Pavago
Staffing and Recruiting
ImplementationSpecialist
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optimal for Mid candidates.
“Implementation Specialist at Pavago. Skills: Client onboarding, System configuration, Client training. Lead client onboarding sessions. Gather requirements”
What You'll Achieve.
Deliver onboarding projects smoothly and on schedule; Improve implementation workflows and client experience; Build confidence with clients and internal teams; Reduce time-to-value for new clients; Maintain high client satisfaction (CSAT/NPS); Ensure user adoption; Ensure successful handoffs to Customer Success
Industry & Context.
Troubleshoot issues
Comfortable working remotely during U. S. business hours
What They're Looking For.
Must Have
2+ years of experience in implementation, onboarding, or technical project management, Experience working with SaaS platforms, CRM, or ERP systems, communication and presentation skills, Experience delivering client training sessions, Highly organized with attention to detail, Comfortable working remotely during U. S. business hours
Nice to Have
Experience implementing SaaS solutions for SMB or enterprise clients, Technical knowledge of APIs, integrations, or SQL, Background in software, healthcare, finance, or professional services, Project management certifications (PMP, CAPM, Agile)
What You'll Do.
Lead client onboarding sessions
Confirm implementation scope
Build client relationships
Deliver client training sessions
Manage implementation projects
Provide regular updates
Document implementation processes
Track onboarding performance
Suggest improvements to workflows
How You'll Work.
Team & Collaboration
Partner with Sales for smooth deal handoff; Work with Customer Success for post-implementation transition; Collaborate with Product/Engineering to resolve issues and share feedback
Communication Scope
Communication skills; Presentation skills
Process & Methodology
Manage implementation projects, Track milestones, Track dependencies, Track deadlines
Full Job Description
### **Implementation Specialist (SaaS Onboarding, CRM/ERP Systems – Remote, U.S. Hours)** ### **About the Role** We’re hiring an **Implementation Specialist** to lead **client onboarding, system setup, and successful product adoption**. In this role, you’ll guide clients from post-sale to full implementation — configuring systems, delivering training, and ensuring a smooth go-live experience. If you’re strong in **SaaS onboarding, project management, and client communication** , this role gives you ownership of the entire implementation journey. ### **Responsibilities** ### **Client Onboarding & Kickoff** * Lead **client onboarding sessions** , introducing workflows, timelines, and expectations * Gather requirements and confirm implementation scope * Build strong client relationships from day one ### **System Configuration & Setup** * Configure **accounts, permissions, and integrations** (CRM, ERP, SaaS platforms, APIs) * Customize workflows, dashboards, and settings based on client needs * Test systems and troubleshoot issues before go-live ### **Training & Enablement** * Deliver **client training sessions** via Zoom or workshops * Create **user guides, video tutorials, and FAQs** * Ensure clients are confident using the platform ### **Project Management** * Manage implementation projects using **Asana, Trello, Monday.com, or Jira** * Track milestones, dependencies, and deadlines * Provide regular updates to clients and internal teams ### **Cross-Team Collaboration** * Partner with **Sales** for smooth deal handoff * Work with **Customer Success** for post-implementation transition * Collaborate with **Product/Engineering** to resolve issues and share feedback ### **Process Improvement & Optimization** * Document implementation processes and best practices * Track onboarding performance (time-to-value, adoption rates) * Suggest improvements to workflows and playbooks ### **Requirements** * 2+ years of experience in **implementation, onboarding, or technical project
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