Job Description

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.