Remote SaaS Implementations Executive - Client Onboarding Pro

Manatal; Western Visayas; On-site; PHP 420,000 - 660,000; Full time

Benefits offered by this job

Healthcare coverage on day one

Performance bonuses

Group life insurance

Paid time-off with cash conversion

Company-sponsored events

Flexible work arrangements

Job summary

MicroSourcing is hiring an Implementations Executive to collaborate with leadership, sales, and clients to gather requirements and configure the platform, including campaigns, catalogs, user access, and branding. You will manage timelines, data imports, and onboarding workflows while ensuring data integrity.

You will coordinate with Product, IT, and Customer Success to execute client integrations, maintain documentation, and train new hires as platform features evolve.

Qualifications

• 1–3 years of 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 with accurate, error-free work under minimal supervision.
• Fast learner who quickly masters new tools, processes, and domain knowledge.
• Ability to manage multiple projects and meet tight deadlines.

Responsibilities

• Collaborate with leadership, sales, and clients to gather requirements.
• Configure the platform including campaigns, reward catalogs, user access, and branding.
• Manage project timelines and client communications using PM tools.
• Support bulk data imports and onboarding workflows while ensuring data integrity.
• Identify launch roadblocks, troubleshoot setup issues, and escalate defects to tech teams.
• Coordinate with Product, IT, and Customer Success to execute integrations.
• Maintain configuration notes and documentation using cloud tools.
• Execute a formal handover to Customer Success using transition forms.
• Stay updated on new features and conduct training for new hires.

Skills

Client onboarding

Platform configuration

Account coordination

Excel/Sheets

CRM tools

Communication

Attention to detail

Fast learner

Multi-project mgmt

Tools

Monday.com

ClickUp

Jira

Trello

OneDrive

Confluence

SSO/SAML

APIs

Job description

MicroSourcing is hiring an Implementations Executive to collaborate with leadership, sales, and clients to gather requirements and configure the platform, including campaigns, catalogs, user access, and branding. You will manage timelines, data imports, and onboarding workflows while ensuring data integrity.

You will coordinate with Product, IT, and Customer Success to execute client integrations, maintain documentation, and train new hires as platform features evolve.