Transaction Coordinator & Implementation Specialist

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