Implementation Specialist

Ready to accelerate your career? At Cardata we are building the infrastructure layer for vehicle reimbursement. Our platform combines software, automation, and operational services to help companies run compliant, scalable vehicle programs across North America. We’re a high-ownership team that moves quickly, solves real operational complexity, and values people who can turn ambiguity into execution. If you enjoy building, improving systems, and working closely across product, operations, and customer teams, you’ll do well here. As the Implementation Specialist you will own the end-to-end onboarding and implementation of new customers joining our platform. You will take ownership of customer onboarding from kickoff through requirements gathering, system configuration, testing, user training, go-live, and post-launch validation. This role is a key driver of customer time-to-value. You will ensure 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. You will work independently to drive implementations forward while partnering closely with Sales, Customer Success, Account Management, Product, Engineering, and internal systems teams. What you will do 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. What you bring 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 Have 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 Why you’ll love working at Cardata: We’ll be honest — Cardata isn’t for everyone. If you thrive in a fast-paced environment, take extreme ownership, and constantly push yourself (and your work) to be the best, you’ll fit right in. You’ll be surrounded by driven teammates who genuinely care — about the work, about our customers, and about helping each other succeed. Together, we take on ambitious goals and celebrate the wins along the way. What we offer in return for you bringing your best: Remote work and flexible working hours Mentorship and development opportunities (to help you achieve your career goals!) Extended medical & dental benefits Healthcare spending account $3,000 annual Health and Wellness Spending Account to support your overall wellbeing Employee assistance program (EAP) Flexible (Unlimited) Time Off: No annual cap on vacation, supported by a trust-based, flexible approach to time away. Cardata is an equal opportunity employer. All candidates will be equally considered without regard to race, ancestry, place of origin, colour, ethnic origin, language, citizenship, creed, religion, gender/gender identity, sexual orientation, age, marital status, physical and/or mental handicap or financial ability. We are dedicated to creating an inclusive environment where everyone feels welcome to bring their authentic selves to work. If you require accommodations during the recruitment process, please let us know.

Own the end-to-end customer onboarding process from initial kickoff through system configuration, testing, and go-live. Coordinate cross-functionally with Sales, Product, and Engineering to ensure successful implementation and smooth handoff to Customer Success.

Requires 5-8 years of experience in enterprise SaaS implementation, customer onboarding, or professional services. Candidates must demonstrate strong ability to manage complex requirements, technical configurations, and executive-level communication.

• Remote work • Flexible working hours • Mentorship and development opportunities • Extended medical & dental benefits • Healthcare spending account • $3,000 annual Health and Wellness Spending Account • Employee assistance program (EAP) • Flexible (Unlimited) Time Off

• Gestion de projetSouhaitée

Relevées dans la description du poste. Confirmez les exigences importantes ci-dessus.

• SaaS Implementation
• Customer Onboarding
• Project Management
• System Configuration
• Requirements Gathering
• Stakeholder Management
• User Training
• Customer Success
• CRM
• Salesforce
• HubSpot
• Gainsight
• Solution Delivery
• Professional Services
• Change Management
• Data Validation

• Technology
• Customer Service & Support
• Software

Expérience minimale

5+ ans

Langue de l’offre

anglais

Heures de travail

40 heures par semaine

Niveau d’expérience

Mid-Senior level