Implementation Specialist

🔥 10 minutes ago

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Cardata

WebsiteLinkedInAll Job Openings

51 - 200 employees

Founded 1999

☁️ SaaS

🤝 B2B

💳 Fintech

SaaS • B2B • Fintech

Cardata is a software company that provides an end-to-end vehicle reimbursement platform for businesses whose employees use personal vehicles for work. Their SaaS products include GPS-based mileage tracking, automated, tax-compliant reimbursement programs (FAVR, TFCA, CPM), insurance verification and direct deposit payments, plus reporting and analytics to optimize costs and compliance. Cardata serves enterprise and SMB clients with B2B solutions integrated with expense systems like SAP Concur.

📋 Description

• Own new customer implementations from Sales handoff through go-live and initial post-launch validation. • Lead kickoff calls, align on timelines, milestones, responsibilities, and launch requirements. • Gather customer requirements, workflows, business rules, and configuration needs. • Configure customer programs, workflows, permissions, rules, and system settings in Cardata’s platform. • Validate customer data, test configurations, troubleshoot issues, and confirm launch readiness. • Deliver onboarding and training for customer admins, operational stakeholders, drivers, and end users. • Manage expectations, track milestones, dependencies, risks, and customer action items and next steps throughout implementation. • Coordinate cross-functional deliverables across Sales, Customer Success, Product, and Engineering and internal systems teams to ensure smooth launches. • Complete structured handoffs to Customer Success and Account Management after go-live. • Escalate implementation risks early to maintain launch commitments, surface recurring implementation challenges, product feedback, and process improvement opportunities. • Continuously identify opportunities to automate implementation activities and reduce manual effort through system enhancements and AI-enabled workflows. • Contribute to implementation documentation, templates, training materials, and scalable workflows.

🎯 Requirements

• 5-8 years of experience in enterprise SaaS implementation, customer onboarding, professional services, solutions delivery, or a related customer-facing role. • Experience independently managing customer implementations from kickoff through go-live, ideally in an enterprise SaaS environment. • Strong ability to manage complex requirements, stakeholders, timelines, dependencies, and launch risks. • Ability to translate business and operational requirements into system configurations. • Experience working in configurable software platforms and learning complex products quickly. • Confident customer-facing communication skills, including expectation management, stakeholder alignment, and training facilitation. • Strong attention to detail, documentation, organization, and follow-through. • Ability to work independently while partnering effectively across Sales, Customer Success, Product, and technical teams. • High learning agility and adaptability as products, processes, and customer needs evolve. • Experience with CRM or customer success platforms such as Gainsight, HubSpot, or Salesforce.

🏖️ Benefits

• Remote work and flexible working hours • Mentorship and development opportunities (to help you achieve your career goals!) • Extended medical & dental benefits • Healthcare spending account • $3,000 annual Health and Wellness Spending Account to support your overall wellbeing • Employee assistance program (EAP) • Flexible (Unlimited) Time Off: No annual cap on vacation, supported by a trust-based, flexible approach to time away.