Remote Implementations Specialist, B2B SaaS

MicroSourcing

Manila

On-site

PHP 360,000 - 540,000

Full time

14 days+

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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.