Implementation Specialist guiding customers through onboarding and system configurations for a SaaS workforce management platform. Ensuring seamless transitions and driving product adoption with small business clients.
Responsibilities
Drive product adoption and conversion within the assigned book of business by conducting 1:1 onboarding sessions and delivering customized trial setups.
Initially, may require outbound recruitment and ‘selling’ to entice customers to participate in the program.
Configure account settings and load employees.
Provide best practice recommendations by industry and size of workforce.
Conduct demos and ‘how-to sessions’ to gain customer understanding.
Monitor accounts for inactivity, re-engage customers.
Answer product questions via email, chat, or video calls.
Provide training sessions for additional admins, managers, and employees (if necessary) to gain adoption
Requirements
2–3 years of experience in customer onboarding, account management, or implementation in a SaaS environment.
Proven ability to uncover customer needs and align solutions.
Excellent interpersonal, verbal, and written communication skills.
Strong presentation skills.
Experience working with small business clients and simplifying technical concepts.
Problem-solving mindset with the ability to identify and address adoption blockers.
Comfortable working with CRM and support ticketing systems
Benefits
100% paid health insurance, dental & vision (Blue Cross)
Scientific Implementation Manager at Uncountable utilizing scientific expertise for business development and product enhancement. Leading implementation processes and improving customer engagement through data - driven insights.
SME Cross Domain Implementation Engineer Lead working with Department of War to enhance data and analytics capabilities across DoD. Designing secure data transfer solutions and leading technical teams for mission - critical projects.
Implementation Manager overseeing onboarding lifecycle for SMB waste haulers at CurbWaste. Managing customer relationships, data migrations, and cross - functional coordination throughout the process.
Customer Engineer managing post - sales technical relationships maintaining AI workloads for customers. Collaborating with teams to resolve issues and enhance product performance for enterprise clients.
Senior Advanced Customer Engineer providing mentorship and technical support to field engineers at Cognex. Responsible for project delivery, documentation, and customer communication.
Implementation Engineer translating global packaging regulations into machine - readable assessment logic for sustainability. Collaborating with a skilled team in a GreenTech startup.
Implementation Specialist onboarding clients during initial implementation of Axxess products and services. Collaborating with teams to ensure smooth client transitions at Axxess.
Client Implementation Manager leading complex financial services technology projects for State Street. Overseeing implementation programmes and collaborating with cross - divisional teams in London.
Implementation Consultant for Next Generation, Inc. supporting Ceridian DayForce deployments across clients. Responsible for managing the implementation lifecycle and ensuring client satisfaction.
MES Implementation Specialist at Leonardo UK supporting Siemens Opcenter deployment in digital manufacturing transformation. Collaborating with cross - functional teams and external partners in a multi - vendor environment.