Implementation Specialist Jobs

Implementation Specialist

Mro

Remote

The Implementation Specialist executes implementation strategy and delivers MRO’s release of information (ROI) solutions and services to new and existing client sites. Tasks and Responsibilities: Manages, leads, and or provides support to all implementations of MRO’s Exchange Manager platform and any technology add-ons at client sites that include, but not be limited to:Creating and executing effective and efficient release of information (ROI) workflows.Training of all field users (ROI Specialists) on processes and software application use.Resolving operational and technical issues as necessary.Serve as primary resource between MRO and client throughout the implementation phase and until normal state of operations is achieved.Develop positive work relationships with on-site clients and serves as a resource in the transition of the ROI process. Collaborate and coordinate with other MRO resources as necessary to ensure successful and optimal outcomes for all client implementations, including but not limited to, working with the Sales, Account Management, Compliance/Privacy, and the Operations teams to support the pre-implementation phase to the Operations “hand over” through sales calls, site assessments, policies and procedure meetings, and post-implementation calls.Ensure that proper escalation procedures are followed when client timelines are adjusted or in jeopardy.Other duties as assigned by the Managers of Implementation as appropriate. Qualifications Bachelor’s required or equivalent experienceBachelor’s in Health Information Management (HIM) preferred (RHIA eligible accepted)Enthusiastic, self-motivated, deep work ethic required.Excellent communication skills (verbal, written, and presentation) and exceptional listening skills required.Excellent computer skills specifically MS Word, Excel, and OutlookStrong attention to detail with excellent time management and organizational skills.Ability to maintain and strive in a daily high activity environment providing excellent customer service to meet objectives.HIT and implementation experience preferred.Ability to travel by air or road is required. PHYSICAL REQUIREMENTS: Position requires 75% travel by car and air as needed- or as directed by the VP, Enterprise Implementation or Director, Implementation ServicesPosition requires standing, sitting and lifting 20 pounds.Position is performed in office and hospital/clinic settings.Meet required health screening as directed by our healthcare clients. *This job description reflects management’s assignment of essential functions. It does not prescribe or reflect the tasks that may be assigned. Total CompensationBase pay is one element of the total compensation package. Eligible employees may also receive an annual cash bonus and have access to a comprehensive benefits offering, including medical, dental, vision, life insurance, and a 401(k) plan. Salary RangeIt is not typical for an individual to be hired at or near the top of the range. Individual pay may be influenced by factors such as skills, qualifications, experience, licensure, certifications, geographic location, and internal equity.

Implementation Specialist

Serve You Rx

Milwaukee, WI

Implementation Specialist The Implementation Specialist is responsible for leading the successful onboarding and implementation of new and existing clients onto the Serve You Rx PBM platform. This role functions as the primary project manager during the implementation phase, ensuring accurate configuration, on-time delivery, and a seamless transition to ongoing client support within the Client Success team. What You'll Do: Lead end-to-end PBM implementations, including benefit configuration, eligibility setup, formulary alignment, and testing Serve as the primary project manager for assigned client implementations, managing timelines, milestones, and deliverables Act as the main point of contact for clients throughout the implementation process Partner closely with internal teams (Clinical, IT, Operations, Pharmacy, and Finance) to ensure accurate system setup Coordinate data exchanges such as eligibility files, accumulators, reporting requirements, and other client data needs Manage client communication strategies throughout implementation, including planning and execution of member disruption mitigation and notification efforts Request, review, and track appropriate use of historical claims files, prior authorization (PA) files, and ORFT data to support accurate implementation and transition activities Confirm member lettering requirements and facilitate required member communications in alignment with client expectations, regulatory standards, and PBM guidelines Proactively identify risks, resolve issues, and escalate concerns as appropriate Facilitate implementation meetings, status calls, and post-implementation handoffs to account management Ensure all implementations meet PBM regulatory requirements and Serve You Rx standards Maintain clear documentation of client configurations, communication plans, and implementation workflows Contribute to process improvements and best practices within the Client Success department Qualifications: Bachelor's degree in pharmacy, Healthcare Administration, Business, or a related field OR minimum of 5 years of PBM, TPA project management experience Preferably experience within a PBM, managed care, or pharmacy operations environment Demonstrated project management experience, including managing multiple concurrent implementations Strong knowledge of PBM and TPA operations, pharmacy benefits, claims processing, and eligibility management Excellent communication, organizational, and problem-solving skills Ability to work independently in a fully remote environment Prior PBM implementation or client onboarding experience preferred Project management certification (PMP, CAPM, or similar) preferred Experience working with employer groups, TPAs, brokers, or health plans preferred Familiarity with pharmacy benefit systems and data integrations preferred Deep knowledge of PBM operations and pharmacy benefit processes Why Serve You Rx? Serve You Rx is a full-service pharmacy benefit manager (PBM) with unquestionable flexibility and an unwavering commitment to doing what's best for its clients. With a fervent focus on those it serves, including insurance brokers, consultants, third-party administrators, and their clients, Serve You Rx delivers exceptional service and tailored, cost-effective benefit solutions. Independent and privately held for nearly 40 years, Serve You Rx can implement new groups in 30 days or less and say "yes" to a wide variety of viable solutions. Known for its adaptability, quality, and client-centricity, Serve You Rx aims to be a benchmark for better client service. The company offers generous benefits to include: medical (HMO and PPO), dental, vision, 401k, HSA, identity theft and legal coverage, pet insurance, paid parental leave, and 18 days of paid time off in your first year. EOE Statement - We are an equal employment opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status or any other characteristic protected by law. This position is currently accepting applications.

Implementation Specialist

Comploy

Denver, CO

Position Title: Implementation Specialist Location: In-office , Denver, CO Reports to: Implementation Manager Employment Type: Full-Time, Ex empt About Comploy Comploy delivers customized payroll and HR solutions designed to fit the unique needs of every business, never forcing clients into one ‑ size ‑ fits ‑ all packages. Our fully in ‑ house team brings together expertise across payroll, HR compliance, benefits, insurance, and PEO/ASO services, ensuring seamless, coordinated support. We focus on simplifying people operations, strengthening compliance, and acting as a true partner invested in each client's long ‑ term success. Position Overview We are looking for an experienced Implementation Specialist with deep expertise in isolved to lead new client onboardings and software deployments from kicko ff to live processing. In this role, you will be the primary technical and consultative point of contact for new clients, ensuring their payroll, HR, benefits, and time & attendance configurations are seamlessly migrated and aligned with their business needs. The ideal candidate brings a strong background in HCM software setups, exceptional project management skills, and a track record of delivering white-glove client experiences. Prior experience within the Professional Employer Organization (PEO) space is strongly preferred. Key Responsibilities Lead end-to-end client implementations, serving as the main subject matter expert from initial discovery through kickoff, parallel processing, and go-live. Build, configure, and validate client accounts within the iSolved platform, including complex payroll setups, multi-state tax setups, customized benefit structures, and time/attendance rules. Analyze client workflows to recommend optimal platform configurations, particularly around co-employment, multi-entity setups, and administrative workflows common in PEO environments. Deliver tailored training sessions to client HR/payroll managers and administrators on platform usage, self-service portals, and reporting tools. Required Qualifications Minimum 3+ years of direct experience implementing or managing administrative backend setups within the isolved HCM platform Proven ability to manage multiple concurrent implementations, prioritize tasks, meet tight deadlines, and keep client stakeholders accountable Deep technical understanding of U.S. payroll processing, multi-state payroll, payroll taxes, benefit administration, garnishments, and timekeeping rules Outstanding written and verbal communication skills with a track record of explaining complex technical topics to non-technical users Preferred Qualifications Experience working in a PEO (Professional Employer Organization ) environment with familiarity in co-employment models i s olved Certified Specialist, Certified Payroll Professional (CPP), or Fundamental Payroll Certification (FPC) is a strong plus Bachelor's degree in Business , Information Systems, Human Resources, or equivalent practical experience

Implementation Specialist

ITS Logistics

Fort Worth, TX

Implementation Specialist Fort Worth, TX About ITS Logistics Are you ready to build a successful career in a trillion-dollar global industry? ITS Logistics is one of the fastest growing, exciting logistics companies in the United States providing creative supply chain solutions to Fortune 500 companies. With unmatched agility, sense of urgency, and work ethic, ITS commits to a relentless pursuit of excellence and leading from the front to keep the world moving, every day. What makes us different is our focus on people and culture. We are offering more than just a job, we're offering career opportunities that you can build your life around. As part of that commitment, we equip our teams with best tools available including modern AI technology to help them work smarter, move faster, and focus on high-value work. We need the best talent to continue to invest, grow and win every day and are looking for people with the right mindset honest, adaptable, and commitment. When you join our herd, we invest in your personal and professional growth with paid training, providing resources and support to learn everything you need to know about the supply chain industry. We empower you to seize every opportunity and thrive in a fast paced, ever changing environment. Position Summary In this role, you will be responsible for leading successful customer implementations. To be successful in this role, you should have a proven track record of success in operations and excellent communication skills. Successful Implementation Specialists will need to learn and leverage a thorough understanding of the customer onboarding process and be comfortable working independently with minimal direction. We're looking for a solid player with succession capabilities beyond this role; one with the capacity to engage teams and build followership. Principle Accountabilities Accountable for all tactical aspects of customer onboarding and systems/operational implementations Serves as the floor level resource for operations, account management and IT Works with WMS specialists and is the primary resource for basic UAT Responsible for tactical level assignments defined within Business Requirements Documentation (BRD) Helps facilitate the transition of newly launched customers to the operational and account management teams Must be willing to travel to any campus for extended periods of time to support new customer onboarding Other duties as assigned Position Requirements 2+ years of warehouse experience is a must with experience utilizing multiple WMS applications preferred Ability to provide creative solutions to business problems and apply critical thinking skills to analyze and resolve complex problems Ability to balance and prioritize multiple assignments at the same time and meet established deadlines Ability to develop a business relationship with internal and external customers Must be able to work independently and make independent judgments. It is important that the candidate can think strategically and possess analytical skills that will allow him / her to generate, review and analyze various reports and processes. Working knowledge and experience of the Supply Chain process and understanding of the receiving and picking process Must be available to work flexible hours as needed, including weekends Excellent communication skills (verbal and written) Proficient with MS Office products (Word, Excel and PowerPoint) Physical Demands Constantly moves about the facility floor; stands and walks on concrete surfaces for 8 to 10 hours per shift. Frequently lifts and repositions packages or containers weighing up to 50 lbs. Regularly pushes or pulls rolling carts or manual pallet jacks loaded with inventory. Continually reaches, stretches, bends, stoops, kneels, and crouches to access low-level or high-level inventory racking. Grasps, manipulates, and handles shipping materials, scanning hardware, and individual products of varying shapes and sizes. Performs work in a dynamic warehouse environment subject to seasonal temperature variations, dust, and continuous noise from machinery. Personal Protective Equipment (PPE) such as steel-toed boots and high-visibility vests are strictly required. FLSA Status: Non-Exempt ROP: $23 - 25 an hour

Implementation Specialist

Impact Bridge Consulting

Oak Point, TX

Implementation Specialist Dallas, TX | Hybrid (Bishop Arts preferred) | Full-time Impact Bridge Consulting, on behalf of a venture-backed healthcare technology client Reports to Co-founder / CTO Why This Role Exists Our client is building a platform that helps health systems reduce waste in the healthcare supply chain. They are at the stage where implementations can no longer be “best effort.” They need a leader who can make onboarding repeatable, fast, and measurable. This is a build role. You will own the implementation function and be responsible for getting enterprise customers live quickly, proving value early, and creating the workflows and playbooks that scale. If you enjoy turning messy processes into mature systems, can operate with limited resources, and care more about outcomes than tasks, you will fit well here. What You’ll Own Implementation Delivery (End-to-End) Lead enterprise implementations from kickoff through go-live. Get customers live in 90 days or less, with validated savings or measurable value delivered. Build the operating workflow between internal teams and customer teams so execution is clear and consistent. Remove blockers around data access and systems integration (the “door vs. window” problem-solving mindset). Identify risks early and prevent issues from escalating. Executive-Level Customer Partnership Build relationships with executive stakeholders and keep them engaged during onboarding and early value realization. Communicate progress clearly, set expectations, and drive decisions when timelines slip. Partner closely with Customer Success so the handoff feels seamless and customers remain confident. Process Design + Scale Create and refine implementation playbooks, templates, and documentation. Build feedback loops with Product and Engineering to improve speed and quality. Help the team evolve from “hero implementations” to a predictable onboarding engine. What Success Looks Like in Your First 90 Days Your first customers are live within 90 days, and early value is proven through validated savings or agreed-upon metrics. Executive relationships are established and active (not just present at kickoff). A clear implementation workflow exists across internal teams and customer teams. Implementations feel smooth and controlled, with minimal escalations. The Profile That Tends to Win Here Comfortable operating in ambiguity and able to build structure as you go. Able to push through data and access constraints without getting stuck. Fluent in procure-to-pay and/or supply chain workflows and how enterprise systems actually operate. Confident working with senior stakeholders and able to hold the room. Hands-on enough to execute while strategic enough to design the operating model. Qualifications 5+ years of experience in enterprise SaaS implementation, supply chain technology, and/or procure-to-pay environments. Proven track record leading implementations tied to measurable business outcomes (not just go-live). Experience working directly with executive stakeholders in enterprise environments. Ability to operate independently in a startup environment while carrying senior-level scope. Compensation + Benefits Competitive base salary (market-benchmarked) Performance bonus Equity as part of total compensation Health, dental, and vision insurance Ground-floor opportunity with a mission-driven team focused on reducing healthcare costs by eliminating waste in the supply chain.

Implementation Specialist

Studycast

Raleigh, NC

About Core Sound Imaging Core Sound Imaging, a PSG company, is redefining the future of medical imaging through innovative, cloud-based technology. Our flagship platform, Studycast® , is a comprehensive PACS solution designed to enhance operational efficiency, reduce costs, and accelerate the delivery of patient care. Studycast seamlessly integrates the entire imaging workflow — from EMR to exam, to report, and back to EMR — within a secure, cloud-based environment. Its intuitive interface enables clinicians to view diagnostic-quality images and generate structured reports anytime, anywhere, ensuring timely and informed clinical decisions. Join us in transforming how healthcare professionals manage and share imaging data through innovation, reliability, and cloud technology. Join us in transforming how healthcare professionals manage and share imaging data through innovation, reliability, and cloud technology About the role The Implementation Specialist serves as the project owner throughout the implementation lifecycle and is responsible for developing and managing project plans, milestones, timelines, dependencies, risks, action items, and stakeholder communication from kickoff through successful go-live and project closure. The role requires the ability to independently manage multiple concurrent customer implementations with competing priorities while maintaining clear accountability for project progress and outcomes. The process of leading the client through the steps of implementation includes gathering information about the client's business to defining the configuration needs of the client so that the support team can successfully deliver the implementation. This includes defining a successful implementation schedule with the client and ensuring Studycast resources are available to meet this schedule. The Implementation Specialist proactively identifies risks or dependencies that may impact the project schedule, develop appropriate mitigation plans, and escalate issues early when additional support or decisions are required. Additionally, this position is responsible for acting as client liaison for interface projects and working with the CoreHL7 technical lead. Key Responsibilities Own and manage multiple concurrent customer implementation projects from kickoff through go-live and closure, ensuring milestones, deliverables, dependencies, risks, and timelines are actively managed. Develop, maintain, and actively manage project plans, including milestones, target dates, action items, dependencies, risks, and assigned owners. Drive project momentum by proactively following up on customer and internal action items and holding stakeholders accountable for agreed-upon deliverables and timelines. Identify project risks, delays, scope of concerns, and resource constraints early; develop mitigation plans and escalate appropriately before they impact customer commitments. Prioritize and manage a portfolio of implementations at different stages while balancing competing customer needs, deadlines, and internal resources. Lead customer project meetings with clear agendas, documented decisions, action items, owners, and next steps. Provide clear and accurate project status updates to customers, leadership, and cross-functional stakeholders, including risks, blockers, timeline changes, and required decisions. Coordinate cross-functional activities across Technical Services, Configuration, Support, Training, Sales, and other teams to ensure dependencies are completed in support of the implementation timeline. Demonstrate strong organizational and prioritization skills, with the ability to independently manage multiple concurrent implementations, competing deadlines, changing priorities, and customer commitments without losing visibility to critical project details. Maintain consistent, proactive communication with clients throughout the implementation process to ensure alignment, address concerns, and support a successful implementation. Collaborate with the client to ensure the configuration of Studycast technology is to the client’s specifications. Understand equipment support and communicate the level of integration with client equipment and all Core Sound Imaging products, proactively. Utilize onboarding tools provided by Studycast to reinforce a consistent implementation across the company. Provide extraordinary follow up and the highest levels of service during the implementation process to make a lasting positive impression with the client. Collaborate cross-functionally with Support, Training, and Sales teams to ensure successful client implementations while fostering a positive and collaborative experience for both internal teams and clients. Collaborate with the support team and training teams to create a plan for a smooth knowledge transfer process and a successful go-live. Lead the implementation wrap up activities to confirm client satisfaction and define future tasks for the client including the assignment of potential sales and support follow up activities. Provide ongoing internal feedback and proactively identify opportunities to enhance processes, workflows, and efficiencies to support continuous improvement of the implementation process. Perform additional duties and responsibilities as necessary to support departmental and organizational objectives. Qualifications Bachelor’s degree in a related field, or an equivalent combination of education and relevant experience sufficient to successfully perform the essential duties and responsibilities of the position. Clinical certification and/or experience within the medical device industry is preferred. Minimum of 3 years of experience managing customer-facing implementation projects or similar client-focused initiatives. Demonstrated experience managing multiple customer-facing projects simultaneously from initiation through completion. Strong project management skills, including project planning, milestone management, prioritization, risk management, dependency tracking, issue resolution, and stakeholder communication. Demonstrated ability to take ownership of projects, drive next steps, and maintain momentum without requiring continuous direction or follow-up. Ability to prioritize competing deadlines and make sound decisions when multiple projects require attention simultaneously. Experience coordinating cross-functional teams where project success depends on deliverables from multiple internal and external stakeholders. Ability to recognize project risk early, determine appropriate next steps, and escalate effectively when necessary. Experience using project management or work-management platforms such as Asana, Monday.com, Smartsheet, Jira, or similar tools preferred. Strong meeting facilitation skills, including the ability to establish objectives, drive decisions, document action items, and ensure follow-through. Strong interpersonal skills, with a high degree of self-motivation and ability to work independently. Excellent written and verbal communication skills, with the ability to effectively engage, collaborate, and influence stakeholders at all levels of the organization. Familiarity with Microsoft Office software (Word, Access, Excel, PowerPoint); proficiency preferred. Experience developing and implementing training programs. Ability to learn and apply new techniques quickly. Strong analytical and problem-solving skills. Ability to work effectively both independently and collaboratively while managing multiple priorities in a dynamic, fast-paced environment. Knowledge of medical imaging and/or Electronic Medical Record (EMR) systems is preferred. []

Implementation Specialist

Lumivero

United States

Implementation Specialist This role is full-time and remote in the USA. The Implementation Specialist (IS) leads clients through their ELC (Experiential Learning Cloud) onboarding journey, serving as the primary day-to-day point of contact from Kickoff Meeting through launch. They guide each institution through critical stages from kickoff and database setup through coaching transition and go-live, ensuring customers successfully adopt the platform and realize its value. The Implementation Specialist coordinates across internal teams (Support, Account Management), manages stakeholder expectations, and proactively identifies risks that could derail the implementation. They combine project management discipline with customer empathy, translating complex product features into practical workflows aligned to each client's unique needs. Responsibilities Implementation Leadership & Project Management Own the end-to-end onboarding timeline for multiple, simultaneous customer implementations, tracking progress through all stages of the implementation checklist Schedule and facilitate kickoff meetings, initial setup reviews, database review sessions, and coaching transitions ensuring all parties are aligned and informed Set and manage realistic go-live dates with customers, accounting for their availability, complexity, and dependencies; flag timeline risks early Customer Relationship & Communication Serve as the customer's first and primary point of contact from initial kickoff through go-live, building trust and confidence in the onboarding process Translate customer goals and constraints into implementation scope, making trade-off recommendations when needed Deliver clear, regular status updates both internally and to customers highlighting progress, risks, and next steps in plain language Identify and escalate customer frustrations, adoption blockers, or engagement gaps before they jeopardize the implementation Coordination & Problem-Solving Coordinate with Product and Support teams on questions, feature requests, or technical issues that arise during implementation Collaborate with Account Management on renewal planning and expansion opportunities post-launch Manage scope and expectations, protecting the implementation timeline from scope creep while advocating for reasonable customer needs Database Design & Technical Oversight Work with Product and customers to design the ELC database structure (student groups, placement workflows, field experience bundles) that aligns to their program's processes Set up and create elements of client’s database Conduct database reviews with customers to validate the build against their requirements and best practices Understand core ELC functionality (site placement, groups and assignments, data management, integrations) at a level needed to advise customers and coordinate technical setup Documentation & Knowledge Management Document each customer's unique configuration, go-live date, key stakeholders, and any special requirements in Jira and supporting systems Create or customize onboarding templates to reflect current best practices Contribute feedback from customer implementations to continuously improve the onboarding process Required Qualifications & Education Bachelor's degree in Education, Business Administration, Project Management, or a related field; or an equivalent combination of education and relevant experience 2-4 years in project management, customer success, or implementation roles in SaaS or EdTech with experience onboarding higher education institutions strongly preferred Demonstrated ability to manage multiple complex projects simultaneously while maintaining attention to detail and customer relationships Strong organizational and time-management skills; comfort with tools like Jira, spreadsheets, and project timelines Excellent verbal and written communication; ability to translate technical concepts for non-technical audiences Problem-solver and self-starter who takes ownership of challenges and collaborates across teams to resolve them Comfort with ambiguity and changing priorities; adaptability in a growing organization Preferred Qualifications Experience in higher education, EdTech, or non-profit sectors Familiarity with instructional design, experiential learning, or field experience program models Experience with Atlassian tools (Jira, Confluence) or similar project management platforms Background in software implementation, data migration, or system integration projects Project Management certification (PMP, CAPM, or similar) The Essentials Fully remote in the USA. We provide all necessary equipment and a monthly tech stipend for your home office A global team with local connections. Work with talented Lumiverians worldwide Visa sponsorship is not available for this role. Lumivero participates in E-Verify. All offers are contingent upon successful confirmation of employment eligibility Compensation + Benefits Base salary is $55,000-$65,000 with eligibility to earn a performance-based annual bonus Benefits package including generous company contribution for major medical, dental, and vision insurance with HSA and FSA options available Additional insurance coverage including long and short-term disability coverage, life insurance, and voluntary insurance options Roth and Traditional 401(k) options with a generous match, vested immediately Technology stipend to keep your home office running Flexible time off, 11 holidays, and paid sick time Company paid parental leave policies Who we are Lumivero empowers researchers, industry experts, and business leaders to simplify data complexity, find insights, and get clarity through human expertise, trusted data, and intelligent agents. We pair expert-built, rigorous methodology with powerful data analysis and AI-driven workflows so the people making high-stakes calls can make them with confidence. It's trusted at serious scale. Our solutions include the #1 probabilistic risk software, the #1 QDA software, and the most cited software in their fields. More than 27,000 organizations worldwide rely on Lumivero — including around 90% of the Fortune 100 — across energy, financial services, government, defense, and manufacturing. Please note that this employer uses an automated AI resume screening tool as part of the application review process. This tool analyzes resumes against job requirements to help identify well-suited candidates based on skills, education, and relevant experience. However, human recruiters and hiring managers remain actively involved throughout the process — they review applications, exercise independent judgment, and make all final shortlisting and hiring decisions. Originally posted on Himalayas

Implementation Specialist

Lumivero

Boise, ID

Implementation Specialist This role is full-time and remote in the USA. The Implementation Specialist (IS) leads clients through their ELC (Experiential Learning Cloud) onboarding journey, serving as the primary day-to-day point of contact from Kickoff Meeting through launch. They guide each institution through critical stages from kickoff and database setup through coaching transition and go-live, ensuring customers successfully adopt the platform and realize its value. The Implementation Specialist coordinates across internal teams (Support, Account Management), manages stakeholder expectations, and proactively identifies risks that could derail the implementation. They combine project management discipline with customer empathy, translating complex product features into practical workflows aligned to each client's unique needs. Responsibilities Implementation Leadership & Project Management Own the end-to-end onboarding timeline for multiple, simultaneous customer implementations, tracking progress through all stages of the implementation checklist Schedule and facilitate kickoff meetings, initial setup reviews, database review sessions, and coaching transitions ensuring all parties are aligned and informed Set and manage realistic go-live dates with customers, accounting for their availability, complexity, and dependencies; flag timeline risks early Customer Relationship & Communication Serve as the customer's first and primary point of contact from initial kickoff through go-live, building trust and confidence in the onboarding process Translate customer goals and constraints into implementation scope, making trade-off recommendations when needed Deliver clear, regular status updates both internally and to customers highlighting progress, risks, and next steps in plain language Identify and escalate customer frustrations, adoption blockers, or engagement gaps before they jeopardize the implementation Coordination & Problem-Solving Coordinate with Product and Support teams on questions, feature requests, or technical issues that arise during implementation Collaborate with Account Management on renewal planning and expansion opportunities post-launch Manage scope and expectations, protecting the implementation timeline from scope creep while advocating for reasonable customer needs Database Design & Technical Oversight Work with Product and customers to design the ELC database structure (student groups, placement workflows, field experience bundles) that aligns to their program's processes Set up and create elements of client’s database Conduct database reviews with customers to validate the build against their requirements and best practices Understand core ELC functionality (site placement, groups and assignments, data management, integrations) at a level needed to advise customers and coordinate technical setup Documentation & Knowledge Management Document each customer's unique configuration, go-live date, key stakeholders, and any special requirements in Jira and supporting systems Create or customize onboarding templates to reflect current best practices Contribute feedback from customer implementations to continuously improve the onboarding process Required Qualifications & Education Bachelor's degree in Education, Business Administration, Project Management, or a related field; or an equivalent combination of education and relevant experience 2-4 years in project management, customer success, or implementation roles in SaaS or EdTech with experience onboarding higher education institutions strongly preferred Demonstrated ability to manage multiple complex projects simultaneously while maintaining attention to detail and customer relationships Strong organizational and time-management skills; comfort with tools like Jira, spreadsheets, and project timelines Excellent verbal and written communication; ability to translate technical concepts for non-technical audiences Problem-solver and self-starter who takes ownership of challenges and collaborates across teams to resolve them Comfort with ambiguity and changing priorities; adaptability in a growing organization Preferred Qualifications Experience in higher education, EdTech, or non-profit sectors Familiarity with instructional design, experiential learning, or field experience program models Experience with Atlassian tools (Jira, Confluence) or similar project management platforms Background in software implementation, data migration, or system integration projects Project Management certification (PMP, CAPM, or similar) The Essentials Fully remote in the USA. We provide all necessary equipment and a monthly tech stipend for your home office A global team with local connections. Work with talented Lumiverians worldwide Visa sponsorship is not available for this role. Lumivero participates in E-Verify. All offers are contingent upon successful confirmation of employment eligibility Compensation + Benefits Base salary is $55,000-$65,000 with eligibility to earn a performance-based annual bonus Benefits package including generous company contribution for major medical, dental, and vision insurance with HSA and FSA options available Additional insurance coverage including long and short-term disability coverage, life insurance, and voluntary insurance options Roth and Traditional 401(k) options with a generous match, vested immediately Technology stipend to keep your home office running Flexible time off, 11 holidays, and paid sick time Company paid parental leave policies Who we are Lumivero empowers researchers, industry experts, and business leaders to simplify data complexity, find insights, and get clarity through human expertise, trusted data, and intelligent agents. We pair expert-built, rigorous methodology with powerful data analysis and AI-driven workflows so the people making high-stakes calls can make them with confidence. It's trusted at serious scale. Our solutions include the #1 probabilistic risk software, the #1 QDA software, and the most cited software in their fields. More than 27,000 organizations worldwide rely on Lumivero — including around 90% of the Fortune 100 — across energy, financial services, government, defense, and manufacturing. Please note that this employer uses an automated AI resume screening tool as part of the application review process. This tool analyzes resumes against job requirements to help identify well-suited candidates based on skills, education, and relevant experience. However, human recruiters and hiring managers remain actively involved throughout the process — they review applications, exercise independent judgment, and make all final shortlisting and hiring decisions. Powered by JazzHR

Implementation Specialist

Fourth

Austin, United States

What the job involves The Implementation Specialist ensures the successful onboarding and adoption of our Fourth solutions As the customer’s primary point of contact, the role is responsible for system configuration, customer training and support, driving operational readiness, and ensuring a high-quality experience that maximizes employee adoption Working closely with customers and internal teams, the Implementation Specialist establishes strong project foundations, identifies risks early, and drives implementation efficiency, customer confidence, and long-term value Work directly with customers to facilitate the design and configuration of Fourth solutions that meet business needs, using best practices for setup, training, and third‑party integrations Assess customer readiness early and communicate any risks, gaps, or dependencies so projects start on a solid footing Coordinate with third‑party vendors to support integrations and help remove blockers that could delay implementation Partner closely with Project Managers and technical specialists during the early stages of implementation to keep projects moving efficiently Share product knowledge, industry best practices, and practical guidance to help customers prepare for the implementation and adopt Fourth’s solutions Support customers through early change management activities to help drive adoption and maximize value from the platform Act as the customer’s main point of contact during the implementation phase, responding to questions and helping resolve issues quickly, with a focus on data collection and validation Contribute to customer‑facing knowledge-based articles and solution documentation to support self‑service and best‑practice adoption Measures of Success Customer Readiness: Customers complete onboarding with confirmed readiness, clear responsibilities, and approved handover documentation Implementation Efficiency: Early solution design, setup and accurate data collection and validation enable smooth project transition with minimal rework or delays Reduced implementation friction through proactive planning and meeting SLAs for prompt customer response time Customer Experience & Value: Customers receive a positive implementation experience and demonstrate confidence and clarity in Fourth’s implementation approach Requirements Strong ability to quickly assess customer needs and design effective processes using prior experience and industry best practices Self‑motivated and able to work independently, managing priorities and delivering to agreed timelines with a proactive approach Configure solutions and guide customers through system setup, validation, and go-live readiness Detail‑oriented, organized, and quality‑driven, with a strong focus on accuracy and standards of excellence Proactively manage implementation timelines, risks, and dependencies to ensure successful and timely delivery Comfortable working collaboratively within a team while maintaining ownership and accountability for individual deliverables Professional, approachable, and adaptable, with a flexible mindset in a fast‑paced environment (Desirable) 3–5 years of experience in a customer‑facing role such as implementation, onboarding, consulting, professional services, or technical support within a SaaS or technology environment (Desirable) Prior experience working with workforce management, payroll, finance, or hospitality industry is an advantage (Desirable) Demonstrated ability to guide customers through change and influence adoption of new processes or technology (Desirable) Confident with Excel, including the ability to utilize Pivot Tables, VLOOKUP/XLOOKUP, and data analysis techniques (Desirable) Confident communicator with solid presentation and meeting‑facilitation skills, comfortable leading discussions using tools such as PowerPoint and Microsoft Teams (Desirable) Ability to manage multiple projects simultaneously while maintaining a high level of customer engagement (Desirable) Project or systems certifications (e.g. Agile, Prince2, ITIL or similar) are a plus (Desirable) Fluent in written and spoken English; additional language skills are a plus

Motus is the definitive leader in mobile workforce solutions. Its platform simplifies the reimbursement and management of vehicle, device, and location costs through personalized calculations. Empower your team with a suite of fully integrated solutions that take the complexity out of compliance. Peace of mind included. At Motus, we’re dedicated to making WorkLife better for everyone, anywhere. Our team is the heart of our culture, and we live by our WorkLife Pillars every day – WorkHappy, WorkHealthy, WorkSmart, WorkAnywhere, and WorkTogether. Position Description: The Motus Implementation Team is looking for an Implementation Specialist to lead the client implementation process from start to finish. You will be responsible for ensuring this pivotal part of the customer lifecycle is flawless and sets the client up for success on the platform. This includes building a positive rapport with representatives from all levels of the client organization – from administrators to C-level executives – and demonstrating strong project management skills to successfully meet clients’ objectives. We are looking for a candidate who can get going quickly. To succeed in this role, you must possess strong communication and organizational skills and an unwavering dedication to excellence. You will need to understand how to execute on business development strategy while simultaneously supporting the diverse needs of our clients. This role will provide you with the opportunity to work cross-functionally with other Motus departments, along with some of Motus’s largest customer onboarding opportunities. Position Duties: Provide expert knowledge on Motus products, services, and standard processes to prospective and new clients. Be responsible for Commercial to Enterprise level client program implementations from the sales handoff to support. Lead client kick-off calls to define and provide consultation on program parameters. Initiate ongoing communications and follow-ups to ensure client program objectives are met. Handle at least 25 active implementations concurrently. Meet Implementation Specialist success metrics Analyze client program parameters and provide consultative advice and feedback as necessary. Set up project plans, report on the status of achievements, and proactively identify project risks. Set and reinforce expectations and deadlines with clients and ensure follow-through on any commitments made by the sales rep. Communicate project progress promptly to all clients and Motus team members. Work with client and appropriate Motus personnel to set up and configure system settings. Based on the implementation level, attend customers’ supported Q & A or host Motus-led training. Ensure accurate client knowledge handoff between client and Service teams. Handle deliverables and desired outcomes for proof of concepts and pilots. Occasional travel 1-2 times per year for onsite customer implementations. Desired Skills and Characteristics: 2-4 years of experience implementing and/or supporting clients in a B2B SaaS environment. Strong project management, organizational, and analytical skills. Outstanding communication skills in verbal, listening, and written capacities. Strong interpersonal skills and the ability to set clear expectations and establish effective relationships with both clients and internal partners. Ability to lead multiple implementations under tight time constraints. Highly confident presenter, with a strong eye for business. Adaptable attitude, sense of urgency, and dedication to service excellence. Knowledge of project management tools. Experience with Rocketlane or similar project management tool a plus Excellent PowerPoint and Word skills. Knowledge Salesforce.com, Excel, Smartsheet, and Motus products is a plus. Where required by law, Motus provides a reasonable range of compensation for specific roles. The pay range for this role is $65,000 - $72,000. Actual compensation will depend on a number of factors, including the candidate’s relevant experience, technical skills, and other qualifications. This position is eligible for company benefits including medical, dental, and vision insurance with an employer contribution, flexible spending or health savings account, life and AD&D insurance, short-and long-term disability coverage, paid time off, employee assistance, participation in a 401k program with company match, and additional voluntary or legally required benefits. Please see below for an outline of the Motus benefits package. Motus supports both the physical and mental health of their employees. Motus Benefits: Medical Insurance, Dental Insurance, Vision Insurance (effective day one) Open Paid Time Off Flexible Spending Accounts & Health Savings Accounts Motus-Fidelity 401K Plan Company-paid Short/Long-term Disability & Basic Life Insurance Plans Family Planning and Parenting Support Benefits through Maven Support your mental, physical, professional and financial well-being through coaching and clinical therapy with Modern Health $1000 Home Office Reimbursement Program $2000 Internal Referral Program WorkAnywhere Reimbursement of Internet and Cellular Costs 16 weeks maternity and adoption leave 12 weeks paternity leave Motus champions the power of true individuality, actively celebrating and accepting each team member. We strategically recruit and retain talent reflecting our local communities’ rich diversity, fostering a culture where innovation thrives. Through dynamic learning sessions, strategic training, and our lively Employee Resource Groups, we kindle substantial dialogues, continuous learning, and ensure every voice is not only heard but celebrated. Motus, LLC provides equal employment opportunity to all individuals regardless of their race, color, creed, religion, gender, age, sexual orientation, national origin, disability, veteran status, or any other characteristic protected by state, federal, or local law. #LI-REMOTE

Implementation Specialist

Melita Group

United States

About Melita For more than 30 years, Melita Group has helped small and mid-sized employers solve the complexity of HR, Employee Benefits, and Payroll. We combine deep expertise with a modern technology platform to deliver outsourced services that let our clients focus on growing their businesses while we handle the operational backbone of their workforce. We are a results-driven, high-integrity organization that holds itself accountable to its promises, and our clients stay with us for years, often decades, because we treat their success as our own. As we scale, we are investing heavily in technology, automation, and AI to raise the bar on what an HR outsourcing partner can deliver. The Opportunity Every new client relationship begins with implementation, and the quality of that experience sets the trajectory for retention, expansion, and reference-ability for years to come. The Implementation Specialist is a hands-on role that supports bringing complex HR, benefits, and payroll clients live on our platform. You will do the configuration, data migration, and testing yourself, not just manage it from a distance. Reporting to the Head of Implementations, you will support onboardings end to end and be the connective tissue that ensures what was sold is what gets delivered. This role is ideal for someone who has implemented outsourced Payroll and HR services at a PEO, an HRO, or an HRIS technology vendor, and who wants to do the work, contribute to the outcome, and help shape how we implement as we scale. Reporting and Scope Reports to: Head of Implementations (Molly Taylor) Department and team: Client Success, Implementation Team Location: Remote (U.S.) Key partners: Sales, Client Success, Service Delivery, the internal Technology team, Product, and Finance, along with HRIS and benefits carrier partners Core Responsibilities: Client Implementations (hands-on) Support and help execute new client onboardings across HR administration, payroll, benefits, and leave of absence services, from kickoff to a clean handoff to the ongoing service teams. Contribute directly to the outcomes that matter: time to live, client satisfaction at go-live, and a smooth transition to Service Delivery. Help build and maintain the implementation project plan, support progress against milestones, and help keep every workstream on schedule. Platform Configuration, Data Migration, and Integrations (hands-on) Configure the client's HRIS and complete the build yourself on platforms including ADP Workforce Now, Paylocity, and Rippling, and in our Salesforce environment. Run data migrations and validate the results: employee data, payroll history, benefit plans and deductions, and PTO balances. Stand up the data interfaces that keep everything in sync, including benefits carrier EDI feeds and GL file feeds, partnering with our internal Technology team where deeper build is required. Cross-Functional Partnership Work hand-in-hand with Sales, Client Success, Service Delivery, Product, and Finance to align on client expectations, scope, pricing assumptions, and post-implementation transitions. Be the connective tissue that ensures what was sold is what gets delivered. AI, Automation, and Continuous Improvement Identify and champion opportunities to apply AI, automation, and modern tooling to implementation workflows. This is a priority investment area for Melita. Document and improve implementation workflows so each onboarding is faster and cleaner than the last. What We Are Looking For Very strong, hands-on experience supporting and implementing outsourced Payroll and HR services, ideally gained at a PEO, an HRO, or an HRIS technology vendor that installs a full HRIS together with outsourced services. Hands-on HRIS implementation experience on one or more major platforms (ADP Workforce Now, Paylocity, or Rippling), including configuration and data migration. Hands-on payroll processing experience, multi-state processing, tax setup, and mid-year conversions with YTD balancing A proven track record running end-to-end implementations and managing a project plan across multiple workstreams and deadlines. A natural problem-solver who thrives on complexity and drives clarity, and a systems thinker who bridges workflows across teams. Excellent communication skills and a high-integrity, client-first approach. Qualifications: Preferred Qualifications Experience implementing benefits administration and leave of absence services, not only payroll and HR. Familiarity with benefits carrier EDI feeds, GL file feeds, and integrations across HRIS, payroll, and benefits systems. Experience with Salesforce and with AI-enabled or automation-heavy implementation workflows. A project management credential (for example PMP or CAPM) is a plus but not required. A payroll professional credential (for example FPC or CPP) is a plus but not required. Originally posted on Himalayas

Implementation Specialist

Melita Group

Remote

About Melita For more than 30 years, Melita Group has helped small and mid-sized employers solve the complexity of HR, Employee Benefits, and Payroll. We combine deep expertise with a modern technology platform to deliver outsourced services that let our clients focus on growing their businesses while we handle the operational backbone of their workforce. We are a results-driven, high-integrity organization that holds itself accountable to its promises, and our clients stay with us for years, often decades, because we treat their success as our own. As we scale, we are investing heavily in technology, automation, and AI to raise the bar on what an HR outsourcing partner can deliver. The Opportunity Every new client relationship begins with implementation, and the quality of that experience sets the trajectory for retention, expansion, and reference-ability for years to come. The Implementation Specialist is a hands-on role that supports bringing complex HR, benefits, and payroll clients live on our platform. You will do the configuration, data migration, and testing yourself, not just manage it from a distance. Reporting to the Head of Implementations, you will support onboardings end to end and be the connective tissue that ensures what was sold is what gets delivered. This role is ideal for someone who has implemented outsourced Payroll and HR services at a PEO, an HRO, or an HRIS technology vendor, and who wants to do the work, contribute to the outcome, and help shape how we implement as we scale. Reporting and Scope Reports to: Head of Implementations (Molly Taylor) Department and team: Client Success, Implementation Team Location: Remote (U.S.) Key partners: Sales, Client Success, Service Delivery, the internal Technology team, Product, and Finance, along with HRIS and benefits carrier partners Core Responsibilities: Client Implementations (hands-on) Support and help execute new client onboardings across HR administration, payroll, benefits, and leave of absence services, from kickoff to a clean handoff to the ongoing service teams. Contribute directly to the outcomes that matter: time to live, client satisfaction at go-live, and a smooth transition to Service Delivery. Help build and maintain the implementation project plan, support progress against milestones, and help keep every workstream on schedule. Platform Configuration, Data Migration, and Integrations (hands-on) Configure the client's HRIS and complete the build yourself on platforms including ADP Workforce Now, Paylocity, and Rippling, and in our Salesforce environment. Run data migrations and validate the results: employee data, payroll history, benefit plans and deductions, and PTO balances. Stand up the data interfaces that keep everything in sync, including benefits carrier EDI feeds and GL file feeds, partnering with our internal Technology team where deeper build is required. Cross-Functional Partnership Work hand-in-hand with Sales, Client Success, Service Delivery, Product, and Finance to align on client expectations, scope, pricing assumptions, and post-implementation transitions. Be the connective tissue that ensures what was sold is what gets delivered. AI, Automation, and Continuous Improvement Identify and champion opportunities to apply AI, automation, and modern tooling to implementation workflows. This is a priority investment area for Melita. Document and improve implementation workflows so each onboarding is faster and cleaner than the last. What We Are Looking For Very strong, hands-on experience supporting and implementing outsourced Payroll and HR services, ideally gained at a PEO, an HRO, or an HRIS technology vendor that installs a full HRIS together with outsourced services. Hands-on HRIS implementation experience on one or more major platforms (ADP Workforce Now, Paylocity, or Rippling), including configuration and data migration. Hands-on payroll processing experience, multi-state processing, tax setup, and mid-year conversions with YTD balancing A proven track record running end-to-end implementations and managing a project plan across multiple workstreams and deadlines. A natural problem-solver who thrives on complexity and drives clarity, and a systems thinker who bridges workflows across teams. Excellent communication skills and a high-integrity, client-first approach. Qualifications: Preferred Qualifications Experience implementing benefits administration and leave of absence services, not only payroll and HR. Familiarity with benefits carrier EDI feeds, GL file feeds, and integrations across HRIS, payroll, and benefits systems. Experience with Salesforce and with AI-enabled or automation-heavy implementation workflows. A project management credential (for example PMP or CAPM) is a plus but not required. A payroll professional credential (for example FPC or CPP) is a plus but not required.

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 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

Implementation Specialist

PermitFlow

New York, NY

Implementation Specialist PermitFlow is redefining how America builds. We're an applied AI company serving the nation's builders, tackling one of the largest information challenges in the economy: understanding what can be built, where, and how. Our AI agent workforce helps the fastest-growing construction companies navigate everything from permitting and licensing to inspections and project closeouts accelerating housing, clean-energy, and infrastructure development across the country. Despite being a $1.6T industry, construction still suffers from massive delays, wasted capital, and lost opportunity. PermitFlow has already delivered unprecedented speed, accuracy, and visibility to over $20B in development, helping contractors reduce compliance time, de-risk projects, and scale with confidence. As the U.S. enters a new capex supercycle across data centers, factories, housing, and renewables, joining PermitFlow means building the AI infrastructure at the core of every construction project driving the next wave of reindustrialization. We've raised over $90M, most recently completing our Series B, from top-tier investors including Accel, Kleiner Perkins, Initialized, Y Combinator, Felicis, and Altos Ventures, with backing from leaders at OpenAI, Google, Procore, ServiceTitan, Zillow, PlanGrid, and Uber. Role Overview As an Implementation Specialist, you will report to the Vice President of Customer Success and support onboarding across PermitFlow's mid-market and enterprise accounts. You'll execute implementation plans from post-sale handoff through launch, serve as a day-to-day customer contact, and drive early product adoption. On enterprise accounts, you'll partner closely with the Implementation Manager to own specific workstreams. This is a hybrid role based in New York, with in-office days on Monday, Wednesday, and Friday, and up to 25% travel for customer onboarding and training. What You'll Do Own onboarding end to end for mid-market PermitFlow accounts, from post-sale handoff through successful launch and transition to Customer Success. Support enterprise implementations by owning specific workstreams (e.g., workspace setup, training delivery, stakeholder coordination) alongside the Implementation Manager. Serve as the day-to-day point of contact for customers during onboarding, proactively managing communication, expectations, and risk. Coordinate cross-functionally with Sales, Customer Success, Operations, Solutions Consulting, and Engineering to align priorities and resolve blockers. Lead training sessions for diverse customer stakeholders, including ops teams, sales reps, and executives, tailored to each group's needs. Drive product adoption and early value realization through enablement materials, weekly check-ins, and best-practice guidance. Track onboarding progress against key milestones and KPIs (e.g., engagement, time-to-value, launch readiness) and flag risks early. Build working knowledge of permitting workflows, municipality requirements, and common customer edge cases. Maintain, refine, and document scalable onboarding processes, playbooks, and templates. What We're Looking For 1-3 years of experience in customer onboarding, implementation, customer success, or a related customer-facing role at a B2B SaaS company. Experience managing onboarding projects with multiple stakeholders, cross-functional dependencies, and customer-facing timelines from kickoff to launch. Demonstrated ability to drive adoption and time-to-value, including leading live trainings, distributing enablement materials, and reinforcing product usage. Strong project management and communication skills, evidenced by running clear customer calls, maintaining onboarding trackers, and escalating risks proactively. What We Offer Competitive salary and meaningful equity in a high-growth company Comprehensive medical, dental, and vision coverage Flexible PTO and paid family leave Home office & equipment stipend Hybrid NYC office culture (3 days in-office/week) with direct access to leadership In-Office Lunch & Dinner Provided PermitFlow provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability, genetics, sexual orientation, gender identity, gender expression, or family status, as protected by applicable law. We are committed to a diverse and inclusive workforce and welcome people from all backgrounds, experiences, perspectives, and abilities. All employment decisions are based on merit, qualifications, and business needs.

About Dockwa Dockwa is reshaping the $60+ billion marine industry. After 12 years of building trust with marina operators and boaters, we have achieved something rare: category-defining position in a fragmented industry ready for transformation. The marina industry is experiencing a generational shift. Private equity consolidation is accelerating. Operators face pressure to run marinas like real businesses, not lifestyle assets. This creates the opportunity to become the default operating layer for an industry that has never had one. About the role As an Implementation Specialist at Dockwa, you will own the critical bridge between sale and success—transforming new marina customers from contract signature to confident, productive platform users. You'll guide marinas through product configuration, data migration, system integration, and training, ensuring every implementation is tailored, timely, and sets the foundation for long-term retention. This role reports to the Customer Success leadership team and sits at the intersection of Sales, Product, and ongoing Customer Success. You'll work closely with Account Executives during handoff, collaborate with Product teams on complex configurations, and partner with Marina Success Managers to ensure smooth transitions from implementation to steady-state support. From helping marinas transition to digital contracts to configuring POS systems and migrating dock maps, you'll ensure each customer goes live successfully. Your work directly impacts time-to-value, product adoption, and gross retention—the metrics that determine whether we scale from $10M to $100M ARR. Core responsibilities 1. Customer Onboarding & Implementation Guide marina customers through product configuration, system integration, and go-live readiness Migrate and configure customer data including rates, inventory, contracts, and dock maps Configure POS systems and modular features (Service, Rentals, Fuel, etc.) based on marina operational needs Manage implementation project timelines, ensuring on-time go-lives and minimal customer friction Tailor onboarding experience to customer size, complexity, and technical sophistication 2. Training & Enablement Conduct training sessions focused on product adoption and operational success across various user roles Create and continuously improve training materials, onboarding documentation, and Help Center content Deliver clear, effective training on product best practices for marina staff at all technical levels Develop customer-facing resources that reduce support burden and enable self-service learning Identify knowledge gaps and build enablement assets to address recurring customer questions 3. Cross-Functional Collaboration & Product Feedback Work closely with Product, Sales, and Support teams to address implementation challenges and align messaging Collect and synthesize customer feedback during onboarding to influence product improvements and roadmap priorities Partner with Sales during handoff to ensure implementation expectations align with what was sold Collaborate with Marina Success Managers to create smooth transitions from implementation to ongoing support Surface implementation blockers, technical gaps, and customer experience issues to leadership 4. Process Development & Implementation Excellence Manage multiple implementations simultaneously while maintaining quality and attention to detail Build and refine implementation playbooks for different customer segments and product tiers Identify patterns in implementation challenges and recommend process improvements Contribute to scaling implementation operations as customer volume grows What we're looking for 4+ years in Implementation, Onboarding, Customer Success, or similar customer-facing role, preferably in SaaS or technology-driven environments Strong organizational skills with proven ability to manage multiple complex projects simultaneously Excellent communication and training skills—ability to explain technical concepts clearly to non-technical audiences Experience with CRM and implementation tools (Salesforce experience strongly preferred) Detail-oriented approach to data migration, system configuration, and customer-facing documentation Ability to balance multiple priorities, adapt quickly, and thrive in fast-paced environments Passion for technology, boating, hospitality, or operations is a plus Originally posted on Himalayas

Implementation Specialist

Ivo

San Francisco Bay Area, United States

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

Implementation Specialist

Fourth

United States

Fourth is the world’s largest and fastest-growing global leader of end-to-end restaurant and hospitality management technology solutions. We pride ourselves on delivering a world-class SaaS experience for our clients by building long-term partnerships starting from the first phone call. We know our recipe for success at Fourth is our amazing team... and that starts with hiring the right people! Interested in joining our smart, fun, and talented team? Position Overview The Implementation Specialist ensures the successful onboarding and adoption of our Fourth solutions. As the customer’s primary point of contact, the role is responsible for system configuration, customer training and support, driving operational readiness, and ensuring a high-quality experience that maximizes employee adoption. Working closely with customers and internal teams, the Implementation Specialist establishes strong project foundations, identifies risks early, and drives implementation efficiency, customer confidence, and long-term value. Primary ResponsibilitiesOwn customer onboarding, making sure customers are ready for implementation and clearly understand what’s expected of them. Work directly with customers to facilitate the design and configuration of Fourth solutions that meet business needs, using best practices for setup, training, and third‑party integrations. Assess customer readiness early and communicate any risks, gaps, or dependencies so projects start on a solid footing. Coordinate with third‑party vendors to support integrations and help remove blockers that could delay implementation. Partner closely with Project Managers and technical specialists during the early stages of implementation to keep projects moving efficiently. Share product knowledge, industry best practices, and practical guidance to help customers prepare for the implementation and adopt Fourth’s solutions. Support customers through early change management activities to help drive adoption and maximize value from the platform. Act as the customer’s main point of contact during the implementation phase, responding to questions and helping resolve issues quickly, with a focus on data collection and validation. Contribute to customer‑facing knowledge-based articles and solution documentation to support self‑service and best‑practice adoption. Key Skills and CompetenciesExperience working directly with customers to understand requirements and solve problems through practical, technical solutions. Strong ability to quickly assess customer needs and design effective processes using prior experience and industry best practices. Self‑motivated and able to work independently, managing priorities and delivering to agreed timelines with a proactive approach Configure solutions and guide customers through system setup, validation, and go-live readiness Detail‑oriented, organized, and quality‑driven, with a strong focus on accuracy and standards of excellence. Proactively manage implementation timelines, risks, and dependencies to ensure successful and timely delivery Comfortable working collaboratively within a team while maintaining ownership and accountability for individual deliverables. Professional, approachable, and adaptable, with a flexible mindset in a fast‑paced environment. Preferred Experience and/or Qualifications3–5 years of experience in a customer‑facing role such as implementation, onboarding, consulting, professional services, or technical support within a SaaS or technology environment. Prior experience working with workforce management, payroll, finance, or hospitality industry is an advantage Demonstrated ability to guide customers through change and influence adoption of new processes or technology Confident with Excel, including the ability to utilize Pivot Tables, VLOOKUP/XLOOKUP, and data analysis techniques. Confident communicator with solid presentation and meeting‑facilitation skills, comfortable leading discussions using tools such as PowerPoint and Microsoft Teams. Ability to manage multiple projects simultaneously while maintaining a high level of customer engagement Project or systems certifications (e.g. Agile, Prince2, ITIL or similar) are a plus. Fluent in written and spoken English; additional language skills are a plus. Measures of Success Customer Readiness: Customers complete onboarding with confirmed readiness, clear responsibilities, and approved handover documentation. Implementation Efficiency: Early solution design, setup and accurate data collection and validation enable smooth project transition with minimal rework or delays. Reduced implementation friction through proactive planning and meeting SLAs for prompt customer response time Customer Experience & Value: Customers receive a positive implementation experience and demonstrate confidence and clarity in Fourth’s implementation approach. Environmental and Physical Demands Prolonged periods of computer-based work Role requires extensive participation in virtual meetings across U.S. time zones Fourth Benefits 🏖 Unlimited PTO! 🏥 Medical, Dental, Vision Insurance! 🏦 401k Match! 👥 Parental Leave 💻 Laptop and equipment. Remote employment limited to: AZ, CA, CO, CT, DC, FL, GA, ID, IL, IN, LA, MA, MD, ME, MI, MN, MS, NC, NE, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, & WA Our Story In July 2019, Fourth joined forces with HotSchedules to become the global leader in end-to-end restaurant and hospitality management technology solutions. Together, the merged company now represents the world’s largest and only provider of end-to-end restaurant and hospitality management solutions for customers across the globe and of all sizes—from a single location or franchisee restaurant to a global restaurant or hotel chain. The combined company’s complete software-as-service (SaaS) solution suite, including scheduling, time & attendance, applicant tracking, training, inventory management/procurement, HR/benefits, and payroll services, now serves customers in 120,000 locations worldwide and is supported by a dedicated, unified team across offices in the US, UK, Bulgaria, China, Australia, and UAE. Fourth is an Equal Opportunity Employer All qualified applicants will receive consideration without discrimination because of sex, gender identity, gender expression, sexual orientation, marital status, race, color, age, national origin, military status, religion, or disability or any other legally protected status. Originally posted on Himalayas

Implementation Specialist

Corpay

Brentwood, TN

Implementation Specialist Corpay is currently looking to hire an Implementation Specialist within our Corporate Payments division. This position falls under our Corporate Payments line of business and is based in Brentwood, Tennessee, with an approximately 80% remote work arrangement and expected in-office presence on Wednesdays. In this role, you will manage the end-to-end implementation of new customer accounts, partnering across departments to deliver a seamless, accurate, and customer-focused onboarding experience. You will work closely with Sales, Implementation Project Managers, Technical Support, customers, and other internal teams. As an Implementation Specialist, Corpay will set you up for success by providing: A hybrid work arrangement, including an assigned workspace at our Brentwood office on Thursdays Company-issued equipment Collaboration with Sales, Implementation Project Managers, Technical Support, and other internal teams The responsibilities of the role will include: Managing and maintaining customer accounts throughout the implementation process using Salesforce CRM and other internal systems Reviewing and validating customer onboarding documentation to ensure all required information is complete, accurate, and sufficient to establish accounts within Comdata systems and applicable platforms Leading consultative conversations with customers to understand business needs, gather required information, clarify account requirements, and establish an account structure aligned with operational goals Utilizing macros, setup scripts, APIs, and other technology-enabled tools to efficiently create, configure, and update customer account information across multiple systems Monitoring and maintaining accurate customer implementation statuses, milestones, and related information to support reporting, workflow management, and account-progress visibility Performing comprehensive quality assurance reviews of customer account setups to verify configurations, data, and requested services are accurate and complete prior to activation Assessing customer training needs and developing and delivering appropriate training through webinars, virtual sessions, or on-demand resources Collaborating with Sales, Implementation Project Managers, Technical Support, customers, and internal associates to coordinate implementation activities, resolve issues, communicate expectations, and deliver a seamless customer experience Qualifications and skills: High school diploma or GED required; bachelor's degree in business, communications, technology, or a related field preferred Minimum of two years of experience in a professional work environment, with at least one year of experience in customer implementation, account management, client support, customer service, or another customer-facing role preferred Excellent verbal and written communication skills, with the ability to explain complex products, services, processes, and system functionality to audiences with varying levels of technical knowledge Strong interpersonal and relationship-building skills, with the ability to establish credibility, collaborate across departments, navigate challenging conversations, and remain professional in high-pressure situations Strong analytical and problem-solving skills with close attention to detail and sound judgment when balancing customer needs, business requirements, and implementation timelines Exceptional organizational and follow-up skills with the ability to manage multiple implementations, deadlines, meetings, calls, emails, and competing priorities without compromising accuracy or service quality Strong Microsoft Excel proficiency, including formulas, PivotTables, VLOOKUP/XLOOKUP, and macros. Understanding of timely revenue ramp during implementation and the ability to identify opportunities that support customer adoption, product utilization, and account activation High responsiveness and accountability, including consistent follow-through and effective use of tools to track appointments, tasks, deadlines, and implementation activities Benefits and perks: Medical, Dental & Vision benefits available the 1st month after hire Automatic enrollment into our 401k plan (subject to eligibility requirements) Virtual fitness classes offered company-wide Robust PTO offerings including major holidays, vacation, sick, personal, and volunteer time Employee discounts with major providers, including wireless, gym, and car rental providers Philanthropic support with both local and national organizations Fun culture with company-wide contests and prizes About Corpay: Corpay is a global technology organization that is leading the future of commercial payments with a culture of innovation that drives us to constantly create new and better ways to pay. Our specialized payment solutions help businesses control, simplify, and secure payment for fuel, general payables, toll and lodging expenses. Millions of people in over 80 countries around the world use our solutions for their payments. At Corpay, we are committed to fostering an inclusive and respectful workplace where employees are valued for their diverse perspectives, experiences, and contributions. We believe that diversity, equity, and inclusion strengthen our teams, drive innovation, and support our continued success globally. As part of our hiring process, offers of employment may be subject to the successful completion of pre-employment screening conducted by an authorized third-party provider, in accordance with applicable laws and Corpay policies. Screening requirements may include employment references, identity verification, criminal record checks, financial or sanctions screening, and other background checks relevant to the role and permitted by local law. Notice to Recruitment Agencies and Search Firms: Corpay does not accept unsolicited resumes from agencies or search firms without a valid written agreement in place. Any unsolicited candidate submissions will become the property of Corpay, and no fees will be paid related to such submissions. Transparency & Compliance: Equal Opportunity Employer Corpay is committed to providing equal employment opportunities to all applicants and employees. Employment decisions are made without regard to race, color, religion, sex (including pregnancy), gender, gender identity or expression, sexual orientation, national origin, ancestry, age, disability, marital status, genetic information, military or veteran status, or any other characteristic protected by applicable law. Corpay is committed to fostering an inclusive workplace where individuals are respected and valued for their diverse perspectives, experiences, and contributions. If you require reasonable accommodation during any part of the application or interview process, please notify a representative of the Human Resources Department. Use of Artificial Intelligence in Hiring: Corpay may use artificial intelligence (AI) and other technology-enabled tools to support certain aspects of the recruitment process, such as application screening, candidate assessment, or interview scheduling. These tools are designed to enhance efficiency, consistency, and fairness throughout the hiring process. AI tools do not make final hiring decisions. All employment decisions involve human review. Corpay is committed to the responsible use of AI, including appropriate oversight and safeguards designed to support fair and unbiased outcomes. Candidate Privacy Notice: For information about how Corpay processes personal information during the recruitment process, please review our Candidate Privacy Notice: Pay Philosophy: Corpay is committed to fair, equitable, and transparent compensation practices. Compensation decisions are based on objective, job-related factors including skills, experience, qualifications, and market benchmarks. Where required by applicable law, salary or compensation ranges will be included in the job posting or provided prior to the interview process, where required by applicable law. Additional compensation elements such as bonuses, incentives, benefits, or variable pay may apply where applicable.

Implementation Specialist

Kaleidoscope Group, PBC

Minneapolis, MN

Who Are You? You are a structured, detail-oriented problem-solver who thrives on taking a client from day one to a successful launch. You enjoy translating client goals into a clear plan and are equally comfortable configuring a system, leading a client conversation, troubleshooting an issue, or training a team. You're passionate about education, scholarships, and the work our clients do to create opportunities for students. You take ownership, adapt quickly, and know how to balance speed with quality. You see implementation as more than completing a checklist, you want clients to launch confidently, become self-sufficient, and see the value of Kaleidoscope. You're ready to build better processes, work across teams, and grow with the company. If this describes you, Kaleidoscope is thrilled you're here. Who Are We? We're re-imagining the role of technology in the scholarship space. Millions of capable students face financial barriers, while organizations wanting to help often lack the infrastructure to do it effectively. We provide the tools, services, and support organizations need to launch and operate world-class scholarship programs. Our customers range from established foundations to corporations building community impact and future workforce, to individuals creating their legacy. We're not just building software; we're supporting our partners in creating opportunity. If you care about impact and want to be part of a team moving the needle on real problems, this is the place. In 2025, we were awarded the best scholarship management software and Top 50 EdTech software on G2. Learn more at www.mykaleidoscope.com. Position Summary The Implementation Specialist owns the client onboarding experience from kickoff through successful launch and hand-off to Customer Success. As the primary implementation resource on the team, you'll guide clients through requirements gathering, configuration, testing, training, and launch. We're looking for someone with hands-on SaaS implementation experience who enjoys owning the client journey and solving problems along the way. You'll work closely with Sales, Account Management, and Customer Success to understand client goals and commitments, deliver an onboarding experience grounded in best-practice recommendations rooted in scholarship and grants industry expertise, and set clients up for long-term success. This role also has the opportunity to shape how Kaleidoscope approaches implementation as we grow, improving processes, creating repeatable solutions, and using AI to work more efficiently while maintaining a high bar for quality. This is a hybrid role based in our Minneapolis office, 3 days on-site, 2 days remote. Position Responsibilities Client Onboarding & Delivery Own multiple client implementations from kickoff through successful launch and hand-off to Customer Success Gather requirements and translate client goals and workflows into clear, actionable implementation plans Build and configure accounts, forms, workflows, and award cycle needs to client specifications and program requirements Lead client workshops, including helping organizations build new scholarship programs from the ground up Deliver training across Kaleidoscope's core platform modules so clients can operate independently after go-live Perform technical and functional testing across applicant, reviewer, contributor, and client administrator workflows, and provide technical support, troubleshooting, and issue resolution throughout implementation Manage project timelines, milestones, risks, and client expectations Define implementation success based on client outcomes, including successful first program cycles and time-to-value Partner with Customer Success to ensure a strong hand-off and foundation for long-term adoption Cross-Functional Collaboration Participate in pre-implementation discovery calls with Sales to assess client needs, scope, and complexity ahead of hand-off Partner with Sales and Account Management to understand client commitments, goals, and expectations established during the sales process Work closely with Customer Success to create a seamless transition from implementation to ongoing partnership Surface client feedback, product gaps, and recurring implementation challenges to the appropriate internal teams Serve as the internal implementation subject-matter expert and advocate for a consistent, high-quality client experience Process & AI Optimization Identify opportunities to improve implementation processes, tools, documentation, and efficiency Develop repeatable approaches that reduce implementation time and improve scalability Use AI to accelerate requirements gathering, configuration recommendations, testing, documentation, and training content Review and validate AI-generated work for accuracy, quality, and client readiness Identify project risks early and proactively develop solutions to keep implementations on track Use client feedback and implementation data to identify opportunities for continuous improvement Team & Company Responsibilities Meet key implementation speed and quality metrics, including time to implement, time to value, on-time go-live rate, and go-live success rate. Maintain low post-go-live escalation rates in the first 30, 60, and 90 days as a signal of hand-off quality Collaborate with teammates to share best practices and process improvements Serve as a culture champion of Kaleidoscope and work in accordance with company policies and values Maintain regular and reliable attendance Perform other duties as assigned Required Qualifications Bachelor's degree or higher 2+ years of experience in SaaS implementation, onboarding, solutions consulting, professional services, or a similar client-facing implementation role Demonstrated experience owning software implementations from kickoff through go-live Experience gathering client requirements, translating business processes into software configurations, coordinating testing, and delivering client training Strong project management, organization, and follow-through skills, with the ability to manage multiple implementations and shifting priorities Strong technical aptitude and ability to quickly learn and confidently support new software platforms Ability to translate client goals and workflows into clear, actionable implementation plans Experience troubleshooting client issues and navigating implementation challenges to successful resolution Excellent written and verbal communication skills, with the ability to build trust and communicate effectively with clients and internal teams Experience collaborating cross-functionally with Sales, Account Management, Customer Success, Product, or similar teams Comfort using AI tools to improve productivity, with sound judgment to review and validate AI-generated work Demonstrated attention to detail, ownership, and a continuous improvement mindset Passion for education, scholarships, and the work our clients do to create opportunities for students Proficiency with Microsoft Office Suite Ability to pass a background check Authorized to work in the US for any employer Preferred Qualifications Experience implementing EdTech, nonprofit, grants, scholarships, or other workflow-based SaaS products Experience working with software that supports complex application, review, award, or reporting workflows Experience building or improving implementation processes, playbooks, or methodologies Experience working in a startup or high-growth SaaS environment What We'll Deliver Tools & Resources Salesforce CRM for implementation tracking and client context ChurnZero for monitoring onboarding health and engagement Claude and other AI tools to accelerate configuration, documentation, testing, and training Clear implementation playbooks and processes Training on product features and best practices Professional Development Implementation methodology and process training Scholarship and grant industry training Mentorship from experienced customer success team members Regular feedback and coaching Clear visibility into project and client metrics Culture & Benefits Fast-paced, high-growth, mission-driven team Competitive pay and benefits package including: Medical, dental, and vision coverage 401(k) with company match Paid parental leave policy Flexible PTO And more! Salary Range: $65,000 – $70,000 Our Mission Our mission is to eliminate financial barriers to advancement by mobilizing philanthropic dollars to support students in need. Every day, we're working to connect capable students with the funding they need to reach their potential, and helping organizations create meaningful scholarship programs that change lives. Equal Opportunity Employer Kaleidoscope is an equal opportunity employer. We're committed to building a diverse team because varied perspectives help us better serve our customers, partners, and scholars from every background. We welcome applicants regardless of race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, veteran status, or any other protected characteristic. Physical Demands This is a hybrid role with an in-office component. While performing the duties of this role, the employee may be required to sit, stand, walk, bend, reach, use a keyboard, and occasionally lift or move up to 25 pounds. The employee must be able to communicate effectively in person and by telephone and perform the visual tasks required for the role.