Implementation Consultant

This is a fully remote position, open to applicants in United States.

📋 Description

• Effectively managing customer onboarding and implementation projects from start to finish.

• Ensuring clients are properly set up and utilizing Documo products efficiently.

• Collaborating with internal teams to tackle technical or process-related challenges.

• Acting as a trusted advisor throughout the implementation process and offering ongoing support for product adoption.

• Contributing to customer satisfaction, retention, and the long-term value of the product.

• Leading post-sales onboarding and implementation efforts for Documo products.

• Configuring solutions to align with customer needs and business processes.

• Developing project plans, timelines, and success metrics for each implementation.

• Conducting technical workshops, training sessions, and knowledge transfers with customer teams.

• Identifying and resolving potential technical or operational issues during the implementation phase.

• Ensuring customers fully understand how to effectively use Documo products.

• Providing guidance on best practices, workflows, and integrations.

• Monitoring adoption metrics and proactively addressing any usage gaps.

• Gathering customer feedback to inform process enhancements and product improvements.

• Collaborating with Customer Success, Sales, and Product teams to ensure seamless delivery and alignment.

• Communicating project status, risks, and solutions to both internal stakeholders and customers.

• Serving as the technical point of contact for customers throughout the implementation lifecycle.

• Keeping abreast of industry trends, product updates, and best practices.

• Documenting processes, workflows, and integration configurations.

• Contributing to the creation of templates, guides, and playbooks to enhance implementation efficiency.

⛳️ Requirements

• A minimum of 3 years of experience in technical consulting, solutions consulting, or SaaS product implementation.

• Strong technical aptitude with a quick learning ability for new systems.

• Experience in post-sales delivery, onboarding, and configuration of intricate software solutions.

• Exceptional communication, presentation, and interpersonal abilities.

• Strong organizational skills with the capability to manage several projects simultaneously.

• A customer-oriented mindset with proficient problem-solving and troubleshooting skills.

• Knowledge of API integrations.

• Bonus Points For: Experience in the healthcare sector, knowledge of data mapping or workflow automation, familiarity with Salesforce, Jira, Asana, or other CRM/project management tools, and experience in creating technical documentation or customer training materials.

🏝️ Benefits

• Competitive U.S. benefits including medical, dental, vision, and a 401(k) plan with a strong match.

• An annual bonus program based on individual role and company performance.

• Annual performance reviews with potential merit increases.

• In-person company kick-off events to connect, collaborate, and celebrate achievements.

• Equity opportunities to grow alongside the company.

• Flexible remote working arrangements to suit your lifestyle, along with flexible paid time off.

• Competitive paid parental leave, mental health support, and Employee Assistance Programs (EAP).

• Join a small, rapidly growing tech company with a supportive, inclusive, and enjoyable culture.