Senior Implementation Consultant

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

📋 Description

• Lead initial client implementations while developing scalable processes, tools, documentation, and team structure.

• Take ownership of the client launch experience, managing everything from post-sale handoff to kickoff, discovery, configuration, data readiness, testing, training, go-live, and early post-launch support.

• Create implementation processes, templates, checklists, discovery guides, launch plans, training materials, and handoff standards.

• Establish criteria for launch success and set standards for launch readiness.

• Monitor implementation status, risks, open items, client readiness, dependencies, scope, timelines, and milestones.

• Lead client implementations from kickoff through to go-live and initial adoption.

• Act as the primary implementation owner and escalation point.

• Facilitate kickoff calls, discovery sessions, workflow reviews, status meetings, training sessions, and launch readiness assessments.

• Conduct discovery to comprehend client goals, processes, roles, workflows, data, reporting needs, and success criteria.

• Convert client requirements into actionable implementation steps and configuration decisions.

• Oversee client setup, including users, roles, permissions, workflows, forms, templates, notifications, dashboards, and documents.

• Develop quality checks and test plans; organize client testing and track defects, questions, and modifications.

• Manage data readiness, mapping, validation, imports, employee records, organizational structures, and associated setup items.

• Coordinate integrations, data exchanges, user provisioning, SSO, SFTP, APIs, and other supported connection methods.

• Troubleshoot setup, access, data, workflow, and integration issues; escalate technical blockers while maintaining client communication.

• Design and deliver role-specific training and create training materials, quick-reference guides, communication templates, and documentation.

• Provide support on launch day and in the early post-launch phase; track adoption risks and training gaps.

• Ensure a seamless transition to Client Success and Account Management.

• Collaborate with Product, Engineering, Operations, Client Success, Support, Sales, and Compliance teams to address blockers and enhance implementations.

• Document implementation risks, product gaps, and opportunities for improvement.

• Develop a scalable plan for the implementation function as client demand increases.

⛳️ Requirements

• 7+ years of experience in SaaS implementation, client onboarding, professional services, customer success operations, HR technology, workforce technology, background screening, compliance operations, or a similar client-facing role.

• 3+ years of experience leading complex client implementations, implementation teams, or cross-functional launch programs.

• Proven experience managing multiple client launches or implementation projects concurrently.

• Experience in gathering requirements, documenting workflows, and translating client needs into system setups or implementation tasks.

• Familiarity with supporting data migration, data mapping, record transfers, system transitions, or setups from prior client systems.

• Experience collaborating with technical teams on integrations, data imports, data mapping, user provisioning, SSO, APIs, SFTP, or system-to-system handoffs.

• Proven ability to create implementation playbooks, project plans, training materials, process documentation, or launch frameworks.

• Excellent client-facing communication skills, including leading discussions with senior clients and managing escalations.

• Strong project management, organizational, documentation, and follow-through abilities.

• Capability to thrive in a growing product environment where processes may not be fully established.

• Must have a dedicated workspace that is conducive to focused work.

• Must have stable, secure, high-speed internet access.

• Must ensure adequate lighting and minimal background noise for professional video calls.

• Ability to work effectively in a remote environment.

• Capacity to remain stationary for extended periods while working on a computer.

• Ability to lift and carry up to 5 pounds occasionally.

• Project management certification or experience with formal implementation methodologies is advantageous but not mandatory.

• Preferred: direct experience with implementing HCM, HRIS, onboarding, workforce management, employee records, payroll-adjacent, or related HR technology solutions.

• Preferred: experience in employment screening, background checks, drug screening, workforce compliance, document management, workflow automation, or similar operational systems.

• Preferred: familiarity with Salesforce, HubSpot, Jira, Zendesk, Smartsheet, Monday.com, Excel, Google Sheets, Confluence, Lucidchart, or comparable systems.

🏝️ Benefits

• Medical insurance with company contribution.

• HSA with company contribution.

• Dental insurance with company contribution.

• Vision insurance.

• Employer-paid life insurance and long-term disability.

• Short-term disability.

• 401(k) with company match.

• Paid holidays.

• Paid time off.

• Paid sick time.

• Pet insurance.

• Remote work environment.