Implementation Lead

Cobalt Service Partners
Cobalt Service Partners
Career-pivot friendly

Who this role is best for

A natural match if you have hands-on implementation experience with business systems and are comfortable with extensive travel.

Best fit for

  • Candidates with hands-on implementation experience across multiple systems and a history of managing vendor timelines effectively
    — “Managed vendor deliverables and follow-ups to deadline.”
  • Professionals with a background in systems integration or field services, particularly in security or low voltage systems
    — “Experience in field services, systems integration or private equity-backed companies is a plus.”

Things to consider

  • This role demands a high level of travel, with up to 75% of time spent on client sites
    — “extensive travel (up to 75%)”
  • The position involves working closely with teams at all levels, from technicians to leadership
    — “puts the Lead alongside people at every level, from field technicians to company leadership.”

How to stand out

  • Highlight your ability to manage concurrent implementations and document your process improvements
    — “Experience on fast-paced or concurrent implementations, not only one long single-system project.”
  • Emphasize your personal experience with system configuration and data validation
    — “Personally configured business systems: workflows, fields, permissions, reports or data imports.”
  • Showcase your leadership in training and adoption support for new software users
    — “Led end-user demos and training for teams new to the software.”
Pace · Fast PacedCollaboration · HighAutonomy · MediumDecision Impact · Team

Derived from job-description analysis by Serendipath's career intelligence engine.

What success looks like

  • Successfully implemented business systems across multiple partner companies
  • Led training sessions for end-users
  • Managed vendor deliverables
Typical background
Experience in implementing business systemsBackground in field services or systems integration

Skills & requirements

Required

ERP ImplementationCRM ImplementationHRIS ImplementationProject ManagementTraining FacilitationVendor Management

Preferred

Field ServicesSystems IntegrationPrivate Equity

Stack & domain

ERPField Service ManagementCRMHris/payrollData ValidationCutover PlanningVendor ManagementLeadershipCommunicationProblem SolvingTeamworkAdaptabilityAttention To DetailPatienceCommercial Access And Security IndustryLow Voltage Systems Integration

About the role

Original posting from Cobalt Service Partners via Greenhouse

Position: Implementation Lead

Organization: Cobalt Service Partners - Alpine Investors Portfolio Company (https://cobaltsp.com)

Location: Southern U.S. (Dallas-Fort Worth preferred) or East Coast; extensive travel (up to 75%)

Reports To: Senior Manager, Technical Implementation

Cobalt Service Partners Overview

Cobalt is a private equity-backed company aiming to build the most impactful business in the commercial access and security industry (access control systems, video surveillance systems, intrusion detection systems and other low voltage systems integration). Cobalt is backed by Alpine Investors, a private equity firm specializing in middle market companies in the services and software industries and with $15bn+ of AUM. Cobalt's Co-CEOs (Tyler Hoffman and Anthony Gonzalez) are experienced investors and operators. In just two and a half years, Cobalt has successfully acquired 23 partner companies and established itself as one of the leading platforms in a highly attractive and fragmented industry that is benefitting from substantial secular growth tailwinds.

Position Overview

Cobalt is building a modern, standardized operating platform across its security integration partner companies. The Implementation Lead is the hands-on member of an implementation team that brings each partner company onto Cobalt's core business systems. The role works on site with partner company teams, leads training, owns the details and keeps vendors on track.

The Lead works through every phase of a rollout: discovery, configuration, user demos and training, testing, go-live preparation and adoption support. The work spans several partner companies at once and puts the Lead alongside people at every level, from field technicians to company leadership.

Qualifications

Hands-on experience implementing complex business systems simultaneously (ERP, field service management, CRM and/or HRIS/payroll) from discovery through go-live and hypercare

Experience running fast-paced or concurrent implementations (i.e., not just one, long single project)

Personally designed, configured, and documented system standards - including workflows, SOPs, reports, data fields, and permissions

Personally designed and led end-user demos, testing, and training for new users, and collected & implemented feedback along the way

Prepared systems and data for go-live, including data validation, cutover planning, and cross-vendor coordination

Fluent in financial and operational metrics and analysis, including cross-tool processes like procure-to-pay and quote-to-cash

Managed vendor deliverables and follow-ups to deadline

Willing to travel extensively and work on site with partner company teams

Experience in field services, systems integration or private equity-backed companies is a plus

Personal Attributes

Extreme ownership & urgency - doesn't need to be asked twice; keeps a fast pace; drives forward independently

Detail oriented - gets into the details of system configuration, workflow design, and troubleshooting. Catches issues before they become problems

Highly structured - solves problems with structure, analysis, and brings answers - not just issues

Skilled translator - acts as the translator between multiple parties - third-party vendors, internal functional teams (e.g., finance, HR), and Partner Company teams - explaining things clearly and simply

Fast & curious learner - learns new systems fast and teaches themselves

Patient teacher - stays calm and patient when users struggle with change.

Cobalt's Core Values Are

Unwavering stewardship: We believe advancing founders' legacies is a privilege. We do right by our founders, teams, and customers in good times and in bad.

Excellence in action: We hold ourselves accountable to the highest standards. We're bold in our pursuits, don't make excuses, and relentlessly empower each other to get the job done.

Seek and tell the truth: We're honest with ourselves and others. We do what we say we'll do, say what needs to be said, and search for the right answer regardless of where it comes from.

Love learning: We're always learning as individuals, as a team, and as a business. We show up humble, curious, and with the courage to change our minds.

Enjoy the ride: We're fired up by our mission, love our team, and don't take either for granted. We show up authentically, assume best intent, and try not to take ourselves too seriously.

Source: Cobalt Service Partners careers (Greenhouse)

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