Implementation Specialist (SaaS Onboarding, CRM & ERP Systems) – Remote | U.S. Hours
Position Type: Full-Time, Remote
Working Hours: U.S. Business Hours
About the Role
At Pavago, one of our clients is hiring an Implementation Specialist to own client onboarding, software configuration, training, and successful go-live execution.
This is a client-facing implementation role for someone who can take a new customer from signed contract to confident product adoption.
You’ll work across:
- SaaS onboarding
- CRM and ERP implementation
- System configuration
- Client training
- Project management
- Integrations and troubleshooting
- Go-live support
- Cross-functional coordination
If you have experience implementing SaaS, CRM, or ERP platforms and enjoy turning client requirements into working systems, this role is a strong fit.
What You’ll Own
Client Onboarding & Implementation
- Lead implementation kickoff calls with new clients.
- Establish project scope, timelines, milestones, responsibilities, and expectations.
- Gather and document business and technical requirements.
- Understand existing client workflows and translate them into system configurations.
- Guide clients through the complete implementation journey from handoff through go-live.
- Build strong client relationships from the beginning of the engagement.
System Configuration & Setup
Configure client environments including:
- User accounts
- Roles and permissions
- Workflows
- Dashboards
- CRM/ERP settings
- Integrations
- Automation rules
- Data and system configurations
Customize platform settings based on client requirements while maintaining implementation best practices.
Test configurations thoroughly before launch and troubleshoot issues that could impact successful adoption.
CRM, ERP & SaaS Implementation
Work with CRM, ERP, SaaS, or similar business platforms to:
- Configure customer environments.
- Map client processes into platform workflows.
- Support data migration and system setup.
- Connect third-party applications where required.
- Validate integrations and data flows.
- Identify configuration or workflow issues before go-live.
Ensure the final implementation supports the client’s actual operational needs rather than simply completing a standard setup checklist.
Integrations & Technical Troubleshooting
Support integrations involving:
- APIs
- Webhooks
- Third-party applications
- CRM/ERP platforms
- Automation tools
Partner with Product and Engineering teams when deeper technical support is required.
Clearly document technical issues, reproduce problems, and communicate requirements between clients and internal technical teams.
Client Training & Enablement
- Deliver live product training through Zoom or virtual workshops.
- Train administrators and end users on platform functionality.
- Explain workflows clearly to both technical and non-technical users.
- Create and maintain:
- User guides
- SOPs
- FAQs
- Training documentation
- Video tutorials
- Ensure clients understand how to use the platform confidently before implementation is considered complete.
Implementation Project Management
Manage multiple implementation projects simultaneously using tools such as:
- Asana
- Monday.com
- Jira
- Trello
Own:
- Project timelines
- Milestones
- Dependencies
- Client deliverables
- Internal action items
- Risk tracking
- Implementation status
Identify blockers early and proactively keep projects moving toward launch.
Go-Live & Post-Implementation Handoff
- Conduct final implementation and configuration reviews.
- Confirm systems, integrations, permissions, and workflows are functioning correctly.
- Coordinate go-live activities with clients and internal teams.
- Resolve launch-related issues quickly.
- Document completed configurations and outstanding items.
- Ensure a structured handoff to Customer Success following implementation.
Cross-Functional Collaboration
Partner closely with:
- Sales
- Customer Success
- Product
- Engineering
- Operations
Ensure accurate handoffs from Sales and communicate implementation requirements clearly across teams.
Share recurring client feedback, technical issues, and product improvement opportunities with Product and Engineering.
Process Improvement
- Document implementation processes and best practices.
- Build repeatable onboarding workflows and implementation playbooks.
- Identify bottlenecks that increase implementation time.
- Improve templates, documentation, training resources, and internal processes.
- Track implementation performance and identify opportunities to reduce time-to-value.
Required Experience & Skills
Must-Have
- 2+ years of experience in:
- SaaS implementation
- Client onboarding
- Software implementation
- Technical project management
- Customer implementation
- Hands-on experience working with SaaS, CRM, ERP, or similar business software platforms.
- Experience configuring software based on client requirements.
- Experience managing client-facing implementation projects from kickoff through go-live.
- Strong client communication and presentation skills.
- Experience delivering software training or product demonstrations.
- Strong project management and deadline management abilities.
- Experience with tools such as:
- Asana
- Monday.com
- Jira
- Trello
- Excellent written and verbal English communication.
- Strong attention to detail and documentation skills.
- Ability to manage multiple client implementations simultaneously.
- Comfortable working remotely during U.S. business hours.
Nice-to-Have Experience
- Experience implementing SaaS solutions for SMB, mid-market, or enterprise clients.
- Experience with CRM or ERP implementations.
- Familiarity with:
- APIs
- Webhooks
- Integrations
- SQL
- Data migration
- Experience troubleshooting software configurations or integration issues.
- Background in:
- Software
- Healthcare
- Finance
- Professional services
- Familiarity with Agile implementation environments.
- PMP, CAPM, Agile, Scrum, or similar project management certification.
Tools & Technologies
Experience with some of the following is valuable:
- CRM systems
- ERP systems
- SaaS platforms
- Asana
- Monday.com
- Jira
- Trello
- Zoom
- API and integration tools
- Google Workspace
- Microsoft Office
What Makes You a Strong Fit
You:
- Take ownership of implementations from beginning to end.
- Can translate client needs into practical system configurations.
- Communicate confidently with customers and internal technical teams.
- Are comfortable explaining technical concepts to non-technical users.
- Manage timelines and competing priorities without losing attention to detail.
- Identify implementation risks before they become major problems.
- Are highly organized and disciplined with follow-up.
- Enjoy troubleshooting systems and improving workflows.
- Care about successful adoption, not simply getting customers through onboarding.
What a Typical Day Looks Like
An Implementation Specialist’s day may include:
- Leading a kickoff call with a new client.
- Gathering business and technical requirements.
- Configuring CRM, ERP, or SaaS workflows.
- Testing an integration before go-live.
- Delivering a client training session.
- Troubleshooting a configuration issue.
- Updating implementation milestones and project plans.
- Coordinating a technical issue with Engineering.
- Preparing documentation or training resources.
- Reviewing upcoming launches and implementation risks.
- Handing a successfully launched customer to Customer Success.
In short: you turn newly signed customers into successfully implemented, trained, and confident product users.
Key Metrics for Success
- Implementation projects completed on time.
- Time-to-value for new customers.
- Successful and on-time go-live rate.
- Client satisfaction (CSAT/NPS).
- User adoption following implementation.
- Implementation accuracy and configuration quality.
- Reduction in implementation delays and escalations.
- Quality of client training and documentation.
- Smooth handoffs to Customer Success.
30–60–90 Day Success
First 30 Days: Learn the product, implementation process, client profiles, systems, and internal workflows. Begin supporting onboarding and configuration activities.
By 60 Days: Independently manage client implementations, training sessions, project timelines, and cross-functional coordination.
By 90 Days: Consistently deliver successful implementations, identify process improvements, reduce implementation friction, and confidently own projects from kickoff through Customer Success handoff.
Why This Role Stands Out
- Full ownership of the client implementation lifecycle.
- Direct impact on customer adoption and retention.
- Hands-on exposure to SaaS, CRM, ERP, and integration workflows.
- Client-facing work combined with technical problem-solving.
- Cross-functional collaboration with Sales, Customer Success, Product, and Engineering.
- Opportunity to improve implementation systems and processes.
- Fully remote environment with strong ownership.
- Career growth opportunities into:
- Senior Implementation Specialist
- Implementation Manager
- Solutions Consultant
- Customer Success Manager
- Technical Account Manager
- Implementation Project Manager
Interview Process
- Initial Phone Screen
- Video Interview with Pavago Recruiter
- Practical Implementation / Client Onboarding Scenario
- Client Interview
- Offer & Background Verification
Spark Hire Intro Video
As part of the application process, you’ll be asked to complete a short Spark Hire intro video.
This gives you an opportunity to tell us about your experience beyond your resume. We’re particularly interested in hearing about:
- SaaS, CRM, or ERP systems you’ve implemented.
- Client onboarding projects you’ve owned.
- How you gather requirements and configure systems.
- Your experience training clients and end users.
- A challenging implementation or technical issue you helped resolve.
Keep your responses clear, concise, and conversational. We want to understand how you communicate with clients, approach implementation problems, and manage projects from kickoff through go-live.
Completion of the Spark Hire intro video is required for your application to be considered.
Apply Now
If you:
- Have experience implementing SaaS, CRM, or ERP systems.
- Enjoy owning client onboarding from kickoff through go-live.
- Can confidently train and communicate with customers.
- Are organized, technically comfortable, and strong at problem-solving.
- Want direct ownership over successful customer adoption.
We’d love to hear from you.
Apply today and complete the required Spark Hire intro video to move forward in the hiring process.
#ImplementationSpecialist #SaaSImplementation #ClientOnboarding #CRM #ERP #CustomerOnboarding #ProjectManagement #SaaSJobs #RemoteJobs #CustomerSuccess