Implementation Specialist

At Ledgy, we’re on a mission to make Europe a powerhouse of entrepreneurship by building a modern, tech-driven equity management and financial reporting platform for private and public companies. In 2026, we aim to be the leading provider for European IPOs and reporting for share-based payments. We are a value-based company with a core focus on being humble, transparent, ambitious and impactful, all in order to delivery the best experience for our customers and end users. We are proud to partner with some of the world’s leading investors. New Enterprise Associates led our $22m Series B round in 2022, with Philip Chopin joining Sequoia’s Luciana Lixandru on our board. We were founded in Switzerland in 2017 and today we operate globally from offices in Zurich and London. We encourage diversity and are an international team coming from 26 different countries and speaking 25 different languages. Why this role matters: Ledgy is transforming its existing customer motion to lay the foundation for hyper growth in the next 12 months. We hit >60% growth last year and are on track to break this in 2026. This role gives you the opportunity to be at the centre of this by owning one of the most crucial aspects of Ledgy’s GTM motion: onboarding new customers to the platform. During your first months in the role, you’ll set the standard for great customer interactions, own onboarding projects with some of the world’s leading companies, and make an impact by driving automation with AI. Your Growth Journey: Months 1-2: Ramp up and begin to take ownership Become fluent in equity management concepts and Ledgy's product Shadow Senior CSMs and Account Executives on client/prospect calls Complete a comprehensive onboarding program with dedicated mentorship from a Senior CSM Get hands on with the AI tools at your disposal to reduce data migration time from weeks to hours Take ownership & project manage your first customer onboardings from kick-off to go live! Months 3-6: Build a deep knowledge of equity plan & cap table migrations, start to own time to first value metric Manage an increasing workload of fresh onboardings from spreadsheets, migrations from competitor platforms across both private and publicly listed companies Be a go-to product expert in all things equity and reflect the voice of the customer back to key stakeholders at Ledgy Become accountable for time to first value (rollout) and develop initiatives to reduce it Master the kick-off call and build bespoke onboarding plans and hold customers accountable to meeting onboarding milestones Deliver first-rate handovers to Strategic CSMs, setting accounts up for future expansion Months 6-12: Expand your impact Demonstrate meaningful improvements to Ledgy’s onboarding processes, leveraging data-driven approaches and AI tools Show confidence running migration projects involving 10,000+ employees, managing large client stakeholder teams, and delighting them by delivering projects ahead of deadlines Partner with Sales to refine handoff processes and ensure seamless transitions from prospect to customer Contribute to product development by providing insights from onboarding patterns and customer feedback Develop automated reporting dashboards to track onboarding health and success rates across different customer segments Build and maintain a comprehensive knowledge base and self-serve resources for common onboarding scenarios What we're looking for: 2-5 years' experience working in a startup operations, implementation/project management, consulting, or customer success role Data literate - has to feel super comfortable working in spreadsheets with large amounts of sensitive data Demonstrable aptitude with AI tools such as Claude Cowork Confident leading customer calls with C-suite stakeholders Collaborative - work closely with the Customer Success and cross-functional teams to deliver better results for our customers Comfortable in a fast-paced environment with a high level of context switching