Transaction Coordinator and Implementation Specialist
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Overview
Job Description
Turn new customers into successful customers. Own the journey from contract to go-live.
At Hagadone Technologies (HTech), we're building future-ready software solutions for hospitality, events, and experiences. From modern ticketing platforms and AI-powered web services to golf course and resort management software, our products help businesses operate more efficiently while delivering exceptional customer experiences.
Backed by a legacy hospitality organization, we combine innovative technology with people-first values. As we continue to grow, we're looking for a highly organized, customer-focused professional to join our team as a Transaction Coordinator & Implementation Specialist.
This is a unique opportunity to play a pivotal role in the customer journey—guiding clients from signed agreement through onboarding, implementation, training, and successful launch.
About the Role
The Transaction Coordinator & Implementation Specialist serves as the bridge between Sales, Development, Support, and our customers.
You'll step in once a project is approved or a deal is verbally committed and take ownership of everything needed to ensure a seamless transition from "yes" to "go live."
From contract coordination and project tracking to customer onboarding and implementation management, you'll be responsible for creating a smooth, professional, and confidence-building experience for every client.
This role supports:
- Deals closed by our Sales team
- Projects initiated directly by our Development team
- New customer onboarding and implementation efforts
- Cross-functional coordination across multiple departments
If you're highly organized, proactive, detail-oriented, and enjoy working directly with customers while managing moving pieces behind the scenes, this role offers significant opportunities for growth and impact.
What You'll Do
Transaction Coordination & Documentation
- Partner with Account Executives during the final stages of the sales cycle to move opportunities from verbal agreement to fully executed contracts.
- Review contracts, order forms, and supporting documentation to ensure accuracy and completeness, including pricing, terms, add-ons, dates, and signatures.
- Track contract status and proactively follow up with stakeholders to keep projects moving forward.
- Maintain organized records of agreements, project documentation, and customer information within CRM and project management systems.
- Support development-initiated projects by coordinating Statements of Work (SOWs), approvals, and documentation when engagements originate outside the sales process.
Implementation & Customer Onboarding
- Serve as the primary point of contact for new clients from contract execution through go-live.
- Coordinate internal handoffs from Sales or Development to Implementation, ensuring expectations, requirements, and project details are clearly documented.
- Build and manage onboarding timelines, implementation plans, and milestone checklists.
- Coordinate closely with Engineering and Technical Support teams to ensure:
- Hardware requirements are identified and fulfilled when applicable.
- Software environments are properly configured.
- Integrations, imports, and platform settings align with customer needs.
- Schedule and facilitate onboarding and training sessions for client administrators, managers, and operational teams.
- Ensure customers feel confident and prepared to successfully use HTech products and services.
- Provide proactive communication regarding project progress, upcoming milestones, risks, and next steps.
Customer Success & Internal Coordination
- Ensure a smooth transition from implementation into ongoing Customer Success support.
- Document key decisions, customer preferences, project details, and unique requirements.
- Act as a central liaison between Sales, Development, Technical Support, Customer Success, and Leadership teams.
- Keep internal stakeholders aligned on customer status, project timelines, and expectations.
- Build strong client relationships and help ensure a positive onboarding experience that drives long-term customer satisfaction.
Process Improvement & Operational Excellence
- Help develop and standardize onboarding playbooks, implementation processes, templates, and checklists.
- Identify opportunities to improve workflows, reduce friction, and shorten time-to-launch.
- Support the creation of a consistent, high-touch "white glove" customer experience.
- Track and report key implementation metrics, including:
- Time to go-live
- Onboarding completion rates
- Project milestones
- Common implementation challenges and blockers
- Share insights and recommendations with leadership to continuously improve customer experiences and operational efficiency.
What We're Looking For
Required Qualifications
- Exceptional organizational and project coordination skills.
- Strong communication and interpersonal abilities.
- Ability to manage multiple projects and priorities simultaneously.
- High attention to detail and commitment to accuracy.
- Strong problem-solving and critical-thinking skills.
- Professional, customer-focused approach.
- Ability to work effectively with both technical and non-technical stakeholders.
- Self-motivated and comfortable working in a fast-paced environment.
Preferred Qualifications
- Experience in project coordination, implementation, onboarding, account management, or customer success.
- Previous SaaS, software, technology, hospitality, or ticketing industry experience.
- Experience working with CRM and project management platforms.
- Familiarity with contracts, Statements of Work (SOWs), and customer onboarding processes.
- Experience facilitating customer training sessions.
- Understanding of software implementation or technology deployment projects.
What Success Looks Like
Successful candidates will:
- Deliver a seamless onboarding and implementation experience for every customer.
- Ensure contracts and project documentation are accurate, complete, and organized.
- Consistently move projects from agreement to launch on time and with minimal friction.
- Build trusted relationships with customers and internal stakeholders.
- Proactively identify risks, remove roadblocks, and communicate effectively.
- Contribute to continuous improvement of implementation processes and customer experience.
- Help customers achieve confidence and success with HTech solutions from day one.
Benefits
We believe in supporting our team both professionally and personally. Eligible employees enjoy a comprehensive benefits package that includes:
- Medical, dental, vision, and life insurance coverage (available after 60 days of employment)
- Access to an on-site employee health clinic
- Flexible reimbursement plan
- 401(k) retirement plan with a 50% company match on employee contributions up to 4% (eligibility begins at age 21 after 60 days of employment)
At Hagadone Technologies, we're committed to providing the resources, support, and opportunities our employees need to thrive both at work and beyond.
Career Growth Opportunities
This role provides exposure to multiple areas of the business, including:
- Customer Success
- Project Management
- SaaS Implementations
- Account Management
- Operations
- Product & Process Improvement
As Hagadone Technologies continues to grow, high-performing individuals may have opportunities to advance into leadership and specialized roles across customer operations, implementation, project management, and client services.
Key Performance Indicators (KPIs)
Transaction Coordination
- Contract accuracy and completeness
- Timeliness of agreement processing
- Documentation quality and organization
Implementation & Onboarding
- Time-to-go-live
- Onboarding completion rates
- Training completion and customer readiness
- Project milestone achievement
Customer Experience
- Customer satisfaction during onboarding
- Successful transition to Customer Success
- Responsiveness and communication quality
Overall Success
- Cross-functional collaboration
- Process improvement contributions
- Operational efficiency gains
- Professional representation of the HTech brand
Why Join Hagadone Technologies?
At HTech, you'll join a growing technology company where your work directly impacts customer success and company growth. You'll collaborate with talented teams, solve real-world business challenges, and help organizations across the country successfully adopt technology that improves their operations.
If you're passionate about organization, customer experience, and helping projects move from idea to successful execution, we'd love to hear from you.
Automate your job search with Sonara.
Submit 10x as many applications with less effort than one manual application.
