Implementation Specialist

Description:
This role is on site in Huntington Beach, CA

We are seeking a ImplementationSpecialistto join our team. This role goes beyond standard onboarding and support: you will lead enterprise-level implementations, provide technical expertise, and serve as a trusted advisor to clients.

In addition to onboarding, training, and customer success responsibilities, you will assist clients with technical implementations, SQL reporting, system investigations, and API integrations, ensuring they maximize the value of our platform.

This is a full-time, permanent opportunity, offering a competitive salary and comprehensive benefits package. Qualified applicants must be willing and able to work on a w2 basis.

Salary: $70k - $80k

Responsibilities:
Enterprise Onboarding & Implementation

• Lead onboarding for enterprise-level clients, including complex system setup, integrations, and advanced configurations.
• Serve as implementation project manager, collaborating with internal teams (Data, Documents, Support, Product) to ensure seamless migration of client data and workflows.
• Deliver tailored training via Zoom, documentation, and hands-on sessions to support client adoption.
• Configure bespoke onboarding and training curriculums to meet client-specific requirements.

Technical Expertise

• Assist clients with SQL reporting, data validation, and customized report generation.
• Provide API guidance and troubleshooting, supporting integrations with third-party applications.
• Investigate and resolve technical issues, escalating to engineering as needed while maintaining clear communication with clients.
• Act as a technical consultant, advising clients on best practices for system performance, reporting, and scalability.

Customer Success & Relationship Management

• Act as the primary point of contact for assigned enterprise accounts for the first 18 months of their journey, ensuring high levels of client satisfaction and retention.
• Proactively monitor client health and usage to identify opportunities for optimization and expanded adoption.
• Conduct regular success reviews, providing strategic recommendations to align The Mortgage Office with client business goals.
• Advocate for clients internally by relaying feedback to influence product enhancements.

Collaboration & Reporting

• Partner with Sales, Account Management, and Support to provide a cohesive, white-glove experience for enterprise clients.
• Maintain accurate documentation of all client activities, communications, and progress in HubSpot.
• Prepare follow-up communications and ensure timely responses to all client inquiries.
• Other duties as assigned.

Experience Requirements:

• Bachelor's degree in Business, Finance, Technology, or related field (or equivalent experience).
• 2-5 years of experience in technical onboarding, or implementation roles - preferably in financial technology, SaaS, or enterprise software.
• Strong understanding of financial reporting and enterprise software implementation.
• Proficiency with SQL, data analysis, and API integrations.
• Experience managing enterprise-level implementations with multiple stakeholders.
• Excellent communication skills, especially in delivering technical concepts to non-technical audiences.
• Strong project management skills with the ability to juggle multiple large-scale implementations.
• Familiarity with CRM systems (HubSpot preferred).

Skills, experience, and other compensable factors will be considered when determining pay rate. The pay range provided in this posting reflects a W2 hourly rate; other employment options may be available that may result in pay outside of the provided range.

W2 employees of Eliassen Group who are regularly scheduled to work 30 or more hours per week are eligible for the following benefits: medical (choice of 3 plans), dental, vision, pre-tax accounts, other voluntary benefits including life and disability insurance, 401(k) with match, and sick time if required by law in the worked-in state/locality.
Please be advised- If anyone reaches out to you about an open position connected with Eliassen Group, please confirm that they have an Eliassen.com email address and never provide personal or financial information to anyone who is not clearly associated with Eliassen Group. If you have any indication of fraudulent activity, please contact

About Eliassen Group:

Eliassen Group is a leading strategic consulting company for human-powered solutions. For over 30 years, Eliassen has helped thousands of companies reach further and achieve more with their technology solutions, financial, risk & compliance, and advisory solutions, and clinical solutions. With offices from coast to coast and throughout Europe, Eliassen provides a local community presence, balanced with international reach. Eliassen Group strives to positively impact the lives of their employees, clients, consultants, and the communities in which they operate.

Eliassen Group is an Equal Opportunity/Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, pregnancy, sexual orientation, gender identity, national origin, age, protected veteran status, or disability status.

Don't miss out on our referral program! If we hire a candidate that you refer us to then you can be eligible for a $1,000 referral check!