Implementations Specialist (B2B SaaS)

MicroSourcing; Manila; On-site; PHP 360,000 - 540,000; Full time

Job summary

MicroSourcing in the Philippines is seeking an Implementations Specialist (B2B SaaS) who will join remotely for day shift to support onboarding, platform configuration, and client interactions. The role emphasizes data integrity, UAT, and smooth onboarding using Monday.com, ClickUp, Jira, and Trello, plus CRM tools like Freshdesk, Salesforce, HubSpot, or Zoom.

Strong communication is essential. You’ll stay current on platform features and train new hires, ensuring successful client integrations

Qualifications

• 1–3 years of experience in client onboarding, platform configuration, or account coordination.
• Direct experience working within a fast-paced B2B SaaS environment.
• Proficiency with project management platforms and advanced Excel or Google Sheets.
• Experience using CRM and engagement tools like Freshdesk, Salesforce, HubSpot, or Zoom.
• Proven ability to execute User Acceptance Testing (UAT) and system quality assurance.
• Strong written and verbal communication skills to manage stakeholders at all levels.

Responsibilities

• Collaborate with leadership, sales, and clients to gather clear program requirements.
• Configure the platform including campaigns, reward catalogs, user access, and branding.
• Manage project timelines and client communications using Monday.com, ClickUp, Jira, or Trello.
• Support bulk data imports and user onboarding workflows while ensuring data integrity.
• Identify launch roadblocks, troubleshoot setup issues, and elevate defects to technical teams.
• Coordinate with Product, IT, and Customer Success teams to execute client integrations.
• Maintain configuration notes and documentation using OneDrive and Confluence.
• Execute a formalized handover process to the Customer Success team using transition forms.
• Stay updated on new platform features and conduct training for new hires.

Skills

Project management

CRM usage

Excel/Sheets

Communication

UAT/QA

SaaS experience

Tools

Monday.com

ClickUp

Jira

Trello

Freshdesk

Salesforce

HubSpot

Zoom

Job description

Job Description

Implementations Specialist (B2B SaaS) – Remote – Day Shift – Company: MicroSourcing – Full‑Time – Metro Manila, Philippines.

Why Join MicroSourcing?

Your work environment at MicroSourcing is geared toward collaborative high‑performing teams and it is built around us. We offer a competitive rewards package and great benefits, plus career advancement, work‑life balance, diversity, and an inclusive culture.

Benefits

• Competitive Rewards: Above‑market compensation, healthcare coverage starting day one, dependents coverage, paid time‑off with cash conversion, group life insurance, and performance bonuses.
• Collaborative Spirit: Participate in company‑sponsored events and activities.
• Work‑Life Harmony: Flexible arrangements that fit your work‑life balance.
• Career Growth: Opportunities for continuous learning and advancement.
• Inclusive Teamwork: A culture that celebrates diversity.

Your Role: Program Assurance Officer

In this role you will:

• Collaborate with leadership, sales, and clients to gather clear program requirements.
• Configure the platform including campaigns, reward catalogs, user access, and branding.
• Manage project timelines and client communications using Monday.com, ClickUp, Jira, or Trello.
• Support bulk data imports and user onboarding workflows while ensuring data integrity.
• Identify launch roadblocks, troubleshoot setup issues, and elevate defects to technical teams.
• Coordinate with Product, IT, and Customer Success teams to execute client integrations.
• Maintain configuration notes and documentation using OneDrive and Confluence.
• Execute a formalized handover process to the Customer Success team using transition forms.
• Stay updated on new platform features and conduct training for new hires.

What You Need – Non‑negotiables

• 1–3 years of experience in client onboarding, platform configuration, or account coordination.
• Direct experience working within a fast‑paced B2B SaaS environment.
• Proficiency with project management platforms and advanced Excel or Google Sheets.
• Experience using CRM and engagement tools like Freshdesk, Salesforce, HubSpot, or Zoom.
• Proven ability to execute User Acceptance Testing (UAT) and system quality assurance.
• Strong written and verbal communication skills to manage stakeholders at all levels.

Preferred Skills/Expertise

• Foundational technical knowledge of Single Sign‑On (SSO/SAML) and API integrations.
• Prior experience configuring employee recognition or corporate incentive software.
• Background in creating structured platform training materials and user guides.
• Analytical mindset with ability to leverage data for strategic launch planning.