Implementation Specialist Jobs

Implementation Specialist

Octus

Remote

What the job involves We are looking for an Implementation Specialist to own the onboarding experience for our clients, guiding them from signed contract through scoping and implementation, and into a strong long-term partnership You will work to configure the LevPro platform (Research Management, Trading Tools/OMS, Portfolio Management, Compliance) around each client's workflows, manage data migrations and back-office interfaces, and train new users so they can hit the ground running You will coordinate closely with the sales, data, customer success and product development teams to identify, create and support the best solutions for our clients This is a highly cross-functional, client-facing role for someone who enjoys turning complex requirements into scalable, customer-focused solutions Own end-to-end onboarding for new clients, from scoping and project kickoff, through to go-live, keeping each project on schedule and within scope Translate client's existing workflows and requirements into system configuration, documenting and explaining relevant details to clients and executing on the implementation Coordinate and test third-party integrations, working closely with engineering and third parties Lead training sessions and build out general documentation/FAQs so client teams can use system independently Troubleshoot and resolve client issues keeping clients informed throughout Partner with sales to ensure a seamless handoff and set the foundation for a strong long-term relationship Identify and flag opportunities to improve implementation tools, processes and LevPro products Requirements 5-7 years of experience in client-facing software implementation and/or project management, ideally within fintech, SaaS, or financial services, including 3-5 years of relevant experience in Leveraged Credit / Fixed Income High proficiency in software systems, data tools (e.g., Excel, etc.), and advanced proficiency with using AI models (Claude, ChatGPT, etc.) Strong project management skills with the ability to juggle multiple concurrent client implementations Excellent written and verbal communication skills, with the ability to translate technical concepts for non-technical stakeholders Exceptional attention to detail Ability to build client trust and credibility quickly as a knowledgeable partner, while at times pushing back on requests that don’t align with the product roadmap Self-starter who is comfortable in a fast-paced, high-growth environment and will push back constructively when needed

Implementation Specialist at Rapid7. Department: Solutions Engineering. Apply via InfoSec Job Board.

Implementation Specialist About us: At FSI, you’ll join a team of passionate professionals dedicated to empowering efficient and safe hospital operations. FSI supports over 400 million ft of hospital space every year to run transformative, intelligent hospital maintenance operations. FSI is the most comprehensive computerized maintenance management software (CMMS) provider for healthcare, and we’re proud to serve over 1,000 hospitals with some of the largest networks in the country -- including Atrium Health, UPMC, Yale New Haven, SSM Health, UNC Health, and many others. We work directly with our customers to build customized modern technology that fits their complex needs. In 2020, FSI received significant investments to grow and expand on the foundation established since the company began in 2002. We believe our most exciting chapter is just beginning, and we’re looking for talent that wants to make an impact. If you’re looking for a fast-paced, innovative community with a team focused on collaboration and empowerment through technology, we encourage you to get in touch. Your role: The Implementation Specialist ensures the successful delivery of ancillary application implementations by working closely with customers, Implementation Project Managers, and internal teams. This role is execution-focused and centers on translating approved designs and requirements into accurately configured, tested, and deployable solutions. The Implementation Specialist owns the configuration quality and readiness within assigned projects and serves as a key contributor to on-time, high-quality customer go-lives. Your responsibilities: Lead customer discovery sessions to gather, clarify, and document functional and technical requirements including segmentation structure. Serve as the main point of contact, conducting meetings and providing updates throughout the onboarding process. Execute creation of database/segments. Complete core system configuration and implement ancillary applications based on approved requirements, solution designs, and implementation standards. Responsible for data mapping, cleansing and transformation activities with customer data. Perform hands-on quality assurance testing after data migration, integrations, data moves or segmentation splits/combinations to ensure solutions meet defined requirements prior to go-live. Other job duties as assigned What you’ll bring to the team: A passion for improving healthcare through technology 1 year of technical/implementation project management experience ideally focused on Enterprise applications, including experience managing the integration of software into complex environments. Healthcare Industry experience preferred CMMS administration experience preferred Advanced knowledge of Regulatory Agency Standards (NFPA, Joint Commission, etc.) Ability to work across various stakeholders including Users, Engineering, Quality Assurance, and Product Management Proven ability to keep multiple projects on track at the same time, with strong attention to detail Ability to triage & prioritize support requests against multiple projects with a focus on customer satisfaction. 4-year degree or equivalent work experience Demonstrated ability to build strong, trusted relationships with colleagues Excellent communication, leadership, and problem-solving skills. Work location: Remote. Travel will be required. Compensation: FSI offers a competitive compensation package aligned with market data, internal role leveling, and individual experience. The starting salary is expected to fall within the range of $65,000 – $80,000. Our values: Customer inspired. Solutions-first. One team. Impactful experts. We look forward to hearing from you! Don’t meet all the requirements? We’re all on a journey to learn constantly and have areas to develop. If you bring some of the above skills to the table and are still developing in others - APPLY ANYWAY! Learning and experience isn’t a one-way path, if you believe you have the background needed to make an impact in this role, we’d love to hear from you. FSI is an Equal Opportunity Employer: We are committed to fostering a diverse, inclusive environment and to encourage these values in everyone on our team. We provide an environment of mutual respect where opportunities are available without regard to race, color, religion, sex, pregnancy (including childbirth, lactation, and related medical conditions), national origin, age, physical and mental disability, marital status, sexual orientation, gender identity, gender expression, genetic information (including characteristics and testing), military and veteran status, and any other characteristic protected by applicable law. We believe that diversity and inclusion for people from all walks of life are key to our success as a company. ​ Originally posted on Himalayas

Alkami is the digital sales and service platform provider for U.S. banks and credit unions. Our unified Platform integrates onboarding, digital banking, and data and marketing—each solution can stand alone, but together they deliver more—to help institutions onboard, engage, and grow relationships. As the future shifts toward Anticipatory Banking, we help data-informed bankers meet the moment with technology that drives action. Founded in 2009, we continue to be recognized for our intentional culture and tremendous growth (Best Place to Work in Fintech; Best & Brightest to Work For Nationally; and Comparably’s Best Company Culture, Best Career Growth, Best Engineering Team, and Best Places to Work in Dallas, among others). We’re building a culture where each Alkamist can perform to their highest potential, and we’re always on the lookout for the best and brightest minds. If you’re ready to experience the power of alchemy - transforming the ordinary into the extraordinary - come join one of the fastest growing SaaS companies in the U.S. As a remote-first company, most of our positions can be remote in the US, except for key roles, which will be indicated in the Job Title. Follow us on Glassdoor and LinkedIn! The Implementation Specialist is responsible for delivering high-quality software implementation services by configuring Alkami products, supporting testing activities, and guiding customers through implementation milestones and user acceptance testing processes. This role collaborates closely with customers, vendors, and internal teams to coordinate configuration activities, collect and validate implementation requirements, troubleshoot implementation issues, and ensure successful software delivery aligned with project objectives and customer expectations. The position applies technical, organizational, and customer service skills to support implementation readiness, monitor progress, and maintain documentation, and contribute to a positive customer experience throughout the implementation lifecycle. The Implementation Specialist operates with moderate autonomy while managing multiple implementation activities and contributing to successful project execution across assigned customer engagements Essential Duties & Responsibilities Configure and customize Alkami software products by applying implementation requirements and customer-specific settings to support testing, training, and launch readiness activities ● Coordinate implementation activities with customers, third-party vendors, and internal teams by managing configuration tasks, issue tracking, structured vendor communications, and project-related communications throughout implementation engagements ● Support customer onboarding, live-client implementation activities, and user acceptance testing activities by guiding customers through testing processes, validating configurations, and ensuring alignment with project milestones and operational readiness requirements ● Perform functional and integration testing by executing test scenarios, validating expected system behavior, and documenting testing outcomes and identifying issues that require follow-up or escalation ● Troubleshoot configuration and usability issues by analyzing implementation challenges, resolving routine technical problems, and escalating complex issues to appropriate technical resources when necessary ● Collect and validate configuration data from customers and third-party vendors by ensuring required implementation information is complete, accurate, and aligned with project specifications ● Participate in customer and vendor meetings by providing implementation updates, communicating issue resolution progress, and supporting stakeholder alignment throughout project execution ● Track implementation progress by monitoring configuration activities, testing milestones, issue resolution efforts, and project dependencies and escalating risks when necessary ● Maintain project-related implementation documentation by recording configuration details, testing outcomes, issue logs, customer and vendor communications, and process updates throughout the implementation lifecycle ● Support project billing activities by accurately tracking implementation-related add-on sales, documenting billable activities, and coordinating invoicing information as required ● Develop product expertise by maintaining knowledge of assigned Alkami Treasury Management products, including ACH and positive pay, integrations, implementation procedures, and platform enhancements to support customer onboarding, issue resolution, and functional ownership expectations ● Collaborate with internal implementation, support, and product teams by communicating customer feedback, implementation challenges, and operational improvement opportunities ● Manage multiple implementation priorities by balancing customer requests, testing activities, issue resolution efforts, and project deadlines across concurrent engagements ● Apply implementation standards and operational procedures by following established workflows, quality expectations, and customer service practices throughout implementation delivery ● Contribute to continuous improvement initiatives by identifying recurring implementation challenges and recommending process, workflow, or documentation enhancements that improve implementation efficiency and customer experience ● Support designated product or functional ownership areas by maintaining working knowledge of implementation processes, identifying recurring issues, and contributing feedback that improves delivery consistency for customers and internal teams. Recommended Experience & Education Minimum Years of Experience 1–3 years of experience supporting software implementations, customer onboarding initiatives, configuration management, testing activities, or technical support operations within SaaS, fintech, banking technology, or related environments. Education Level Associate’s or Bachelor’s degree in Business, Information Systems, Information Technology, Communications, or a related field. Knowledge, Skills, & Qualifications Required Experience supporting software implementations, customer onboarding activities, or technical configuration tasks ● Strong organizational and project coordination skills with attention to detail ● Ability to troubleshoot routine configuration and usability issues effectively ● Strong written and verbal communication skills with customer-facing experience ● Experience collaborating with customers, vendors, and cross-functional internal teams ● Ability to manage multiple priorities and implementation timelines simultaneously ● Experience performing functional or integration testing activities and documenting outcomes ● Proficiency with Microsoft Office Suite, Google Workspace, and project, ticket, testing, or documentation tools used to manage implementation workflows and team collaboration Preferred Experience supporting fintech, SaaS, or digital banking implementation projects, particularly within Treasury Management ● Familiarity with user acceptance testing, software deployment, or onboarding methodologies ● Knowledge of Jira, Confluence, or similar issue tracking and collaboration platforms ● Experience supporting billing coordination or project-related invoicing activities ● Exposure to APIs, integrations, or technical implementation concepts ● Experience contributing to process improvement or operational efficiency initiatives The salary range for this position is: $80,000 - $86,000 Cool Things to Know Not Just Any Company: Alkami has an awesome diverse and inclusive environment. We have a FUN culture and offer great benefits, including remote-first environment, unlimited paid time off, 401(k) with employer match, and more. Work Authorization: We cannot offer employment sponsorship at this time. Candidates must be eligible to work in the US for full-time employment. Recruiters: We are not looking for outside recruiting firms to help us in this search. Thank you for understanding. Pay Transparency: As of January 1, 2023, new states and locales have enacted pay equity laws that require more pay transparency by employers in the following states: California, Colorado (effective January 1, 2021), Connecticut, Maryland, Nevada, New Jersey, New York, Ohio, Rhode Island and Washington. The Important Stuff Alkami Technology is an Equal Opportunity Employer and Prohibits Discrimination and Harassment of Any Kind: Alkami is committed to the principle of equal employment opportunity for all employees and to providing employees with a work environment free of discrimination and harassment. All employment decisions at Alkami are based on business needs, job requirements and individual qualifications, without regard to race, color, religion or belief, national, social or ethnic origin, sex (including pregnancy), age, physical, mental or sensory disability, HIV Status, sexual orientation, gender identity and/or expression, marital, civil union or domestic partnership status, past or present military service, family medical history or genetic information, family or parental status, or any other status protected by the laws or regulations in the locations where we operate. Alkami will not tolerate discrimination or harassment based on any of these characteristics. Alkami encourages applicants of all ages. Originally posted on Himalayas

Implementation Specialist

Ivo

San Francisco Bay Area, US

What the job involves You will be responsible for onboarding large, complex customers into Ivo’s intelligence tool. This role owns the end-to-end implementation experience in close partnership with Customer Success Managers (CSMs), acting as the customer’s primary guide through scoping, configuration, workflow design, and early value realization within Intelligence This is not a sales or solutions consulting role. You will work closely with senior lawyers, legal operations, and technical stakeholders at enterprise customers to design and deliver onboarding plans that reflect real-world complexity, existing systems, and high expectations Own Enterprise Onboarding & Delivery Lead post-sale onboarding for large, complex enterprise customers, from kickoff through initial steady-state usage Act as the customer’s primary implementation owner, coordinating closely with the assigned CSM Build trust with senior customer stakeholders by demonstrating strong judgment, structure, and follow-through Scoping & Implementation Design Facilitate structured scoping sessions to understand customer objectives, priorities, workflows, and constraints Translate customer goals into clear implementation plans, including: Workspace structure and document scope Workflow design and prioritization Integration considerations with existing tools (e.g., Salesforce, Sharepoint and Google Drive) Create project plans around timelines, dependencies, and outcomes Workflow & Intelligence Setup Design and support customer-specific Intelligence workflows, intake mechanisms, and fact extraction use cases Ensure configurations align with customer operating models and long-term scalability Partner with internal teams (legal engineering, product, support) to deliver solutions that meet customer requirements Training & Enablement Deliver tailored training sessions for customer teams on: Intelligence workplace setup and usage Fact extraction and query workflows Best practices for scaling usage across teams Ensure customers feel confident operating independently while knowing when and how to engage Ivo for support Ongoing Implementation Support Manage implementation-related requests during onboarding in line with defined SLAs and complexity tiers Provide clear status updates, risk flags, and recommendations to both customers and internal stakeholders Identify patterns across implementations and contribute to process improvements, templates, and playbooks Enterprise customers judge Ivo not just by product quality, but by how confidently and competently we onboard them. The Implementation Specialist is the person who turns a signed contract into a real, working system customers trust This role sits at the center of customer experience, operational rigor, and long-term retention — and will be foundational as Ivo continues to scale upmarket Requirements 4–8+ years in implementation, professional services, onboarding, or customer delivery roles for complex B2B SaaS products Significant experience working with enterprise customers and navigating multi-stakeholder environments Strong ability to scope ambiguous problems, design structured solutions, and execute against them Technically fluent enough to discuss data models, integrations, workflows, and system constraints (without needing to be an engineer) Strong customer presence with demonstrated experience managing complex customer projects and software roll-ours Comfortable setting boundaries, managing expectations, and saying “no” when necessary Highly organized, with strong written and verbal communication skills

Gaggle has been supporting student safety and well-being for more than 20 years with a mission of ensuring the safety and well-being of students and schools by leveraging people and technology. Our vision is that all schools are safe and all students get the mental and emotional help they need. Gaggle is looking for an Implementation Specialist to work directly with customers to ensure they have services enabled as quickly and effectively as possible. The main focus of this position is to oversee all aspects of enabling services to protect students. This includes helping customers understand and complete key milestones in implementation, validating that technical setups are correctly completed, and sharing best practices with customers that result in a great experience. This role owns the onboarding process and works closely with all internal teams to move customers through implementing their Gaggle services. A successful Implementation Specialist can quickly and accurately educate customers on our services, become proficient in handling the technical set-ups of systems such as Google, O365, and Web-Filtering Providers. The ideal candidate will have the ability to tailor their process and communication style based on the unique needs of our district partners and the individuals they are working with. Duties and Responsibilities: Technical Implementation & Deployment Ownership Own and manage implementations focused on: Web Filter and Safety Management deployments, which include: Chrome/Edge/Safari browser extension rollouts Microsoft Agent deployment OS Agent deployment Hands-on experience with: Google Workspace Admin Console Microsoft 365 / Azure AD Device management systems (Intune, JAMF, Google Admin MDM, etc.) Organizational Unit and policy-based deployment strategies Project Management Manage concurrent implementation projects for assigned customers; this includes but is not limited to, project-tracking, leading onboarding calls, and training users on Gaggle’s customer portal Collaborate effectively with both internal teams and external district teams to coordinate project milestones, timelines, and deliverables Ensure implementation projects with district partners are completed within 60 days of purchase Support Customer Success Managers with the technical responsibilities of an account set-up for large school districts as they onboard to Gaggle Communicate with internal teams to ensure an efficient implementation experience Customer Management Ensure customers complete implementation within 60 days of purchase by establishing a regular communication cadence with each account. Guide and educate customers to ensure understanding of services purchased as well as successful outcomes Provide exceptional customer service on all interactions through emails, calls, and meetings. This includes providing established best practices, asking questions to validate districts’ understanding of what needs to be done, and documenting key decisions made throughout implementation After services are enabled, monitor each district for 30 days to ensure they have been properly set up for success Provide visibility to internal teams when customers are at-risk of not enabling services within 60 days and coordinate a plan to get their implementation back on track. Skills and Qualifications: Strong understanding of Google Workspace and Microsoft O365 Administration Experience deploying Agents/Extensions Experience with multiple MDMs preferred Organized with the ability to handle multiple projects concurrently Self-directed and self-motivated with the ability to work individually or as part of a team in a fully remote environment Excellent verbal and written communication skills. Detail-oriented Education and Experiences: Bachelor’s degree or equivalent experience Experience onboarding new customers 3+ years of working in a customer-facing role (implementation experience a plus) Proven record of providing exceptional customer service Use of CRM to maximize efficiency (Salesforce a plus) Involvement in K-12 is a plus Experience working remotely is a plus Additional Information: Reports to the Implementation Manager This is a fully remote position; a reliable high-speed connection and a comfortable, private, dedicated work area will be essential for this role’s success Salary Range and Benefits Please apply to this posting in order to learn more about the starting salary range and benefit options. Some benefits highlights: We’re a remote-first company; our team works together across all 50 US states PPO and HDHP health insurance plans through BCBS of Illinois; coverage includes treatment for fertility (including IVF) as well as offering virtual visits and mental health resources Dental insurance (including orthodontia) through Guardian Vision insurance through BCBS/EyeMed HSA, FSA, LPFSA, and DCFSA available, with a $500 annual company contribution 401(k) plan with immediate vesting and a 4% company contribution with each paycheck Employee Assistance Program through Paychex and Guardian (includes financial and legal assistance) Flexible PTO Generous, 100% to 70% paid leave plans, up to 90 days Pet Insurance Discount Program Fun perks such as team recognition programs, holiday gifts and bonuses, company retreats, raffles, and fantasy football leagues Our Team Commitment Gaggle is proud to be recognized as a 2023 Top Workplace and also a proud recipient of the 2024 Top Workplaces USA Today award. We are committed to equal opportunity without regard to age, race, creed, color, national origin, ancestry, marital status, affectional or sexual orientation, gender identity or expression, disability, nationality, or sex. Originally posted on Himalayas

Implementation Specialist

ClassWallet

United States

Lead customer implementations for school districts, state agencies, and foundations. Manage onboarding project lifecycles, configure platforms, resolve implementation roadblocks, coordinate multiple stakeholders, identify expansion opportunities, deliver webinars and on-site training, synthesize customer feedback for product teams, and maintain implementation records for post-launch handoffs. Top Skills: Google Suite, Hubspot, Excel, SaaS Industry: Edtech , Fintech , Payments , Social Impact , Financial Services , Big Data Analytics

Implementation Specialist

CareerSwift

United States

Manage B2B SaaS customer implementations from kickoff through launch, including workflow discovery, data connections, integrations, configuration, validation, milestone tracking, risk resolution, and customer communication. Translate requirements for technical and product teams, create onboarding documentation, gather feedback, and improve scalable implementation processes. Collaborate cross-functionally with Customer Success, Product, Engineering, and Sales to accelerate customer adoption. Top Skills: APIs, B2B Saas, CRM, Erp, SQL Industry: Artificial Intelligence , HR Tech , Software , Automation

Implementation Specialist

Eleos Health

Remote

What the job involves We are looking for an Implementation Specialist to join our growing Customer Success team This person will play a critical role in implementing products and analyzing customer data to provide insights Reporting to the Implementation Team lead, you will work closely with your team members in Implementation, R&D, Support, Solutions Engineering, Training, and Customer Success, among others With an innovative solution that meets a clear market need with growing traction and customer base, this is an amazing opportunity to support the organization as well as increasing the speed to value time during our new customers’ onboarding journey You'll configure and QA the products, identifying issues and escalating as needed Support Implementation Managers in User Acceptance Testing with customers Maintain and improve documentation, including configuration guides, process workflows, and testing procedures Support internal process improvements, identifying inefficiencies and contributing towards workflow enhancements Requirements You’re a recent graduate excited to jump into the world of fast-paced, dynamic work You love learning, building, and helping customers see value quickly Startups energize you because you enjoy collaboration, tackling new challenges, and contributing to multiple aspects of a project You take pride in delivering high-quality work, appreciate constructive feedback, and are eager to grow your technical and business skills such as communication, organization, and cross-functional collaboration Bachelor’s degree in a relevant field (e.g., Computer Science, Psychology, Biology), or related coursework 0-2 years of experience through internships, research, or roles in technical support, analysis, or configuration Data-driven, detail-oriented, customer-focused, business-minded, technologically and intellectually curious Proactive learning mindset and adaptability to new tools. Basic understanding of software configuration and testing a plus Excellent written and verbal communication skills You are a self-starter, you love learning and are always actively looking for opportunities to contribute Healthcare or startup experience a plus Open to travel opportunities to customer sites

Implementation Specialist

Octus

United States

Own end-to-end client onboarding for the LevPro platform, from scoping and kickoff through configuration, data migration, integrations, testing, training, and go-live. Translate client workflows into scalable system solutions, coordinate with internal and external technical teams, troubleshoot issues, document processes, and support long-term client relationships. The role partners with sales, data, customer success, product, engineering, and third parties while managing multiple implementations and improving implementation processes. Top Skills: Ai Models, Chatgpt, Claude, Compliance Systems, Data Migration Tools, Excel, Levpro, Portfolio Management Systems, Third-Party Integrations, Trading Tools/Oms Industry: Fintech , News + Entertainment , Software , Database , Financial Services

Implementation Specialist

Wainwright Talent Partners

Boston, MA

IMPLEMENTATION SPECIALIST Our client is a performance marketing agency serving clients across healthcare, dental, eCommerce, and EdTech. Tracking & Analytics is central to how they measure and optimize everything they do — and it`s growing fast. About the Role We`re hiring an Implementation Specialist to be the technical engine behind their tracking and analytics work, so the Technical Account Managers (TAM) and Advisors can stay focused on client relationships and strategy instead of splitting time on the build itself. You`ll own the hands-on technical work across the client lifecycle: configuring and providing strategy recommendations on tracking setup, standing up integrations, troubleshooting when things break, and potentially building the reporting that shows clients their marketing is working. You won`t run point on the client relationship, but your work needs to hold up under scrutiny — because it`s often the thing a client`s entire attribution picture depends on the tracking we set up. What We Are Looking For Must-haves: Hands-on experience configuring Google Tag Manager and GA4 for custom events, conversions, and server-side tagging Conduct website and tracking audits to provide recommendations and outline the tags/events that should be set up Familiarity with ClickUp or similar project management tools for tracking build work Experience or knowledge of CRM and offline conversion pipelines (e.g., Salesforce, HubSpot, Measurement Protocol) to funnel conversions into ad platforms or a CDP Strong independent troubleshooting instincts — you can look at broken or inconsistent tracking, find the root cause, and implement the fix without much hand-holding Light scripting ability (custom GTM tags/triggers, Google Apps Script, or similar) for one-off solutions Ability to document technical findings clearly enough that a Technical Account Manager or Advisor can act on without needing you in the room Sound judgment on technical architecture and approach especially in regulated industries where the wrong call has real compliance consequences. Nice-to-haves (or trainable with the right foundation) Experience in healthcare, dental, or other HIPAA-adjacent industries Experience setting up and troubleshooting call tracking platforms (e.g., CallRail, CallTrackingMetrics) Prior experience at a marketing agency or in a broader MarTech environment Comfortable building reporting and dashboards clients actually rely on (e.g., GA4, Looker Studio, Power BI) Working knowledge of CDP/CMP platforms (e.g., Segment, Ours Privacy, Freshpaint, Curve, OneTrust) — configuring them and evaluating options against a client`s needs The Environment This role sits at the intersection of a lean, highly technical team and a diverse, fast-moving client base. Some of what you build will be reviewed by sophisticated in-house marketing ops teams; some of it will need to be explained in plain terms to stakeholders who`ve never heard of a data layer. You`ll work closely with our clients Technical Account Managers and Analytics Advisor. TAMs handle the client-facing scheduling and relationship management, and the Advisor signs off on ambiguous or high-risk architecture calls, so you can stay focused on the build itself. The strongest candidate is someone who gets energy from solving a hard technical problem cleanly, documents their work well enough that it speaks for itself, and is comfortable owning the technical judgment calls in a space where accuracy and compliance genuinely matter.

Implementation Specialist

Ooma

United States

Here at Ooma we empower people to connect in smarter ways. We do this by creating powerful communication experiences through our cloud-based platform to bring people together at work and at home. Our solutions help small business owners stay connected with their customers and manage their businesses from anywhere. For larger companies we provide customized unified communications solutions to meet their unique needs. At home, we help our customers connect with their loved ones by providing the #1 rated VoIP phone service available. We also provide them with peace of mind through our innovative smart home security solution. At Ooma, all our products and services are priced competitively, because we believe advanced technology should be accessible to all. About the Role: The Implementation Specialist is the first line of contact for Ooma Enterprise. To successfully on-board a customer, you must be able to seamlessly coordinate project implementation activities with both external and internal stakeholders representing business and technical aspects, provide technical directions, troubleshoot technical issues which might arise and facilitate internal and external escalations where necessary. What You’ll Do: Customer-facing voice for Ooma Enterprise tasked with providing a consistent, prompt, and high-quality level of customer service to our customers Project manages and oversees the entire onboarding process including provisioning installation, and configuration of our product Guide new customers through an established onboarding process, equipping them to confidently and effectively use Ooma Enterprise products Troubleshoot and resolve and/or escalate customer technical issues when required Set customer expectations, communicate internally to ensure tasks are on schedule, and offer suggestions to mitigate risks to avoid delays Liaise with internal teams (Sales, Engineering etc.) to ensure projects are completed on time, to spec while leveraging opportunities to introduce new products/services Experience We’re Looking For: 2+ years Technical Customer Success or Implementation Specialist experience, with a strong preference in a SaaS or Customer Service Call Center environment Knowledge of networking fundamentals (TCP/IP, DHCP, VPN) Exceptional communication and presentation skills Hands-on experience with inside/house wiring, structured cabling, low-voltage wiring, telecom installations, or network cabling preferred Project and client management experience is an asset Strong analytical, problem solving and coordinating skills to solve problems and make decisions Ability to manage several concurrent tasks and switch priorities on the fly while maintaining a calm demeanor in a fast-paced environment Goal-oriented self-starter with a service-oriented mindset who can work independently as well as in a team environment Proven history of previous successes in a setting where minimal direction is provided Excellent time management, organizational, problem solving, and analytical skills Strong aptitude for technology and ability/desire to learn new software, including utilizing AI to improve day to day work What We Offer: Working at Ooma means being a team player, while allowing your individual voice to come through. And,you'll receive competitive compensation, benefits and generous company perks. Comprehensive Medical/Dental/Vision insurance for you and eligible dependents HMO, PPO’s or a PPO with a HDHP (including HSA, which Ooma helps fund) Employer Paid Income Protection Benefits (Basic Life and AD&D, Short- and Long-term disability) FSA Healthcare & Dependent Care Commuter Benefits Voluntary Accident, Critical Illness, Hospital Indemnity and Legal 401(k), including employer match, and Roth Employee Stock Purchase Plan (ESPP) Paid Time off, Sick Time, as well as corporate holidays observed Employee Assistance Program Life Balance benefits with Travel Assistance Services and Identity Theft Additional Benefits include a Discount Program, Credit Union, Medicare Assistance, etc Ooma is an equal-opportunity employer committed to recruiting, employing, retaining, promoting, and otherwise treating all employees on the basis of merit, qualifications, and competence. We do not discriminate on the basis of any trait or characteristic protected by applicable federal, state, or local laws. We may utilize AI-enabled tools during the hiring process, including for resume review, scheduling, and interview note-taking or transcription. These tools are used solely to support our hiring team; all employment decisions are made by human reviewers. Where interviews are recorded or transcribed, candidates will be notified in advance and their consent will be obtained. The base salary range for candidates within the United States is listed below. Actual base pay will depend on a variety of factors such as education, skills, experience, specific location, etc. The base pay range is subject to change and may be modified in the future. Regular employees may also be eligible for bonus(es), sales incentive(s) (target included in OTE) and/or stock in the form of Restricted Stock Units (RSUs). United States Pay Range $66,000—$75,000 USD Originally posted on Himalayas

Implementation Specialist

Doxel

United States

Construction is the second-largest industry in the world—nearly 4x the size of SaaS—yet it still operates without the automated feedback loops that modern software teams rely on. Without real-time observability, issues are detected too late, contributing to over $3 Trillion in annual global waste. Doxel brings computer vision and AI to construction, giving teams real-time visibility into progress, risk, and execution. From hospitals to data centers, and from field leaders to executive teams, Doxel is used every day to support better decisions and faster delivery. Our platform is trusted by industry leaders including Shell, Genentech, HCA Healthcare, Kaiser, Turner, and Layton. Doxel’s automated progress tracking solution keeps teams aligned with hard facts that leave no ambiguity on where the project is today, where it will be tomorrow and what decisions need to be made to land it on schedule and on budget. This enables our customers to deliver projects, on average, 11% ahead of schedule with up to 16% savings on monthly cash flow. Backed by Insight Partners and Andreessen Horowitz and with a rapidly growing team of engineers, scientists, construction veterans, and Enterprise go-to-market teams, we're driven to help our customers win. Join us as we continue our journey to transform the $15T Construction Industry! The Role You’ll be the engine that keeps customer onboardings moving. Working directly under Doxel’s senior Enterprise Implementation Manager, you’ll own the coordination layer of implementation: knowing exactly what each onboarding needs, tracking it across the internal teams who supply it, and chasing down the gaps before they slip. When a project stalls because a file is missing or a stakeholder went quiet, you’re the person who catches it first. This is a hands-on, detail-heavy role for someone who takes pride in making sure nothing falls through the cracks. You’ll start by supporting your manager’s accounts and, as you prove you can reliably drive onboardings to completion, you’ll earn increasing direct ownership of customer relationships and accounts of your own. If you like seeing the impact of your work in days, not quarters, and you want a clear path to grow into a full implementation role, this is that opportunity. This role is based remotely on the East Coast, with flexibility to overlap some EMEA hours. Your Day to Day Own the requirements for each onboarding in your portfolio — know what “done” looks like and track every open item against it Coordinate across the internal teams who supply pieces of each implementation, holding them accountable for deliverables on time Request, arrange, validate, and prepare onboarding files to ensure timely, accurate delivery Track status across multiple concurrent onboardings and surface what’s outstanding, stuck, or at risk before it becomes a problem Flag risks early to your manager with the context needed to act — and propose a path forward, not just the problem Liaise between department stakeholders to keep everyone aligned on project status Support customer-facing communication on assigned accounts, growing into direct ownership as you build trust and judgment Communicate clearly and concisely in writing — email and async updates are the primary way work gets done Spot friction in how onboardings run and bring observations forward to help improve the process What Success Looks Like Earn increasing ownership of customer-facing accounts as you demonstrate judgment and reliability in driving onboardings to completion Spot friction in how onboardings run and bring recommendations forward to improve the process for the organization Manage multiple concurrent onboardings and customer projects What You Bring 2+ years in software operations, implementation support, project coordination , or a similar multi-stakeholder coordination role Comfortable holding many threads at once — you can coordinate several workstreams that each depend on other people without losing track of any Process and structure-driven, with a real method for tracking dependencies and making sure nothing slips Meticulously organized with excellent written communication skills Coachable and self-aware — you take direction well, learn why the system works, and bring your own perspective once you have the context Proactive and self-motivated, you’re a beacon of positivity and enthusiasm High aptitude and willingness to continually learn new technologies Adaptable to ever-evolving processes, with strong personal initiative to execute Comfortable supporting US and EMEA times Travel to our mandatory quarterly business reviews (QBRs) 4X per year and additional travel as needed Preferred Experience A background or exposure to commercial construction, engineering, and/or design is a big plus Experience supporting SaaS implementations or customer onboarding Familiarity with project coordination, CRM, or customer success tooling Experience with Planhat or other similar CSPs Doxel is an equal opportunity employer and actively seeks diversity at our company. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status. Originally posted on Himalayas

Implementation Specialist

Rapid7

Tampa, FL

Serve as the primary customer contact during cybersecurity solution onboarding. Coordinate implementation projects, timelines, milestones, dependencies, and deliverables; perform software installation, configuration, validation, and basic troubleshooting. Advise customers on technical prerequisites and best practices, maintain implementation records, gather feedback, and escalate complex issues. The role combines customer-facing technical implementation, project coordination, and cybersecurity SaaS expertise. Top Skills: Asm, Dhcp, Dns, HTTP, Linux, macOS, Microsoft Windows Server, Rapid7, SaaS, SIEM, Soar, Tcp/Ip, Vulnerability Management Industry: Artificial Intelligence , Cloud , Information Technology , Sales , Security , Software , Cybersecurity

Requires experience in business continuity, enterprise risk management, internal audit, findings management, or cybersecurity, plus 2 years of implementation, training, or customer service experience.

Implementation Specialist

Mastery Logistics Systems

Omaha, NE, USA; Lake Forest, IL, USA; Minneapolis, MN, USA

Execute hands-on TMS configuration, support data migrations, run and validate UAT, identify and track defects, and collaborate with leads and product teams to ensure smooth client go-lives. Top Skills: Mastermind Tms Industry: Enterprise Web , Logistics , Software , Transportation

Implementation Specialist

FieldPulse

Dallas, TX

Drive customer onboarding for FieldPulse by implementing the product, leading training, managing project timelines, troubleshooting issues, and advocating for customers while collaborating with Sales, Product, and Engineering. Industry: Software

Senior Implementation Specialist

Restaurant365

Austin, US

What the job involves The Senior Implementation Specialist is a key expert within the Professional Services team, responsible for delivering high-touch, high-complexity onboarding experiences for our most strategic customers—typically enterprise-level or multi-unit restaurant groups This role combines advanced solution knowledge, project leadership, and customer relationship skills to ensure implementations are executed efficiently, drive rapid adoption, and set the foundation for long-term customer success The Senior Specialist will partner closely with Project Managers, Solutions Architects, and Customer Success Managers to design and execute tailored onboarding plans that address unique customer workflows, integrations, and operational structures Beyond direct delivery, this role serves as a mentor and quality benchmark for other Implementation Specialists, helping raise the bar on consistency, methodology, and customer experience across the team Lead complex, enterprise-scale implementations from discovery to adoption, ensuring alignment between customer requirements and R365’s platform capabilities to manage milestones on time and within budget to deliver smooth and complete project experience for customers Conduct advanced discovery sessions to deeply understand multi-location, multi-system workflows, and configure solutions to maximize operational efficiency Deliver expert-level training (virtual or onsite) that drives confident end-user adoption, tailoring content to different audience levels—from executives to frontline staff Apply deep product expertise to advise on complex use cases, integrations, and best practices, ensuring customers maximize the full value of the platform Mentor and coach junior Implementation Specialists, providing feedback, sharing best practices, and contributing to internal training programs Collaborate cross-functionally with Project Management, Solutions Architecture, Product, and Support to resolve issues, address custom requirements, and ensure delivery excellence Contribute to continuous improvement by identifying process gaps, suggesting enhancements to implementation playbooks, and piloting new delivery approaches Proactively manage risk, surfacing adoption blockers early and developing mitigation strategies to keep projects on track Other duties as assigned KEY METRICS FOR SUCCESS: Utilization Rate Project Completion Throughput On-Time Delivery Rate Customer Satisfaction (CSAT) Requirements 5+ years of hands-on experience in SaaS onboarding or implementation, with a proven track record of successfully guiding customers through technical setup, training, and go-live across varied business types and user groups while consistently achieving key performance metrics Experience managing complex, high-touch implementations with proven project management skills Deep understanding of multiple R365 product lines: Accounting, Operations, ExpandShare, and HIRE Exceptional organizational and time management skills, with the ability to manage multiple projects simultaneously, prioritize effectively, and meet tight deadlines without sacrificing quality Excellent verbal and written communication skills, including the ability to lead client-facing trainings and translate technical concepts into clear, actionable guidance for both technical and non-technical stakeholders Highly analytical and solutions-oriented, able to assess requirements, troubleshoot issues, and make timely, data-informed decisions that support customer success Self-starter with the ability to work independently, while also demonstrating strong collaboration skills when working cross-functionally with Project Managers, Engineers, Product, and Customer Success Demonstrated coaching or mentorship experience Strong analytical and problem-solving skills Proven SaaS tool fluency, sound technical knowledge, and detail orientation (Desirable) Familiarity with restaurant or hospitality environments (Desirable) Experience in structured certification programs or internal training content (Desirable) Experience shaping onboarding frameworks and internal tools (Desirable) Comfort adapting to evolving playbooks and tools

Implementation Specialist US

Ifs

United States

Why this role and why now? Organizations worldwide are under pressure to get more value from their assets, faster. Ultimo is growing rapidly, both globally and in the US, to meet that demand, and that’s exactly why we’re looking for experienced Implementation Specialists who want to be at the heart of that transformation. This is not a support or maintenance role. This is where strategy turns into execution, and where you see the impact of your work within months. If you enjoy ownership, customer interaction, and delivering tangible results, this is your moment. Your impact As an Implementation Specialist at Ultimo, you help customers modernize their asset and maintenance operations using a best‑in‑class EAM platform. You work closely with customer stakeholders and internal experts to design, configure, and deliver solutions that actually get adopted. You are trusted to lead, not just to execute. What you’ll be doing: Own end‑to‑end EAM implementations, from initial analysis through successful go‑live You ensure that all aspects of the project are executed on time, within scope, and within budget, while maintaining high levels of client satisfaction Lead workshops and guide customers toward best‑practice asset and maintenance processes Translate business needs into a scalable, high‑performing Ultimo configuration Configure workflows, structures, integrations, and reporting in the platform Run multiple projects in parallel while keeping scope, quality, and timelines tight Enable users through training and hands‑on support during adoption Collaborate closely with consulting peers, product teams, and support Help evolve Ultimo’s implementation approach by sharing insights and lessons learned This role is a great fit if you: Bring 3+ years of hands‑on experience implementing EAM / CMMS solutions (SAP PM, IBM Maximo, eMaint, HxGN EAM, Maintenance Connection, or similar) Enjoy working in a consulting or project‑driven environment, closely collaborating with customers to turn requirements into working solutions Have strong domain knowledge in maintenance, asset management, and reliability concepts Like combining business understanding with technical configuration to deliver practical, scalable outcomes Care deeply about operational excellence and continuously look for ways to simplify, optimize, and improve solutions and delivery Have an affinity with AI and emerging technologies, and are curious about how AI‑driven optimization can enhance implementations, efficiency, and customer value over time Communicate confidently and clearly with customers and internal stakeholders Take ownership and act proactively, with a genuine commitment to customer success Ready to step up? If you’re looking for a role where your expertise matters, where customers rely on you, and where you can grow alongside a rapidly scaling product, this is the opportunity. Apply now and help organizations worldwide get more out of their assets faster. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. VEVRAA Federal Contractor, Equal Opportunity Employer Why Ultimo? You work on high‑impact transformation projects, not long, abstract programs You deliver visible value fast, customers see results within months You join a fast‑growing international SaaS company where growth unlocks new opportunities You work in a pragmatic, result-driven culture with experienced professionals You get strong onboarding, continuous learning, and real career progression Competitive compensation and benefits that grow with your impact Originally posted on Himalayas

This is a remote position. Position Summary The Clinical Implementation Specialist is responsible for providing external business clients with technical support with the implementation of their application software, software solutions, and hardware. The Clinical Implementation Specialist is also responsible for providing softwareconfiguration against defined user requirements and specifications.The Implementation Specialist works in partnership with the development team to ensure all application software and software solutions are implemented to meet businessclientand project expectations. Essential Duties and Responsibilities The essential duties and responsibilities of this position include, but are not limited to the following: Work directly with clients as a clinical expert and an essential member of the project team Apply clinical knowledge and expertise to guide clients in the necessary system clinical workflow to satisfy and possibly exceed current requirements Use knowledge of clinical standards to recommend appropriate system set-up to clients Apply technical and operational knowledge and expertise to perform software and integration testing of implemented software systems and solutions Resolve identified issues requiring changes to implemented software applications and solutions Develop scripts (test cases) for newly implemented software applications and solutions Work closely with the development team in gathering and reviewing business client feedback and assist in writing user requirement documents Work closely with engineering resources to define requirements for product changes Contribute to the development of and tracking against project plans around project progress, milestones and targeted implementation date Identify risks that could impact the business client’s stated business objectives and develop risk mitigation plans to manage the risk with the development and implementation teams Ensure all business client communication and documentation is recorded in appropriate repositories to maintain product documentation Test and troubleshoot final system implementations Provide training and end-user support during and after the implementation process Other duties and/or projects as assigned Requirements Minimum Qualifications Certification in area of clinical expertise, such as LCSW, LMSW, LMHC, LPN, and others. Bachelor’s degree that supports clinical expertise 5 years professional work experience in a behavioral healthcare environment, including in-depth experience using an EHR platform Strong working knowledge of Information Technology, software solutions, and software management systems Preferred Qualifications Master's degree in a Clinical Profession Knowledge, Skills, and Abilities Demonstrated ability to use effective and results-oriented problem solving and critical thinking skills; strong troubleshooting ability Demonstrated ability to use strong analytical skills Effective interpersonal and people skills Ability to juggle multiple tasks, establish and manage competing priorities, work independently and be proactive and perform effectively under pressure Ability to anticipate issues and risk and work proactively to develop alternatives to meet project goals and objectives Strong and effective communication skills (verbal and written) Pays very close attention to detail Ability to work independently and within a team environment Benefits Fully Remote Workforce As a virtual-first organization, we can attract the best talent no matter where we all live. This allows for added flexibility and a schedule that works for you. Employee Recognition Team members can reward each other with points to celebrate everyday wins and going above and beyond. It’s our way of saying “nice job” in a way that really sticks. Financial Incentives Employees can benefit financially through the company’s success, referring top talent, and performance-based bonuses. Salary: $85,000 - $100,000 Originally posted on Himalayas