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Implementation Consultant (B2B Client Onboarding)

SupportYourApp · Mexico

🇬🇧 English
Excel Google Sheets APIs Integrations ERP CRM

Job description

About the role

We are seeking an enthusiastic Implementation Consultant to lead end‑to‑end onboarding projects for B2B clients. You will act as a trusted advisor, guiding customers through the configuration of our procurement and financial platform, ensuring a smooth transition from kickoff to Go‑Live.

Key responsibilities

  • Lead full‑cycle implementation projects, serving as the primary point of contact from initial kickoff to a live, operational product.
  • Conduct discovery workshops to map client procurement and finance processes into customized platform workflows.
  • Manage timelines, deliverables, data mapping, validation, and migration of vendor lists, budgets, catalogs, and other business data.
  • Coordinate internal and client stakeholders, mitigate risks, and resolve technical dependencies.
  • Deliver interactive workshops and onboarding sprints to enable client teams to operate the platform independently.
  • Create structured enablement resources such as playbooks, configuration guides, and short video tutorials.
  • Collaborate with Sales, Product, and QA teams to escalate blockers and translate client feedback into product improvements.

Required profile

  • At least 1 year of experience in B2B SaaS implementation, project management, or customer success.
  • Proven ability to manage multiple implementation projects simultaneously while meeting deadlines and scope.
  • Advanced English communication skills, both written and spoken.
  • Strong analytical mindset with experience handling business metrics and data.
  • Experience configuring complex SaaS, ERP, or CRM systems and guiding organizational change.

Required skills

  • Excel
  • Google Sheets
  • APIs
  • Integrations
  • ERP
  • CRM
  • SaaS platforms

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Published 2 months ago

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