Implementation Specialist (B2B SaaS, Remote)

Job summary

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

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 skills, 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 contract signing 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, acting as the client’s advocate within the organization.
• Develop reusable implementation playbooks to ensure a consistent client experience.
• Monitor client health signals proactively to address potential issues early.
• A key role in the expansion team with significant influence on its development.
• Direct access to the founding team and insights into scaling a fast-growing compliance AI company.
• Opportunity to work with leading enterprise clients in financial services and regulated sectors.
• Competitive compensation package and a vibrant office environment with daily lunch catering.