Customer Implementation Coordinator

The Customer Implementation Coordinator plays a critical role in supporting the end-to-end customer lifecycle by managing the documentation, systems setup, and administrative workflows for both new client onboarding and offboarding processes. This role serves as a central point of coordination between Sales, Customer Success, third-party partners, and customers, ensuring timely, accurate, and seamless transitions that set the foundation for long-term customer retention.

Who we are:

Back Office, a Buyers Edge Platform SaaS solution, dismantles siloed restaurant technology systems, offering Accounting & Bookkeeping, Payroll, Food Cost Management, and AP Automation as a unified tech stack. Developed by restaurant owners for restaurant owners, Back Office goes beyond traditional software; it's backed by industry experts who guide operators to make faster, more informed business decisions surrounding revenue, cost of goods, labor, and compliance. Through a combination of continued education and user-friendly software, independent, multi-location, franchise, and enterprise restaurant groups gain actionable insights into their performance, empowering them to make data-based operational decisions!

This position is based out of our Littleton, CO office. We are unable to offer work sponsorship for this role.

Your impact:

• Compile all new client paperwork and communicate with Account Executives to collect and validate information necessary for successful onboarding
• Prepare and send timely onboarding communications to clients
• Send client documentation through the appropriate channels, including digital contract tools or internal support ticket systems
• Act as a liaison between the Sales team, Customer Success team, third-party vendors, and integration partners
• Maintain accurate and updated division-specific accounts and deal information in Salesforce
• Review and correct contract details as needed
• Create new client accounts in proprietary accounting and reporting systems
• Coordinate onboarding meetings, set up client portals, securely manage paperwork, and import external data
• Work with the client to gather critical information needed to complete site setup prior to implementation and training
• Facilitate the first client call to verify data, confirm setup is complete, and ensure information is flowing into the software
• Update off-service dates and other lifecycle data in internal systems
• Submit cases to request updates to account structures, hierarchies, or record corrections
• Leverage systems knowledge in Zendesk, Salesforce, Planhat, and Microsoft 365, to execute tasks efficiently and accurately
• Ensure data accuracy across all internal platforms, including Salesforce and Planhat
• Process client upgrades, downgrades, and churn using internal workflows; document and report lifecycle details to the Client Success Operations Manager
• Support revenue growth by identifying upsell and cross-sell opportunities during onboarding and transitions
• Maintain accurate records of all client interactions and ensure proper documentation of key milestones
• Contribute to continuous improvement by identifying process gaps and suggested enhancements to onboarding and transition workflows

About you:

• High school diploma or equivalent required, associate or bachelor’s degree in business administration, communications, or related field preferred
• 2+ years of experience in client services, onboarding, administrative coordination, or operations support role
• Experience in SaaS, accounting, or hospitality-related business is a plus
• Strong organizational skills and attention to detail
• Excellent verbal and written communication skills
• Ability to manage multiple tasks and deadlines in a fast-paced environment
• Collaborative mindset with the ability to coordinate across departments and with external partners
• Flexible mindset with the ability to adapt and adjust workflows and tasks based on individual client and business needs
• Proficiency with Microsoft 365 (Word, Excel, Outlook, Teams)
• Experience using systems such as Salesforce, Zendesk, and digital contract tools preferred
• Familiarity with onboarding processes, client service best practices, and CRM data hygiene

Not sure you meet every qualification? Studies show that diverse applicants often hesitate to apply unless they check every box. At Buyers Edge Platform, we value authenticity and inclusion—if you're excited about the role, we encourage you to apply. You might be exactly who we’re looking for!

What's in this for you:

• Great benefits from day one. We offer medical, dental, vision, FSA, company-paid life insurance, and more—plus a 401(k) with company match.
• Grow with us. Enjoy strong training, development, and competitive pay.
• Work-life balance. Our flexible PTO policy lets you take time when you need it—no accrual required.

We welcome all.

We are committed to creating a diverse environment and are proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to actual or perceived race, color, creed, religion, national origin, ancestry, citizenship status, age, sex or gender (including pregnancy, childbirth and pregnancy-related conditions), gender identity or expression (including transgender status), sexual orientation, marital status, military service and veteran status, physical or mental disability, genetic information, or any other characteristic protected by applicable federal, state or local laws and ordinances.