Implementation Consultant

Posted 2 Days Ago
Hiring Remotely in USA
Remote
Senior level
Software
The Role
The Implementation Consultant will lead onboarding processes, manage customer relationships, and provide tailored training for SaaS solutions, focusing on HR needs.
Summary Generated by Built In

Espresa is the only personal benefits platform that delivers a global and all-in-one experience for HR, people teams, and employees. With a core focus on Lifestyle Spending Accounts (LSAs) and a complimentary, modular suite of solutions focused on total wellbeing, recognition, and community, Espresa powers Great Places to Work® while making heroes out of HR teams.

Join our growing team of tenacious builders, designers, and people igniters, and help transform the industry of personal benefits for good.

The opportunity

Our team is seeking a mission-critical Implementation Consultant to join our dynamic and customer-focused team. As the primary post-sale point of contact, the Implementation Consultant will establish trusted relationships with customers, evaluate their program and technical requirements, configure and deploy the solution, and support the early phase of adoption.

The ideal candidate is enthusiastic, inquisitive, creative, resourceful, and excels at listening to understand, transforming customer needs into effective solutions, and collaborating across a multi-disciplinary landscape. This role is an exciting opportunity to quickly build trusting, productive relationships with clients while directly contributing to our company's overall success.

Key Responsibilities:

  • Lead seamless onboarding and implementation processes, managing timelines and deliverables to meet customer objectives.
  • Define success criteria and provide tailored recommendations to drive platform adoption, engagement, and ROI.
  • Build and maintain strong relationships with key stakeholders and administrators to drive satisfaction, loyalty, and long-term success.
  • Collaborate with Customer Success Managers on account strategy to build cross-functional relationships and identify upsell opportunities.
  • Provide expertise tailoring a solution to customer needs and resolve inquiries effectively.
  • Deliver client training sessions on product features, workflows, and best practices while empowering customer teams to make program and technical decisions.
  • Understand and track customer strategy and challenges; align Espresa’s Platform with their internal narrative and desired outcomes to enable future insights and value.
  • Be a technical leader in the organization by sharing field experiences with customer-facing and internal peers.
  • Keep current on HR/benefits industry trends, developments, and best practices.

Skills and Experience

  • 5+ years in implementation, onboarding, or similar roles within a SaaS or technology environment, ideally supporting HR customers or benefits programs.
  • Proven ability to master an enterprise SaaS product suite, survey and discover customer requirements, recommend and build a solution and troubleshoot under timeline pressure, while building strong relationships with medium to large organizations and internal partners.
  • Comfortable steering conversations on common internet and software practices such as HTTPS, APIs, FTP, CSV file handling, and two-factor authentication (2FA).
  • Proficient in Microsoft Excel, including advanced functions such as pivot tables and VLOOKUP to generate and analyze customer reports and insights.
  • Proactive in identifying and resolving challenges, with a strategic perspective on operational efficiency and customer success, and the ability to develop and deploy KPIs.
  • Exceptional written, oral, presentation, and interpersonal skills.
  • Highly organized and priority-sensitive with experience managing multiple projects and accounts simultaneously.
  • Proficient in essential project management principles and practices.

Espresa’s benefits

Espresa offers a comprehensive benefits package that is competitive with Silicon Valley/Bay Area employers, including health, retirement, a Lifestyle Spending Account, generous PTO, and more.

We are an equal opportunity employer and do not discriminate on the basis of race, religion, national origin, gender, sexual orientation, age, veteran status, disability or any other legally protected status.

For US Based Candidates: Pursuant to the San Francisco Fair Chance Ordinance, we will consider qualified applicants with arrest and conviction records.

We are committed to providing reasonable accommodations to applicants with disabilities.

Show us you and how our mission and vision shine in you. We welcome wonderful, kind, and bright humans!

Top Skills

APIs
Csv File Handling
Ftp
Excel
SaaS
Two-Factor Authentication
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The Company
HQ: Palo Alto, California
80 Employees
On-site Workplace
Year Founded: 2015

What We Do

Drive employee experience and engagement programs in new and meaningful ways with Espresa’s leading product, global Lifestyle Spending Accounts (LSA). And, with LSA+, you have even more ways to power inclusive flexibility with integrated total wellbeing, recognition, and community. Give your employees freedom of choice while using the HR tech engine that supports People Teams with attraction and retention, minimal administration, and with diversity, equity, and inclusion (DEI) built in.

Discover the future of Human with Espresa.com.

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