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Referment

Referment is working with a fast-growing technology company providing software to charities, community organisations and public sector customers. They're looking for a Customer Implementation Manager to take ownership of new client onboarding and help customers successfully adopt the platform. This role is based in our London office 4 days a week, so being local to London or willing to relocate is essential. This is a hands-on role combining implementation, customer success, project management and process improvement. You'll work with multiple customers simultaneously, taking them from initial kick-off through to successful launch and ongoing adoption. The customer base is varied and often non-technical, so the ability to understand problems, explain technology simply and build strong relationships is just as important as traditional SaaS experience. The Role Customer Onboarding & Implementation

  • Taking full end-to-end ownership of customer implementations from initial kick-off through to go-live and ongoing adoption.
  • Managing multiple concurrent client projects and priorities, typically handling 6-8 engagements at any one time.
  • Breaking complex implementations into clear, manageable phases.
  • Setting timelines and managing customer expectations.
  • Understanding how customers currently operate and helping them translate their requirements into effective use of the platform.
  • Training users with varying levels of technical confidence, adapting your communication style for non-technical administrators.
  • Helping customers adopt new functionality and get increasing value from the product.
  • Identifying issues that genuinely affect implementation and prioritising them appropriately.
  • Supporting data migrations, API integrations, and other technical aspects of onboarding.
  • Visiting customers where required to understand how they work in practice. Customer Operations & Process Improvement
  • Building and standardising scalable, repeatable customer onboarding processes and documentation from scratch.
  • Producing client-facing process maps, solution documentation, and roadmaps.
  • Help manage customer support and resolve issues.
  • Identify opportunities to automate repetitive work.
  • Track customer feedback and feature requests.
  • Work closely with the product and engineering teams to communicate customer priorities.
  • Identify patterns across customer feedback and turn them into useful product insights.
  • Help develop scalable customer success processes as the customer base expands. What We're Looking For You could already be working within Customer Success, Implementation, Onboarding, Professional Services, or as a CRM Consultant, but we're equally interested in people who have developed the right skills elsewhere. What matters most is your implementation methodology rather than expertise in a specific SaaS platform. Requirements
  • The ability to work on-site in our London office 4 days a week.
  • Proven experience managing multiple concurrent implementations simultaneously.
  • Direct experience working with charities, non-profits, or the public sector (e.g. NHS, government agencies).
  • A track record of taking clients through the full end-to-end onboarding lifecycle.
  • Excellent customer communication and relationship-building skills.
  • Confidence working with customers who aren't particularly technical and the patience to teach new systems clearly.
  • Strong problem-solving skills and the confidence to challenge a customer's proposed solution when necessary.
  • A structured approach to project delivery and the ability to turn recurring work into documented processes.
  • Comfort working within a fast-moving and changing environment. Preferred Skills
  • Strong technical implementation experience, particularly with data migrations, historical data conversion, and API integrations.
  • Experience building onboarding documentation, guides, and scalable processes from the ground up. This could suit a Customer Success Manager, Implementation Manager, Customer Onboarding Manager, Implementation Consultant or Project Manager, as well as someone looking to move into technology from another client-facing environment.

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