Implementation Specialist guiding customers through onboarding and system configurations for a SaaS workforce management platform. Ensuring seamless transitions and driving product adoption with small business clients.
Responsibilities
Drive product adoption and conversion within the assigned book of business by conducting 1:1 onboarding sessions and delivering customized trial setups.
Initially, may require outbound recruitment and ‘selling’ to entice customers to participate in the program.
Configure account settings and load employees.
Provide best practice recommendations by industry and size of workforce.
Conduct demos and ‘how-to sessions’ to gain customer understanding.
Monitor accounts for inactivity, re-engage customers.
Answer product questions via email, chat, or video calls.
Provide training sessions for additional admins, managers, and employees (if necessary) to gain adoption
Requirements
2–3 years of experience in customer onboarding, account management, or implementation in a SaaS environment.
Proven ability to uncover customer needs and align solutions.
Excellent interpersonal, verbal, and written communication skills.
Strong presentation skills.
Experience working with small business clients and simplifying technical concepts.
Problem-solving mindset with the ability to identify and address adoption blockers.
Comfortable working with CRM and support ticketing systems
Benefits
100% paid health insurance, dental & vision (Blue Cross)
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