Implementation Specialist

4 weeks ago


Ontario Canada, Canada Sage Recruiting Full time

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 customer for answers
  • Prepare data imports and 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 product lifecycle by providing feedback on feature improvements
  • Maintain and retain product and services knowledge at all times


What We Are Looking For

  • 3+ 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)


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