- 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.
- 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.
- You are a natural leader who takes genuine pride in developing the people around you, and you measure your success by the success of your team and your customers.
- You are strategic and execution-focused; you can zoom out to design the right system and zoom in to resolve a customer escalation on the same day.
- You bring calm, clarity, and decisiveness under pressure. When things go wrong, your team looks to you and finds confidence, not panic.
- You are deeply data-literate; you use numbers to tell stories, make decisions, and hold yourself and your team accountable.
- You are a collaborative partner who builds trust across functions, Sales, Product, Support, and Account Management, and all see you as an ally, not a blocker.
- You thrive in environments where the playbook is still being written, and you take ownership of writing it.
- You are customer-obsessed at scale, even as you move further from direct customer interaction, you never lose sight of the human beings behind the metrics.
- Your regional team consistently achieves 90%+ customer activation rates within the 30 - 60 day onboarding window, month over month.
- Average time-to-live for customers in your region is at or below the 1 - 2 week target, with no systemic delays attributed to onboarding execution gaps.
- Regional post-onboarding CSAT scores average 4.5+, and your team's handoff quality is rated as excellent by Account Managers.
- Early-stage churn (within 90 days post-onboarding) for customers in your region remains below 5%.
- Your agents are among the most skilled and engaged at Moniebook, attrition on your team is low, development is visible, and performance is strong.
- You have documented, improved, and operationalised at least two significant enhancements to the regional onboarding playbook each quarter.
- Culture: We put our people first and prioritize the well-being of every team member. We've built a company where all opinions carry weight and where all voices are heard. We value and respect each other and always look out for one another. Above all, we are human.
- Learning: We have a learning-and-development-focused environment, with an emphasis on knowledge sharing, training, and regular internal technical talks.
- Compensation: You'll receive an attractive salary, pension, health insurance, annual bonus, plus other benefits.
What to expect in the hiring process
- A preliminary phone call with the recruiter.
- An interview with the operations lead.
- A behavioural and technical interview with the business lead.