Implementation Consultant

About Ascendion

Ascendion is an AI-native software engineering disruptor helping businesses innovate faster, smarter, and with greater impact. We partner with enterprise clients across North America, the UK, Europe, and APAC to solve complex challenges in data, experience design, software product engineering, and workforce transformation. Powered by expert engineers, thousands of AI agents, and our Engineering to the Power of AI (EngineeringAI) method, we deliver measurable outcomes that build trust, unlock value, and accelerate growth.

Learn more at https://ascendion.com/.

Engineering to the Power of AI™, AAVA™, EngineeringAI, Engineering to Elevate Life™, Enterprise PlatformsAI, Data & InsightsAI, ExperienceAI, GCCAI, OperationsAI, Platform EngineeringAI, ProductAI, and Quality EngineeringAIare trademarks or service marks of Ascendion®. AAVA™ is pending registration. Unauthorized use is strictly prohibited.

Ascendion | Engineering to elevate life

We have a culture built on opportunity, inclusion, and a spirit of partnership. Come, change the world with us:

• Build the coolest tech for the world’s leading brands
• Solve complex problems - and learn new skills
• Experience the power of transforming digital engineering for Fortune 500 clients
• Master your craft with leading training programs and hands-on experience

Experience a community of change makers!

Join a culture of high-performing innovators with endless ideas and a passion for tech. Our culture is the fabric of our company, and it is what makes us unique and diverse. The way we share ideas, learning, experiences, successes, and joy allows everyone to be their best at Ascendion.

About the Role

As an Implementation Consultant , you will serve as the bridge between new customers and their long-term success with our CRM platform. You will guide clients through system setup, configuration, data migration, integrations, and administrator training, ensuring each implementation is smooth, tailored to the customer’s business needs, and designed for long-term success.

You will work closely with customers and internal teams to understand business requirements, configure the platform, manage implementation timelines, troubleshoot issues, and ensure customers are confident and fully prepared to use the system.

What You’ll Do

• Own customer onboarding projects from kickoff through administrator training, managing timelines, deliverables, risks, dependencies, and customer-facing communications.
• Configure and customize the CRM platform to align with customer business needs, workflows, team structures, and industry-specific requirements, including workflows, permissions, lead flows, inboxes, phone numbers, and other system settings.
• Manage data migrations, imports, and exports while supporting integrations with customers’ third-party technology ecosystems, including lead sources, websites, transaction management platforms, marketing tools, and other business applications.
• Map system workflows and document how various systems and integrations connect with the CRM platform.
• Create implementation documentation, process guides, and resources that enable customers to effectively manage their systems and integrations after onboarding.
• Train administrator-level users and power users on initial setup, platform functionality, workflows, and best practices.
• Ensure customers understand how the implementation supports their business objectives and contributes to long-term platform adoption and value.
• Collaborate closely with Sales, Product, Customer Success, Support, and other internal teams to ensure seamless handoffs, clear documentation, and effective communication throughout the customer lifecycle.
• Follow established implementation playbooks and contribute to templates, checklists, documentation, and automation that improve implementation quality, consistency, and efficiency.
• Triage and resolve implementation-related issues by diagnosing common technical problems, identifying root causes, and escalating complex issues to Support or Engineering with appropriate context.
• Gather and document customer goals, requirements, feedback, and challenges, translating these insights into actionable recommendations for product and process improvements.
• Provide detailed handoffs to Customer Success and Sales teams, including implementation status, configuration decisions, outstanding risks, customer goals, and recommended next steps.

Who You Are

You are a tech-savvy, project-driven onboarding professional who can guide new customers from the initial implementation stage to becoming confident and productive users of a CRM platform.

You think in terms of end-to-end implementations —scoping requirements, sequencing milestones, managing dependencies, and leading structured, agenda-driven customer calls that keep stakeholders aligned on timelines, responsibilities, deliverables, and next steps.

You can quickly establish yourself as a CRM subject matter expert , translating technical configuration requirements into clear and actionable steps for customers. You build trust through thoughtful discovery, strong documentation, disciplined follow-through, and a consistent focus on measurable onboarding outcomes.

Your goal is to ensure every customer completes onboarding with a scalable system configuration, confident users, well-documented processes, and a clear path toward long-term value and adoption .

Required Experience & Qualifications

• 3+ years of experience in SaaS implementation, technical account management, customer success, consulting, or a similar customer-facing technical role.
• Strong knowledge of CRM platforms, including how businesses use CRM platforms to manage their operations and customer relationships.
• Demonstrated experience managing multiple customer implementation projects simultaneously.
• Strong project management skills, including the ability to manage timelines, milestones, deliverables, dependencies, risks, and customer communications.
• Working knowledge of technical concepts including APIs, system integrations, data imports/exports, data mapping, and data cleansing .
• Comfortable working with CSV files, Excel, and other tools used for data management and migration .
• Strong communication and presentation skills, with the ability to explain technical concepts clearly to both technical and non-technical audiences.
• Ability to lead customer meetings, conduct discovery sessions, deliver training, and communicate implementation status effectively.
• Customer-first mindset with strong empathy, patience, problem-solving abilities, and the ability to remain calm and professional during escalations.
• Strong organizational skills and attention to detail, with the ability to manage multiple priorities in a fast-paced SaaS environment.
• Ability to work cross-functionally with Sales, Product, Customer Success, Support, Engineering, and other internal stakeholders.

Preferred / Bonus Qualifications

• Experience working with workflow automation platforms .
• Familiarity with REST APIs and webhooks .
• Experience supporting CRM integrations with websites, lead-generation platforms, marketing automation tools, transaction management systems, or other third-party applications.
• Experience working with real estate technology platforms or similar industry-specific SaaS ecosystems .
• Familiarity with lead-management systems, website/IDX integrations, lead sources, marketing platforms, and customer communication tools.
• Experience creating implementation playbooks, SOPs, process documentation, and training materials.

Salary and Other Compensation:

The salary for this position is between $85,000 - $100,00 USD annually. Factors which may affect pay within this range may include geography/market, skills, education, experience, and other qualifications of the successful candidate.

Benefits:

The Company offers the following benefits for this position, subject to applicable eligibility requirements: [medical insurance] [dental insurance] [vision insurance] [401(k) retirement plan] [long-term disability insurance] [short-term disability insurance] [5 personal days accrued each calendar year. The Paid time off benefits meet the paid sick and safe time laws that pertains to the City/ State] [10-15 days of paid vacation time] [6 paid holidays and 1 floating holiday per calendar year] [Ascendion Learning Management System]

Want to change the world? Let us know.

Tell us about your experiences, education, and ambitions. Bring your knowledge, unique viewpoint, and creativity to the table. Let’s talk!