Location: Remote within Canada Employment Type: Full-Time (40 hours/week) About the Role As an Implementation Consultant, you will play a key role in ensuring customers successfully adopt and realize value from our software. You will guide clients through onboarding, configuration, training, testing, and go-live activities while providing best-practice recommendations throughout the implementation process. You will work closely with customers and cross-functional teams, including Customer Success, Product, Support, and Development, to deliver a seamless implementation experience and drive long-term customer satisfaction. What You'll Do Customer Onboarding & Implementation Lead assigned customer implementations from kickoff to go-live. Gather customer requirements and support solution configuration. Coordinate implementation activities, timelines, milestones, and deliverables. Assist with data migration validation, system setup, and user acceptance testing (UAT). Ensure project milestones and implementation standards are consistently met. Training & Customer Enablement Conduct virtual and onsite training sessions for administrators and end users. Develop and maintain customer training materials, guides, and documentation. Assess customer readiness for deployment and adoption. Monitor training effectiveness and recommend improvements to onboarding programs. Customer Relationship Management Serve as a primary point of contact throughout the implementation process. Provide proactive communication and project status updates. Troubleshoot customer questions and coordinate resolutions with internal teams. Advise customers on best practices and workflow optimization. Process Improvement Create and maintain implementation processes, templates, and documentation. Contribute to continuous improvement initiatives across the Professional Services team. Provide feedback to Product and Development teams based on customer needs and implementation experiences. Collaboration Partner closely with Customer Success, Support, Product, and Development teams. Contribute to team knowledge sharing and process enhancements. Assist colleagues with implementation planning and customer onboarding initiatives. RequirementsWhat We're Looking For Required Qualifications 3+ years of experience in SaaS implementations, onboarding, customer success, professional services, software training, or related customer-facing roles. Experience managing multiple projects or customer engagements simultaneously. Strong analytical, problem-solving, and organizational skills. Excellent communication and presentation skills. Ability to build strong customer relationships and influence stakeholders. Comfortable learning and explaining technical concepts to non-technical audiences. Ability to work independently in a fast-paced environment. Preferred Qualifications Experience implementing SaaS, ERP, CRM, HRIS, association management, or business software solutions. Project management experience or exposure to implementation methodologies. Experience delivering software training or customer enablement programs. Experience supporting software integrations or data migration activities. Post-secondary education in Business, Information Technology, or a related field. Success Factors Customer Focus Communication & Influence Problem Solving Time Management Adaptability Collaboration Accountability Continuous Learning Results Orientation Additional Requirements Ability to travel periodically within Canada and the United States as required. Valid passport and ability to travel internationally when needed. Criminal background check required. #TagSoftwareGroup
Location: Remote within Canada Employment
Type: Full-Time (40 hours/week)
About the Role
As an Implementation Consultant, you will play a key role in ensuring customers successfully adopt and realize value from our software. You will guide clients through onboarding, configuration, training, testing, and go-live activities while providing best-practice recommendations throughout the implementation process.
You will work closely with customers and cross-functional teams, including Customer Success, Product, Support, and Development, to deliver a seamless implementation experience and drive long-term customer satisfaction.
What You'll Do
Customer Onboarding & Implementation
- Lead assigned customer implementations from kickoff to go-live.
- Gather customer requirements and support solution configuration.
- Coordinate implementation activities, timelines, milestones, and deliverables.
- Assist with data migration validation, system setup, and user acceptance testing (UAT).
- Ensure project milestones and implementation standards are consistently met.
Training & Customer Enablement
- Conduct virtual and onsite training sessions for administrators and end users.
- Develop and maintain customer training materials, guides, and documentation.
- Assess customer readiness for deployment and adoption.
- Monitor training effectiveness and recommend improvements to onboarding programs.
Customer Relationship Management
- Serve as a primary point of contact throughout the implementation process.
- Provide proactive communication and project status updates.
- Troubleshoot customer questions and coordinate resolutions with internal teams.
- Advise customers on best practices and workflow optimization.
Process Improvement
- Create and maintain implementation processes, templates, and documentation.
- Contribute to continuous improvement initiatives across the Professional Services team.
- Provide feedback to Product and Development teams based on customer needs and implementation experiences.
Collaboration
- Partner closely with Customer Success, Support, Product, and Development teams.
- Contribute to team knowledge sharing and process enhancements.
- Assist colleagues with implementation planning and customer onboarding initiatives.
Requirements
What We're Looking For
Required Qualifications
- 3+ years of experience in SaaS implementations, onboarding, customer success, professional services, software training, or related customer-facing roles.
- Experience managing multiple projects or customer engagements simultaneously.
- Strong analytical, problem-solving, and organizational skills.
- Excellent communication and presentation skills.
- Ability to build strong customer relationships and influence stakeholders.
- Comfortable learning and explaining technical concepts to non-technical audiences.
- Ability to work independently in a fast-paced environment.
Preferred Qualifications
- Experience implementing SaaS, ERP, CRM, HRIS, association management, or business software solutions.
- Project management experience or exposure to implementation methodologies.
- Experience delivering software training or customer enablement programs.
- Experience supporting software integrations or data migration activities.
- Post-secondary education in Business, Information Technology, or a related field.
Success Factors
- Communication & Influence
Additional Requirements
- Ability to travel periodically within Canada and the United States as required.
- Valid passport and ability to travel internationally when needed.
- Criminal background check required.
#TagSoftwareGroup
Valsoft was founded in 2015 in Montreal, Canada. Our focus is to acquire and grow vertical market software businesses that provide mission-critical solutions in their respective niche markets. So far, we have acquired over 100+ businesses, and we have over 3,000 employees across 20+ countries. In 2023, Valsoft was named as one of the Best Workplaces in the Financial Services Industry by Great Place to Work®.
Valsoft was founded in 2015 in Montreal, Canada. Our focus is to acquire and grow vertical market software businesses that provide mission-critical solutions in their respective niche markets. So far, we have acquired over 100+ businesses, and we have over 3,000 employees across 20+ countries. In 2023, Valsoft was named as one of the Best Workplaces in the Financial Services Industry by Great Place to Work®.
