Implementation Consultant

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

📋 Description

• Assist clients through the processes of onboarding, implementation, and system optimization efforts.

• Facilitate discovery sessions to gain insight into client business operations, objectives, and requirements.

• Formulate implementation strategies and workflow suggestions tailored to client goals and operational intricacies.

• Recognize risks and opportunities associated with the implementation process.

• Steer clients towards scalable and effective solutions.

• Act as a reliable advisor throughout the implementation journey.

• Oversee implementation projects from onboarding to launch and transition phases.

• Manage project scope, timelines, deliverables, and client expectations.

• Coordinate implementation tasks to keep clients on schedule.

• Track progress and proactively tackle risks and challenges.

• Assist with transitions to ongoing support and account management teams.

• Perform system audits and workflow assessments.

• Help resolve configuration issues, operational workflows, and system usage challenges.

• Provide training, consulting, and guidance to enhance platform value.

• Simplify complex functionalities into practical advice and actionable next steps.

• Collaborate with Product, Support, Research, Client Success, and other teams.

• Relay client feedback, workflow insights, and trends related to implementation.

• Share knowledge on implementation, best practices, resources, standards, and onboarding strategies.

• Discover opportunities to enhance implementation processes and improve client adoption outcomes.

⛳️ Requirements

• A Bachelor's degree in Business, Communications, Education, Operations, Information Systems, or a related discipline, or an equivalent combination of education and relevant experience.

• Over 3 years of experience in implementation, consulting, client success, customer onboarding, professional services, or similar customer-facing roles.

• Advanced skills in consulting, communication, and relationship management.

• Demonstrated experience in managing multiple projects, priorities, and client engagements concurrently.

• Ability to evaluate business processes and convert client requirements into effective system solutions.

• Strong skills in problem-solving, organization, and project management.

• Willingness to travel up to 25% for client engagements, conferences, and business requirements.

• Must reside in the Pacific Time Zone (PT).

• Must possess reliable high-speed internet access.

• Must be legally authorized to work in the United States without current or future sponsorship.

• US Citizens or Green Card holders without special circumstances residing in the US.

• Preferred: Experience in SaaS, software, or technology sectors.

• Preferred: Background in supporting onboarding, implementation, or client adoption efforts.

• Preferred: Experience in conducting training, consulting engagements, or workflow discovery sessions.

• Preferred: Familiarity with business systems, operational workflows, or initiatives aimed at process improvement.

🏝️ Benefits

• All employees are able to work remotely.

• Medical, Dental, Vision, Flexible Spending, HSA, and Dependent Care Accounts offered.

• Company-Paid Disability and Life Insurance provided.

• Optional Critical Illness and Accident Insurance available.

• Confidential access to legal and life counseling as well as mental health support available 24/7.

• 401(k) plan with a generous company match.

• Access to financial planning resources.

• Paid Time Off (PTO).

• Paid Parental Leave.

• Paid Caregiver Leave.

• Opportunities for sabbatical leaves.

• Annual allowance earmarked for professional development.

• Paid time allocated for community volunteering.