Job Description
Job Purpose
- The Implementation Lead is responsible for building, managing, and continuously improving a high-performing regional team of Implementation agents.
- This role drives the strategic execution of Moniebook's customer onboarding programme at scale, ensuring that every new retail customer in the region is successfully activated, trained, and transitioned into a confident, long-term user of the Moniebook solution.
- Operating at the intersection of people leadership, operational excellence, and customer success strategy, the Implementation Lead sets performance standards, develops team capability, removes escalation blockers, and partners cross-functionally with Sales, Product, and Account Management to deliver a world-class onboarding experience.
- Success is measured by team-wide activation rates, time-to-value benchmarks, retention outcomes, and the quality of customer handoffs across the region measure success.
Key Responsibilities
Team Leadership & Performance Management:
- Recruit, onboard, coach, and retain a regional team of Implementation Agents, fostering a culture of accountability, customer obsession, and continuous improvement.
- Set clear individual and team performance goals aligned to activation rates, time-to-value, feature adoption, CSAT scores, and churn reduction targets.
- Conduct regular 1:1s, team reviews, and performance evaluations; identify skill gaps and build development plans to close them.
Onboarding Strategy & Programme Oversight:
- Design scalable onboarding frameworks that allow the team to manage growing customer volumes without compromising on quality or personalisation.
- Define and maintain onboarding milestones, success metrics, and quality standards across all customer segments.
- Identify opportunities to streamline onboarding timelines and reduce time-to-value without sacrificing adoption depth.
Escalation Management & Issue Resolution:
- Act as the first point of escalation for complex technical issues, difficult customer situations, or onboarding stalls that agents are unable to resolve independently.
- Partner with Product, Engineering, and Support teams to drive resolution of systemic issues affecting onboarding outcomes across the region.
- Maintain clear escalation pathways and SLA standards, ensuring customers always feel supported and informed during issue resolution.
Cross-functional Collaboration:
- Partner closely with the Sales team to ensure smooth pre-to-post sale handoffs and that customer expectations are properly set before onboarding begins.
- Collaborate with Account Managers to refine the handoff process, ensuring agents provide complete, high-quality context that enables seamless long-term retention.
- Work with the Product team to surface recurring customer pain points, usability gaps, and feature adoption blockers, acting as a regional voice of the customer.
Data, Reporting & Insights:
- Track and analyse team-wide performance data including activation rates, onboarding completion timelines, feature adoption depth, CSAT scores, and early-stage churn metrics.
- Produce regular reports for senior leadership on regional onboarding health, trends, risks, and improvement initiatives.
- Use data to identify underperforming segments, agents, or onboarding touchpoints, and drive targeted interventions to address root causes.
Process Improvement & Innovation:
- Continuously review and refine onboarding processes, tools, and resources to improve efficiency, consistency, and customer outcomes.
- Champion the adoption of new technologies, automation, or methodologies that can enhance the team's ability to deliver high-touch onboarding at scale.
- Build a feedback loop between frontline agent insights and senior leadership/product decisions to ensure ground-level learnings influence the business.
Qualifications
- Bachelor's Degree in Business, Technology, Operations, or a related field (or equivalent experience).
- 4 - 6 years of experience in customer onboarding, customer success, or implementation roles, with at least 2–3 years in a team lead or people management capacity.
- Proven track record of leading onboarding or CS teams to consistently achieve activation, adoption, and retention targets, ideally within SaaS, retail technology, or fintech.
- Strong people leadership skills with the ability to motivate, develop, and hold a distributed team accountable for outcomes.
- Excellent analytical skills, able to interpret customer health data, team performance metrics, and identify actionable trends.
- Exceptional communication and stakeholder management skills; able to present to senior leadership, navigate cross-functional relationships, and represent the customer voice persuasively.
- Deep customer empathy combined with a results-driven orientation.
- Highly organised with demonstrated ability to manage multiple priorities, projects, and escalations simultaneously without compromising quality.
- Comfortable working in fast-paced, ambiguous environments; brings structure and clarity without over-engineering.
Preferred Qualifications:
- Experience building or scaling onboarding teams from the ground up in a high-growth technology company.
- Exposure to retail operations, merchant services, or point-of-sale technology.
- Experience designing training curricula, onboarding playbooks, or knowledge management systems.
- Familiarity with customer health scoring methodologies, NPS/CSAT frameworks, or CS operations best practices.