Implementation Consultant

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