Senior Implementation Specialist

Accountabilities: Lead end-to-end implementation projects for enterprise customers, developing project plans, tracking milestones, and ensuring deliverables are completed on schedule. Coordinate with executive sponsors, firm administrators, and end users to align expectations, establish responsibilities, and maintain accountability. Facilitate onboarding activities, including kickoff meetings, process reviews, configuration workshops, and tailored training sessions. Advise customers on workflow design, operational best practices, and change management strategies to improve adoption and business outcomes. Guide customer teams through organizational and process changes, addressing resistance and encouraging engagement with new ways of working. Support accurate data migration by importing contacts and work items and using Excel and other tools to validate data quality and completeness. Identify potential project delays, adoption challenges, and implementation risks early, taking proactive steps to keep projects on track. Collaborate with Sales, Customer Success, Product, and Support teams to coordinate customer handoffs and communicate feedback. Demonstrate customer value and return on investment while establishing a foundation for long-term success. Use AI tools, including ChatGPT and AI-powered workflow automation, to improve project planning, customer communications, and process efficiency. Requirements 3–5+ years of experience in B2B SaaS implementations, including at least 2 years of end-to-end technical implementation experience. Strong project management skills, with the ability to oversee multiple customer implementations simultaneously. Confidence working directly with customers, facilitating workshops, and engaging with senior stakeholders. Excellent communication and presentation skills, including the ability to explain technical concepts in clear, actionable terms. A consultative mindset, combining active listening with the confidence to challenge existing processes and recommend improvements. Strong attention to detail and a commitment to accurate data handling, reliable execution, and follow-through. Comfort working with data, systems, software configuration, and migration processes. Resilience, adaptability, and the ability to thrive in a changing, fast-paced environment. Ability to work remotely, manage time independently, and maintain progress across multiple projects. Experience in accounting or tax, familiarity with workflow or project management software, enterprise onboarding, change management frameworks, or a high-growth SaaS environment is an advantage. Hands-on experience with the platform used by the partner company is beneficial but not essential. Benefits Base salary: £64,000–£70,000 GBP. Flexible working hours and remote-work support. Commuter and work-from-home benefits. A home office equipment allowance or selection menu to help create a productive workspace. Up to five weeks of paid vacation. Up to 10 wellness days. Generous parental leave. Employee Assistance Program. Learning and development opportunities. Cultural activities, company offsites, and access to a social club. Opportunities to collaborate with an experienced, high-performing international team. A collaborative and inclusive work culture with regular feedback and investment in employee development. Opportunities for career progression and internal promotion based on performance. Performance-based compensation benchmarked against global markets.