Implementation Consultant

Implementation Specialist (SaaS Onboarding, CRM/ERP Systems – Remote, U.S. Hours)

About the Role

• We’re hiring an Implementation Specialist to lead client onboarding, system setup, and successful product adoption .
• In this role, you’ll guide clients from post-sale to full implementation — configuring systems, delivering training, and ensuring a smooth go-live experience.
• If you’re strong in SaaS onboarding, project management, and client communication , this role gives you ownership of the entire implementation journey.

Responsibilities

Client Onboarding & Kickoff

• Lead client onboarding sessions , introducing workflows, timelines, and expectations
• Gather requirements and confirm implementation scope
• Build strong client relationships from day one

System Configuration & Setup

• Configure accounts, permissions, and integrations (CRM, ERP, SaaS platforms, APIs)
• Customize workflows, dashboards, and settings based on client needs
• Test systems and troubleshoot issues before go-live

Training & Enablement

• Deliver client training sessions via Zoom or workshops
• Create user guides, video tutorials, and FAQs
• Ensure clients are confident using the platform

Project Management

• Manage implementation projects using Asana, Trello, Monday.com, or Jira
• Track milestones, dependencies, and deadlines
• Provide regular updates to clients and internal teams

Cross-Team Collaboration

• Partner with Sales for smooth deal handoff
• Work with Customer Success for post-implementation transition
• Collaborate with Product/Engineering to resolve issues and share feedback

Process Improvement & Optimization

• Document implementation processes and best practices
• Track onboarding performance (time-to-value, adoption rates)
• Suggest improvements to workflows and playbooks

Requirements

• 2+ years of experience in implementation, onboarding, or technical project management
• Experience working with SaaS platforms, CRM, or ERP systems
• Strong communication and presentation skills
• Experience delivering client training sessions
• Proficiency with project management tools:
• Asana
• Trello
• Monday.com
• Jira
• Highly organized with strong attention to detail
• Comfortable working remotely during U.S. business hours

Nice to Have

• Experience implementing SaaS solutions for SMB or enterprise clients
• Technical knowledge of APIs, integrations, or SQL
• Background in software, healthcare, finance, or professional services
• Project management certifications ( PMP, CAPM, Agile )

Tools & Tech

• CRM / ERP systems
• SaaS platforms
• Asana / Trello / Monday.com / Jira
• Zoom
• API / integration tools (as applicable)

Why Join

• Own the end-to-end client onboarding experience
• Work in a client-facing role with high impact on success and retention
• Collaborate across Sales, Customer Success, and Product teams
• Opportunity to build and improve implementation processes and systems
• Fully remote role with strong ownership and growth potential

What Success Looks Like

30–60–90 Days

• Deliver onboarding projects smoothly and on schedule
• Improve implementation workflows and client experience
• Build confidence with clients and internal teams

Ongoing Success

• Reduce time-to-value for new clients
• Maintain high client satisfaction (CSAT/NPS)
• Ensure strong user adoption and successful handoffs to Customer Success

Apply Now

• If you’re an Implementation Specialist who excels in onboarding, system setup, and client success , we’d love to hear from you.
• Apply now and help deliver seamless implementations that drive long-term customer success.