Remote Implementations Specialist — SaaS Onboarding Lead

MicroSourcing International; États-Unis; À distance; USD 70 000 - 90 000; Plein temps

Avantages offerts par ce poste

Healthcare day one

PTO with cash conversion

Life insurance

Performance bonuses

Flexible work arrangements

Résumé du poste

MicroSourcing International is seeking an Implementation Specialist to help clients onboard and configure our SaaS platform remotely. You will work with leadership, sales, and client teams to define requirements and ensure smooth handoffs.

The ideal candidate has 1–3 years in client onboarding or account coordination, experience with PM tools, and strong communication. You will manage timelines, run UAT, and support training as we scale deployments.

Qualifications

• 1–3 years of experience in client onboarding, platform configuration, or account coordination.
• Direct experience in 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.

Responsabilités

• 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 formal handover to the Customer Success team using transition forms.
• Stay updated on new platform features and conduct training for new hires.

Connaissances

Client onboarding

Platform configuration

Account coordination

Project management tools

Advanced Excel

CRM tools

Outils

Freshdesk

Salesforce

HubSpot

Zoom

Description du poste

MicroSourcing International is seeking an Implementation Specialist to help clients onboard and configure our SaaS platform remotely. You will work with leadership, sales, and client teams to define requirements and ensure smooth handoffs.

The ideal candidate has 1–3 years in client onboarding or account coordination, experience with PM tools, and strong communication. You will manage timelines, run UAT, and support training as we scale deployments.