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Implementation Specialist
Skills
Software As A ServiceAttention To DetailChange ManagementMicrosoft ExcelOnboardingPresentation SkillsPresentations
What the job involves
The main requirements, responsibilities and hiring steps.
Requirements
- 2-4+ years of experience in B2B SaaS implementations
- Experience with end-to-end technical implementations
- Ability to manage multiple customer projects simultaneously with clear priorities
- Customer-facing experience with confidence in meetings and training sessions
- Strong communication and presentation skills
- Ability to translate technical concepts into actionable guidance
- Consultative and curious mindset with openness to feedback
- Strong attention to detail and commitment to accuracy
- Experience working with data and systems during migrations and configuration
- Adaptability and resilience in evolving environments
- Comfort working remotely and managing time independently
Nice to have
- Consultative
- Curious
- Adaptable
- Resilient
- Detail-oriented
- Organized
Day to day
- Lead customers through onboarding, data migration, implementation, and training for small to mid-sized firms
- Own end-to-end implementation projects by building project plans tracking milestones and driving deliverables to completion
- Facilitate kickoff meetings configuration sessions and training while guiding customers on best practices and change adoption
