Technical Implementation Specialist

Clozd; United States; On-site; USD 75,000 - 110,000; Full time

Benefits offered by this job

Competitive compensation

Insurance coverage

Unlimited PTO

10 paid holidays

Catered lunches & activities

Job summary

Clozd, a leader in Decision Intelligence, seeks a Technical Implementation Specialist in the United States. You will lead onboarding, drive feature adoption, and coordinate cross-functional teams to ensure client success.

The role combines technical onboarding with strategic client engagement to deliver measurable value. Responsibilities include managing onboarding projects, guiding integrations (Salesforce, HubSpot, and more), and advocating for product feedback.

Qualifications

• 1+ year of experience in technical solutions, implementations, support, or related roles within a B2B SaaS environment.
• Strong communication skills, with the ability to clearly explain complex technical topics.
• Ability or eagerness to quickly master new technical tools and concepts.
• Practical experience with CRM platforms (Salesforce preferred) and integrations.
• Confidence presenting to an executive audience.
• Strategic and proactive mindset for improving processes and enhancing client satisfaction.

Responsibilities

• Oversee onboarding process for all new clients as project manager.
• Engage weekly with clients early in contract to drive feature adoption with training and resources.
• Coordinate across stakeholders to move programs forward with urgency.
• Set proper onboarding expectations for clients in sales process.
• Guide technical onboarding including CRM integrations and API connections.

Skills

Technical solutions

Implementations

B2B SaaS

Communication skills

CRM integrations

Salesforce experience

Executive presentation

Strategic thinking

Tools

Salesforce

HubSpot

Dynamics 365

Teams

Slack

Gong

DKIM

SSO

Crayon

MCP

API integrations

Job description

Clozd is the leader in Decision Intelligence, helping companies uncover the truth by capturing direct feedback throughout the customer journey.

We believe most revenue organizations are operating without the full picture. CRM and call data only tell part of the story. Clozd delivers the missing truth layer, giving executives the insights they need to improve win rates, retention, and growth.

We need team members who can tackle ambiguity, solve complex problems, and delight customers. We hire dynamic employees who take initiative, find ways to simplify and scale, possess strong interpersonal and communication skills, value humility and learning, crave a fast-paced startup environment, and never compromise their integrity.

The Technical Implementation Specialist at Clozd is a key role combining new client onboarding, technical integrations, and strategic client engagement to ensure Clozd customers are set up for success.

What you will be doing:

Client Engagement & Feature Adoption

• Act as a project manager to oversee the onboarding process for all new clients.
• Engage weekly with clients at the beginning of their contract to drive successful adoption of features by offering training and support resources.
• Multi-thread in the organization to ensure all necessary stakeholders are involved to move the program forward.
• Instill urgency in our clients so that they are onboarded in a timely manner and can quickly realize value from Clozd.
• Meet with clients still in the sales process to set proper expectations about onboarding and implementation.

Technical Implementations & Integrations

• Guide clients through technical onboarding including setting up integrations such as Salesforce, HubSpot, Dynamics, Teams, Slack, Gong, DKIM, SSO, Crayon, MCP, and API connections.

Product Strategy & Client Feedback

• Advocate with the Product Management team for feature requests based on client input and feedback.

Qualifications:

• 1+ year(s) of experience in technical solutions, implementations, support, or related roles within a B2B SaaS environment.
• Strong communication skills, with the ability to clearly explain complex technical topics.
• Ability or eagerness to quickly master new technical tools and concepts.
• Practical experience with CRM platforms (Salesforce preferred) and integrations.
• Confidence presenting to an executive audience.
• Strategic and proactive mindset for improving processes and enhancing client satisfaction.

Benefits:

• Competitive compensation (i.e. salary, bonus, 401k, and equity)
• Majority of medical, dental, disability, life, and other insurance paid
• Unlimited PTO with a boss that encourages taking time off and using PTO to recharge
• 10 paid holidays and company shutdown between Christmas and New Years
• Weekly catered lunches, stocked kitchens, quarterly company/department activities, maternity/paternity leave, EAP program, etc.

Clozd is an Equal Opportunity Employer. Clozd does not discriminate on the basis of race, religion, color, sex, gender identity, sexual orientation, age, non‑disqualifying physical or mental disability, national origin, veteran status or any other basis covered by appropriate law. All employment is decided on the basis of qualifications, merit, and business need.

Clozd participates in E-Verify.

All Clozd employees are required to successfully pass a background check upon being hired.