Member Implementation Advisor
New
J
JobgetherSaaS software
This position ... based in Canada., Availability to work business hours aligned with the Pacific or Mountain Time Zone, regardless of physical location.Full-Time
Salary58,000 - 63,000 USD per year
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Job Details
- Required Skills
- Microsoft OfficeCustomer SuccessHubSpotTroubleshooting
Requirements
- Experience in a client-facing role, preferably in SaaS or technology, such as implementation, customer success, onboarding, training, or operations.
- Strong communication and presentation skills, including the ability to explain technical concepts clearly to people with different levels of technical knowledge.
- Ability to understand customer needs, ask thoughtful questions, and recommend practical solutions.
- Comfort learning software platforms, troubleshooting problems, and working across multiple technology tools.
- Strong organizational skills and attention to detail, including managing competing priorities, documenting progress, and following up consistently.
- Ability to work independently and collaborate effectively across teams.
- Familiarity with productivity, communication, and customer management tools such as Microsoft Office, HubSpot, Zoom, ClickUp, or Intercom, or similar platforms.
- Availability to work business hours aligned with the Pacific or Mountain Time Zone, regardless of physical location.
- Willingness to learn the software, implementation methods, and member experience standards through provided training.
Responsibilities
- Understand members’ objectives, existing processes, and operational needs, then develop practical implementation strategies.
- Guide members through onboarding and implementation, helping them configure and use the software independently.
- Lead training sessions for individuals and groups, adapting explanations to different audiences and experience levels.
- Identify implementation challenges, troubleshoot issues, and help members make informed decisions about software configuration and workflows.
- Build professional member relationships, communicate progress and next steps, and manage expectations.
- Connect members with relevant tools, resources, and services.
- Collaborate with colleagues to resolve issues, coordinate support, and provide a consistent member experience.
- Document implementation activities, member progress, and follow-up requirements.
- Identify opportunities to improve onboarding processes, training materials, and member workflows, and share feedback with internal teams.
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