Implementation Specialist

The Implementation Specialist owns the post‑sale onboarding and rollout of the product, configuring solutions to customer requirements, coordinating timelines, and ensuring a smooth path to adoption and handoff to Customer Success. This role is more technical and project‑oriented than frontline support roles.

Key responsibilities:

• Lead end‑to‑end implementation projects from kickoff through go‑live and handoff, managing scope, milestones, and risks.
• Conduct discovery to understand customer requirements, workflows, and technical environment; translate these into configuration plans.
• Configure product settings, users, permissions, integrations, and data mappings to align with customer needs.
• Coordinate data migration, testing, and validation with customer and internal technical teams.
• Run onboarding and training sessions for admins and end users, tailoring content to different audiences.
• Track implementation progress, com...