Implementation Consultant

Job Title: Implementation Consultant (B2B SaaS)

Location: Remote – Latin America Preferred (assumed)
Type of Contract: Full-Time | Remote
Salary Range: Market Rates
Language Requirements: Advanced English proficiency (written and spoken)
Working Hours: Aligned with U.S. Eastern Time (ET)

Our client, is seeking a skilled Implementation Consultant with strong project management, business process analysis, and B2B SaaS implementation experience to join their growing team. You will lead customers through the first 90 days of their journey, overseeing system configuration, data migration, workflow design, and onboarding through successful go-live. Your work will directly impact customer adoption, implementation efficiency, and time-to-value.

Key Responsibilities

• Lead Implementation Projects: Manage the full implementation lifecycle, from kickoff and requirements gathering to system deployment and go-live, ensuring projects meet agreed timelines and deliverables.
• Analyze and Configure Workflows: Conduct discovery sessions to understand client procurement and financial processes, translating business requirements into optimized platform configurations.
• Coordinate Data Migration: Guide clients through the mapping, validation, and migration of vendor lists, budgets, item catalogs, and other business data using Excel or Google Sheets.
• Manage Project Scope and Risks: Coordinate internal teams and client stakeholders, monitor milestones, manage dependencies, mitigate scope creep, and resolve implementation blockers.
• Deliver Customer Training: Lead interactive workshops, product demonstrations, and onboarding sessions that enable customers to use the platform independently.
• Develop Implementation Resources: Create structured deployment playbooks, configuration guides, training materials, and video walkthroughs to improve implementation consistency and efficiency.
• Collaborate Across Teams: Partner with Sales, Product, QA, and Engineering to resolve technical challenges, communicate customer feedback, and recommend product improvements.

Must-Have Qualifications

• Advanced English proficiency, both written and spoken, with the ability to lead complex business discussions and manage client relationships confidently.
• Proven project management skills, including the ability to manage multiple concurrent implementations, maintain deadlines, and control project scope.
• Strong analytical skills and advanced proficiency in Excel or Google Sheets for data structuring, validation, mapping, and migration.
• Experience gathering business requirements, mapping workflows, and translating operational needs into practical system configurations.
• Strong change management and stakeholder management skills, including the ability to address user resistance and guide clients through new processes.
• Excellent problem-solving skills, with the ability to investigate technical issues, identify root causes, and coordinate with technical teams on APIs and integrations.
• A high level of ownership, organization, and accountability, with the ability to work independently and drive projects toward successful completion.

Preferred Qualifications

• Experience implementing or onboarding software for clients in the United States, United Kingdom, or Europe.
• Understanding of procurement, finance, accounting, or related business operations.
• Familiarity with B2B SaaS platforms, ERP systems such as NetSuite, QuickBooks, or Xero, or complex CRM platforms.
• Experience working with APIs, third-party integrations, and enterprise software configurations.
• Academic background in economics, finance, business management, information systems, or a related technical field.

What Success Looks Like

• First 3 Months: Develop a strong understanding of the platform, configuration options, and implementation processes; build effective relationships with internal teams; and independently lead at least three onboarding projects from kickoff through deployment.
• First 6 Months: Successfully deliver at least nine onboarding projects, identify process gaps proactively, develop practical workarounds, and create scalable implementation resources that improve future project efficiency.

Benefits

• Trust-based management with autonomy and opportunities to take initiative.
• Supportive, collaborative team culture.
• Professional development reimbursement for courses and learning opportunities.
• Flexible working arrangements focused on results and outcomes.
• 26 days of annual leave.

Hiring Process

1. CV and video pitch review.
2. Test assignment.
3. Interview with the hiring manager (60 minutes).