Implementation Specialist (B2B SaaS, Remote)

Job summary

The role involves managing client relationships from contract signing to active usage, ensuring a smooth implementation process and ongoing client success. The Implementation Specialist will work closely with clients' compliance and operations teams to tailor solutions and resolve issues efficiently.

Qualifications

• 2–4 years of experience in implementation, solutions consulting, or customer success within a B2B SaaS environment.
• Strong problem-solving skills with a structured approach to troubleshooting.
• Excellent communication abilities, capable of conveying technical concepts to non-technical stakeholders.
• Familiarity with technical and legal documentation, data flows, and integrations.
• Willingness to travel to client sites for on-site engagements.
• Highly organized with the ability to manage multiple clients simultaneously.

Responsibilities

Benefits

• Manage client relationships from signed contract through to successful implementation and ongoing usage.
• Conduct on-site implementation sessions, configuring workflows and integrations to meet client needs.
• Independently resolve configuration issues before escalating to engineering teams.
• Oversee customer success for major enterprise accounts, serving as the client's voice within the organization.
• Develop reusable implementation playbooks to ensure a consistent client experience.
• Monitor client health signals proactively to address potential issues early.
• Opportunity to play a key role in the expansion of a fast-growing compliance AI company.
• Direct access to the founding team and involvement in shaping the new function.
• Engagement with leading enterprise clients in financial services and regulated industries.
• Competitive compensation and a supportive work environment.