Pearl
SaaS / PropTech / Operations
ImplementationSpecialist(SaaS/PropTech)
“Implementation Specialist (SaaS / PropTech) at Pearl. Skills: Client Implementation Management, Project Administration & Documentation, Internal Collaboration & Cross-Functional Coordination, Process Improvement & Self-Development. Own the full client onboarding and implementation lifecycle from kickoff through go-live. Manage multiple concurrent client implementations”
What You'll Achieve.
Drive successful onboarding and implementation outcomes for 8–12 active client projects simultaneously; Ensure clients remain aligned to timelines, milestones, and implementation deliverables; Improve operational efficiency by maintaining organized documentation and implementation workflows; Support high customer satisfaction through proactive communication and structured project management; Contribute to continuous improvement of onboarding and implementation methodologies; Strengthen collaboration between implementation, product, solutions, and client success teams; Ensure implementations stay on track, timelines are met, and clients are set up for long-term success; Maintain momentum across all active projects to ensure timely completion; Ensure internal visibility into project health and customer status updates
Industry & Context.
overlap with US business hours is preferred
What They're Looking For.
Must Have
2+ years of SaaS implementation, onboarding, or customer onboarding experience, Proven experience managing customer-facing implementation projects end-to-end, project management and organizational skills with ability to manage multiple concurrent projects, Excellent written and verbal English communication skills, Ability to communicate directly and professionally with clients while maintaining positive relationships, Intermediate proficiency in Microsoft Excel and Microsoft Word, attention to detail with ability to accurately replicate client requirements and documentation, Self-starter mindset with ability to learn complex systems independently, Experience working in fast-paced, high-growth, or client-facing environments, Microsoft Excel, Microsoft Word, Zoom, Project management and task tracking tools, CRM or customer management platforms
Nice to Have
Experience working within SaaS, PropTech, real estate, or professional services industries, Familiarity with CRM or project management tools such as HubSpot, Notion, Asana, Monday. com, or Baton, Exposure to data migration, implementation configuration, or solution delivery workflows, Experience supporting mid-market or enterprise client implementations, Bachelor’s degree or equivalent professional experience, HubSpot, Baton, Notion, Asana, Monday. com, Collaboration and documentation tools
What You'll Do.
Own the full client onboarding and implementation lifecycle from kickoff through go-live
Manage multiple concurrent client implementations
Partner cross-functionally with internal teams including Solutions
Independently manage priorities
Communicate confidently with clients
Maintain organizational discipline across multiple active projects
Ensure implementations stay on track
and clients are set up for long-term success
Drive successful onboarding and implementation outcomes for 8–12 active client projects simultaneously
Ensure clients remain aligned to timelines
and implementation deliverables
Improve operational efficiency by maintaining organized documentation and implementation workflows
Support high customer satisfaction through proactive communication and structured project management
Contribute to continuous improvement of onboarding and implementation methodologies
Strengthen collaboration between implementation
and client success teams
Serve as the primary point of contact for clients from kickoff through go-live
and recurring implementation status meetings
Manage 8–12 concurrent implementation projects across varying client sizes and complexity levels
Hold clients accountable to implementation timelines and proactively escalate blockers when necessary
Maintain momentum across all active projects to ensure timely completion
Maintain accurate project documentation
implementation milestones
and status updates within project management systems
Configure platform-related documentation and templates using Microsoft Excel and Word
Replicate client-specific report formats with attention to detail and accuracy
and project progress across multiple implementations
Ensure internal visibility into project health and customer status updates
Partner with Solutions teams on data migration and platform configuration requests
Coordinate with Product teams to relay customer feedback and feature requests
Work closely with training and go-to-market teams to support onboarding and enablement sessions
Transition completed implementations smoothly to the Client Success team upon go-live
Collaborate cross-functionally to improve implementation quality and operational efficiency
Complete a structured onboarding program and actively engage in internal training initiatives
Participate in company-wide meetings and educational sessions
Contribute ideas and feedback to improve implementation processes and documentation
Continuously develop product knowledge and implementation best practices
How You'll Work.
Team & Collaboration
Partner cross-functionally with internal teams including Solutions, Product, Training, and Client Success; Strengthen collaboration between implementation, product, solutions, and client success teams; Partner with Solutions teams on data migration and platform configuration requests; Coordinate with Product teams to relay customer feedback and feature requests; Work closely with training and go-to-market teams to support onboarding and enablement sessions; Transition completed implementations smoothly to the Client Success team upon go-live; Collaborate cross-functionally to improve implementation quality and operational efficiency
Communication Scope
Excellent written and verbal English communication skills; Ability to communicate directly and professionally with clients while maintaining positive relationships; Communicate confidently with clients; proactive communication
Process & Methodology
project management and organizational skills with ability to manage multiple concurrent projects, structured project management, Manage multiple concurrent client implementations, Manage 8–12 concurrent implementation projects, Track deliverables, dependencies, and project progress across multiple implementations
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