Pavago
SaaS
ImplementationSpecialist
Neural analysis suggests this role is
optimal for Mid candidates.
“Implementation Specialist at Pavago. Skills: Client onboarding, System setup, Product adoption. Lead client onboarding sessions. Introduce workflows”
What You'll Achieve.
Deliver onboarding projects smoothly; Deliver on schedule; Improve implementation workflows; Improve client experience; Build confidence with clients; Build confidence with internal teams; Reduce time-to-value; Maintain high client satisfaction; Ensure user adoption; Ensure successful handoffs
Industry & Context.
Troubleshoot issues
Work remotely U.S. hours
What They're Looking For.
Must Have
2+ years experience, SaaS platforms experience, CRM or ERP systems experience, Communication skills, Presentation skills, Client training sessions experience, Highly organized, Attention to detail, Work remotely U.S. hours
Nice to Have
SaaS solutions for SMB clients, SaaS solutions for enterprise clients, Technical knowledge of APIs, Technical knowledge of integrations, Technical knowledge of SQL, Software background, Healthcare background, Finance background, Professional services background, Project management certifications
What You'll Do.
Lead client onboarding sessions
Introduce expectations
Confirm implementation scope
Build client relationships
Configure permissions
Configure integrations
Deliver client training sessions
Create video tutorials
Manage implementation projects
Provide updates to clients
Provide updates to internal teams
Work with Customer Success
Collaborate with Product/Engineering
Document implementation processes
Document best practices
Track onboarding performance
Suggest improvements to workflows
Suggest improvements to playbooks
How You'll Work.
Team & Collaboration
Sales; Customer Success; Product teams; Engineering teams
Communication Scope
Presentation skills; Client training; Client communication; Provide updates
Process & Methodology
Project management, Asana, Trello, Monday.com, Jira
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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