Onboarding & Implementation Specialist

🕒 October 14

🇺🇸 United States – Remote

⏰ Full Time

🟢 Junior

🟡 Mid-level

🛠️ Implementation Specialist

🚫👨‍🎓 No degree required

👻 Ghost score 12%

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Cordance

WebsiteLinkedInAll Job Openings

201 - 500 employees

Founded 2021

🤝 B2B

💳 Fintech

☁️ SaaS

B2B • Fintech • SaaS

Cordance is a young company with a long history, dedicated to partnering with founder-run businesses to provide financial and strategic support for their growth. Leverage their extensive operational expertise and resources, they focus on customized growth journeys for their partners, ensuring that quality, talent, and culture are preserved. Cordance aims to build long-term partnerships geared towards sustainable success.

📋 Description

• 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.

🎯 Requirements

• 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.

🏖️ Benefits

• 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.

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