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Confirmed on the employer's own hiring board on Nov 4, 2026. First seen by Alion on Sep 4, 2026. Rocketlane scores B on the Alion truth index.

Overview
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Rocketlane is a professional services automation software company headquartered in Walnut, California, and founded in 2020. The company provides an integrated platform that combines project management, resource allocation, time tracking, and financial management with AI-powered agents to automate service delivery workflows. It serves a global client base of professional services teams and customer onboarding departments across industries such as SaaS and fintech, supported by venture capital from firms like Insight Partners.

About Rocketlane

Rocketlane is a fast-growing, innovative SaaS company making waves in customer onboarding and professional services automation.

Our mission? To empower B2B companies with a smooth, consistent, and efficient way to onboard customers and manage client projects-reducing chaos and boosting customer satisfaction across industries.

We’re a close-knit team of over 200+ passionate professionals, all focused on building a product that teams love to use. Our journey has been fueled by $45M in funding from top investors, including 8VC, Matrix Partners, and Nexus Venture Partners.tners India, and super angels like Gokul Rajaram, Girish Mathrubootham, and Clark Valberg, etc.

What will you do? (Role Overview)

You’ll run discovery, solution design, configuration, integrations, and go-lives with a strong consultative voice. You’ll guide customers toward best practices, manage escalations when needed, and ensure they get value-fast. This is a high-ownership role designed for our future AI-first Professional Services org, where problem-solving, adaptability, and technical depth are essential.

What You’ll Be Responsible For

  • Own the full onboarding lifecycle for enterprise customers-from kick-off to go-live.

  • Lead requirement-gathering sessions and translate business workflows into Rocketlane configurations.

  • Design and guide customers on best-practice implementations, even when that means pushing back or course-correcting.

  • Work with customer teams (IT, HR, Finance, PMO, Ops) to design integrations with systems like HRMS, CRM, NetSuite, and fintech platforms.

  • Collaborate with internal teams (Product, Engineering, Solutions) to unblock complex implementations.

  • Manage risks, escalations, and tough conversations with clarity and calm.

  • Adopt and shape AI-driven workflows to automate routine tasks and improve customer value delivery.

  • Serve as the customer’s trusted advisor on onboarding processes, data flows, and integration patterns.

Must-Have Skills

Technical & Integration Skills

  • Hands-on experience with REST APIs, Webhooks (reading API docs, testing endpoints, and understanding auth flows).

  • Experience building or supporting custom integrations between SaaS platforms and third-party systems.

  • Strong understanding of SaaS concepts: data models, webhooks, API limits, auth, and typical enterprise integration patterns.

  • Comfortable working with tools like Postman, Workato, Boomi, Zapier, Make, or other iPaaS solutions.

Implementation Expertise

  • 5+ years in a customer-facing role at a SaaS company (Implementations / Onboarding / Technical Consulting).

  • Proven ability to run enterprise onboarding projects end-to-end with minimal supervision.

  • Skilled in conducting discovery, documenting workflows, and translating requirements into system configurations.

AI-First Aptitude

  • Strong curiosity and a builder mindset-someone who experiments, prototypes, and learns independently.

  • Comfortable using modern AI-assisted development or scripting tools (e.g., Cursor, Replit, Lovable or similar) to automate tasks, validate data, test APIs, or streamline workflows.

  • Driven to “own your destiny” by building small scripts, utilities, or workflows that make onboarding faster, cleaner, and more scalable.

Consultative & Communication Skills

  • Ability to be assertive -advise customers on the best approach rather than simply taking requirements.

  • Experience navigating escalations and difficult conversations with professionalism.

  • Excellent written and verbal communication; ability to simplify technical concepts.

Problem-Solving & Ownership

  • Strong analytical skills with a bias for action-thrives in ambiguity.

  • High ownership mentality: independently unblocks, drives outcomes, and keeps projects moving.

Good-to-Have Skills

  • Experience implementing or supporting systems like Salesforce, Workday/BambooHR, NetSuite, ERP/CRM/Finance tools.

  • Background in Professional Services, Customer Success, or PSA tools (Rocketlane, Asana, Wrike, Jira, ClickUp, Salesforce PSA).

  • Understanding of SSO/SAML, enterprise IT processes, or data migration.

  • Familiarity with SQL for basic data validation.

  • Project Management certifications (PMP, CSM) or equivalent mindset.

  • Experience in high-growth SaaS environments.

You should apply if you:

  • Love owning customer outcomes end-to-end.

  • Are technically curious and enjoy solving integration and workflow problems.

  • Thrive in customer conversations-even the tough ones.

  • I want to help shape the future of an AI-first Professional Services org.

  • Are energized by autonomy, impact, and building something that scales.

Why join us?

At Rocketlane, we’re all about building a great product and a great place to work. Here’s why you’ll actually look forward to Mondays:

  • Impact and ownership: You won’t just be another cog in the machine; here, you’re more like a turbocharged engine part. Bring your ideas, make them happen.

  • Work with the best: We’re a team of passionate, quirky, and ridiculously talented people. Come for the work, stay for the memes.

  • Celebrate wins: Whether we’re hitting major milestones or celebrating new funding, we like to mix it up. Fromrap videos to team outings, we believe in celebrating big.

  • Learn and grow: We’re all about learning-and we’re not just talking about the latest SaaS trends. You’ll grow your career, pick up new skills, and maybe even learn to love Excel (or at least tolerate it).

  • Flexibility and balance: While we love collaborating in the office five days a week, we know everyone has their own rhythm. That’s why we offer flexibility around hours-so you can bring your best energy, whether you’re an early bird or a night owl. Pyjamas optional (at least outside the office).

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