1-2 years in implementation, onboarding, professional services, or a customer-facing technical role.
Strong technical aptitude; experience with configurations, integrations, or APIs is a plus.
Demonstrated project management skills (formal PM training or certifications a plus).
Excellent communication and facilitation skills with both technical and non-technical audiences.
Requirements:
Lead end-to-end implementation projects from kickoff through go-live and handoff, managing scope, milestones, and risks.
Conduct discovery to understand customer requirements, workflows, and technical environment; translate these into configuration plans.
Configure product settings, users, permissions, integrations, and data mappings to align with customer needs.
Coordinate data migration, testing, and validation with customer and internal technical teams.
Job description
The Implementation Specialist owns the post‑sale onboarding and rollout of the product, configuring solutions to customer requirements, coordinating timelines, and ensuring a smooth path to adoption and handoff to Customer Success. This role is more technical and project‑oriented than frontline support roles.
Key responsibilities:
Lead end‑to‑end implementation projects from kickoff through go‑live and handoff, managing scope, milestones, and risks.
Conduct discovery to understand customer requirements, workflows, and technical environment; translate these into configuration plans.
Configure product settings, users, permissions, integrations, and data mappings to align with customer needs.
Coordinate data migration, testing, and validation with customer and internal technical teams.
Run onboarding and training sessions for admins and end users, tailoring content to different audiences.
Track implementation progress, communicate status and next steps clearly, and adjust plans when customer priorities or constraints change.
Identify and troubleshoot rollout issues, coordinating with Support, Product, and Engineering as needed.
Capture repeatable patterns, edge cases, and feedback to improve implementation playbooks, templates, and product roadmap inputs.
Requirements
Product / Service Knowledge – Level 2
Customer Communication – Level 2
Technical Ability – Level 3
Issue Resolution – Level 3
Relationship Building – Level 2
Project / Implementation Management – Level 3
Data Analysis & Reporting – Level 2
Strategic Thinking – Level 2
Stakeholder Management – Level 3
Process Improvement – Level 2
Cultural Competence – Level 2
Qualifications
1-2 years in implementation, onboarding, professional services, or a customer‑facing technical role.
Strong technical aptitude; experience with configurations, integrations, or APIs is a plus.
Demonstrated project management skills (formal PM training or certifications a plus).
Excellent communication and facilitation skills with both technical and non‑technical audiences.
