Senior Implementation Specialist

United StatesRemoteFull-timesenior

Implementation SpecialistCustomer Success

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Quick Summary

Overview

This position is listed on behalf of a partner company, who manages all applications and next steps. Our partner is looking for a Senior Implementation Specialist based in the United Kingdom.

Technical Tools

Implementation SpecialistCustomer Success

As a Senior Implementation Specialist, you will guide enterprise customers through successful software onboarding, implementation, data migration, and training. You’ll take ownership of end-to-end implementation projects, coordinating stakeholders, managing timelines, and ensuring a smooth transition to new workflows. Acting as a trusted consultant and change management partner, you’ll help customers optimize their operations, drive adoption, and realize measurable business value. You’ll collaborate closely with cross-functional teams to deliver a seamless customer experience and share insights that improve the product and implementation process. In a remote-first, globally distributed environment, you’ll have the opportunity to work with experienced colleagues while using AI tools and automation to make implementation work more efficient.

Lead end-to-end implementation projects for enterprise customers, developing project plans, tracking milestones, and ensuring deliverables are completed on schedule.
Coordinate with executive sponsors, firm administrators, and end users to align expectations, establish responsibilities, and maintain accountability.
Facilitate onboarding activities, including kickoff meetings, process reviews, configuration workshops, and tailored training sessions.
Advise customers on workflow design, operational best practices, and change management strategies to improve adoption and business outcomes.
Guide customer teams through organizational and process changes, addressing resistance and encouraging engagement with new ways of working.
Support accurate data migration by importing contacts and work items and using Excel and other tools to validate data quality and completeness.
Identify potential project delays, adoption challenges, and implementation risks early, taking proactive steps to keep projects on track.
Collaborate with Sales, Customer Success, Product, and Support teams to coordinate customer handoffs and communicate feedback.
Demonstrate customer value and return on investment while establishing a foundation for long-term success.
Use AI tools, including ChatGPT and AI-powered workflow automation, to improve project planning, customer communications, and process efficiency.

Requirements

~1 min read

3–5+ years of experience in B2B SaaS implementations, including at least 2 years of end-to-end technical implementation experience.
Strong project management skills, with the ability to oversee multiple customer implementations simultaneously.
Confidence working directly with customers, facilitating workshops, and engaging with senior stakeholders.
Excellent communication and presentation skills, including the ability to explain technical concepts in clear, actionable terms.
A consultative mindset, combining active listening with the confidence to challenge existing processes and recommend improvements.
Strong attention to detail and a commitment to accurate data handling, reliable execution, and follow-through.
Comfort working with data, systems, software configuration, and migration processes.
Resilience, adaptability, and the ability to thrive in a changing, fast-paced environment.
Ability to work remotely, manage time independently, and maintain progress across multiple projects.
Experience in accounting or tax, familiarity with workflow or project management software, enterprise onboarding, change management frameworks, or a high-growth SaaS environment is an advantage.
Hands-on experience with the platform used by the partner company is beneficial but not essential.