Implementation Specialist

Sage Recruiting is seeking an Implementation Specialist to join a SaaS company that develops software for nonprofits and associations. Our client provides a variety of solutions, including membership management, content management systems, communication tools, event solutions, and more. They are committed to using innovative technology to deliver outstanding results while offering an exceptional customer experience.

As an Implementation Specialist, you will work as part of the implementation team, configuring and deploying CRM-based SaaS projects for clients. You will collaborate closely with the Implementation Manager and cross-functional teams to ensure projects are delivered successfully and meet client requirements. This is a hands-on role where you will gather client requirements, analyze and configure solutions, and support the overall implementation process. You'll need a solid technical background, strong attention to detail and excellent communication skills to help ensure that each client’s needs are met effectively.

What You Will Be Doing

Collaborate with Implementation Managers to analyze client requirements and translate them into technical configuration

Implement system configuration using database entities (objects), fields, views, listings, dashboards, and more

Maintain organized project documentation using Confluence to track progress and ensure that all relevant information is up-to-date

Use project management tools like Jira to track progress on assigned tasks

Develop a deep understanding of product features and capabilities

Identify gaps and clarifications needed, and communicate closely with the customer for answers

Prepare data imports and a data migration plan

Participate in client meetings as required, providing updates and assisting with technical support during the implementation process

Ensure the smooth transition of the solution to the client, including training, to support a positive onboarding experience

Contribute to the product lifecycle by providing feedback on feature improvements

Maintain and retain product and services knowledge at all times

What We Are Looking For

2+ years of experience supporting SaaS implementation projects in a B2B environment

Experience working with CRM, databases and configurable SaaS products

Proven ability to gather and understand client requirements and assist in configuring solutions to meet those needs

Solid technical and analytical background

Strong communication and organizational skills, with the ability to manage multiple tasks effectively

Experience collaborating with cross-functional teams such as product, engineering, and customer success

Familiarity with project management tools such as Jira and Confluence

Ability to thrive in a dynamic, fast-paced environment and adapt to evolving client needs

A problem-solving mindset, able to troubleshoot and resolve client issues during implementation

Nice to Have

Experience in a client-facing role in a startup environment

Basic knowledge of change management processes in SaaS implementations

Familiarity with improving usability in software products

What We Offer

Competitive salary: CAD $60-75K with paid time off

Fully remote work options + flexible hours

Professional development and career growth opportunities

Comprehensive medical, dental, and vision benefits plan

Life, disability, and critical illness insurance

Employee Assistance Program (EAP)

Sage Recruiting is a Technical and Executive Recruitment company that partners with top-tier startups and SMBs across North America to build their Product and Engineering teams. As dedicated champions of diversity and empathetic engagement, we’re working to transform the recruitment industry into a more inclusive, transparent, and candidate-focused space. For more information, please see or visit our Google Reviews page to see what people say about us!