Lead end-to-end implementation projects from kickoff through successful transition to Customer Success.
Build trusted client relationships through clear, proactive communication, and influence key stakeholders to remove roadblocks and maintain project momentum.
Maintain curiosity about customer goals and evolving needs, identifying opportunities to expand platform adoption or introduce additional solutions that drive measurable business value.
Manage milestone-based project plans, ensuring on-time delivery and alignment to agreed business outcomes.
Proactively identify, document, and escalate risks using a structured RAID approach; drive resolution paths.
Facilitate structured status meetings, maintain stakeholder alignment, and document clear actions and decisions.
Partner cross-functionally with Product, Content, Support, and Customer Success teams to remove blockers and resolve issues.
Configure client environments and provide administrator training aligned to best practices and adoption goals.
Ensure a seamless handoff to Customer Success with complete documentation and clear alignment on customer objectives and next steps.

Minimum of 2+ years in a client-facing implementation, onboarding, consulting, or project coordination role
Experience managing structured project plans and concurrent customer engagements
Familiarity with SaaS implementation environments strongly preferred
Experience working within CRM, PSA, or project management systems (Salesforce preferred)
Foundational technical aptitude, including exposure to system configurations, data integrations, or authentication methods such as APIs, SFTP, or Single Sign-On (SSO), is a plus
Bachelor’s degree or equivalent professional experience

Client Implementation Associate

Key skills