• Coordinates with clients to schedule the initial implementation call to level-set expectations and finalize implementation project plan. • Responsible for management of the Implementation Project queue and assigns projects to Client Implementation Analysts. • Coordinates with the Sales department to ensure the correct set up. • Partners with the integrations team for any customer onboarding through a third-party integration. • Processes client addendums in accordance with organization and department policies. • Maintains a high level of accuracy for all critical data configurations required during customer set up. • Acts as primary contact for potential client calls, and emails. • Provides advanced problem solving, troubleshooting, and system consultation as needed by customers. • Trains and consults with new and existing clients regarding Asurint platform and package selections through training classes in small and large group settings, as well as one-on-one product coaching. • Conducts post-production review meetings using standardized checklist for all new clients within 30 days of implementation project completion. • Transitions accounts to Client Support and/or Strategic Account Managers for ongoing support. • Provides assistance to Client Support concerning escalated new customer concerns. • Documents and recommends new processes and enhances current processes to improve department efficiencies. • Identifies and acts on cross-selling opportunities. • Serves as front-line escalation for Client Implementation inquiries. • Provides training assistance with new hires. • Other duties as required.

This description is a summary of our understanding of the job description. Click on 'Apply' button to find out more. Role Description As an Agentic Implementation Specialist at Invoca, you will play a critical role in helping customers activate next-generation AI-powered workflows across marketing, contact center, and revenue operations use cases. You will work directly with customers and cross-functional internal teams to implement production-ready agentic workflows that drive measurable business outcomes. This role sits at the intersection of technical implementation, workflow automation, and customer value delivery — helping translate customer business needs into scalable, repeatable agentic deployments. You will also partner closely with Product and Engineering to help mature early implementation patterns into scalable, GA-ready capabilities based on real-world customer usage. This is an opportunity to help shape how enterprise customers successfully deploy agentic AI in production environments while helping define best practices for the next generation of automation and AI-driven customer engagement. What You’ll Do - Implement Agentic Workflows End-to-End: - Deploy agentic workflows across customer environments using platform-native tooling and APIs - Configure agent orchestration logic, workflow triggers, and downstream system integrations - Validate workflow accuracy, reliability, and alignment to customer business outcomes - Debug integration, orchestration, and data flow edge cases across systems - Drive Repeatable Deployment Patterns: - Help develop and refine “known good” implementation patterns - Contribute to reusable playbooks, best practices, and deployment templates - Support transitions from early release to general availability by identifying repeatable implementation models - Partner Cross-Functionally: - Collaborate with Product and Engineering to surface product gaps, friction points, and repeat customer needs - Work with Customer Success, TAMs, and GTM teams to accelerate customer time-to-value - Support internal enablement and knowledge sharing around agentic capabilities - Support Production Readiness and Performance: - Work closely with customers to ensure their agentic workflows are performing as expected and ready for deployment - Monitor workflow behavior and support root cause analysis of unexpected outcomes - Document what works best, how to handle tricky situations, and how to fix common issues for repeatable process scalability Qualifications - 5–8 years in technical SaaS implementation, solutions engineering, or technical consulting - Experience with Martech, RevTech, CCaaS, or workflow automation platforms strongly preferred - Experience working in customer-facing technical roles within enterprise or mid-market SaaS environments - Familiarity and experience with the Invoca platform: both its feature set and APIs Requirements - Experience working with APIs, webhooks, and event-driven systems - Experience debugging multi-system integrations or distributed workflows - Experience configuring AI or automation workflows (prompt configuration or agent behavior tuning is a plus) Strengths - Strong customer communication and relationship-building skills - Ability to translate business workflows into technical implementation designs - Comfortable working in evolving product environments with emerging technologies - Strong documentation and pattern standardization mindset - Structured problem-solving and strong attention to detail Nice to Have - Experience working with conversational AI, voice platforms, or contact center technologies - Familiarity with agentic orchestration frameworks or MCP-style architectures - Familiarity with workflow automation or orchestration platforms - Experience working with event streaming or real-time data systems - Experience in regulated industries such as healthcare, financial services, or telecommunications Benefits - Flexible Time Off – We encourage a healthy work-life balance. Our flexible paid time off policy allows you to recharge and take time away as needed. - Paid Holidays – Invoca provides 16 U.S. paid holidays, including a winter break, giving you ample opportunity to refresh and spend time with friends and family. - Health Benefits – Our healthcare program includes medical, dental, and vision coverage, with multiple plan options so you can choose what works best for you and your family. Fertility assistance is also included. - Retirement – Invoca offers a 401(k) plan through Fidelity with a company match of up to 4%. - Stock Options – All employees are invited to share in Invoca’s success through stock options. - Mental Health Program – Well-being support on a broad range of issues is available through our SpringHealth program. - Paid Family Leave – Up to 6 weeks of 100% paid leave is provided for baby bonding, adoption, and caring for family members. - Paid Medical Leave – Up to 12 weeks of 100% paid leave is provided for childbirth and medical needs. - InVacation – As a thank-you to our long-term team members, we offer a bonus after 7 years of service. - Wellness Subsidy – We provide a subsidy that can be applied toward gym memberships, fitness classes, and more. Salary, Benefits & Perks Position Base Range - Salary Range $100,000-$150,000/year DEI Statement We are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender, gender identity or expression, or veteran status. We are proud to be an equal opportunity workplace.

• Work with Plaid’s most strategic Enterprise customers to build out applications and / or platforms across a variety of different verticals across lending, wealth management, financial management, account opening, student loan refinancing, fraud detection, property tech, healthcare, and billpay uses cases • Own all aspects of the customer engagement, including technical scoping and design (i.e. creating architecture diagrams, sharing example code), project management (i.e. tracking progress and holding customers accountable to key milestones), creative problem solving, establishing customer success metrics and defining long-term strategy • Serve as a trusted advisor and lead point of contact throughout the implementation phase; establish and own correspondence with technical stakeholders from Project and Product Managers, to Engineers to senior leadership • Lead effective onsite, in-person meetings as needed throughout the implementation phase (i.e. kickoff, technical integration reviews, pre- and post- launch support). • Partner with Account Executives, Sales Engineers, Account Managers and Technical Account Managers to support customers in building out end to end workflows that align with Plaid’s technical best practices • Work cross-functionally to improve the customer onboarding experience by collecting and translating customer and partner feedback into meaningful product insights for our Product and Engineering teams • Build repeatable playbooks and a refined implementation motion within the Enterprise segment to drive implementation efficiency

• Delivers consulting project activities, as a subject matter expert in radiation therapy, through medium- to long-term engagements to ensure maximum utilization of company products and training by customers to meet their business needs. • Assist customers in developing best practice clinical operations with an emphasis on focused patient outcomes, patient care efficiencies, cost containment/reduction, and customer value propositions. • Technical responsibilities may include evaluation of business processes, recommending process changes, process documentation, problem identification, database and system configuration, change management, testing recommended strategies, etc. • Work as the clinical resource of the Varian project implementation team as an expert in content curation, product configuration, testing, and workflow. • Provide onsite support during system Go-Live and immediate post-Go-Live period.