Implementation Specialist, Client Engagement

As an Implementation Specialist, Client Engagement, you will play a key role in helping new customers successfully launch on our platform. Acting as the primary point of contact during onboarding, you will guide clients through setup, training, and early adoption to ensure a seamless and positive implementation experience.

This role blends relationship management, project coordination, and platform expertise. You’ll partner closely with customers to understand their business goals, deliver tailored onboarding experiences, and set them up for long-term success.

Responsibilities

Client Engagement & Communication

• Act as the face of the implementation team for assigned clients.
• Lead kickoff calls, status updates, and transition to post-implementation support.
• Understand client business objectives and tailor onboarding steps accordingly.

Training & Enablement

• Train users on platform capabilities and best practices.
• Stay current on product releases and feature enhancements to effectively educate customers and ensure adoption of best-fit solutions during onboarding.

Client Success & Collaboration

• Escalate technical or data configuration needs to internal specialists.
• Maintain project timelines and manage expectations.
• Collect and share client feedback with product and services teams.

We’re looking for someone with a bachelor’s degree in a related field and 2+ years of experience in SaaS onboarding, customer success, implementation, technical support, or another client-facing role. Experience with Salesforce is required. The ideal candidate has strong communication and relationship-building skills, experience managing projects and timelines in a fast-paced environment, and comfort working with both technical and non-technical users. Experience with SaaS platforms, system configuration, or software integrations is preferred.