Remote 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

Discover your 100% YOU with MicroSourcing!

Position: Implementations Specialist (B2B SaaS)

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 Program Assurance Officer, 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.
• 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 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