Implementation Specialist

🕒 May 7

🇺🇸 United States – Remote

⏰ Full Time

🟡 Mid-level

🟠 Senior

🛠️ Implementation Specialist

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Logo of Cordance

Cordance

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 implementation lifecycle — from requirements gathering and solution design through configuration, integration, data migration, testing, and post-launch review — on complex, multi-workstream, or enterprise-scope projects • Design implementation solutions that translate complex customer business requirements into technically sound, scalable system configurations — thinking beyond the immediate setup to the customer's long-term workflow needs • Manage multi-stakeholder customer environments with confidence — navigating competing priorities, evolving requirements, and organizational complexity while maintaining project momentum and customer trust • Manage timeline risk proactively — identifying delays, blockers, or scope changes early and addressing them with a structured response rather than allowing them to compound • Handle post-launch stabilization and early adoption challenges as part of the implementation engagement — ensuring customers reach defined value milestones before formal handoff to Customer Success • Lead technical solution design for complex implementations — including multi-system integrations, advanced data mapping, workflow automation, and custom configurations that require reasoning across the customer's full technology stack • Maintain expert-level knowledge of all supported platforms, integration patterns, and configuration options — including edge cases, advanced features, and the technical boundaries where custom solutions may be required • Evaluate the technical feasibility of customer requirements and communicate trade-offs clearly — providing honest, well-reasoned guidance on what is achievable within scope and what requires a different approach • Independently author and maintain implementation playbooks, configuration guides, data migration templates, integration documentation, and post-launch readiness checklists for use across the implementation team • Build and maintain trusted relationships with senior customer stakeholders — including IT leaders, operations directors, and executive sponsors — with the credibility and communication quality those relationships require • Partner with Product and Engineering on feature feedback, integration gap analysis, and release impact assessment — contributing the implementation team's structured perspective on how product decisions affect customer onboarding outcomes • Collaborate with Customer Success on implementation-to-CS handoffs — ensuring CS teams inherit a complete picture of the customer's configuration, known issues, success criteria, and adoption readiness.

🎯 Requirements

• 5+ years of experience in implementation, onboarding, or customer success roles in a SaaS or technology environment • Demonstrated track record of independently owning and delivering complex, multi-workstream SaaS implementations — with consistent on-time delivery and high customer satisfaction • Strong technical depth — able to design and troubleshoot multi-system integrations, data migrations, and advanced configurations without requiring escalation for standard technical complexity • Experience authoring and maintaining implementation documentation — playbooks, configuration guides, data migration templates, integration specs, or onboarding frameworks • History of acting as an informal peer resource — guiding IS 1 colleagues through technically complex or scope-ambiguous situations with specific, transferable advice • Demonstrated ability to manage senior customer stakeholders — including executive sponsors and technical leads — through complex, long-running implementations • Proficiency in project management tools (Asana, Jira, Monday.com) and integration platforms (Salesforce, HubSpot, NetSuite) with hands-on configuration experience • Strong written and verbal communication skills — able to lead customer governance conversations, produce executive-quality project documentation, and translate technical decisions into business language • Demonstrated ability to identify recurring implementation patterns and convert them into process or documentation improvements.

🏖️ Benefits

• Comprehensive Health Coverage: Coverage begins on your first day of employment. • 401K Plan (US): We match 1:1 for the first 3% of contributions and 0.5:1 for the next 2%. Contribute 5% of your salary and get a 4% match. Choose from pre-tax and Roth options. You’re eligible the first of the month after 90 days and immediately vested. • RRSP (CAN): We match 1:1 for the first 3% of contributions and 0.5:1 for the next 2%. Contribute 5% of your salary and get a 4% match. Choose from pre-tax and Roth options. You’re eligible the first of the month after 90 days and immediately vested. • Flexible PTO: Enjoy uncapped paid time off to balance your work and personal life. • 12 weeks paid leave for all employees. • Monthly Stipend: Receive $75 USD / $140 CAD per month for phone and internet if you work remotely. • Generous Holiday Schedule: Benefit from an extensive list of holidays to recharge and spend time with loved ones.

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