Implementation Specialist

Cardata

20d•CA$85,000 - CA$100,000•Remote

About The Position

Cardata is looking for an Implementation Specialist to own the end-to-end onboarding and implementation of new customers joining their platform. This role is a key driver of customer time-to-value, ensuring each customer’s program is configured accurately, stakeholders are prepared to use the platform, and the account is ready for a successful transition into its ongoing Customer Success and Account Management relationships. This is a hands-on, customer-facing role for someone who can combine detailed system configuration with strong project ownership, training, and executive-level communication. The specialist will work independently to drive implementations forward while partnering closely with Sales, Customer Success, Account Management, Product, Engineering, and internal systems teams.

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.

Nice To Haves

Experience with customer training, enablement, or change management
Familiarity with reimbursement, compliance, payroll, HR, finance, or operational workflows
Experience helping build or improve an implementation function, playbook, or repeatable onboarding process

Responsibilities

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.