Implementation Specialist

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

📋 Description

• Take charge of new customer implementations from the Sales handoff to go-live and the initial post-launch validation.

• Facilitate kickoff meetings, ensuring alignment on timelines, milestones, responsibilities, and launch requirements.

• Collect customer requirements, workflows, business rules, and configuration necessities.

• Set up customer programs, workflows, permissions, rules, and system settings within Cardata’s platform.

• Verify customer data, test configurations, troubleshoot issues, and ensure launch readiness.

• Provide onboarding and training for customer administrators, operational stakeholders, drivers, and end users.

• Manage expectations, monitor milestones, dependencies, risks, and customer action items as well as next steps throughout the implementation process.

• Coordinate cross-functional deliverables among Sales, Customer Success, Product, Engineering, and internal systems teams to guarantee smooth launches.

• Complete structured transitions to Customer Success and Account Management post go-live.

• Proactively escalate implementation risks to uphold launch commitments, highlight recurring challenges, gather product feedback, and pinpoint opportunities for process improvement.

• Consistently seek opportunities to automate implementation tasks and decrease manual efforts through system enhancements and AI-driven workflows.

• Contribute to the development of implementation documentation, templates, training materials, and scalable workflows.

⛳️ Requirements

• 5-8 years of experience in enterprise SaaS implementation, customer onboarding, professional services, solutions delivery, or a similar customer-facing role.

• Proven track record of independently managing customer implementations from kickoff to go-live, preferably within an enterprise SaaS environment.

• Strong capability to handle complex requirements, stakeholders, timelines, dependencies, and launch risks.

• Proficiency in translating business and operational requirements into system configurations.

• Experience with configurable software platforms and the ability to quickly learn complex products.

• Excellent customer-facing communication skills, including expectation management, stakeholder alignment, and training facilitation.

• High level of attention to detail, documentation, organization, and follow-through.

• Ability to work independently while effectively collaborating with Sales, Customer Success, Product, and technical teams.

• High learning agility and adaptability as products, processes, and customer needs evolve.

• Experience with CRM or customer success platforms like Gainsight, HubSpot, or Salesforce.

🏝️ Benefits

• Remote work and flexible working hours

• Mentorship and development opportunities (to assist you in achieving your career aspirations!)

• Extended medical & dental benefits

• Healthcare spending account

• $3,000 annual Health and Wellness Spending Account to support your overall wellbeing

• Employee assistance program (EAP)

• Flexible (Unlimited) Time Off: No annual cap on vacation, backed by a trust-based, flexible approach to time away.