Senior Implementation Manager – Grants

• Serve as the primary point of contact for clients during onboarding
• Conduct kickoff meetings and gather business processes and requirements
• Guide clients on best practices for implementing and configuring SaaS products
• Perform basic project management activities, including scope, communications, risk, opportunity, and change management
• Customize system settings, workflows, and integrations to meet client requirements
• Use out-of-the-box functionality to minimize customizations
• Prepare data and carry out initial data loads in Excel
• Write simple scripts and author ad hoc customer reports
• Collaborate with sales, product management, customer success, and technical support
• Support a seamless transition from sales to product adoption
• Develop and deliver client training sessions
• Create and maintain implementation documentation, user guides, and knowledge base articles
• Identify, troubleshoot, elevate, and resolve implementation issues
• Contribute to improving implementation processes and methodologies

• Bachelor's degree in a relevant field (e.g., Business, Computer Science, Information Systems) or equivalent practical experience
• 5+ years of experience in a client-facing implementation role, preferably in the SaaS industry
• Strong understanding of software implementation processes, methodologies, and best practices
• Excellent communication and interpersonal skills
• Ability to build rapport and collaborate effectively with clients and internal teams
• Ability to take the lead in a workshop environment
• Technical aptitude and ability to quickly learn and navigate new software applications
• Strong problem-solving and analytical skills
• High comfort level with Excel is a plus
• Ability to design and document reports generated from relational databases is a plus
• Ability to author reports using SSRS or Power BI is a significant plus
• Experience with CRM, ERP, or other enterprise software implementations, particularly Gov Tech, is a plus
• Familiarity with Jira, Cloud Coach, Autotask, Asana, or similar project tracking and time management software is a plus

Demonstrates expertise in client onboarding and software implementation processes, with a strong focus on customizing SaaS products to meet client needs. Proficient in project management, data preparation, and report generation, while effectively collaborating with cross-functional teams.

• Client-Facing Implementation Experience
• Software Implementation Methodologies
• Excel Proficiency
• Report Generation Using SSRS or Power BI
• Experience with CRM or ERP Implementations

• Project Management
• Data Preparation
• Report Writing
• SaaS Product Configuration
• Business Process Analysis
• Troubleshooting
• Change Management
• Workflow Customization
• Analytical Skills
• Technical Aptitude

• Excellent Communication
• Interpersonal Skills
• Collaboration
• Problem-Solving
• Leadership in Workshops

• SaaS
• Gov Tech
• Implementation Documentation
• User Guides
• Knowledge Base Articles

• Excel
• SSRS
• Power BI
• Jira
• Cloud Coach
• Autotask
• Asana