Implementation Specialist

We’re looking for a detail-driven, action-oriented Implementation Specialist to play a critical role in bringing new clients, products, and programs to life.

This is a hands-on role where you won’t just coordinate implementations, you’ll own them. From onboarding through go-live, you’ll drive execution, solve problems, and ensure everything is set up for long-term success.

If you’re someone who thrives in fast-paced environments, enjoys managing moving parts, and takes pride in seeing projects through to completion, this role is for you.

What You’ll Do

Own Client Onboarding & Implementation

• Lead and execute onboarding for new clients, products, and programs
• Serve as the primary point of contact during implementation
• Facilitate kickoff meetings, discovery sessions, and status updates
• Translate client requirements into actionable workflows and tasks
• Track timelines, dependencies, risks, and milestones-and keep everything moving
• Support testing, validation, and operational readiness
• Identify risks early and drive resolution before they become issues
• Ensure a smooth transition into ongoing Client Success support

Drive Cross-Functional Execution

• Partner closely with Sales, Client Success, Operations, Product, Accounting, and Compliance
• Coordinate tasks across teams to ensure alignment and timely delivery
• Remove blockers and keep implementation progress on track
• Bridge the gap between client expectations and internal execution

Support Operational Setup & Workflow Design

• Assist with operational setup and onboarding logistics
• Analyze workflows to identify gaps, dependencies, and improvements
• Document processes, requirements, and implementation steps
• Support knowledge transfer and training where needed
• Help stabilize operations post-implementation

Deliver a Strong Client Experience

• Build trusted relationships with clients and internal stakeholders
• Communicate clearly and proactively throughout the implementation lifecycle
• Manage expectations around timelines, risks, and deliverables
• Maintain professionalism and composure in fast-moving or complex situations

Keep Projects Organized & Moving

• Maintain implementation plans, documentation, and status reporting
• Track action items and ensure follow-through
• Prioritize tasks across multiple implementations simultaneously
• Contribute to standardized templates, workflows, and best practices

Continuously Improve

• Identify opportunities to improve efficiency, scalability, and client experience
• Contribute ideas to enhance implementation processes and execution
• Participate in post-implementation reviews and lessons learned
• Support KPI tracking and reporting

What Success Looks Like

• Implementations delivered on time and with high quality
• Smooth onboarding experiences with strong client satisfaction
• Clear, accurate documentation and operational setup
• Reduced delays, escalations, and errors
• Strong cross-functional collaboration
• Faster time-to-go-live and successful post-implementation stabilization

Do you have experience in Managing projects?, Do you have a Bachelor’s degree?, * Bachelor’s degree or equivalent experience

• 5-8 years in client-facing implementation, onboarding, or operational roles
• Experience coordinating projects across multiple teams
• Strong organizational and time management skills
• Excellent communication (written and verbal)
• High attention to detail and strong follow-through
• Ability to manage multiple priorities in a fast-paced environment
• Problem-solving mindset with a bias toward action

Preferred:

• Experience in SaaS, insurance, fintech, payments, or financial services
• Familiarity with onboarding workflows, business processes, or implementation tracking
• Experience with CRM, project management, or ticketing systems
• Experience working with mid-market or enterprise clients

How You Work

• You take ownership and follow things through-no dropped balls
• You’re highly organized and thrive in structured, detail-heavy work
• You communicate clearly and proactively
• You stay calm under pressure and adapt quickly
• You collaborate well but don’t need constant direction

3.33.3 out of 5 stars Thousand Oaks, CA 91362 Remote $80,000 - $100,000 a year

Input 1 is a dynamic organization, and responsibilities may evolve based on business needs. We are committed to providing reasonable accommodations in accordance with applicable laws.