OnBoard · 20 hours ago
Senior Implementation Consultant
OnBoard is a leading board management software company that helps organizations achieve higher functionality. The Senior Implementation Consultant will manage the onboarding process for medium to enterprise level customers, ensuring smooth transitions and driving client satisfaction and retention.
CollaborationDocument ManagementMeeting SoftwareSoftware
Responsibilities
Project Planning: Develop project plans and timelines for the implementation of the SaaS solution within enterprise local governments
Requirement Gathering: Collaborate with clients to understand their business needs and objectives, translating these into actionable requirements for the SaaS solution
Solution Design: Design customized solutions leveraging the SaaS platform to meet the unique requirements of each enterprise client
Configuration and Customization: Configure and customize the SaaS solution to align with the client's specific workflows, business processes, and integration requirements
Data Migration: Oversee the migration of data from legacy systems to the SaaS platform, ensuring data integrity and accuracy throughout the process
Integration Management: Coordinate integration efforts with other systems and platforms used by the client, including ERP, CRM, and third-party applications
Training and Knowledge Transfer: Conduct training sessions for client stakeholders on how to effectively use the SaaS solution, ensuring a smooth transition and adoption
Quality Assurance: Perform thorough testing and quality assurance activities to validate that the implemented solution meets the client's requirements and expectations
Project Management: Manage the overall implementation project, including resource allocation, task prioritization, and stakeholder communication, to ensure timely delivery and client satisfaction
Documentation: Create comprehensive documentation of the implemented solution, including configurations, customizations, and integration details, to support ongoing maintenance and troubleshooting
Continuous Improvement: Gather feedback from clients and internal teams to identify opportunities for product enhancement and process improvement, contributing to the overall evolution of the SaaS offering
Cross-functional Collaboration: Collaborate closely with sales, product management, development, and customer success teams to ensure a seamless handover from sales to implementation and ongoing customer success
Client Relationship Management: Build strong relationships with key client stakeholders, serving as a trusted advisor and ensuring high levels of satisfaction and retention
Knowledge Sharing: Share best practices, lessons learned, and success stories internally to contribute to the collective knowledge and expertise of the implementation team
Qualification
Required
Bachelors Degree in Business or related field
7+ years relevant experience in implementation, onboarding, consulting, support, sales engineering, or technical problem-solving within a SaaS business
5+ years in enterprise level customer software implementation
Passion for understanding and helping customers solve real-world business challenges by leveraging technology solutions
Excellent problem-solving and analytical skills, with the ability to identify and address issues in a timely manner
Ability to manage customer conversations at all levels, including direct or indirect negotiations
Ability to work independently and manage multiple customer accounts simultaneously
Experience using Microsoft Office, Salesforce, ChurnZero, or similar systems
Excellent verbal, written, presentation and project management skills
Preferred
Experience in working in local government
Benefits
Company provided equipment (laptop, software, etc.)
Employment with a growing, casual, fun, philanthropic minded company
Employer paid extended health benefits, including health spending account (CAN based employees)
Comprehensive, high-quality medical/prescription drug plan options, as well as dental and vision plan offerings.
An employer contribution to your Health Savings Account (HSA) if you participate in a High Deductible Healthcare Plan.
Medical Flexible Spending Accounts available.
Dependent Care Flexible Spending Accounts available.
Basic life insurance in the amount of $50,000 or 1 X’s your salary (whichever is higher).
Short and long-term disability and Accidental Death and Dismemberment benefits at no cost to you.
401K Retirement Savings Plan with automatic enrollment at the first of the month following 60 days of employment at 5% to help you secure your financial freedom. We offer a generous company match that starts on the first of the month following 60 days of employment. The company match is dollar for dollar on the first 3% of your pay that you contribute and $0.50 on the dollar on the next 2%, for a total match of 4%.
Paid Time Off (PTO)/Holiday
Company
OnBoard
OnBoard is a secure board management platform that helps organizations prepare, conduct, and analyze board meetings.
H1B Sponsorship
OnBoard has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2024 (1)
2023 (1)
2022 (1)
2020 (3)
Funding
Current Stage
Growth StageTotal Funding
$105MKey Investors
JMI EquityFive Elms CapitalSaratoga Partners
2021-07-07Private Equity· $100M
2018-09-17Private Equity· $5M
2018-07-05Private Equity
Recent News
Seattle TechFlash
2025-08-13
Company data provided by crunchbase