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Okta
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Full-time
Paid time off, Paid provincial holidays, Paid parental leave, Private pension matching, Healthcare benefits, Leadership development programs
Posted 8d ago
~40 hrs/week
Responsibilities
The Implementation Specialist will lead client onboarding calls and manage the transition process from Sales to Customer Success. They are responsible for troubleshooting technical issues, performing data migrations, and documenting customer interactions within the platform.
Requirements
Candidates should have 1-2 years of customer-facing experience, preferably in a tech environment, and strong technical aptitude. Proficiency in Excel and excellent communication skills are required to effectively manage client setups and integrations.
Full job description
At Levitate, we’re on a mission to make a real impact - for our customers, our team, and the world around us. We believe the best work comes from people who are curious, driven, and excited to grow. Our five core values guide everything we do, and we look for teammates who embody the traits that make those values come to life:
Creating Magic ✨ You have the persistence and grit to turn ambitious ideas into remarkable outcomes.
Showing Customer Empathy ❤️ You bring humble confidence, listening deeply, and putting customers first.
Making Data-Driven Decisions 📊 You pair creativity with insights to make smarter, faster choices.
Focusing on Solutions, Not Problems 🔍 You approach challenges with positivity and critical thinking, always looking for the way forward.
Making Small Improvements Every Day 🌱 You embrace coachability and lean into discomfort to grow, improve, and drive lasting change.
Here, you won’t just do a job, you’ll help create meaningful experiences, solve real problems, and shape the future of our company.
Levitate is seeking an Implementation Specialist to join our dynamic Customer Success team. This role serves as a critical bridge between Sales and Customer Success, helping new clients get up and running with our platform. We’re looking for a tech-savvy, organized, and proactive individual with strong communication skills and a passion for delivering a seamless onboarding experience. You'll assist clients with integrations, data migration, and setup - ensuring a smooth transition into the Levitate platform.
Responsibilities
Lead implementation calls with clients to guide them through setup and onboarding
Collaborate closely with Sales, Support, and Customer Success teams for smooth handoffs
Troubleshoot implementation challenges through problem-solving and collaboration with Support and Engineering
Accurately document customer interactions and updates in our system
Effectively manage time and tasks to meet implementation deadlines
Use AI tools to clean and prepare spreadsheets during onboarding processes
Qualifications
1–2 years of customer-facing experience, preferably in a tech environment
Strong technical aptitude and comfort with tools and integrations
Fluent in Excel (basic formulas, VLOOKUP, data manipulation, etc.)
Excellent written and verbal communication skills
Highly organized with strong time management and multitasking abilities
Professional and empathetic when working with clients
Strong problem-solving mindset with a collaborative attitude
Our commitment to our staff is showcased not only through our strong company culture, but also through our employee-centric benefits and programs including:
Paid time off and paid provincial holidays to facilitate strong work-life balance
Paid parental leave that provides employees with support and flexibility as they grow their families
Extensive benefit options including private pension matching, healthcare benefits, etc. Culture Crew and Emerging Leader programs to foster employee leadership development, inclusivity, and connection through year-round trainings and events
Notices:
AI: Levitate will use Artificial Intelligence-supported tools to screen, assess or select applicants at one or more stages of the recruitment process for this position.
Compensation: Compensation for this position is a $55,000 base + $10,000 bonus = $65,000 CAD on target earnings. The bonus portion is uncapped.
Vacancy Status: This position is being publicly advertised to support ongoing hiring needs and may be used to fill an existing vacancy or to support anticipated team growth. Depending on business needs at the time of hire, this role may be filled as a backfill or as new headcount.
Scalable, authentic communication tools that nurture your network with ease - all in one place.
Industry
Software Development
Company size
201-500 employees
Founded
2017
Headquarters
Raleigh, North Carolina
LinkedIn followers
10,211
Total funding
$71M
Founded in 2017 by ShareFile creator Jesse Lipson, Levitate was built with a passion for helping small and medium-sized businesses focus on what they do best: building relationships. Our pioneering approach to marketing—what we call “keep-in-touch” marketing—leverages personal, authentic communication strategies with the power of an AI-driven platform to keep your business top of mind all the time.
Clients can use the platform to send top-performing email and social media post templates to their network, make AI-created content in seconds, use our built-in meeting booking, send Happiness Surveys to get a pulse on your clients, generate reviews, set up keep-in-touch tags for contacts, create automated drip campaigns, and more -- all with a dedicated Success Specialist by your side.
For more information, visit www.levitate.ai.
To view our privacy policy, visit https://www.levitate.ai/privacy-policy.
Offices: 2409 Crabtree Blvd, Raleigh, North Carolina 27604, US
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