Onboarding & Adoption Implementation Consultant I

United States Digital Space LLC; New York (NY); Hybrid; USD 91,000 - 114,000; Full time

Job summary

the company LLC, a finance platform, is seeking an Implementation Consultant I on the Commercial team in New York City. This hybrid role combines customer empathy, project management, and technical know-how to guide onboarding for small to mid-sized customers.

You will deepen product knowledge, coordinate deployments, and translate business needs into configurations, with opportunities to grow into implementation leadership while collaborating across teams to ensure a smooth go-live.

Qualifications

• 2+ years of experience in a customer-facing role, ideally within a SaaS organization or a consulting firm that delivers SaaS services.
• Some exposure to project coordination or structured implementation work.
• Strong communication skills, both with customers and internal stakeholders.
• Comfort working across technical and non-technical workstreams with guidance.
• Organized and detail-oriented, with a strong sense of urgency in driving tasks to completion.
• Collaborative mindset with the ability to work cross-functionally to resolve issues.
• Bonus: Experience in Financial, Expense Management, or ERP software.
• Bonus: Familiarity with General Ledger, Accounts Payable, Accounts Receivable, Billing, Expense Management, Travel, Procurement, or Corporate Card programs.

Responsibilities

• Organize and facilitate customer meetings by managing agendas, capturing notes, tracking action items, and setting clear expectations throughout the implementation lifecycle.
• Support customers in understanding their business needs and configuring the company to address them, translating basic requirements into product configurations with guidance.
• Manage straightforward stakeholder communication and assist with timelines and deliverables to keep implementations on track.
• Assist with spend migrations and support end user adoption during deployment, helping customers feel confident and prepared for go-live.
• Introduce integration concepts to customers, provide relevant guides for connecting the company with external systems, and engage Technical Consultants for more complex integration or troubleshooting needs.
• Coordinate handoffs between AE/CSE and CSM, providing basic documentation to ensure continuity of the client relationship.
• Deliver standard change management templates to customers in preparation for go-live, and lead training sessions with supervision as needed.
• Collaborate within the Implementation team and contribute feedback on the client experience when asked, supporting process improvements over time.

Job description

the company LLC, a finance platform, is seeking an Implementation Consultant I on the Commercial team in New York City. This hybrid role combines customer empathy, project management, and technical know-how to guide onboarding for small to mid-sized customers.

You will deepen product knowledge, coordinate deployments, and translate business needs into configurations, with opportunities to grow into implementation leadership while collaborating across teams to ensure a smooth go-live.