GoSaaSCRMProject ManagementCommunicationCollaborationRemote Work
About this role
Role Overview
Drive successful onboarding and implementation outcomes for 8–12 active client projects simultaneously
Ensure clients remain aligned to timelines, milestones, and implementation deliverables
Improve operational efficiency by maintaining organized documentation and implementation workflows
Support high customer satisfaction through proactive communication and structured project management
Contribute to continuous improvement of onboarding and implementation methodologies
Strengthen collaboration between implementation, product, solutions, and client success teams
Client Implementation Management – 50%: Serve as the primary point of contact for clients from kickoff through go-live
Lead kickoff calls, milestone reviews, and recurring implementation status meetings
Manage 8–12 concurrent implementation projects across varying client sizes and complexity levels
Hold clients accountable to implementation timelines and proactively escalate blockers when necessary
Maintain momentum across all active projects to ensure timely completion
Project Administration & Documentation – 20%: Maintain accurate project documentation, implementation milestones, and status updates within project management systems
Configure platform-related documentation and templates using Microsoft Excel and Word
Replicate client-specific report formats with strong attention to detail and accuracy
Track deliverables, dependencies, and project progress across multiple implementations
Ensure internal visibility into project health and customer status updates
Internal Collaboration & Cross-Functional Coordination – 20%: Partner with Solutions teams on data migration and platform configuration requests
Coordinate with Product teams to relay customer feedback and feature requests
Work closely with training and go-to-market teams to support onboarding and enablement sessions
Transition completed implementations smoothly to the Client Success team upon go-live
Collaborate cross-functionally to improve implementation quality and operational efficiency
Process Improvement & Self-Development – 10%: Complete a structured onboarding program and actively engage in internal training initiatives
Participate in company-wide meetings and educational sessions
Contribute ideas and feedback to improve implementation processes and documentation
Continuously develop product knowledge and implementation best practices
Requirements
2+ years of SaaS implementation, onboarding, or customer onboarding experience