Implementation Specialist
Location: Remote
About Outbound Funnel:
Outbound Funnel is a premier strategic agency specializing in Sales Engagement, Automation, and CRM Platforms. We offer expert implementation, integration, training, and managed services to a diverse clientele ranging from hyper-growth startups to Fortune 100 companies. With over 2,700 clients across major markets and geographies, we are a fully remote team that values collaboration, shared successes, and collective growth.
Role Overview:
We are seeking an Implementation Specialist who is responsible for managing the successful implementation of Sales Engagement, Revenue Intelligence, and CRM Platforms in a company. They work closely with the IT and business teams to ensure that the project is completed on time, within budget, and meets the company’s requirements. The role involves a deep understanding of the systems being implemented, as well as the project management skills necessary to manage a complex implementation from start to finish.
Note : in this integral to our team role, Implementation Specialist will be based in US, and responsible for our APAC clients with work hours that will be in the range of 12pm - 8pm CST, Monday through Friday.
Key Responsibilities:
- Responsible for planning, coordinating, and executing the implementation of a Sales Engagement, Revenue Intelligence, and CRM Platforms. This includes gathering requirements, creating a project plan, and managing the project team to ensure that milestones are met on time and within budget.
- Must communicate effectively with both technical and non-technical stakeholders. This includes working with the IT team to ensure that the technology is implemented correctly, as well as with business leaders to ensure that the project meets the company’s strategic objectives.
- Guide customers through Change Management process to ensure strong adoption & continue to support post-launch
- After the implementation is complete, providing training and support to the end-users. This includes creating user guides, conducting training sessions, and providing ongoing support to ensure that the system is used effectively.
- Analyzing the effectiveness of the system and identifying areas for improvement, as well as identifying new technologies that can be implemented to improve the client’s operations.
- Serve as a subject matter expert on software you’re implementing.
- Lead the implementation process, from kickoff to completion.
- Create, update, and maintain customer-facing project plans, timelines, and resource allocation documents.
- Maintain internal project notes to alert stakeholders to project status
- Develop, test, and deploy customized solutions for clients.
- Identify and troubleshoot any technical issues encountered during various phases of the implementation process.
- Collaborate with internal teams to provide timely resolution of technical issues.
- Manage project-related client communication.
What We’re Looking For:
- Minimum of 4 years of professional experience in project management or implementation
- Experience in SalesTech (Gong, Outreach, Salesloft, HubSpot) and/or CRM/MarTech (HubSpot) is highly preferred.
- The ability to work from our Lehi, Utah office is strongly preferred; however, remote work is possible for the right candidate.
- Remote candidates must have a private, quiet workspace, high-speed internet, and a reliable computer.
- Exceptional time management skills, with the ability to manage multiple schedules and project timelines.
- Ability to translate technical insights into clear executive summaries.
- Highly responsive with excellent communication skills, able to engage effectively with clients and internal stakeholders.
- Strong communication skills and ability to work in a cross-functional team
- Ability to thrive in a fast-paced, dynamic environment
- Knowledge of software development life cycle and project management methodologies
- Experience with project management tools such as Asana
Compensation and Benefits:
- Full Time (Contract 1099)
- Salary Range $50,000 - $60,000
Top Skills
What We Do
Outbound Funnel was established in 2018 as one of the first implementation and training service agencies for clients that adopted the power of Sales Engagement Platforms to drive more revenue for their companies.
Since then we’ve onboarded over 700+ customers globally and expanded our certified expertise across other emerging cloud applications. We are your strategic partner when it comes to modeling your business processes to sales systems and integrating your tech stack for better end-customer communication, optimized end-user activity, and a sharper line of sight on activities across departments.
Our team has half a decade of strategy, implementation, onboarding, and training on Sales Engagement Platforms for companies from 5 employees to Fortune 500. And our proprietary training and implementation methods have allowed us to drastically reduce time-to-value for customers, enabling teams to scale swiftly and efficiently.
