Remote Implementations Executive — SaaS Onboarding Lead

MicroSourcing International; 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

Discover your 100% YOU with MicroSourcing!

Position: Implementations Executive

Work setup & shift: Remote | Day Shift

Why join MicroSourcing?

You'll Have

Competitive Rewards: Enjoy above-market compensation, healthcare coverage on day one, plus one or more dependents, paid time-off with cash conversion, group life insurance, and performance bonuses

A Collaborative Spirit: Contribute to a positive and engaging work environment by participating in company-sponsored events and activities.

Work-Life Harmony: Enjoy the balance between work and life that suits you with flexible work arrangements.

Career Growth: Take advantage of opportunities for continuous learning and career advancement.

Inclusive Teamwork: Be part of a team that celebrates diversity and fosters an inclusive culture.

Your Role

As a Implementations Executive, 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 escalate 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.
• 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.
  
  

Preferred Skills/expertise

• Background in Data Analysis
• Proven ability to execute User Acceptance Testing (UAT) and system quality assurance.
• Direct experience working within a fast-paced B2B SaaS environment.
• Proficiency with project management platforms and advanced Excel or Google Sheets.
• 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 the ability to leverage data for strategic launch planning.

About MicroSourcing

With over 9,000 professionals across 13 delivery centers, MicroSourcing is the pioneer and largest offshore provider of managed services in the Philippines.

Our commitment to 100% YOU

MicroSourcing firmly believes that our company's strength lies in our people's diversity and talent. We are proud to foster an inclusive culture that embraces individuals of all races, genders, ethnicities, abilities, and backgrounds. We provide space for everyone, embracing different perspectives, and making room for opportunities for each individual to thrive.

At MicroSourcing, equality is not merely a slogan - it's our commitment. Our way of life. Here, we don't just accept your unique, authentic self - we celebrate it, valuing every individual's contribution to our collective success and growth.

Join us in celebrating YOU and your 100%! For more information, visit https://www.microsourcing.com/

• Terms & conditions apply