Implementation Consultant

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

Position Type: Full-Time, Remote

Working Hours: U.S. Business Hours

About the Role

• At Pavago, one of our clients is hiring an Implementation Specialist to own client onboarding, software configuration, training, and successful go-live execution.
• This is a client-facing implementation role for someone who can take a new customer from signed contract to confident product adoption.

You’ll work across

• SaaS onboarding
• CRM and ERP implementation
• System configuration
• Client training
• Project management
• Integrations and troubleshooting
• Go-live support
• Cross-functional coordination

If you have experience implementing SaaS, CRM, or ERP platforms and enjoy turning client requirements into working systems, this role is a strong fit.

What You’ll Own

Client Onboarding & Implementation

• Lead implementation kickoff calls with new clients.
• Establish project scope, timelines, milestones, responsibilities, and expectations.
• Gather and document business and technical requirements.
• Understand existing client workflows and translate them into system configurations.
• Guide clients through the complete implementation journey from handoff through go-live.
• Build strong client relationships from the beginning of the engagement.

System Configuration & Setup

Configure client environments including

• User accounts
• Roles and permissions
• Workflows
• Dashboards
• CRM/ERP settings
• Integrations
• Automation rules
• Data and system configurations

• Customize platform settings based on client requirements while maintaining implementation best practices.
• Test configurations thoroughly before launch and troubleshoot issues that could impact successful adoption.

CRM, ERP & SaaS Implementation

Work with CRM, ERP, SaaS, or similar business platforms to

• Configure customer environments.
• Map client processes into platform workflows.
• Support data migration and system setup.
• Connect third-party applications where required.
• Validate integrations and data flows.
• Identify configuration or workflow issues before go-live.

Ensure the final implementation supports the client’s actual operational needs rather than simply completing a standard setup checklist.

Integrations & Technical Troubleshooting

Support integrations involving

• APIs
• Webhooks
• Third-party applications
• CRM/ERP platforms
• Automation tools

• Partner with Product and Engineering teams when deeper technical support is required.
• Clearly document technical issues, reproduce problems, and communicate requirements between clients and internal technical teams.

Client Training & Enablement

• Deliver live product training through Zoom or virtual workshops.
• Train administrators and end users on platform functionality.
• Explain workflows clearly to both technical and non-technical users.
• Create and maintain:
• User guides
• SOPs
• FAQs
• Training documentation
• Video tutorials
• Ensure clients understand how to use the platform confidently before implementation is considered complete.

Implementation Project Management

Manage multiple implementation projects simultaneously using tools such as

• Asana
• Monday.com
• Jira
• Trello

Own

• Project timelines
• Milestones
• Dependencies
• Client deliverables
• Internal action items
• Risk tracking
• Implementation status

Identify blockers early and proactively keep projects moving toward launch.

Go-Live & Post-Implementation Handoff

• Conduct final implementation and configuration reviews.
• Confirm systems, integrations, permissions, and workflows are functioning correctly.
• Coordinate go-live activities with clients and internal teams.
• Resolve launch-related issues quickly.
• Document completed configurations and outstanding items.
• Ensure a structured handoff to Customer Success following implementation.

Cross-Functional Collaboration

Partner closely with

• Sales
• Customer Success
• Product
• Engineering
• Operations

• Ensure accurate handoffs from Sales and communicate implementation requirements clearly across teams.
• Share recurring client feedback, technical issues, and product improvement opportunities with Product and Engineering.

Process Improvement

• Document implementation processes and best practices.
• Build repeatable onboarding workflows and implementation playbooks.
• Identify bottlenecks that increase implementation time.
• Improve templates, documentation, training resources, and internal processes.
• Track implementation performance and identify opportunities to reduce time-to-value.

Required Experience & Skills

Must-Have

• 2+ years of experience in:
• SaaS implementation
• Client onboarding
• Software implementation
• Technical project management
• Customer implementation
• Hands-on experience working with SaaS, CRM, ERP, or similar business software platforms .
• Experience configuring software based on client requirements.
• Experience managing client-facing implementation projects from kickoff through go-live.
• Strong client communication and presentation skills.
• Experience delivering software training or product demonstrations.
• Strong project management and deadline management abilities.
• Experience with tools such as:
• Asana
• Monday.com
• Jira
• Trello
• Excellent written and verbal English communication.
• Strong attention to detail and documentation skills.
• Ability to manage multiple client implementations simultaneously.
• Comfortable working remotely during U.S. business hours.

Nice-to-Have Experience

• Experience implementing SaaS solutions for SMB, mid-market, or enterprise clients.
• Experience with CRM or ERP implementations.
• Familiarity with:
• APIs
• Webhooks
• Integrations
• SQL
• Data migration
• Experience troubleshooting software configurations or integration issues.
• Background in:
• Software
• Healthcare
• Finance
• Professional services
• Familiarity with Agile implementation environments.
• PMP, CAPM, Agile, Scrum, or similar project management certification.

Tools & Technologies

Experience with some of the following is valuable

• CRM systems
• ERP systems
• SaaS platforms
• Asana
• Monday.com
• Jira
• Trello
• Zoom
• API and integration tools
• Google Workspace
• Microsoft Office

What Makes You a Strong Fit

You

• Take ownership of implementations from beginning to end.
• Can translate client needs into practical system configurations.
• Communicate confidently with customers and internal technical teams.
• Are comfortable explaining technical concepts to non-technical users.
• Manage timelines and competing priorities without losing attention to detail.
• Identify implementation risks before they become major problems.
• Are highly organized and disciplined with follow-up.
• Enjoy troubleshooting systems and improving workflows.
• Care about successful adoption, not simply getting customers through onboarding.

What a Typical Day Looks Like

An Implementation Specialist’s day may include

• Leading a kickoff call with a new client.
• Gathering business and technical requirements.
• Configuring CRM, ERP, or SaaS workflows.
• Testing an integration before go-live.
• Delivering a client training session.
• Troubleshooting a configuration issue.
• Updating implementation milestones and project plans.
• Coordinating a technical issue with Engineering.
• Preparing documentation or training resources.
• Reviewing upcoming launches and implementation risks.
• Handing a successfully launched customer to Customer Success.

In short: you turn newly signed customers into successfully implemented, trained, and confident product users.

Key Metrics for Success

• Implementation projects completed on time.
• Time-to-value for new customers.
• Successful and on-time go-live rate.
• Client satisfaction (CSAT/NPS).
• User adoption following implementation.
• Implementation accuracy and configuration quality.
• Reduction in implementation delays and escalations.
• Quality of client training and documentation.
• Smooth handoffs to Customer Success.

30–60–90 Day Success

First 30 Days: Learn the product, implementation process, client profiles, systems, and internal workflows. Begin supporting onboarding and configuration activities.

By 60 Days: Independently manage client implementations, training sessions, project timelines, and cross-functional coordination.

By 90 Days: Consistently deliver successful implementations, identify process improvements, reduce implementation friction, and confidently own projects from kickoff through Customer Success handoff.

Why This Role Stands Out

• Full ownership of the client implementation lifecycle.
• Direct impact on customer adoption and retention.
• Hands-on exposure to SaaS, CRM, ERP, and integration workflows.
• Client-facing work combined with technical problem-solving.
• Cross-functional collaboration with Sales, Customer Success, Product, and Engineering.
• Opportunity to improve implementation systems and processes.
• Fully remote environment with strong ownership.
• Career growth opportunities into:
• Senior Implementation Specialist
• Implementation Manager
• Solutions Consultant
• Customer Success Manager
• Technical Account Manager
• Implementation Project Manager

Interview Process

• Initial Phone Screen
• Video Interview with Pavago Recruiter
• Practical Implementation / Client Onboarding Scenario
• Client Interview
• Offer & Background Verification

Spark Hire Intro Video

As part of the application process, you’ll be asked to complete a short Spark Hire intro video .
This gives you an opportunity to tell us about your experience beyond your resume. We’re particularly interested in hearing about:

• SaaS, CRM, or ERP systems you’ve implemented.
• Client onboarding projects you’ve owned.
• How you gather requirements and configure systems.
• Your experience training clients and end users.
• A challenging implementation or technical issue you helped resolve.

Keep your responses clear, concise, and conversational . We want to understand how you communicate with clients, approach implementation problems, and manage projects from kickoff through go-live.

Completion of the Spark Hire intro video is required for your application to be considered.

Apply Now

If you

• Have experience implementing SaaS, CRM, or ERP systems.
• Enjoy owning client onboarding from kickoff through go-live.
• Can confidently train and communicate with customers.
• Are organized, technically comfortable, and strong at problem-solving.
• Want direct ownership over successful customer adoption.

We’d love to hear from you.
Apply today and complete the required Spark Hire intro video to move forward in the hiring process.
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