Implementation Specialist
$85,000–$100,000 year
RemoteCanada
Job Summary
Own new customer implementations from Sales handoff through go-live and initial post-launch validation. Lead kickoff calls, align on timelines and milestones, gather requirements, and configure workflows, permissions, and system settings in the Cardata platform. Validate data, troubleshoot issues, and deliver onboarding training for admins, stakeholders, and drivers. Manage expectations, track dependencies, and coordinate cross-functional deliverables with Sales, Customer Success, Product, and Engineering teams. Complete structured handoffs to Customer Success and escalate risks early to maintain launch commitments. Contribute to documentation, templates, and scalable workflows while identifying opportunities to automate activities through system enhancements.
Required Qualifications
- 5-8 years of experience in enterprise SaaS implementation, customer onboarding, professional services, solutions delivery, or a related customer-facing role
- Experience independently managing customer implementations from kickoff through go-live, ideally in an enterprise SaaS environment
- Strong ability to manage complex requirements, stakeholders, timelines, dependencies, and launch risks
- Ability to translate business and operational requirements into system configurations
- Experience working in configurable software platforms and learning complex products quickly
- Confident customer-facing communication skills, including expectation management, stakeholder alignment, and training facilitation
- Strong attention to detail, documentation, organization, and follow-through
- Ability to work independently while partnering effectively across 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 such as Gainsight, HubSpot, or Salesforce
Desired Qualifications
- Experience with customer training, enablement, or change management
- Familiarity with reimbursement, compliance, payroll, HR, finance, or operational workflows
- Experience helping build or improve an implementation function, playbook, or repeatable onboarding process
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