Implementation Specialist

• Be the first responder for customers using our onboarding portal — figure out what they need and drive it to resolution, working with the customer and our engineering team.
• Own and run our support inbox and ticketing system.
• Build data samples for prospects and customers, and learn our data deeply enough to know when something looks wrong.
• Run HubSpot: lead routing, round-robins, list hygiene, and tuning automations as the business grows.
• Help keep our business operations running — from billing to whatever this week needs.
• Catch the things nobody else has time to catch. This job will grow as fast as you do.

Customer Engineering Associate

• The Implementation Consultant partners with clients to successfully deploy and adopt Salesforce solutions that support their business goals.
• This role works closely with clients and internal project teams to configure solutions, gather requirements, perform testing, deliver training, and support go-live activities.
• Participate in Salesforce implementation projects of varying size and complexity.
• Support the gathering and documentation of business requirements through discovery sessions and client meetings.
• Configure Salesforce solutions based on documented business requirements and best practices.
• Assist with data migration, validation, and system testing activities.
• Execute and document functional testing and support user acceptance testing (UAT).
• Create and maintain project documentation, training materials, and user guides.
• Deliver client demonstrations and end-user training sessions.
• Assist clients during application launch and go-live activities.
• Provide post-implementation support and issue resolution prior to transition to ongoing support teams.
• Identify opportunities for process improvement and recommend solutions to clients and project teams.
• Build positive and professional relationships with client stakeholders.
• Communicate project updates, progress, and action items both internally and externally in a timely manner.
• Respond to client inquiries and requests with a high level of customer service.
• Participate in client workshops, meetings, demonstrations, and training sessions.
• Escalate project risks, issues, and blockers appropriately.
• Collaborate with architects, developers, project managers, and fellow consultants to deliver successful projects.
• Participate in project planning, status meetings, and internal team discussions.
• Contribute to project documentation and knowledge-sharing efforts.
• Support internal initiatives focused on improving delivery processes and best practices.
• Maintain accurate project-related documentation and time tracking.
• Provide timely and accurate project status updates.
• Escalate project concerns, risks, and resource needs as appropriate.
• Meet utilization, quality, and professional development expectations.
• Pursue ongoing learning and Salesforce certification goals.
• Demonstrate company values and contribute positively to team culture.

Implementation Consultant

• Help the world agree faster by making legal contracts frictionless, collaborative and accessible.
• Participate in onboarding customers with our intelligent contract automation platform.
• Work alongside the Director of Implementation to drive client success.
• Support the team with multiple onboardings and training sessions.

Implementation Manager

• Own end-to-end accountability for Alpha implementation programs, including client outcomes, delivery integrity, and executive stakeholder confidence
• Set program direction and success criteria aligned to Alpha strategy, contractual commitments, and client business objectives
• Approve and govern integrated delivery plans across State Street teams, clients, and critical third-party providers
• Establish and chair executive-level internal and client governance forums
• Serve as the senior escalation authority for delivery risks, issues, and strategic trade-offs
• Ensure transparent, decision-ready reporting to internal executives and client leadership
• Act as the senior delivery counterpart to CIOs, COOs, Heads of Operations, and other C-suite stakeholders
• Build and sustain trusted, long-term executive relationships with clients
• Own program financial governance, including budget management, forecasting accuracy, and resource utilization
• Provide senior leadership and direction to Program Directors, Program Managers, and Project Managers
• Drive continuous improvement across implementation methodology, governance, and execution models

Client Implementation Executive – Managing Director

• Own global delivery of Middle Office product implementations for Alpha
• Design and execute operating models that translate sold Alpha platform capabilities and services into operationally sound middle-office solutions
• Act as the primary execution interface to Product and Technology
• Ensure delivery discipline, operational readiness, and risk mitigation across complex multi-asset implementations
• Build and lead a global implementation organization
• Assume enterprise accountability for Alpha implementation strategy
• Lead a significantly expanded global organization
• Set firmwide Alpha implementation standards
• Drive ROI realization and value capture for Alpha implementations

Senior Vice President, Product Implementation Strategy and Standards

• Grow with an Ownership Mindset: Champion continuous learning and innovation, tackle real problems, create tangible solutions, and drive results.
• Collaborate with Peers and Leaders Alike: Work in a transparent and respectful environment where feedback flows freely.
• Experience a High-Performance Culture and Clear Purpose: Achieve specific goals with shared accountability, celebrating milestones and learning from challenges.
• Drive the onboarding process for new merchants joining ShipBob.
• Guide merchants to configure and optimize software and fulfillment services confidently.
• Swiftly address challenges and provide scalable solutions to our merchants, setting them on the path to sustained success.
• Establish and maintain communication with key stakeholders to set expectations for key deliverables, timelines, and milestones.
• Proactively identify potential project risks and help develop mitigation strategies.
• Conduct tailored training sessions for all stakeholders based on merchant needs and specific dashboard configurations.

Senior Merchant Implementation Manager

• Lead or directly contribute to CRIMS implementations. Analyze and evaluate requirements while providing product expertise and guidance throughout the implementation project.
• Ensure the solutions developed by Charles River meet the customer’s business needs and that the customer is prepared to assume ownership and operate the solution after go-live.
• Assist other members of the Professional Services team and proactively develop and share best practices.
• Analyze and evaluate customer requirements to help Charles River respond to sales opportunities. Prepare and deliver sales presentations.
• Execute proof-of-concept projects to demonstrate the potential of CRIMS to satisfy the specific needs of potential customers.
• Educate customers on the methodologies and functionality provided by CRIMS. Advise on best practices regarding the implementation and operation of Charles River solutions and services.
• Monitor and evaluate customer requirements to identify potential enhancements to Charles River solutions and services. Document and communicate product improvements as part of customer-specific implementation projects or in response to trends in the marketplace.
• Contribute to software quality by clearly communicating defects to Client Support and Product Management. Support the defect resolution process by providing clear descriptions of defects and validating the resulting fixes. Identify errors and mistakes in documentation and suggest corrections and improvements.

Senior Implementation Manager – IBOR, Charles River Development

• Manage customers from point of sale through onboarding and implementation to Customer Success handover
• Own onboarding and implementation timelines across a typical 40–60 day customer journey
• Create and implement tailored onboarding plans for new enterprise customers
• Configure customer platform setup, including domains, user access, workflows, and onboarding requirements
• Conduct deep discovery sessions to understand customer goals, business challenges, and implementation needs
• Guide customers through strategic onboarding and platform adoption decisions
• Deliver tailored live platform demos and customer training sessions to support self-serve adoption
• Conduct regular customer check-ins on a daily, weekly, or biweekly cadence to drive implementation progress
• Coordinate closely with cross-functional teams, including Sales, Customer Success, Product, Support, and Operations
• Partner with internal teams to identify opportunities for process optimization and customer growth
• Support customers in achieving fast time-to-live and rapid time-to-first-value
• Reduce customer effort by proactively recommending expertise, resources, and best practices
• Manage multiple onboarding workflows simultaneously while maintaining a high-quality customer experience
• Review and improve onboarding processes, implementation workflows, and customer enablement strategies
• Explore opportunities for automation, AI enablement, and scalable onboarding improvement

Customer Implementation Manager

• Develop deep expertise in Snapsheet’s SaaS products to guide customers through implementations
• Lead end-to-end implementations for global insurance carriers
• Act as the primary project manager and day-to-day client contact, ensuring timely and high-quality launches
• Use a consultative approach to identify customer pain points, goals, and optimal platform configurations
• Create and manage implementation plans, including onboarding, training, integrations, and launch milestones
• Lead integration and configuration discussions with technical support as needed
• Identify opportunities for automation, engagement, and post-launch optimization using customer metrics
• Partner with training and Customer Success teams to drive adoption and ensure a smooth transition
• Drive proactive communication with customers and internal stakeholders
• Gather and translate customer feedback into product and enhancement recommendations
• Leverage competitive insights and best practices to improve client outcomes and grow the business

Strategy and Implementation Manager

• Implementation Project lead for planning, design, communication, and execution of scoped requirements
• Creation and utilization of customer project plans, risk identification and remediation planning
• Responsible for internal and external program documentation
• Effectively hosts project calls & discovery workshops with onboarding clients
• Develop and execute strategies to achieve workable customer solutions in line with company goals and scope requirements
• Ensure KPIs (Key Performance Indicators) are on target and effectively communicated to all levels of the organization
• Management of internal and external project expectations and communication
• Organization of customization scoping, documentation, tracking, and invoicing (as applicable)
• Ensures testing of application functionality alongside the Technical Implementation Specialist
• Successful team coordination of initial customer implementation and ongoing platform upgrades
• Manage a team of technical specialists responsible for platform build and project plan execution
• Responsible for overall project quality control throughout development, maintaining brightfin delivery standards
• Establish and maintain strong business relationships with internal and external teams
• Coordinates training and lifecycle transition stages internally and externally
• Identifies business value provided by the contracted solution; understands the business objectives of customers at various stages of the relationship to align services with those objectives
• Capture system or process enhancement opportunities; document and communicate enhancements to appropriate internal stakeholders for work/cost estimations.
• Maintains up to date brightfin application technical knowledge and industry best practices
• Ensures tools are in place for optimal operational efficiency based on brightfin initiatives.

• Develop relationships with key client contacts
• Define project objectives, scope, and deliverables with stakeholders
• Support the Implementation Lead in managing client requirements
• Ensure successful completion of onboarding activities
• Drive improvements in project plans with governance of interdependent tasks

Collateral Product Implementation Analyst – Assistant Vice President

• Coordinate and drive implementation activities across multiple internal teams and external partners
• Create, manage, and maintain implementation project plans, timelines, and tracking documentation
• Gather, document, and validate customer requirements to ensure accurate product and service setup
• Proactively identify risks or issues and partner with stakeholders to drive timely resolution
• Facilitate implementation kick-off activities, including preparation of tools and documentation
• Lead or support client-facing meetings and presentations related to onboarding and implementation
• Track action items, follow-ups, and implementation milestones to keep projects on schedule
• Customize and maintain department-specific documentation and templates
• Build strong working relationships with internal teams, vendors, and client contacts
• Support continuous improvement of implementation processes and standards
• Perform other related duties as assigned

Implementation Specialist, Implementation Coordinator

• Partner with business and technical stakeholders to gather, analyze, and document business and system requirements
• Author and maintain high-quality project documentation.
• Translate complex business needs into clear, actionable requirements with an understanding of underlying technical concepts
• Support implementation activities across the project lifecycle.
• Act as a subject-matter resource during implementations.
• Identify gaps, risks, and dependencies; propose practical, well-documented solutions
• Collaborate effectively with project managers, developers, and other technical resources.

Implementation Consultant Advisor

• Own the "first successful search" — every new customer's activation milestone. Get them there, fast. This is the most important thing you do.
• Own customer health across all accounts. Know which customers are getting value, which are quiet, and which are at risk — before anyone asks.
• Drive expansion and cross-sell. As we ship new API surface area (verification, enrichment, discovery, MCP), identify which customers need what and run the expansion conversation.
• Run onboarding at scale. 3-5 new customers per month today, scaling to 10+. Make onboarding light, fast, and reliably successful.
• Be the voice of the customer inside RevenueBase. Sit on top of every Slack channel, every support request, every integration conversation, and tell product and engineering what customers actually need.
• Build the function. Write the playbooks, the health scoring, the expansion motion, and the onboarding framework — then rewrite them when they stop working.

Customer Engineer

• Be on the front-lines and ensure our customers increase the safety, efficiency, and sustainability of their operations with our IoT platform
• Manage the deployment of Samsara technology to large-scale US Public Sector customers, enabling customers to achieve quick time to value in their investment
• Create launch plans and a roadmap to increase product usage
• Track implementation progress, participation, product adoption, and account health
• Run training sessions, demonstrate Samsara’s technology, and work through challenges with executives and day-to-day users of the system across numerous use cases
• Juggle multiple customer engagements in parallel and work cross-functionally to deliver an exceptional experience for our customers
• Deeply understand the Samsara platform’s capabilities and explain them to customers of all types
• Champion, role model, and embed Samsara’s cultural principles as we scale globally and across new offices

Enterprise Implementation Consultant – Public Sector

• Lead client-focused data discovery sessions to gather requirements and scope data portion of PRISM implementation projects
• Configure and execute both native PRISM data import tools and creative custom Python scripts for complex data transformations and migrations
• Develop innovative data transformation solutions to solve unique property management data challenges
• Collaborate with internal and external key stakeholders to deliver data-driven solutions with a focus on client satisfaction
• Create and maintain documentation related to data migrations, including data dictionaries and data discrepancy reports
• Stay current with new technologies, approaches, and best practices in data analytics

Data Implementation Specialist

• Redesign the Onboarding Model (Primary Focus)
• Lead & Evolve the Implementation Team
• Build a Scalable Enablement Engine
• Create Training Content That Replaces Live Training
• Leverage AI & Automation
• Optimize for Efficiency & Outcomes
• Cross-Functional Partnership

Customer Enablement & Implementation Manager

• Serve as the primary compliance partner for mortgage product teams on implementation and support questions
• Translate regulatory and investor requirements into clear business logic
• Conduct pre-launch testing of system rules and workflow configurations
• Perform post-launch validation and control testing
• Analyze production data, control testing results, complaints, and audit findings
• Recommend and help implement remediation plans
• Build cross-functional partnerships with Product, Engineering, Operations, and Legal
• Leverage data analytics, automation, and AI-enabled tools to scale compliance oversight

Senior Compliance Analyst, Product Implementation & Support

• Manage initial rollouts for new Benchling customers as well as expansion projects with new teams or for new processes at existing customers, with particular focus on GxP and regulated environments.
• Own implementation success from project kickoff to go-live, leveraging strong project management skills, validation expertise, and deep product knowledge.
• Build and execute detailed project plans, own project activities, and work with other team members to execute on project deliverables to ensure on-time, on-budget, high-quality deployments.
• Serve as the GxP subject matter expert during GxP implementations, advising customers on validation strategy, risk-based approaches, and regulatory best practices for implementing Benchling within their quality systems.
• Guide customers through their computer systems validation (CSV) activities, helping them understand how to create validation deliverables (Validation Plans, IQ/OQ/PQ protocols, Traceability Matrices, Validation Summary Reports) aligned with their internal procedures and regulatory requirements.
• Lead requirements and design workshops, perform data modeling and application configuration, develop test plans and guide UAT execution, train and onboard users.

Implementation Manager, GxP

• Own the ongoing success, value realization, and risk management of Samsara’s Mid-Market Scale customer segment, consistently meeting or exceeding KPIs.
• Define and execute scalable, long-term customer success strategies, including standardized playbooks for onboarding, adoption, expansion, and renewal.
• Lead and support the CSM team through critical customer engagements
• Champion, role model, and embed Samsara’s cultural principles as we scale globally and across new offices
• Hire, develop and lead an inclusive, engaged, and high-performing team

See all jobs on JobTailor

Customer Engineering Associate

Implementation Consultant

Implementation Manager

Client Implementation Executive – Managing Director

Senior Vice President, Product Implementation Strategy and Standards

Senior Merchant Implementation Manager

Senior Implementation Manager – IBOR, Charles River Development

Customer Implementation Manager

Strategy and Implementation Manager

Implementation Manager

Collateral Product Implementation Analyst – Assistant Vice President

Implementation Specialist, Implementation Coordinator

Implementation Consultant Advisor

Customer Engineer

Enterprise Implementation Consultant – Public Sector

Data Implementation Specialist

Customer Enablement & Implementation Manager

Senior Compliance Analyst, Product Implementation & Support

Implementation Manager, GxP

Implementation Manager – Public Sector Customer Success