Client Implementation Consultant / Customer Training Specialist / Product Adoption Specialist

Open Source United; New York (NY); Vor Ort; USD 100.000 - 150.000; Vollzeit

Zusammenfassung

Open Source United in New York seeks a Client Implementation Consultant to guide customers through implementation, configuration, training, and early adoption to achieve value from our products. You will collaborate with Sales, Customer Success, Product, Support, and Engineering to plan and execute implementation activities, gather requirements, configure accounts, and deliver user training.

You will monitor milestones and drive adoption.

Qualifikationen

• Bachelor-level degree in a related field.
• Experience in customer implementation, onboarding, customer success, product adoption, training, consulting, account management, technical support, or related role.
• Strong understanding of onboarding and implementation lifecycles from discovery to handover.
• Experience gathering customer requirements, documenting workflows, and coordinating delivery plans.
• Ability to manage timelines, milestones, risks, and communications.
• Experience delivering customer training through virtual sessions, workshops, and coaching.

Aufgaben

• Guide customers through implementation, configuration, training, and early adoption to ensure value.
• Collaborate with Sales, Customer Success, Product, Support, Engineering and stakeholders to plan and deliver implementation activities.
• Gather requirements, develop project plans, coordinate data migrations or integrations, and prepare customer-facing resources.
• Monitor milestones and risks, resolve issues, and ensure timely handovers.
• Track usage and engagement metrics to identify adoption gaps and drive customer value.

Kenntnisse

Customer onboarding

Project management

Stakeholder management

Training delivery

Communication

Technical explanation

Change management

Ausbildung

Bachelor's degree in Business / Information Systems / Technology / Customer Experience / Communications / Education / Project Management

Tools

Salesforce

HubSpot

Gainsight

Zendesk

Asana

Jira

Monday.com

Jobbeschreibung

The Client Implementation Consultant / Customer Training Specialist / Product Adoption Specialist helps customers successfully deploy, understand, and gain value from a company’s products, platforms, or services. This role guides clients through implementation, configuration, training, and early adoption, ensuring a smooth transition from purchase to effective and sustained product use.

The position works closely with Sales, Customer Success, Product, Support, Engineering, Operations, and client stakeholders to plan and deliver implementation activities. Responsibilities include gathering customer requirements, developing project plans, configuring accounts or workflows, coordinating data migration or integrations, delivering user training, monitoring milestones, resolving implementation issues, and preparing customer-facing documentation and resources.

The role also drives adoption and customer value by tracking usage, engagement, activation, training completion, and customer feedback. It identifies risks and adoption barriers, recommends solutions, supports change management, and communicates customer insights internally to improve product experience, onboarding processes, training materials, and long-term customer retention.

Qualifications

• Bachelor’s degree in Business, Information Systems, Technology, Customer Experience, Communications, Education, Project Management, or a related field.
• Experience in customer implementation, onboarding, customer success, product adoption, training, consulting, account management, technical support, or a related role.
• Strong understanding of customer onboarding and implementation lifecycles, from discovery and project planning through configuration, training, launch, adoption, and handover.
• Experience gathering customer requirements, documenting workflows, identifying implementation dependencies, and coordinating delivery plans.
• Ability to manage implementation timelines, milestones, action items, risks, issue logs, stakeholder expectations, and project communications.
• Experience delivering customer training through virtual sessions, workshops, webinars, product demonstrations, one-to-one coaching, or self-service learning resources.
• Ability to explain products, services, workflows, and technical concepts clearly to both technical and non-technical customer audiences.
• Experience configuring accounts, user permissions, product settings, workflows, data imports, integrations, or customer environments is advantageous.
• Familiarity with CRM, customer-success, project-management, learning-management, support, or product-adoption platforms such as Salesforce, HubSpot, Gainsight, Zendesk, Asana, Jira, Monday.com, or similar tools.
• Ability to monitor customer adoption using metrics such as activation, feature usage, training completion, engagement, time-to-value, satisfaction, retention, and implementation progress.
• Experience identifying onboarding risks, change-management needs, adoption barriers, technical issues, and opportunities to improve customer outcomes.
• Strong stakeholder-management skills across customers, sales teams, product teams, support teams, implementation teams, and internal leadership.
• Excellent communication, presentation, facilitation, problem-solving, organisational, and customer-service skills.
• Ability to manage multiple customer projects, priorities, deadlines, and changing requirements in a fast-paced environment.