Team Lead, Professional Services-Grants

euna; Oakville; Hybrid; CAD 88,000 - 110,000; Full time

Job summary

Euna Solutions is seeking a Team Lead, Professional Services to guide a high-performing Implementation Team and act as the primary customer contact during onboarding. You will balance people leadership with hands-on implementation management for customers.

You will gather requirements, configure SaaS products, manage project tasks, and ensure a smooth transition from sales to adoption while collaborating cross-functionally to deliver exceptional client experiences.

Qualifications

• Bachelor's degree or equivalent practical experience.
• 7+ years in a client-facing implementation role in SaaS.
• Strong understanding of software implementation processes and best practices.
• Experience managing a team.
• Excellent communication and interpersonal skills; ability to lead workshops.
• Technical aptitude to learn new software and address implementation challenges.
• Strong problem-solving and analytical skills; high proficiency in Excel.
• Experience designing/ documenting reports from relational databases; SSRS or PowerBI.
• Experience with CRM/ERP implementations; GovTech a plus.
• Familiarity with Jira, Cloud Coach, Autotask, Asana or similar for project tracking.

Responsibilities

• Lead client onboarding as primary contact, gathering requirements and guiding implementations.
• Perform basic project management with clear communication, risk and opportunity assessment.
• Configure systems to meet client requirements using out-of-the-box functionality; develop data loads and scripts as needed.
• Collaborate with sales, product, customer success, and support to ensure smooth handoffs and adoption.
• Develop and deliver training sessions; create implementation docs and knowledge base articles.
• Identify and resolve implementation challenges; escalate when needed and provide timely updates.
• Contribute to continuous improvement of implementation processes and methodologies.

Skills

Team leadership

Client-facing

Communication

Excel

Analytical thinking

Education

Bachelor's degree or equivalent

Tools

Jira

Asana

PowerBI

SSRS

Autotask

Cloud Coach

Excel

Job description

The Opportunity

We are seeking a Team Lead, Professional Services, independently motivated and ready to make our high-functioning Implementation Team even better. As a Team Lead, you will serve as both a people leader and customer-facing Implementation Manager. Half of your time is dedicated to leading your team and half is dedicated to serving as an Implementation Manager for customers. As an Implementation Manager, you will be our new customers’ primary contact, overseeing the onboarding process from end-to-end. This is a multi-faceted set of responsibilities including requirements gathering, configuration of our SaaS products to meet those requirements, carrying out basic project management activities, and ensuring a smooth transition from sales to adoption. You will collaborate closely with cross-functional teams, including sales, product management, customer success, and technical support, to deliver exceptional client experiences and drive customer satisfaction.

What You'll Do

Client Onboarding: Serve as the primary point of contact for clients during the onboarding process. Conduct kickoff meetings, gather business processes and resulting requirements, and provide expert guidance on best practices for implementing and configuring our SaaS products to meet their unique needs.

Project Management: Carry out basic project management activities, notably that the work you are delivering falls within the scope of the implementation, that there are well planned & reliable communications, that you continuously evaluate points of risk and opportunity, and providing customer advice and assistance with their change management.

Product Configuration: Customize system settings, workflows, and integrations to align with client requirements while using out-of-the-box functionality to minimize customizations whenever possible. Depending on the product you may also:

• Work extensively in Excel to prepare data and carry out initial data load;
• Write simple scripts;
• Author ad hoc reports on behalf of the customer.

Cross-Functional Collaboration: Work closely with sales, product management, customer success, and technical support teams to ensure a seamless transition from the sales cycle to adoption. Foster strong relationships with internal stakeholders, using effective communication to influence product design and customer life-cycle to deliver a coherent, high quality, client experience.

Training and Documentation: Engage the project team to develop and deliver comprehensive training sessions to educate clients on the features and functionalities of our SaaS products. Create and maintain implementation documentation, user guides, and knowledge base articles to support clients throughout the onboarding process ensuring the customer’s complete adoption of their product.

Issue Resolution: Identify and address implementation challenges, working closely with internal teams to troubleshoot and resolve issues promptly. Escalate complex problems to appropriate departments and provide timely updates to clients, ensuring their concerns are addressed effectively.

Continuous Improvement: Actively contributes to the enhancement of implementation processes and methodologies.

What You Bring

• Bachelor's degree in a relevant field (e.g., Business, Computer Science, Information Systems) or equivalent practical experience.
• 7+ years of experience in a client-facing implementation role, preferably in the SaaS industry.
• Strong understanding of software implementation processes, methodologies, and best practices.
• Experience managing a team.
• Excellent communication and interpersonal skills, with the ability to build rapport, effectively collaborate with clients and internal teams, and be able to take the lead in a workshop environment.
• Technical aptitude with the ability to quickly learn and navigate new software applications, and the ability to identify and address implementation challenges effectively.
• Strong problem-solving and analytical skills – high comfort level with Excel is a plus.
• Design and documentation of reports generated from relational databases – ability to author reports (SSRS or PowerBI) a significant plus.
• Experience with CRM, ERP, or other enterprise software implementations, particularly GovTech, is a plus.
• Familiarity with Jira, Cloud Coach, Autotask, Asana, or similar software for project tracking and time management is a plus.

Location & Travel

This position will be hybrid with 3 days/week in our Oakville, ON office (Tuesday, Wednesday & Thursday)

Compensation Range

$88,000 - $110,000
We believe in openness, so we publish our range from the start. Where an offer lands depends on your background, strengths, and how you’ll contribute to the work ahead.

AI Mindset at Euna Solutions

We believe the future of work is human + AI. At Euna Solutions, we encourage our team members to leverage AI tools to enhance creativity, efficiency, and decision-making. We’re looking for people who are curious about emerging technologies, eager to experiment, and committed to using AI responsibly to augment—not replace—their expertise.

If you enjoy exploring new ways to solve problems, learning continuously, and applying AI to make your work smarter and more impactful, you’ll thrive here.

Life at Euna Solutions

We'rea team of builders, problem-solvers, and public sector champions.We’vebuilt a workplace around a straightforward idea: people do their best work whenthey'retrusted, supported, and notrunning onempty.

Here’swhat thatactually lookslike:

How we work

We're hybrid — three days a week in our Oakville or Atlanta offices, with standard hours on those days. What the remaining days look like depends on your role and your manager. We talk about it early in the process so there are no surprises on either side.

EunafierDays

Twice a year, you get an extra day tacked onto a long weekend. Simple reason: people who take breaks do better work. Use it however you need.

Community is part of who we are

Our Engagement Committee finds meaningful ways to give back through time, donations, and sharedexpertise. We're invested in the places where our people actually live and work.

Philanthropy Time

We give every employee up to eight hours a year to spend on causes that matter to them. We want you to show up for your community — and we make time for it.

Real connection at scale

You won't know all 600+ people — and that's okay. What matters is building real relationships with the people you work with every day. Our culture team creates consistent opportunities for that, so work doesn't feel isolating.

Room to grow

Whether you're going deep on AI, building expertise in government tech, or stepping into a bigger role, we invest in your development — through budget, mentorship, and real opportunity to move when you're ready.

About Euna Solutions

Euna Solutions® is the leading provider of purpose-built, cloud-based software designed to streamline procurement, budgeting, payments, and grants management for public sector and government organizations. Euna's AI-powered features and intelligent automation help organizations make better-informed decisions, ensure compliance, empower collaboration, and reduce administrative burden. Euna's full-cycle financial suite supports more than 3,600 organizations across North America in building trust, enabling transparency, and driving positive community impact. Recognized on Government Technology's GovTech 100 list, Euna Solutions is committed to advancing public sector innovation. To learn more, visit www.eunasolutions.com. Euna's privacy policy is available here.

Please visit our website: https://eunasolutions.com/careers/ and check out our LinkedIn Pages https://www.linkedin.com/company/eunasolutions/

For any inquiries or requests regarding accessibility at Euna Solutions, please email [e-mail] or call our office at 1.877.707.7755. Upon request, appropriate accessible formats or arrangements will be provided as soon as practicable.