Senior Implementation Specialist
New
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JobgetherB2B SaaS
Workplace type: Remote; Listing location: USFull-TimeSenior
Salary64,000 - 70,000 GBP per year
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Job Details
- Experience
- 3–5+ years of experience in B2B SaaS implementations, including at least 2 years of end-to-end technical implementation experience.
- Required Skills
- Project ManagementMicrosoft ExcelChange Management
Requirements
- Have 3–5+ years of experience in B2B SaaS implementations, including at least 2 years of end-to-end technical implementation experience.
- Bring strong project management skills and the ability to oversee multiple customer implementations simultaneously.
- Be confident working directly with customers, facilitating workshops, and engaging with senior stakeholders.
- Have excellent communication and presentation skills, including the ability to explain technical concepts in clear, actionable terms.
- Use a consultative approach, combining active listening with the confidence to challenge existing processes and recommend improvements.
- Demonstrate strong attention to detail and a commitment to accurate data handling, reliable execution, and follow-through.
- Be comfortable working with data, systems, software configuration, and migration processes.
- Be resilient and adaptable, and able to work independently while managing progress across multiple projects.
- Experience in accounting or tax, workflow or project management software, enterprise onboarding, change management frameworks, or a high-growth SaaS environment is an advantage.
- Hands-on experience with the partner company's platform is beneficial but not essential.
Responsibilities
- Lead end-to-end implementation projects for enterprise customers, developing project plans, tracking milestones, and ensuring deliverables are completed on schedule.
- Coordinate with executive sponsors, firm administrators, and end users to align expectations, establish responsibilities, and maintain accountability.
- Facilitate kickoff meetings, process reviews, configuration workshops, and tailored training sessions.
- Advise customers on workflow design, operational best practices, and change management strategies to improve adoption and business outcomes.
- Guide customer teams through organizational and process changes, addressing resistance and encouraging engagement with new ways of working.
- Support data migration by importing contacts and work items and using Excel and other tools to validate data quality and completeness.
- Identify project delays, adoption challenges, and implementation risks early, and take proactive steps to keep projects on track.
- Collaborate with Sales, Customer Success, Product, and Support teams to coordinate customer handoffs and communicate feedback.
- Demonstrate customer value and return on investment while establishing a foundation for long-term success.
- Use ChatGPT and AI-powered workflow automation to improve project planning, customer communications, and process efficiency.
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