Implementation Specialist (Hybrid or Remote)

tractionrec; Vancouver; Remote; CAD 80,000 - 90,000; Full time

Job summary

Traction Rec is seeking an Implementation Specialist to understand business requirements, lead customers and project teams to optimal solutions, demo product functionality, configure the product, build custom solutions, lead training sessions, and manage deployments through the implementation cycle.

You will leverage AI tools (Claude, ChatGPT, Copilot) to accelerate discovery, documentation, and configuration work, and you will travel to clients across Canada and the US as needed.

Qualifications

• Degree/diploma in Business, Information Systems or equivalent experience.
• 2+ years technology, consulting and/or internal technology management experience.
• Experience in Salesforce configuration and integrated 3rd party products.
• Translate business requirements and pain points into functional designs.
• Facilitate discovery workshops, manage stakeholder expectations, and communicate with users and sponsors.
• Experience using AI assistants (Claude, ChatGPT, Copilot) to accelerate discovery and documentation.
• Familiarity with Salesforce Agentforce or comparable AI tools.
• Willingness to travel within Canada and the US.

Responsibilities

• Understand Traction Rec / Partner product capabilities and guide clients to best use of out-of-the-box offerings.
• Navigate requirements and propose functional designs maximizing native Salesforce solutions.
• Keep end-user experience front of mind when configuring systems.
• Recommend business process improvements with project team.
• Lead best practices for designing, developing, testing, and deploying new functionality.
• Set up environment management and deployment best practices with customers.
• Prepare for life after go-live with admin docs and train-the-trainer sessions.
• Use AI tools to accelerate documentation, solution design, and client deliverables.
• Evaluate opportunities to apply Agentforce or other AI capabilities within client Salesforce orgs.
• Analyze, transform, and load data; configure Salesforce security; build reports/dashboards.
• Collaborate with Customer Support post go-lives; travel as required.

Skills

Business requirements

Salesforce configuration

AI tools usage

Training & workshops

Stakeholder management

Discovery workshops

Technical communication

Data analysis

Project coordination

Remote collaboration

Education

Business/Information Systems degree or equivalent

Tools

Salesforce Agentforce

Claude

ChatGPT

Copilot

Job description

This role is open to remote based candidates based in Canada with a preference for PST/EST

We're looking for an Implementation Specialist to join our team and be part of our next stage of growth. As an Implementation Specialist, your top priority is to understand business requirements and processes, leading the customers and other project team members to the optimal solution. This role is required to demo existing product functionality, configure the product, build custom solutions, lead training sessions, and manage deployments through the implementation cycle. Additionally, you will be leveraging AI tools and agents (including Claude) to enhance and accelerate discovery, documentation, and configuration work throughout the implementation lifecycle.

Who we are

At Traction Rec, community is at the heart of everything we do. We empower nonprofit organizations like YMCAs, Jewish Community Centers (JCCs), Boys & Girls Clubs of America (BGCA), and Salvation Army Kroc Centers to strengthen their communities through great technology built on the Salesforce platform. By enabling these organizations to deliver their services more efficiently, we help them focus on creating meaningful connections and driving positive change where it matters most.

We believe that business is a powerful force for good. As part of this belief, we’ve committed to the Pledge 1% for the Planet, dedicating 1% of our time, product, profit, or equity to supporting environmental and community causes. This commitment reflects our dedication to creating a positive impact that extends beyond technology.

Our passion for community and innovation has earned us recognition, including:

• Salesforce Nonprofit Sales Partner of the Year and ISV Partner of the Year
• Globe & Mail's Top Growing Companies of 2024 and 2025
• Deloitte's Technology Fast 50 winner 2024
• Deloitte's Technology Fast 500 winner 2024 and 2025

At Traction Rec, we live our values: Community, Authenticity, Impact, Fun, and Growth. As a Living Wage Certified employer in British Columbia, we are dedicated to supporting not just the communities we serve but also the people who make it all happen -our team.

If you're passionate about making a difference and want to join a company that puts community first, we'd love to have you on this journey with us. Together, let's create stronger, healthier, and more connected communities.

Skills

Traction Rec's come from a variety of backgrounds, and we are eager to find people that are from diverse traditional backgrounds. For this role, you might have:

• Degree/diploma in Business, Information Systems or equivalent experience
• 2+ years technology, consulting and/or internal technology management experience
• Experience in Salesforce configuration and integrated 3rd party products
• Technical or process design acumen to translate business requirements and pain points into functional designs
• Effective independent time management and prioritization specifically because of a fast paced, remote working environment
• Ability to facilitate discovery workshops, manage stakeholder expectations, and communicate confidently with both end users and executive sponsors, translating technical trade-offs into business language
• Experience using AI assistants (e.g., Claude, ChatGPT, Copilot) to accelerate requirements gathering, documentation, or solution design
• Familiarity with Salesforce Agentforce or comparable agentic AI tools, and interest in applying them to client solutions
• Ability to responsibly integrate AI tools into a delivery workflow, knowing when to rely on them and when human judgment is required
• What will make you stand out:
  • Billing, Finance, Accounting, and Payments experience
  • Genuine interest or experience in how AI and agentic tools are reshaping implementation and delivery work, with ideas about where & how they can be applied next.
• Bonus points if you've worked with nonprofit community centers or parks and recreation organizations

What You Will Be Doing

• Understanding existing Traction Rec / Integrated Partner product capabilities and limitations with the goal of helping the client navigate to the best use of the out of the box offerings
• Navigating business requirements and proposing functional designs with the goal of maximizing the use of native / declarative Salesforce solutions
• Keep the end-user experience, the member, participant, or family interacting with the system, front of mind when developing and proposing configurations.
• Make business process improvement recommendations in collaboration with other project team members
• Leading best practices for designing, developing, testing, and deploying new functionality
• Setting up and guiding customers through environment management and deployment best practices
• Prepare customers for life after go-live, building admin documentation and leading train-the-trainer sessions so client teams can confidently manage their own solution
• Use AI tools and agents to accelerate requirement documentation, solution design artifacts, and client-facing deliverables
• Evaluate opportunities to apply Agentforce or other AI/agent capabilities within client Salesforce orgs as part of solution
• Analyzing, transforming, and loading data
• Navigating and configuring Salesforce’s Security Model
• Recommending and building Reports and Dashboards
• Collaborating with the Customer Support team to assist clients after go lives
• Travel to clients (Must be able to travel in Canada and US, without restriction)

Compensation

At Traction Rec, we are committed to a fair, market-based and equitable compensation structure. Our market data is refreshed on an annual basis to reflect the most current market conditions.

The starting salary band for this role is $80,000-$90,000. Starting salaries will vary within this range based on experience, skill level, and internal equity related to the role.

Please note that the range details above reflect the base pay only and does not include our competitive bonus program and benefits that we offer.

At Traction Rec, we believe that diversity and inclusion are essential to our success. We are committed to building a team that reflects the diversity of the communities we serve, and we actively seek and welcome candidates from all backgrounds. Our hiring process is designed to be fair, welcoming, and respectful to all candidates, regardless of race, ethnicity, religion, gender, sexual orientation, age, ability, or any other characteristic protected by law. We believe that diversity brings unique perspectives and experiences that can enhance our team and drive innovation, and we are committed to providing equal opportunity and support to all candidates. We encourage everyone to bring their authentic selves to the interview process and join us in building a diverse and inclusive culture at Traction Rec.

Don't meet every single requirement? Studies have shown that women and marginalized groups are less likely to apply to jobs unless they meet every single qualification. If you're excited about this role but your past experience doesn't align perfectly with every qualification in the job description, we encourage you to apply anyways. You may be just the right candidate for this or other roles.

Please note that employment is contingent on the successful completion of background and reference checks.