Remote Implementations Executive — SaaS Onboarding Lead

MicroSourcing; Manila; On-site; PHP 600,000 - 900,000; Full time

Benefits offered by this job

Healthcare coverage day one

Performance bonuses

Flexible work arrangements

Career growth

Job summary

MicroSourcing seeks an Implementations Executive for a remote, day-shift role. You will collaborate with leadership, sales, and clients to define requirements, configure the platform, and manage timelines across tools like Monday.com, Jira, and Trello.

You will also guide data imports, onboarding workflows, and handovers to Customer Success. The ideal candidate has 1–3 years in onboarding or platform configuration, strong communication, and a detail-oriented, fast-learning mindset—all within a

Qualifications

• 1–3 years of experience in client onboarding, platform configuration, or account coordination.
• Proficiency with project management platforms and advanced Excel or Google Sheets.
• Experience using CRM and engagement tools like Freshdesk, Salesforce, HubSpot, or Zoom.
• Strong written and verbal communication skills to manage stakeholders at all levels.
• High Attention to Detail: Delivers consistently accurate, error-free work under minimal supervision.
• Fast Learner: Quickly masters new tools, processes, and domain knowledge to hit the ground running.
• Multi-Project Management: Successfully prioritizes and balances multiple competing initiatives to meet tight deadlines.

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

Client onboarding

Platform configuration

Account coordination

Written communication

Attention to detail

Fast learner

Multi-project management

Data analysis

Tools

Monday.com

ClickUp

Jira

Trello

Freshdesk

Salesforce

HubSpot

Zoom

Excel

Google Sheets

OneDrive

Confluence

Job description

MicroSourcing seeks an Implementations Executive for a remote, day-shift role. You will collaborate with leadership, sales, and clients to define requirements, configure the platform, and manage timelines across tools like Monday.com, Jira, and Trello.

You will also guide data imports, onboarding workflows, and handovers to Customer Success. The ideal candidate has 1–3 years in onboarding or platform configuration, strong communication, and a detail-oriented, fast-learning mindset—all within a