Implementation Project Coordinator

What You’ll Do: Own the Onboarding Lifecycle: Drive the end-to-end implementation process for customers transitioning from an existing enterprise application that runs their title insurance and escrow/settlement business. Champion Change Management: Guide customers through the cultural and operational shifts that come with adopting new enterprise technology. Scale the Process: As an early hire, you will help build our implementation playbooks, templates, and best practices. Tactical Execution: Maintain project plans, ensuring all tasks are assigned and deadlines are clear to both internal teams and customers. Meeting Facilitation: Schedule project kick-offs and weekly check-ins. Take detailed notes, track action items, and follow up with stakeholders to ensure completion. Reporting: Assist the Customer Success Team in preparing weekly status reports for customers to show progress against key dates and milestones. Documentation: Create and maintain "How-To" guides and implementation resources to help customers adopt the software successfully. Mitigate Risk: Proactively identify "red flags" in the implementation process and develop creative solutions to keep projects on track. Onboarding Support: Assist in the initial setup of customer accounts, including user permissions and basic data entry/validation. Resource Coordination: Act as a liaison between the customer and our Technical Support or Product teams to resolve "quick fix" issues during the onboarding phase. What You Bring The "Startup Mindset": You are comfortable with ambiguity, thrive in a fast-paced environment, and are willing to wear multiple hats. Project Rigor: You have mastery of PM techniques and methodologies and demonstrate persistence and diligence in pursuing objectives. You know how to manage a Gantt chart without losing sight of the human element. Strategic Communication: You can command a room (or a Zoom call) of C-Suite stakeholders and keep them aligned on project milestones. Love of Structure & Organization: Calendars, task management, Gantt charts and Kanban boards are your comfort zones. No such thing as “flying by the seat of your pants”. Every meeting has a purpose, an agenda, deliverables and the appropriate stakeholders. Collaborative Execution: You work effectively across functions, communicate openly, take feedback constructively, and contribute to a positive, accountable team culture, even under pressure.

Detail Discipline: You have a sharp eye for details, catch issues before they become problems, and maintain high standards of accuracy without losing sight of broader goals. Team-oriented: You work well with others, take feedback constructively, and contribute to a positive team environment. Technical Literacy: You don’t need to code, but you should understand the Scrum methodology, software lifecycles, and code deployment processes. Industry Context: Experience in Real Estate Tech (PropTech) or Mortgage and Real Estate Brokerage is highly preferred; experience in the Title Insurance & Escrow/Closing industry would be amazing. Why Settlor? Impact: Your work directly influences our customer’s experience with our platform and our company and is foundational to our long-term growth and evolution. Culture: A collaborative, "no-ego" environment where we celebrate wins and learn from losses. Customer-Centric: We build for the long haul by prioritizing solutions to real-world challenges for our customers. Your work ensures we evolve in lockstep with our users’ needs to create a product they truly love and trust. Growth: Rapid career progression as we scale our customer base and our company. Self-funded and privately-held: Not looking for hyper-growth on an aggressive timeline. We want to build an organization thoughtfully and strategically, with solid processes and culture.

Equity: Competitive salary plus the opportunity to earn a stake in a fast-growing company. Your Education & Experience We believe there are specific educational backgrounds and professional experiences necessary or strongly preferred in order to be successful in this position. Necessary: A Bachelor’s Degree Minimum 1-3 years of coordination and/or administrative experience Experience in project management roles and techniques Proficient in clear, professional communications and writing skills

Preferred: Experience in real estate, mortgage and/or banking industries Experience working closely with customers & external stakeholders Proficient in project management applications Ideal: Experience in the title insurance and escrow/closing industry. Experience guiding software implementations for business customers Experience in PropTech PMP or CAPM Compensation We anticipate candidates with the necessary skills, background and passion for this position expect to receive a base salary and benefits package as outlined below; we also appreciate that candidates with the preferred or ideal background and experience referenced above may demand more. $75,000 to $85,000 base salary Opportunity to participate in equity incentive program after first year, based on performance Participation in full health benefits and matching 401K retirement plans Flexible time-off program Competitive Benefits that Include: Medical, dental, and vision insurance Teledoc services Life insurance Traditional and Roth 401K retirement options with company match Short-term and long-term disability Settlor Paid Leave Program Employee Assistance Program (EAP) Educational Reimbursement and Training opportunities Settlor is an Equal Employment Opportunity employer, and all qualified applicants will receive consideration for employment without regard to age, citizenship status, color, creed, disability, ethnicity, genetic information, gender (including gender identity and gender expression), marital status, national origin, race, religion, sex, sexual orientation, veteran status or any other status or condition protected by applicable federal, state, or local laws.