Implementation Consultant
Own standardized, customer-facing implementations for lower-segment accounts, from discovery and configuration through training and go-live. The role requires 2–4+ years in implementation or onboarding, strong project management and communication skills, technical aptitude, and Spanish-language enablement capability.
About the job
Responsibilities
- Own a structured onboarding journey for lower-segment accounts, including discovery, configuration, training, and go-live confirmation.
- Deliver Spanish-language enablement through live sessions and recorded modules covering product setup, workflows, and troubleshooting.
- Configure standard integrations and features, including user roles, device provisioning, alerting, and reporting templates, using repeatable playbooks.
- Proactively manage timelines, risks, and dependencies; escalate blockers and drive clear resolution paths.
- Track and report implementation KPIs, including milestone completion, activation, and user engagement, and document project artifacts for handoff.
- Run multi-customer cohorts when appropriate to increase throughput while maintaining quality and customer satisfaction.
- Collaborate with Sales and Customer Success to align scope, set expectations, and ensure smooth post-go-live transitions.
- Capture customer feedback to inform product improvements and refine implementation playbooks for scale.
Requirements
- 2–4+ years of experience in implementation, onboarding, or customer-facing delivery roles, preferably with SMB or high-volume segments.
- Strong written and verbal communication skills; English proficiency required for internal collaboration.
- Experience executing standardized, remote implementations with clear timelines and measurable outcomes.
- Strong project management skills, including planning, prioritization, stakeholder communication, and risk management.
- Technical aptitude to guide configuration, troubleshoot common issues, and translate customer needs into product solutions.
- Customer-centric mindset with the ability to simplify complex concepts and drive adoption through practical training.
- Data-driven approach to tracking KPIs and continuously improving processes; comfortable working in CRM, ticketing, and documentation tools.
- Growth-oriented, organized, and resilient, with the ability to thrive in fast-paced environments and context-switch across multiple accounts.
Skills
Project Management, Customer Onboarding, Implementation, Technical Troubleshooting, Integrations, CRM, Ticketing Tools, Documentation Tools, KPI Tracking, Stakeholder Communication
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