Key Responsibilities

Implementation & Project Management  

• Lead full lifecycle SaaS implementations—from discovery and design through configuration, testing, training, and go‑live—ensuring a smooth transition to ongoing client support.  

• Manage multiple concurrent client projects, ensuring timelines, deliverables, and expectations are consistently met.  

• Develop and maintain detailed project plans, tracking progress and proactively identifying risks, issues, and dependencies.  

• Facilitate client workshops, requirements sessions, and solution discussions to understand needs, workflows, and success criteria.  

• Guide clients through solution design and configuration decisions aligned with best practices.  

• Ensure data integrity and system readiness prior to launch, coordinating internal resources and quality checks.  

• Provide clear and consistent project status updates and proactively address risks to ensure successful outcomes. 

Client & Stakeholder Management

• Serve as the primary point of contact for client project teams and stakeholders. 

• Build strong, trust‑based relationships and deliver a positive, consultative implementation experience. 

• Set clear expectations, communicate project status, and lead effective client meetings and presentations. 

• Advocate for client needs internally while balancing project objectives and product capabilities. 

Solution Design & Documentation

• Participate in solution design discussions and validate configuration options to meet client goals. 

• Document processes, requirements, use cases, and configuration specifications. 

• Contribute to internal process improvements and best practices for scalable implementation delivery. 

• Act as a sales engineer for immature product use opportunities, supporting Sales and Product during pre-sales and scoping conversations. 

Cross-Functional Collaboration

• Partner with Sales for seamless post-sale handoff and alignment of goals and scope. 

• Work closely with Product Development to translate client needs, validate solution design, and share feedback for product enhancement. 

• Collaborate with Client Success to ensure a smooth transition from implementation into long-term, ongoing support.  

• Champion continuous improvement of internal onboarding practices and SOPs. 

Requirements & Qualifications

• 3 to 5 years’ experience in SaaS implementation, project management, consulting, or related roles. 

• Strong client-facing and relationship management skills. 

• Demonstrated success managing complex, multi-stakeholder projects. 

• Experience working with colleges, universities, or the education sector (preferred but not required). 

Technical and Professional Skills 

• Proficiency in project management (planning, timelines, issue tracking, risk management).  

• Excellent verbal and written communication skills, including presentations.  

• Strong problem‑solving mindset with the ability to simplify complex requirements.  

• Ability to understand and contribute to solution design discussions.  

• Highly organized, detail‑oriented, and deadline‑driven.  

• Customer‑first mindset with strong accountability and ownership.  

• Familiarity with agile environments and collaboration with product/engineering teams is a plus. 

Soft Skills 

• Ability to influence, lead discussions, and drive decision making with clients and internal teams. 

• Collaborative working style across Sales, Product, Engineering, and Client Success teams. 

• Comfortable in a dynamic, fast‑moving environment. 

Perks & Benefits

 

Flexible PTO and hybrid/remote work options    

• Full medical, dental, and vision coverage   

• 401K with generous company match + financial planning   

• Company-paid life and disability insurance   

• Collaborative and purpose-driven culture