Implementation Consultant

Documo

Implementation Consultant onboarding, configuring, and implementing Documo's solutions for customers. Partnering with teams to drive adoption and long-term value under Customer Success department.

Posted 7/7/2026full-timeRemote • 🇺🇸 United StatesMid-LevelSeniorWebsite

About the role

Key responsibilities & impact

Successfully managing customer onboarding and implementation projects from kickoff to completion
Ensuring customers are set up correctly and effectively using Documo products
Collaborating with internal teams to address technical or process challenges
Serving as a trusted advisor during implementation and providing ongoing guidance for adoption
Contributing to customer satisfaction, retention, and long-term product value
Lead post-sales onboarding and implementation of Documo products
Configure solutions to meet customer requirements and business processes
Develop project plans, timelines, and success criteria for each implementation
Conduct technical workshops, training sessions, and knowledge transfer with customer teams
Identify and resolve potential technical or operational challenges during implementation
Ensure customers understand how to use Documo products effectively
Provide guidance on best practices, workflows, and integrations
Monitor adoption metrics and proactively address usage gaps
Collect customer feedback to inform process improvements and product enhancements
Partner with Customer Success, Sales, and Product teams to ensure smooth delivery and alignment
Communicate project status, risks, and solutions to internal stakeholders and customers
Serve as a technical point of contact for customers during the implementation lifecycle
Stay informed about industry trends, product updates, and best practices
Document processes, workflows, and integration configurations
Contribute to the development of templates, guides, and playbooks to improve implementation efficiency

Requirements

What you’ll need

3+ years of experience in technical consulting, solutions consulting, or implementation of SaaS products
Strong technical aptitude and ability to learn new systems quickly
Experience with post-sales delivery, onboarding, and configuration of complex software solutions
Excellent communication, presentation, and interpersonal skills
Strong organizational skills and ability to manage multiple projects simultaneously
Customer-focused mindset with problem-solving and troubleshooting skills
Knowledge of API integrations
Bonus Points For: Experience in the healthcare industry, Knowledge of data mapping, or workflow automation, Experience with Salesforce, Jira, Asana, or other CRM/project management tools, Experience creating technical documentation or customer training materials.

Benefits

Comp & perks

Competitive U.S. benefits: medical, dental, vision, and a 401(k) with a strong match.
Annual bonus program based on role and company performance.
Annual performance reviews with merit increases.
In-person company kick-off to connect, collaborate, and celebrate.
Equity opportunities to grow with us.
Flexible remote work that fits your life, plus flexible paid time off.
Competitive paid parental leave, mental health support, and Employee Assistance Programs (EAP).
Be part of a small, fast-growing tech company with a supportive, inclusive, and fun culture.

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

Technical AptitudePost-Sales DeliveryConfiguration of Software SolutionsData MappingWorkflow Automation

Soft Skills

Excellent CommunicationInterpersonal SkillsProblem-SolvingOrganizational Skills