Implementation Specialist

Guide customers through product onboarding and implementation by coordinating timelines, gathering requirements, configuring systems, providing training, tracking progress, resolving issues, and communicating updates. Maintain accurate documentation and collaborate with customer success, support, product, and internal teams. Identify process improvements and ensure customer information is handled securely. The summary above was generated by AI

We are seeking an organized, customer-focused, and detail-oriented Implementation Specialist to support the successful onboarding and implementation of our products or services. In this role, you will work closely with customers and internal teams to coordinate implementation activities, guide users through the setup process, and help ensure a smooth transition.

The ideal candidate is a strong communicator and problem solver who enjoys managing projects, supporting customers, and helping turn business requirements into successful outcomes.

What You’ll Do

• Guide customers through the onboarding and implementation process.
• Coordinate implementation timelines, tasks, and project requirements with customers and internal teams.
• Gather and document customer requirements to support successful product or service setup.
• Configure systems, accounts, or services according to approved implementation procedures.
• Provide product guidance and training to customers and users as needed.
• Monitor implementation progress and follow up on outstanding tasks or requirements.
• Identify potential issues and coordinate with the appropriate teams to resolve them.
• Maintain accurate records of implementation activities, customer communications, and project progress.
• Collaborate with customer success, technical support, product, and other internal teams.
• Communicate project updates, timelines, and next steps clearly to customers and stakeholders.
• Help improve implementation processes by identifying recurring challenges and opportunities for greater efficiency.
• Ensure customer information and project documentation are handled securely and in accordance with company policies.

Strong organizational and project coordination skills.

• Excellent written and verbal communication abilities.
• A customer-focused approach and strong problem-solving skills.
• Ability to manage multiple implementation projects and priorities.
• Attention to detail and commitment to accurate documentation.
• Ability to work independently while collaborating effectively with remote teams.
• Comfortable learning and using new software and technology., Previous experience in implementation, onboarding, customer success, project coordination, or a related role.
• Experience working with software, SaaS platforms, or technology-based products.
• Familiarity with project management tools such as Asana, Jira, Monday.com, or similar platforms.
• Experience providing customer training or technical guidance.
• Familiarity with CRM systems and customer onboarding tools.

3 Days Ago Remote or Hybrid 32K-63K Hourly Mid level 32K-63K Hourly Mid level eCommerce * Fintech * Hardware * Payments * Software * Financial Services Guide SMB and mid-market sellers through onboarding, implementation, training, and activation of Square products. Manage multiple seller engagements, track milestones and go-live readiness, resolve blockers, escalate technical issues, and maintain proactive client communication. Contribute to onboarding process improvements, product knowledge, team collaboration, and AI-enabled workflow enhancements. Top Skills: Ai Tools And PlatformsLookerOnline IntegrationsPosSalesforceSquare Products And Services Square

Implementation Specialist

3 Days Ago Remote or Hybrid CA, USA 32K-63K Hourly Mid level 32K-63K Hourly Mid level eCommerce * Fintech * Hardware * Payments * Software * Financial Services Guide SMB and mid-market sellers through Square onboarding, implementation, training, and go-live activities. Manage multiple seller engagements, lead scoping and onboarding calls, track milestones, resolve blockers, maintain product expertise, and coordinate with sales, account management, product, and marketing teams. Contribute to process improvements, provide seller support after launch, and use AI to enhance customer experiences and internal workflows. Top Skills: Ai Tools And PlatformsLookerSalesforceSquare OnlineSquare Pos Square

Implementation Specialist

3 Days Ago Remote or Hybrid 32K-63K Hourly Mid level 32K-63K Hourly Mid level eCommerce * Fintech * Hardware * Payments * Software * Financial Services Guide SMB and mid-market sellers through onboarding and implementation, including scoping calls, training, product guidance, launch readiness, and post-launch support. Manage 20-30 concurrent seller engagements, track milestones, resolve blockers, escalate technical issues, and contribute to process improvements. Maintain product expertise across POS, online, and integrations while collaborating with sales, account management, product, and marketing teams. Use AI tools to improve seller experiences and internal processes. Top Skills: LookerSalesforce

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