SaaS Implementation Consultant - Workflow Configuration

HR Service Jobs; Fernie; Hybrid; CAD 70,000 - 110,000; Full time

Job summary

HR Service Jobs is seeking a detail-oriented SaaS Implementation Consultant focused on workflow configuration to support successful SaaS implementations for clients. You will gather requirements, map processes, configure workflows, test functionality, and assist clients throughout the implementation lifecycle.

The role collaborates with clients, project managers, business analysts, and technical teams to ensure configurations align with client objectives and standards.

Qualifications

• Bachelor’s degree or equivalent in IT, CS, IS, business admin, or Eng.

Responsibilities

• Gather requirements, map existing processes, and design improved workflows.
• Configure platform workflows, including tasks, approvals, notifications, and routing.
• Lead end-to-end implementation from discovery to post-launch support.
• Create test scenarios and perform functional validation of configurations.
• Explain technical concepts in clear business language to stakeholders.

Skills

SaaS implementation

Requirements gathering

Workflow configuration

Business process mapping

Testing & validation

Data mapping & integrations

Technical communication

Project coordination

Education

Bachelor's degree in IT/CS/IS/Engineering or related

Tools

Salesforce

ServiceNow

Microsoft Power Platform

Jira

Job description

Job Summary

HR Service Jobs is seeking a detail-oriented and customer-focused SaaS Implementation Consultant - Workflow Configuration to support the successful implementation, configuration, and optimization of Software-as-a-Service (SaaS) solutions for clients. This role is ideal for a professional who enjoys solving business problems, configuring software systems, improving operational processes, and helping organizations get the most value from their technology investments.

The successful candidate will work closely with clients, project managers, business analysts, technical teams, and customer success professionals to understand business requirements and translate them into practical, scalable workflow configurations. Responsibilities include gathering requirements, mapping existing processes, configuring workflow rules, setting up approval processes, testing system functionality, troubleshooting implementation issues, and supporting clients throughout the implementation lifecycle.

The SaaS Implementation Consultant will also help ensure that configured solutions align with client objectives, operational policies, and established implementation standards. The role requires a combination of technical understanding, analytical thinking, communication skills, and project coordination abilities.

Candidates who are comfortable learning new software platforms, managing multiple implementation tasks, and explaining technical concepts in clear business language are encouraged to apply. Depending on project requirements and company policy, this position may offer remote, hybrid, or office-based working arrangements.

Key Responsibilities

• Client Requirements Gathering: Conduct discovery meetings, interviews, and workshops with clients to understand their business objectives, operational challenges, existing processes, and desired workflow outcomes.
• Workflow Configuration: Configure SaaS platform workflows, including task assignments, approval chains, notifications, automated actions, business rules, conditional logic, and escalation procedures.
• Business Process Mapping: Document existing workflows and design improved processes that support efficiency, consistency, accountability, and measurable business outcomes.
• Solution Implementation: Support the complete implementation lifecycle, from initial discovery and solution design through configuration, testing, deployment, and post-launch stabilization.
• System Customization: Use available platform configuration tools to adapt system functionality to client requirements while following supported configuration standards and avoiding unnecessary complexity.
• Functional Testing: Develop and execute test scenarios to validate workflow logic, permissions, notifications, approval paths, exception handling, and end-to-end process performance.
• Issue Resolution: Investigate configuration errors, workflow failures, integration dependencies, and user-reported issues, coordinating with technical teams when advanced troubleshooting is required.
• Client Communication: Explain system capabilities, configuration decisions, implementation timelines, and technical considerations to stakeholders with varying levels of technical expertise.
• Data and Integration Coordination: Assist with data mapping, import validation, field configuration, and coordination of integrations between the SaaS platform and other business applications.
• User Training: Prepare training materials, conduct demonstrations, and guide end users through configured workflows, system navigation, and common troubleshooting procedures.
• Project Coordination: Track implementation milestones, maintain task lists, document decisions, communicate risks, and coordinate deliverables with project managers and client stakeholders.
• Documentation Management: Maintain accurate configuration records, process maps, requirements documents, test results, user guides, and implementation handover materials.
• Change Management: Assess requested workflow changes, evaluate their potential impact, and coordinate approvals and testing before implementing modifications.
• Continuous Improvement: Identify opportunities to simplify workflows, reduce manual effort, improve user adoption, and enhance the overall client experience.
• Post-Implementation Support: Assist with production verification, issue triage, knowledge transfer, and ongoing optimization during the agreed post-launch support period.
• Security and Compliance: Follow applicable data protection requirements, access-control policies, confidentiality standards, and organizational procedures throughout implementation activities.

Required Skills and Qualifications

• Bachelors degree in Information Technology, Computer Science, Information Systems, Business Administration, Engineering, or a related discipline is preferred.
• Strong interest in SaaS platforms, business applications, workflow automation, and digital transformation.
• Ability to gather, analyze, and document business and functional requirements.
• Understanding of workflow concepts, including triggers, conditions, actions, approvals, task routing, and notifications.
• Familiarity with business process mapping techniques, such as flowcharts, swimlane diagrams, and process documentation.
• Basic knowledge of software configuration, application administration, and system testing.
• Strong analytical and problem-solving skills, with the ability to investigate issues systematically.
• Clear written and verbal communication skills for working with clients and internal teams.
• Ability to explain technical concepts in straightforward, business-friendly language.
• Good organizational skills and the ability to manage multiple priorities, deadlines, and implementation tasks.
• Strong attention to detail when configuring systems, validating results, and maintaining documentation.
• Proficiency in standard workplace applications, including spreadsheets, presentations, documents, and collaboration tools.
• Willingness to learn new SaaS products, configuration interfaces, and implementation methodologies.
• A customer-focused approach with a commitment to quality, reliability, and continuous improvement.
• Ability to work independently while collaborating effectively with cross-functional teams.

Experience

• Entry-Level Candidates: Applicants with relevant academic projects, internships, technical training, or a strong interest in SaaS implementation may be considered for junior opportunities, subject to the positions actual requirements.
• Experienced Candidates: Previous experience in SaaS implementation, software consulting, application configuration, business analysis, technical support, or customer success is advantageous.
• Workflow Experience: Experience configuring approval workflows, automated business processes, forms, task routing, or notification rules is beneficial.
• Platform Knowledge: Familiarity with platforms such as Salesforce, ServiceNow, Microsoft Power Platform, Jira, or comparable SaaS business applications is an advantage.
• Testing and Documentation: Experience preparing test cases, documenting requirements, maintaining configuration records, and supporting user acceptance testing is desirable.
• Client-Facing Experience: Previous involvement in client workshops, software demonstrations, training sessions, or implementation support is helpful.
• Candidates should be assessed according to the actual seniority of the vacancy. Equivalent practical experience and demonstrated configuration skills may be considered where appropriate.

Working Hours

Working arrangements may be remote, hybrid, or office-based, depending on business requirements and the specific employment agreement.

Standard full-time schedules may follow the organizations designated business hours.

Flexible scheduling may be available where project commitments and client support requirements permit.

Occasional participation in client meetings across different time zones may be required.

Employees are expected to attend scheduled project meetings, implementation reviews, training sessions, and progress discussions.

Additional hours may occasionally be necessary during critical deployment periods, subject to company policy and applicable employment regulations.

Part-time or contract arrangements may be considered if offered for the specific vacancy.

The confirmed work schedule, time zone, employment type, and location requirements will be communicated during recruitment.

Knowledge, Skills and Abilities

Technical Knowledge

• Understanding of SaaS delivery models, cloud-based applications, and software implementation principles.
• Knowledge of workflow automation, conditional rules, user roles, permissions, and approval processes.
• Familiarity with APIs, data imports, system integrations, and basic troubleshooting concepts is beneficial.
• Awareness of software testing practices, including functional testing, regression testing, and user acceptance testing.
• Understanding of data quality, access control, and secure handling of client information.

Analytical Skills

• Ability to break down complex business processes into manageable workflow steps.
• Capacity to identify inefficiencies, process bottlenecks, and opportunities for automation.
• Skill in assessing how configuration changes may affect related processes, users, and system functionality.
• Ability to interpret requirements and convert them into clear configuration specifications.

Communication and Collaboration

• Ability to build professional relationships with clients, colleagues, and technical stakeholders.
• Confidence in facilitating requirements discussions and explaining implementation decisions.
• Strong listening, questioning, presentation, and documentation skills.
• Willingness to share knowledge and collaborate across departments.

Organizational Abilities

• Ability to prioritize work according to project milestones, customer needs, and operational risks.
• Careful management of implementation documentation and configuration changes.
• Ability to monitor progress, identify potential delays, and communicate concerns promptly.
• Commitment to completing assigned work accurately and within agreed timelines.

Professional Attributes

• Customer-oriented, dependable, and proactive.
• Adaptable to changing requirements and evolving technology.
• Comfortable learning unfamiliar platforms and solving new problems.
• Committed to professional development, continuous improvement, and responsible handling of confidential information.

Benefits

• Subject to the employment arrangement and the benefits actually offered for the vacancy, potential benefits may include:
• Competitive compensation aligned with qualifications, relevant experience, responsibilities, and market conditions.
• Opportunities to develop expertise in SaaS implementation, workflow configuration, and business process automation.
• Access to relevant software training, product learning resources, and professional development opportunities.
• Exposure to different industries, business processes, and technology implementation projects.
• Opportunities to collaborate with business analysts, developers, project managers, and customer success teams.
• Potential remote or hybrid working flexibility, depending on role eligibility and company policy.
• A collaborative working environment that encourages knowledge sharing and practical problem-solving.
• Opportunities to develop client-facing consulting, project coordination, and technical communication skills.
• Potential career progression into senior implementation consulting, solution consulting, business analysis, platform administration, or implementation project management.
• Any applicable paid leave, insurance, retirement benefits, or other employment benefits specified in the official offer.
• All benefits, allowances, and working arrangements are subject to confirmation by the employer.

Why Join HR Service Jobs?

Joining HR Service Jobs in the SaaS Implementation Consultant - Workflow Configuration role offers an opportunity to contribute to technology-enabled business improvement while developing valuable consulting and technical skills.

This position brings together business analysis, software configuration, customer engagement, and process optimization. It is suited to professionals who enjoy understanding how organizations operate and translating their needs into efficient, reliable digital workflows.

Successful candidates can build experience across the software implementation lifecycle, strengthen their problem-solving abilities, and learn how to deliver solutions that support measurable operational improvements.

The role can also provide a foundation for broader career development in enterprise software, cloud applications, digital transformation, and technology consulting. Professionals who demonstrate strong implementation capabilities, client communication, and ownership of project deliverables may be considered for greater responsibilities as suitable opportunities become available.

HR Service Jobs aims to attract candidates who value teamwork, customer satisfaction, technical learning, and high-quality implementation work. Applicants who are motivated to improve business processes and help clients use technology effectively are encouraged to express their interest.