将是在实施过程中客户的主要联系人，并负责一些最大客户的项目管理、产品配置、集成和迁移需求收集/文档编写、用户培训以及上线后的采用任务。你将成为产品和调查流程方面的专家，并利用这些知识来规划和执行高质量的客户上线，确保为客户成功交付价值。
你将负责
- 从合同签署到上线及早期采用的整个实施生命周期
- 同时领导多个实施项目，保持清晰的时间表、里程碑和文档
- 收集并转化为可扩展的配置、集成和迁移解决方案的客户需求
- 配置和支持集成（API、webhooks、批量数据传输），并监督数据迁移过程
- 深入掌握我们的产品和调查流程，引导客户遵循最佳实践
- 提供引人入胜的用户培训和赋能，以推动成功的采用和长期价值
- 成为客户的可信顾问，主动识别风险、挑战和机会
- 与产品、工程和客服部门跨职能协作，解决这些问题并提高交付质量
- 提供结构化的反馈，指出产品差距，参与需求定义
查看英文原文
Case IQ is a leading B2B SaaS company in the governance, risk, and compliance (GRC) space, helping organizations build safer, more accountable workplaces. We offer a comprehensive suite of solutions that enable organizations to move from reactive approaches to proactive risk management. Our software helps teams across compliance, HR, legal, and investigations report, manage, investigate, and prevent workplace risk - including ethics violations, fraud, harassment, discrimination, security incidents, and third-party issues - so they can better protect their people, culture, and business.
Backed by over 25 years of domain expertise and trusted by Fortune 500 companies, Case IQ has supported the management of millions of cases and helped mitigate billions in financial and reputational risk.
Role Summary
We’re looking for an Implementation Lead to perform a pivotal role in driving a customer and value proposition centric approach to implementing and configuring our investigative case management SaaS offerings.
In this role, you will be the main point of contact for our customers during the implementation process and you will oversee project management, product configuration, integration and migration requirements gathering/documentation, user training, and post-launch adoption tasks for some of our largest customers. You will become a product and investigative process expert and leverage that knowledge to plan and execute high quality customer onboardings to ensure successful delivery of value to our customers.
AI-Forward Ways of Working
At Case IQ, AI is part of how we build. We look for engineers who can use AI-assisted development and agentic workflows with strong technical judgment: defining clear intent and constraints, validating outputs, protecting customer data, and keeping humans accountable for production decisions. You will help establish practical patterns for responsible AI use across discovery, design, implementation, testing, observability, and operations.
What You'll Do
- Own the full implementation lifecycle from contract signing through go-live and early adoption for new and existing customers
- Lead multiple concurrent implementation projects, maintaining clear timelines, milestones, and documentation
- Gather and translate customer requirements into scalable configuration, integration, and migration solutions
- Configure and support integrations (APIs, webhooks, batch data transfers) and oversee data migration processes
- Develop deep expertise in our product and investigative workflows to guide customers toward best practices
- Deliver engaging user training and enablement to drive successful adoption and long-term value
- Act as a trusted advisor to customers, proactively identifying risks, challenges, and opportunities
- Collaborate cross-functionally with Product, Engineering, and Support to resolve issues and improve delivery
- Provide structured feedback on product gaps, contribute to requirements, and support testing of new features
- Analyze implementation performance and customer outcomes, surfacing insights and improvement opportunities
- Continuously refine implementation processes to increase efficiency, scalability, and customer impact
- Maintain and promote high standards of security, confidentiality, and compliance while handling company systems, customer information, and internal processes.
What Success Looks Like
- 45 days: Complete onboarding, role-specific training, and required security/compliance expectations. Build context on Case IQ's products, customers, systems, team processes, and role priorities.
- 60 days: Shadow or support active customer implementations, learn delivery tools/templates, and begin owning defined workstreams with support.
- 90 days: Manage implementation tasks or projects with increasing independence, clear customer communication, and accurate documentation
- 6 months: Contribute to predictable delivery, cleaner handoffs, reduced rework, and improved customer readiness for launch or adoption.
- 1 year: Serve as a trusted implementation partner who helps customers achieve successful launches and supports continuous improvement of delivery practices.
Who You Are
- 2-3 years experience in implementation, project delivery, business analysis, customer onboarding, training, or a related customer-facing role.
- Strong organizational, communication, and stakeholder management skills.
- Ability to translate requirements into clear plans, workflows, documentation, or customer enablement materials.
- Comfort managing timelines, risks, competing priorities, and customer expectations.
- Solid understanding of data migrations and integration models (APIs, webhooks, batch processing)
- Excellent communication skills, both written and verbal, with strong stakeholder management abilities
- Highly organized with strong attention to detail and follow-through
- Collaborative team player who can also operate independently
- Growth-oriented mindset with a commitment to continuous learning and improvement
- Experience in a B2B SaaS, technology, professional services, GRC, compliance, HR, legal, investigations, or risk-related environment (an asset!)
Perks and Benefits
- Work remotely within a flexible work environment (our team spans 7 countries!)
- Competitive company-paid benefits plan starting day 1!
- Generous professional development budget
- RRSP/ 401k matching program
- Half-day Fridays in the summer
Selected candidates will be contacted through BambooHR (please check your junk mail).
Case IQ is an equal opportunity employer. All qualified applicants are given consideration regardless of race, religion, color, gender, sex,
age, sexual orientation, gender identity, national origin, marital status, citizenship status, disability, veteran status, or any other protected class as provided in applicable employment laws. If you have a disability or special need that requires accommodation, please contact us at [hr@caseiq.com](mailto:hr@caseiq.com).