Implementation Consultant – Path

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

📋 Description

• Oversee complete client onboarding initiatives from initiation to launch, ensuring effective management of scope, timelines, milestones, and risks.

• Establish and uphold client expectations while proactively communicating any changes.

• Ensure accountability among clients and internal stakeholders regarding agreed timelines.

• Conduct thorough discovery sessions to gain insights into client business processes.

• Convert client requirements into platform configurations.

• Set up application settings, workflows, and platform options effectively.

• Facilitate data imports and verify data configuration.

• Define, execute, and document testing processes prior to the cutover.

• Diagnose and resolve configuration and system setup challenges.

• Share best practices for the platform and suggest effective workflow strategies.

• Guide client teams during the implementation process and prepare them for the go-live phase.

• Foster relationships with administrators and executive leadership.

• Identify risks and provide guidance to clients regarding configuration choices.

• Collaborate with Client Success, Support, Sales, and Product teams.

• Record configurations, customizations, and significant decisions.

• Develop and enhance playbooks, templates, and process documentation.

• Contribute to documentation, provide product feedback, and support teammates.

⛳️ Requirements

• 2–4 years of experience in SaaS implementation, technical consulting, or software delivery.

• Demonstrated ability to manage multiple simultaneous implementation projects successfully.

• Preferred experience with Association Management Software (AMS), Learning Management Software (LMS), or similar platforms for nonprofits or memberships.

• A bachelor's degree in Business, a technical field, or equivalent practical experience is preferred.

• Proficiency in configuring SaaS platforms, including navigating admin settings and workflow tools to align with client requirements.

• Experience with supporting data imports and ensuring data accuracy before the go-live stage.

• Strong proficiency in Microsoft Excel for data analysis and validation tasks.

• Familiarity with project or development management tools such as Jira, Azure DevOps, or Trello.

• Comfortable utilizing AI tools to enhance daily operations.

• Excellent written and verbal communication skills, including the ability to convey technical concepts to non-technical audiences.

• Strong project management skills: ability to prioritize, track details, and maintain workflow momentum.

• Client-centric approach with a genuine commitment to client outcomes.

• Ability to work independently while maintaining close collaboration across cross-functional teams.

• Proactive attitude towards process enhancement.

• Project management certification (PMP, PMI-ACP, or equivalent) is advantageous.

• Eligibility to work in the United States without sponsorship.

• Minimum age requirement of 18 years.

🏝️ Benefits

• Medical, Dental & Vision Benefits.

• 401(k) Savings Plan with Company Match.

• Flexible Planned Paid Time Off.

• Generous Sick Leave.

• Inclusive & Welcoming Environment.

• Purpose-Driven Culture.

• Work-Life Balance.

• Commitment to Community Involvement.

• Employer-Paid Parental Leave.

• Employer-Paid Short-Term Disability.

• Remote Work Flexibility.