Implementation Consultant (Irvine)

About the Opportunity

As an Implementation Consultant, the role will own the customer journey from signed contract through successful go-live on the platform. This is a hands-on role that combines project management, customer consulting, and software configuration.

The individual will lead implementation plans, gather customer requirements, configure the platform around each customer’s locations, assets, workflows, and business processes, and coordinate data migration, integrations, testing, training, and go-live readiness.

The role involves working directly with Facilities, Operations, Accounting, and IT stakeholders on the customer side, while partnering closely with internal Sales, Product, Engineering, Customer Success, and Support teams. The goal is to deliver an organized, high-quality implementation that gets customers live on schedule and sets them up for long-term success.

Key Responsibilities

• Project Management
  • Own the end-to-end implementation plan for each assigned customer, including timelines, milestones, resourcing, dependencies, and risk tracking.
  • Lead recurring project status calls with customer stakeholders, providing clear updates on progress, blockers, decisions, and next steps.
  • Manage multiple concurrent implementations, prioritizing across accounts to meet go-live dates without sacrificing quality.
  • Identify scope changes, delays, dependencies, or at-risk projects early and escalate internally with a clear plan to get the implementation back on track.
  • Coordinate cross-functionally with Sales, Customer Success, Product, Engineering, and Support to resolve blockers and keep implementations moving forward.
  • Maintain accurate, up-to-date project documentation and status within project management and customer success tools.
• Customer Discovery & Software Configuration
  • Lead discovery and requirements-gathering sessions to understand each customer’s current processes, business requirements, and desired workflows, then translate those requirements into an effective platform configuration.
  • Configure the platform to match each customer’s site hierarchy, asset types, preventive maintenance schedules, user roles, approval workflows, and other business requirements.
  • Manage data migration and validation, including asset lists, vendor records, and historical work order data.
  • Coordinate the setup and testing of integrations between the platform and customer business systems in partnership with internal integrations and engineering teams.
  • Coordinate user acceptance testing and go-live readiness, ensuring configuration, data, integrations, and customer teams are prepared for a successful launch.
  • Build and deliver role-based training and documentation so customer teams are prepared to operate the platform independently after launch.
  • Partner with Product to identify configuration gaps and recurring customer needs that may help inform future product improvements.

Required Qualifications

• 3+ years of experience in software implementation, technical consulting, customer onboarding, or project management, ideally within a B2B SaaS environment.
• Demonstrated ability to manage multiple customer projects simultaneously while balancing competing priorities and deadlines.
• Comfort configuring software directly. The individual should be comfortable getting into the platform and setting it up.
• Strong stakeholder management skills, with the ability to communicate effectively with everyone from executive stakeholders to day-to-day platform users.
• Clear, structured communication skills, both written and verbal, including customer meetings, project updates, documentation, and internal escalations.
• Comfort working with data, including spreadsheets, CSV imports, and basic data cleanup and validation.
• A proactive, solutions-oriented approach when projects encounter challenges, with a focus on identifying the path forward and keeping teams aligned.

Preferred Qualifications

• Experience implementing CMMS, IWMS, ERP, or similar facilities or operations software.
• Background in facilities management, restaurant or retail operations, or other multi-site business environments.
• Familiarity with project management tools such as Asana, Monday.com, or Smartsheet and customer success platforms such as Gainsight, Totango, or HubSpot.
• Experience supporting SSO implementations and API-based integrations, including gathering technical requirements, coordinating setup and testing, troubleshooting issues, and validating successful integrations.
• Familiarity with APIs, authentication concepts, integration workflows, and data mapping; basic SQL knowledge is a plus.

Additional Information

• Competitive salary and performance-based incentives.
• Full benefits package: medical, dental, vision, life, and 401(k) with a match.
• Unlimited PTO and 12 paid holidays.
• Tuition reimbursement, team-building events, and company swag.
• A collaborative, innovative team where there will be the opportunity to make a meaningful impact on the customer experience and help shape how implementations scale.

The hiring company is an equal opportunity employer committed to building a diverse and inclusive team.