Implementation Specialist – SaaS, PropTech

📋 Description

• Facilitate effective onboarding and implementation results for 8–12 active client projects at once.

• Ensure clients stay aligned with timelines, milestones, and implementation deliverables.

• Enhance operational efficiency by keeping documentation and implementation workflows organized.

• Foster high customer satisfaction through proactive communication and systematic project management.

• Contribute to the ongoing enhancement of onboarding and implementation methodologies.

• Strengthen collaboration between implementation, product, solutions, and client success teams.

• Client Implementation Management – 50%: Act as the primary contact for clients from kickoff to go-live.

• Lead kickoff meetings, milestone reviews, and regular implementation status meetings.

• Oversee 8–12 concurrent implementation projects with varying client sizes and complexities.

• Hold clients accountable for implementation timelines and escalate any blockers proactively as needed.

• Maintain progress across all active projects to ensure timely completion.

• Project Administration & Documentation – 20%: Keep accurate project documentation, implementation milestones, and status updates within project management systems.

• Configure platform-related documentation and templates using Microsoft Excel and Word.

• Accurately replicate client-specific report formats with strong attention to detail.

• Track deliverables, dependencies, and project progress across various implementations.

• Ensure internal visibility into project health and customer status updates.

• Internal Collaboration & Cross-Functional Coordination – 20%: Collaborate with Solutions teams on data migration and platform configuration requests.

• Coordinate with Product teams to communicate customer feedback and feature requests.

• Work closely with training and go-to-market teams to assist in onboarding and enablement sessions.

• Seamlessly transition completed implementations to the Client Success team after go-live.

• Collaborate across functions to enhance implementation quality and operational efficiency.

• Process Improvement & Self-Development – 10%: Complete a structured onboarding program and actively participate in internal training initiatives.

• Engage in company-wide meetings and educational sessions.

• Provide ideas and feedback to refine implementation processes and documentation.

• Continuously expand product knowledge and implementation best practices.

⛳️ Requirements

• 2+ years of experience in SaaS implementation, onboarding, or customer onboarding.

• Demonstrated experience managing customer-facing implementation projects from start to finish.

• Strong project management and organizational skills with the capability to handle multiple concurrent projects.

• Excellent written and verbal communication skills in English.

• Ability to communicate directly and professionally with clients while fostering positive relationships.

• Intermediate proficiency in Microsoft Excel and Microsoft Word.

• Strong attention to detail with the ability to accurately replicate client requirements and documentation.

• Self-starter mindset with the ability to independently learn complex systems.

• Experience in fast-paced, high-growth, or client-facing environments.

• Nice-to-Haves (Preferred): Background in SaaS, PropTech, real estate, or professional services industries.

• Familiarity with CRM or project management tools like HubSpot, Notion, Asana, Monday.com, or Baton.

• Exposure to data migration, implementation configuration, or solution delivery workflows.

• Experience supporting mid-market or enterprise client implementations.

• Bachelor's degree or equivalent professional experience.

🏝️ Benefits

• Competitive Salary: Based on experience and skills.

• Remote Work: Fully remote—work from anywhere.

• Team Incentives: Recognition for maintaining 100% CRM hygiene and on-time reporting.

• Generous PTO: In accordance with company policy.

• Health Coverage for PH-based talents: HMO coverage after 3 months for full-time employees.

• Direct Mentorship: Guidance from international industry experts.

• Learning & Development: Ongoing access to resources for professional growth.

• Global Networking: Connect with professionals worldwide.