Implementation Specialist - Remote

Overview

An overview paragraph about the job

In Short

• Lead implementations end-to-end: discovery, requirements, configuration, testing, training, and go-live support.
• Build strong relationships with new and existing clients; serve as a trusted advisor during rollout and beyond.
• Configure the CRM to match real-world workflows; document decisions and system setup clearly.
• Train client teams on system usage and best practices to drive adoption and long-term success.
• Monitor client health and proactively identify risks, issues, and improvement opportunities.
• Troubleshoot technical and workflow issues; escalate bugs and product requests with clear detail and priority.
• Partner with internal teams to improve implementation processes, documentation, data integrity, and system maintenance practices (security, backups, duplicates, etc.).

Requirements

• Experience in a client-facing software implementation or technical support role.
• Strong troubleshooting and problem-solving skills; you can break down complex issues and find a path forward.
• Excellent written and verbal communication; you can run meetings, train users, and document clearly.
• Working knowledge of CRMs and project tools (e.g., Salesforce, HubSpot, Asana, Jira, etc.).
• Ability to manage multiple clients/projects simultaneously, stay organized, and follow through.
• Comfort working independently in a fast-moving environment while collaborating closely with a team.

Benefits

• Work in a detail-oriented, people-oriented, outcome-oriented, and team-oriented culture.