What are the responsibilities and job description for the Implementation Specialist position at SmartWiz.io?
SmartWiz | Birmingham, Alabama
Full-time | Hybrid flexibility after training
$65,000–$75,000 base performance bonus
Turn new customers into successful SmartWiz users.
SmartWiz is building AI software that can be hired as employees to tax professionals and CPAs prepare returns faster and help them serve their customers better in minutes!
We are hiring an Implementation Specialist to take customers from signed contract to successful product activation.
The Account Executive closes the customer.
You get them live.
What you’ll do
Lead customer onboarding sessions by video.
Guide customers through account setup, installation, configuration, and integrations.
Help customers connect SmartWiz to supported tax software.
Train customers on core workflows.
Guide customers through their first successful returns.
Troubleshoot setup and technical issues.
Escalate product issues with clear documentation and customer impact.
Follow up with customers who have not completed onboarding.
Track implementation milestones and next steps in HubSpot.
Complete a clean handoff to Customer Success once the customer is live.
Help improve onboarding processes and documentation.
What success looks like
You get customers activated quickly and correctly.
We measure success through:
Time to onboarding
Time to activation
Onboarding completion rate
First successful return
Customer satisfaction
Implementation quality
Early retention
You may be a great fit if
You are highly comfortable with computers and software.
You enjoy troubleshooting.
You can explain technical concepts simply.
You are organized and detail-oriented.
You can manage multiple customers at once.
You take ownership until the problem is solved.
You are comfortable screen sharing and guiding customers live.
You learn quickly and welcome coaching.
A college degree is not required.
Helpful experience
Software implementation, SaaS onboarding, technical support, IT, Customer Success, fintech, accounting software, tax software, HubSpot, or Spanish fluency.
Tax experience is helpful but not required. Paid SmartWiz Academy training is provided.
Compensation and growth
$65,000–$75,000 base
Performance bonus tied to activation, quality, and customer outcomes
Paid training and certification
Growth opportunities into Senior Implementation, Solutions Consulting, Customer Success, or leadership
New hires work primarily from our headquarters during training, with up to two remote days available after certification and demonstrated performance.
- SmartWiz is an equal-opportunity employer.