Implementation Consultant

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

About the Role

We’re hiring anImplementation Specialist to leadclient 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 inSaaS onboarding, project management, and client communication, this role gives you ownership of the entire implementation journey.

Responsibilities

Client Onboarding & Kickoff

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

System Configuration & Setup

• Configureaccounts, 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

• Deliverclient training sessions via Zoom or workshops
• Createuser guides, video tutorials, and FAQs
• Ensure clients are confident using the platform

Project Management

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

Cross-Team Collaboration

• Partner withSales for smooth deal handoff
• Work withCustomer Success for post-implementation transition
• Collaborate withProduct/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 inimplementation, onboarding, or technical project management
• Experience working withSaaS platforms, CRM, or ERP systems
• Strongcommunication and presentation skills
• Experience deliveringclient training sessions
• Proficiency with project management tools:
• Asana
• Trello
• Monday.com
• Jira
• Highly organized with strong attention to detail
• Comfortable workingremotely during U.S. business hours

Nice to Have

• Experience implementingSaaS solutions for SMB or enterprise clients
• Technical knowledge ofAPIs, integrations, or SQL
• Background insoftware, 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 theend-to-end client onboarding experience
• Work in a client-facing role with high impact on success and retention
• Collaborate acrossSales, Customer Success, and Product teams
• Opportunity to build and improveimplementation 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

• Reducetime-to-value for new clients
• Maintain highclient satisfaction (CSAT/NPS)
• Ensure stronguser adoption and successful handoffs to Customer Success

Apply Now

If you’re anImplementation 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.