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Transaction Coordinator & Implementation Specialist

Hagadone Media Group

Transaction Coordinator & Implementation Specialist

Coeur d'Alene, ID
Full Time
Paid
  • Responsibilities

    Hagadone Technologies is a growing SaaS company building future-ready solutions for hospitality, events, and experiences. From modern ticketing platforms and AI-powered web services to golf course and resort management software.

    Backed by a legacy hospitality group, we combine modern tech with timeless, people-first values, helping our clients deliver better guest experiences while running more efficient, profitable operations.

    About the Role

    We're looking for a Transaction Coordinator & Implementation Specialist who will act as the connective tissue between our internal teams and our customers.

    This person steps in after a deal is verbally agreed or a project is green-lit and owns everything from:

    • Contract clean-up and document tracking

    • Coordinating internally with sales, dev, and support

    • Guiding new clients through onboarding, setup, and training

    • Post launch periodic check-ins ensuring customer satisfaction

    In short: you make sure every new customer has a smooth, professional, and confidence-building experience from “yes” to “go live.”

    This role supports:

    • Deals closed by our sales team and

    • Direct projects initiated by our dev team (where no AE is involved)

    What You'll Do:

    Transaction Coordination & Documentation

    • Work with Account Executives at the tail end of the sales cycle to shepherd deals from “verbal yes” to fully executed agreement.

    • Review contracts and order forms to ensure all required information is complete, accurate, and consistent (pricing, terms, add-ons, dates, signatures, etc.).

    • Track contract status (sent, viewed, signed, outstanding) and follow up with internal stakeholders to remove blockers.

    • Maintain organized records of all agreements and client documentation in our designated systems (e.g., CRM, shared drives, project tools).

    • Support dev-initiated engagements by coordinating any needed contracts, SOWs, or approvals when projects originate outside the sales team.

    Implementation & Onboarding

    • Serve as the primary point of contact for new clients during onboarding, from contract signature through go-live.

    • Coordinate internal handoff from sales or dev to implementation, ensuring all key deal details and expectations are captured.

    • Build and manage onboarding timelines and checklists for each client (milestones, dependencies, owner for each step).

    • Work closely with our tech support / engineering teams to ensure:

    • Hardware needs are identified and fulfilled (if applicable)

    • Software and environments are properly configured

    • Integrations, data imports, and settings are aligned with client requirements

    • Schedule and facilitate training sessions for client teams (ticketing staff, admins, managers, etc.), ensuring they feel confident using our platform(s).

    • Proactively communicate progress, next steps, and potential risks to both clients and internal stakeholders.

    Customer Success **& Internal Coordination **

    • Own the transition from implementation and Customer Success, ensuring that:

    • All relevant notes, decisions, and edge cases are documented

    • As Customer Success you have everything needed to support the client post-go-live

    • Act as a liaison between sales, dev, tech support, and Customer Success to keep everyone aligned on client status and expectations.

    • Identify recurring issues, process gaps, and opportunities to improve the customer journey, and collaborate with leadership to refine playbooks and workflows.

    Process & Quality Improvement

    • Help standardize templates, checklists, and playbooks for contracting, onboarding, and go-live.

    • Suggest and implement improvements to reduce friction, shorten time-to-launch, and create a consistent “white-glove” experience.

    • Track key implementation metrics (time to go-live, onboarding completion rates, common blockers) and share insights with leadership