Onboarding & Implementation Specialist

🕒 Outubro 14

🇺🇸 Estados Unidos – Remoto (EUA)

⏰ Tempo Integral

🟢 Júnior

🟡 Pleno

🛠️ Especialista em Implementação

🚫👨‍🎓 Sem graduação necessária

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Cordance

SiteLinkedInTodas as Vagas

201 - 500 funcionários

Fundada em 2021

🤝 B2B

💳 Fintech

☁️ SaaS

B2B • Fintech • SaaS

Cordance é uma empresa jovem com uma longa história, dedicada a fazer parceria com negócios liderados por fundadores para oferecer suporte financeiro e estratégico ao seu crescimento. Ao aproveitar sua ampla expertise operacional e recursos, a empresa foca em jornadas de crescimento personalizadas para seus parceiros, assegurando que qualidade, talento e cultura sejam preservados. A Cordance busca construir parcerias de longo prazo orientadas para o sucesso sustentável.

Descrição

• Own the full onboarding lifecycle from requirements gathering to post-launch review. • Partner with customers to identify use cases, workflows, and success criteria for configuration and setup. • Manage data imports, integrations, and configurations aligned with customer needs. • Collaborate with Product, Engineering, and Support to troubleshoot issues and optimize implementation processes. • Identify recurring onboarding challenges and propose scalable, repeatable solutions. • Track and report implementation metrics, customer satisfaction, and launch readiness. • Represent the customer voice in roadmap and process-improvement discussions. • Support adoption and process alignment by helping customers transition to new workflows and leverage the system. • Monitor implementation scope, requirements, timelines, and outcomes. • Identify implementation risks and dependencies, escalate early, and develop mitigation plans.

🎯 Requisitos

• 2–5 years of experience in implementation, onboarding, or customer success roles, preferably in a SaaS or technology environment. • Strong project management skills and ability to manage multiple customer implementations simultaneously. • Familiarity with integration concepts, APIs, and SaaS platforms such as Salesforce, HubSpot, and NetSuite. • Excellent communication and relationship-building skills with customers and internal teams. • High attention to detail and a process-driven mindset. • Comfort working in fast-paced, evolving environments with distributed teams. • Experience collaborating cross-functionally with Product, Engineering, and Customer Success. • Experience supporting customers through process or system changes and guiding adoption. • Final candidate must be able to pass a background check. • Preferred: experience leading complex SaaS or enterprise software implementations with measurable customer impact. • Preferred: experience with K–12 districts, higher education institutions, or compliance-driven environments. • Preferred: proficiency with project management tools such as Asana, Jira, or Monday.com. • Preferred: ability to translate technical requirements into business outcomes for non-technical stakeholders. • Preferred: background in process optimization, automation, or scalable onboarding frameworks. • Preferred: understanding of customer lifecycle management and post-launch success alignment. • PMP, CSM, or equivalent certification is a plus.

🏖️ Benefícios

• Comprehensive Health Coverage: Coverage begins on your first day of employment. • 401K Plan (US): 1:1 match for the first 3% of contributions and 0.5:1 match for the next 2%; pre-tax and Roth options; eligible the first of the month after 90 days; immediately vested. • RRSP (CAN): 1:1 match for the first 3% of contributions and 0.5:1 match for the next 2%; pre-tax and Roth options; eligible the first of the month after 90 days; immediately vested. • Flexible PTO: Uncapped paid time off. • 12 weeks paid parental leave for all employees. • Monthly remote-work stipend of $75 USD / $140 CAD for phone and internet. • Generous holiday schedule. • Reasonable accommodations for applicants and employees with disabilities.