Implementation Consultant - Remote

Overview

An Implementation Consultant is a key member of the Client Services team, responsible for developing implementation strategies and supporting product design and configuration during implementation to ensure client success.

In Short

• Develop subject-matter expertise in the Sageworks Banking/Loan Origination platform
• Lead multiple client implementations of various sizes and complexity
• Serve as the primary point of contact and communication with the customer
• Manage day-to-day execution of project implementations
• Communicate design strategy and configuration details to the client education team
• Maintain job aids and training materials for product design and configuration
• Drive successful adoption and coordinate post-implementation handoff
• Monitor and support product usage and client satisfaction
• Collaborate with the Product team to enhance product functionality
• Provide customer service through technical support and client follow-up

Requirements

• 2+ years of experience in banking, consulting, or SaaS product implementations
• Banking experience and credit knowledge preferred
• Strong written and verbal communication skills
• Excellent facilitation skills
• Attention to detail while managing multiple priorities
• Willingness to travel up to 50% of the time
• Ability to accomplish tasks in a timely manner

Benefits

• Market competitive total rewards package
• Part of a winning company with an inspiring mission
• Opportunity to make big things happen
• Competitive salary with full health benefits
• Flexible PTO and bank holidays
• 401(k) plan and company match