Team Lead, Professional Services-Grants

euna; Atlanta (GA); Hybrid; USD 110,000 - 150,000; Full time

Job summary

Euna Solutions seeks a Team Lead, Professional Services to guide an elite implementation team and act as the primary client contact for onboarding SaaS implementations.

You will manage projects end-to-end, configure product setups, and collaborate with sales, product, and support to ensure successful adoption and satisfaction. Strong Excel and reporting skills are a plus.

Qualifications

• Bachelor's degree in a relevant field or equivalent practical experience.
• 7+ years of experience in a client-facing implementation role, preferably in SaaS.
• Strong understanding of software implementation processes and best practices.
• Experience managing a team and leading projects.
• Excellent communication and interpersonal skills; ability to lead workshops.
• Technical aptitude with the ability to learn new software quickly and resolve implementation challenges.
• Proficient in designing and documenting reports from relational databases (SSRS/PowerBI).
• Experience with CRM, ERP, or GovTech implementations is a plus.
• Familiarity with Jira, Cloud Coach, Autotask, Asana for project tracking and time management.

Responsibilities

• Client Onboarding: be the primary contact for clients during onboarding; lead kickoff meetings and gather requirements.
• Project Management: ensure reliable communications, identify risks, and advise on change management.
• Product Configuration: tailor system settings, workflows, and integrations; leverage out-of-the-box functionality.
• Cross-Functional Collaboration: coordinate with sales, product, customer success, and support to ensure smooth adoption.
• Training and Documentation: deliver training sessions; create and maintain guides and knowledge base articles.
• Issue Resolution: troubleshoot and escalate issues; provide timely updates to clients.
• Continuous Improvement: contribute to improving implementation processes and methods.

Skills

Team leadership

Client-facing

Communication

Project management

Advanced Excel

Workshop facilitation

Cross-functional collaboration

Requirements gathering

Report writing (SSRS/PowerBI)

Technical aptitude

Education

Bachelor's degree

Tools

Jira

Cloud Coach

Autotask

Asana

PowerBI

SSRS

Job description

The Opportunity

We are seeking a Team Lead, Professional Services, independently motivated and ready to make our high-functioning Implementation Team even better. As a Team Lead, you will serve as both a people leader and customer-facing Implementation Manager. Half of your time is dedicated to leading your team and half is dedicated to serving as an Implementation Manager for customers. As an Implementation Manager, you will be our new customers’ primary contact, overseeing the onboarding process from end-to-end. This is a multi-faceted set of responsibilities including requirements gathering, configuration of our SaaS products to meet those requirements, carrying out basic project management activities, and ensuring a smooth transition from sales to adoption. You will collaborate closely with cross-functional teams, including sales, product management, customer success, and technical support, to deliver exceptional client experiences and drive customer satisfaction.

What You’ll Do

• Client Onboarding: Serve as the primary point of contact for clients during the onboarding process. Conduct kickoff meetings, gather business processes and resulting requirements, and provide expert guidance on best practices for implementing and configuring our SaaS products to meet their unique needs.
• Project Management: Carry out basic project management activities, notably that the work you are delivering falls within the scope of the implementation, that there are well planned & reliable communications, that you continuously evaluate points of risk and opportunity, and providing customer advice and assistance with their change management.
• Product Configuration: Customize system settings, workflows, and integrations to align with client requirements while using out-of-the-box functionality to minimize customizations whenever possible. Depending on the product you may also:
  • Work extensively in Excel to prepare data and carry out initial data load;
  • Write simple scripts;
  • Author ad hoc reports on behalf of the customer.
• Cross-Functional Collaboration: Work closely with sales, product management, customer success, and technical support teams to ensure a seamless transition from the sales cycle to adoption. Foster strong relationships with internal stakeholders, using effective communication to influence product design and customer life-cycle to deliver a coherent, high quality, client experience.
• Training and Documentation: Engage the project team to develop and deliver comprehensive training sessions to educate clients on the features and functionalities of our SaaS products. Create and maintain implementation documentation, user guides, and knowledge base articles to support clients throughout the onboarding process ensuring the customer’s complete adoption of their product.
• Issue Resolution: Identify and address implementation challenges, working closely with internal teams to troubleshoot and resolve issues promptly. Escalate complex problems to appropriate departments and provide timely updates to clients, ensuring their concerns are addressed effectively.
• Continuous Improvement: Actively contributes to the enhancement of implementation processes and methodologies.

What You Bring

• Bachelor's degree in a relevant field (e.g., Business, Computer Science, Information Systems) or equivalent practical experience.
• 7+ years of experience in a client-facing implementation role, preferably in the SaaS industry.
• Strong understanding of software implementation processes, methodologies, and best practices.
• Experience managing a team.
• Excellent communication and interpersonal skills, with the ability to build rapport, effectively collaborate with clients and internal teams, and be able to take the lead in a workshop environment.
• Technical aptitude with the ability to quickly learn and navigate new software applications, and the ability to identify and address implementation challenges effectively.
• Strong problem-solving and analytical skills – high comfort level with Excel is a plus.
• Design and documentation of reports generated from relational databases – ability to author reports (SSRS or PowerBI) a significant plus.
• Experience with CRM, ERP, or other enterprise software implementations, particularly GovTech, is a plus.
• Familiarity with Jira, Cloud Coach, Autotask, Asana, or similar software for project tracking and time management is a plus.

Location & Travel

This position will be hybrid with 3 days/week in our new Atlanta, GA office (Tuesday, Wednesday & Thursday)

AI Mindset at Euna Solutions

We believe the future of work is human + AI. At Euna Solutions, we encourage our team members to leverage AI tools to enhance creativity, efficiency, and decision-making. We're looking for people who are curious about emerging technologies, eager to experiment, and committed to using AI responsibly to augment - not replace - their expertise.

If you enjoy exploring new ways to solve problems, learning continuously, and applying AI to make your work smarter and more impactful, you'll thrive here.

Life at Euna Solutions

We're a team of builders, problem-solvers, and public sector champions. We've built a workplace around a straightforward idea: people do their best work when they're trusted, supported, and not running on empty.

Here's what that actually looks like:

How we work

We're hybrid - three days a week in our Oakville or Atlanta offices, with standard hours on those days. What the remaining days look like depends on your role and your manager. We talk about it early in the process so there are no surprises on either side.

EunafierDays

Twice a year, you get an extra day tacked onto a long weekend. Simple reason: people who take breaks do better work. Use it however you need.

Community is part of who we are

Our Engagement Committee finds meaningful ways to give back through time, donations, and shared expertise. We're invested in the places where our people actually live and work.

Philanthropy Time

We give every employee up to eight hours a year to spend on causes that matter to them. We want you to show up for your community - and we make time for it.

Real connection at scale

You won't know all 600+ people - and that's okay. What matters is building real relationships with the people you work with every day. Our culture team creates consistent opportunities for that, so work doesn't feel isolating.

Room to grow

Whether you're going deep on AI, building expertise in government tech, or stepping into a bigger role, we invest in your development - through budget, mentorship, and real opportunity to move when you're ready.

About Euna Solutions

Euna Solutions® is the leading provider of purpose-built, cloud-based software designed to streamline procurement, budgeting, payments, and grants management for public sector and government organizations. Euna's AI-powered features and intelligent automation help organizations make better-informed decisions, ensure compliance, empower collaboration, and reduce administrative burden. Euna's full-cycle financial suite supports more than 3,600 organizations across North America in building trust, enabling transparency, and driving positive community impact. Recognized on Government Technology's GovTech 100 list, Euna Solutions is committed to advancing public sector innovation. To learn more, visit www.eunasolutions.com. Euna's privacy policy is available here.

Please visit our website https://eunasolutions.com/careers/ and check out our LinkedIn Pages https://www.linkedin.com/company/eunasolutions/

For any inquiries or requests regarding accessibility at Euna Solutions, please email [e-mail] or call our office at 1.877.707.7755. Upon request, appropriate accessible formats or arrangements will be provided as soon as practicable.