Lead Implementation Specialist handling complex customer onboarding for travel and spend management platform at Perk. Driving integration and full adoption of the platform among clients' users.
About the role
- 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)
- $100K life insurance
- short & long-term disability
- Paid time off + 9 paid holidays
- Free company lunch (Thursdays)
- stocked kitchen
- $1,000 annual education support
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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