About the role
About the Role
The Implementation Advisor is responsible for leading the onboarding and implementation of FieldPulse for our most strategic and complex customers. These accounts often include multi-team organizations, advanced reporting needs, integrations, custom workflows, and large user counts.
This role goes beyond standard onboarding. You will act as a trusted advisor, helping customers design their workflow, configure the system correctly, and ensure long-term success with the platform.
You will partner closely with Sales, Customer Success, Product, and Technical teams to ensure smooth launches and strong customer outcomes. This position requires strong experience, confidence leading customer conversations, and the ability to manage complex implementations from start to finish. This role is highly consultative and requires strong experience in software implementation, customer-facing project management, and workflow design.
Where You'll Work:
Our headquarters in Dallas, TX.
You’ll be right in the heart of the action, surrounded by a team of passionate, high-energy individuals who thrive in a collaborative, fast-paced environment.
What You'll Do:
Strategic Implementation Ownership
Lead implementations for large and complex customers, typically 21+ users
Manage full onboarding lifecycle from kickoff through go-live
Design implementation plans based on customer structure, workflow, and goals
Configure accounts with advanced setup including pricebook, reporting, permissions, integrations, and add-ons
Ensure customers are fully set up for long-term success before go-live
Consultative Customer Guidance
Act as a trusted advisor during implementation
Ask detailed discovery questions to understand how the customer operates
Recommend best practices based on experience with similar customers
Set clear expectations on capabilities, limitations, and timeline
Guide customers through change management and adoption
Project Management
Create and manage implementation timelines for strategic accounts
Track progress and hold customers accountable to milestones
Coordinate across internal teams when additional support is required
Escalate risks early to ensure successful outcomes
Cross-Functional Collaboration
Partner with Sales on complex handoffs
Work with Customer Success on long-term account strategy
Collaborate with Technical Support on advanced issues
Provide feedback to Product on feature gaps and customer needs
Operational Excellence
Maintain accurate notes in CRM and internal tools
Follow defined implementation process for strategic accounts
Help improve playbooks and documentation for complex onboarding
Assist with internal initiatives to improve scalability
What We’re Looking For:
Bachelor’s degree or equivalent experience
1–3+ years in implementation, customer success, consulting, or account management
Experience working with complex or mid-market / enterprise customers
Strong project management skills
Excellent communication and presentation skills
Comfortable leading calls with executives and business owners
Highly organized and detail-oriented
Strong problem-solving ability
Able to manage multiple high-touch customers at once
Preferred:
SaaS implementation experience
Experience with CRM, field service, or fintech software
Experience with QuickBooks Online or Desktop integrations
Experience with workflow design or operational consulting
What We Offer:
Impactful, Fast-Paced Startup Culture:
Work on exciting projects that truly move the needle.
Lunches Provided Monday–Friday:
Delicious meals on us to fuel your day.
Comprehensive Health Coverage:
Medical insurance, plus dental & vision benefits to keep you covered.
Health & Wellness Perks
: Memberships to keep you feeling your best.
401(k) Plan:
Secure your future while you grow with us.
Clear Path for Growth:
Transparent career progression, professional development, and promotion opportunities.
Paid Parental Leave:
Support for you and your family when it matters most.
About FieldPulse
FieldPulse is a fast-growing software company building modern tools for home service businesses such as plumbers, electricians, HVAC companies, and specialty contractors. Our platform helps customers run their entire business, from scheduling and invoicing to payments, communication, and reporting.
As we continue to grow upmarket, we are working with larger and more complex customers who require advanced configuration, operational guidance, and strategic onboarding. We are looking for an Implementation Advisor to lead implementations for our most strategic accounts, typically customers with 21+ users, complex workflows, and advanced configuration needs.