At a Glance
- Tasks: Lead customer onboarding projects and enhance processes with AI tools.
- Company: Join Ledgy, a dynamic startup revolutionising equity management in Europe.
- Benefits: Enjoy flexible hours, 25 vacation days, remote work options, and a learning budget.
- Other info: Work in a diverse team from 26 countries, with opportunities for career advancement.
- Why this job: Be at the forefront of growth, impacting major companies and shaping onboarding experiences.
- Qualifications: 2-5 years in project management or customer success; data-savvy and collaborative.
The predicted salary is between 50000 - 65000 £ per year.
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 deliver the best experience for our customers and end users.
Why this role matters:
Ledgy is transforming its existing customer motion to lay the foundation for hyper growth in the next 12 months. 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.
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 high level of context switching & ambiguity
- Demonstrable project management experience & organisational skills
- A builder mentality - own and improve Ledgy’s onboarding process
Being part of Ledgy means:
- Recharge and re‑energize with flexible working hours, 25 days of vacation, and up to 40 days of remote work from outside your home country.
- We make space for your own professional development, with a generous yearly learning & development budget.
- This role will receive a competitive salary + benefits + equity.
- For candidates based in London or Zurich we use a hybrid work model of 1 day in the office per week.
Implementation Specialist employer: Ledgy
At Ledgy, we pride ourselves on fostering a dynamic and inclusive work environment that champions professional growth and innovation. As an Implementation Specialist, you'll enjoy flexible working hours, generous vacation policies, and a commitment to your development through a dedicated learning budget, all while being part of a diverse team that spans 26 countries. With our ambitious goals and supportive culture, Ledgy is the perfect place for those looking to make a meaningful impact in the tech-driven equity management space.
StudySmarter Expert Advice🤫
We think this is how you could land Implementation Specialist
✨Tip Number 1
Get to know the company inside out! Research Ledgy's mission, values, and recent achievements. This will help you tailor your conversations and show that you're genuinely interested in being part of their journey.
✨Tip Number 2
Network like a pro! Connect with current employees on LinkedIn or attend industry events. Building relationships can give you insider info and might even lead to a referral, which is always a bonus!
✨Tip Number 3
Prepare for those interviews! Practice common questions and think about how your experience aligns with the role of Implementation Specialist. Be ready to discuss how you can contribute to Ledgy's growth and customer success.
✨Tip Number 4
Don’t forget to follow up! After your interviews, send a thank-you email expressing your appreciation for the opportunity. It’s a great way to leave a lasting impression and reiterate your enthusiasm for the role.
We think you need these skills to ace Implementation Specialist
Some tips for your application 🫡
Show Your Passion:When writing your application, let your enthusiasm for the role and our mission shine through. We want to see that you’re genuinely excited about helping us transform equity management and make a real impact!
Tailor Your Experience:Make sure to highlight relevant experience that aligns with the Implementation Specialist role. We love seeing how your past roles in project management or customer success can contribute to our goals at Ledgy.
Be Clear and Concise:Keep your application straightforward and to the point. We appreciate clarity, so avoid jargon and focus on what makes you a great fit for the team. Remember, less is often more!
Apply Through Our Website:We encourage you to submit your application directly through our website. It’s the best way for us to receive your details and ensures you don’t miss out on any important updates from our team!
How to prepare for a job interview at Ledgy
✨Know Your Stuff
Before the interview, dive deep into equity management concepts and Ledgy's product. Familiarise yourself with their mission and values, especially their focus on being humble, transparent, ambitious, and impactful. This will help you align your answers with what they stand for.
✨Showcase Your Data Skills
Since the role requires comfort with spreadsheets and data, prepare to discuss your experience handling large datasets. Bring examples of how you've used data in past roles to drive decisions or improve processes, especially in a fast-paced environment.
✨Demonstrate Project Management Prowess
Be ready to talk about your project management experience. Share specific instances where you successfully led onboarding projects or managed multiple stakeholders. Highlight your organisational skills and how you handle ambiguity, as this is crucial for the Implementation Specialist role.
✨Engage with AI Tools
Since Ledgy is keen on leveraging AI for onboarding, brush up on any AI tools you've used, like Claude Cowork. Be prepared to discuss how you've integrated technology into your workflows to enhance efficiency and deliver results ahead of deadlines.