Implementation Specialist

Cardata is looking for an Implementation Specialist to own the end-to-end onboarding and implementation of new customers joining our platform.

You will take ownership of customer onboarding from kickoff through requirements gathering, system configuration, testing, user training, go-live, and post-launch validation. This role is a key driver of customer time-to-value. You will ensure each customer’s program is configured accurately, stakeholders are prepared to use the platform, and the account is ready for a successful transition into its ongoing Customer Success and Account Management relationships.

This is a hands-on, customer-facing role for someone who can combine detailed system configuration with strong project ownership, training, and executive-level communication. You will work independently to drive implementations forward while partnering closely with Sales, Customer Success, Account Management, Product, Engineering, and internal systems teams.

What you will do

• Own new customer implementations from Sales handoff through go-live and initial post-launch validation.
• Lead kickoff calls, align on timelines, milestones, responsibilities, and launch requirements.
• Gather customer requirements, workflows, business rules, and configuration needs.
• Configure customer programs, workflows, permissions, rules, and system settings in Cardata’s platform.
• Validate customer data, test configurations, troubleshoot issues, and confirm launch readiness.
• Deliver onboarding and training for customer admins, operational stakeholders, drivers, and end users.
• Manage expectations, track milestones, dependencies, risks, and customer action items and next steps throughout implementation.
• Coordinate cross-functional deliverables across Sales, Customer Success, Product, and Engineering and internal systems teams to ensure smooth launches.
• Complete structured handoffs to Customer Success and Account Management after go-live.
• Escalate implementation risks early to maintain launch commitments, surface recurring implementation challenges, product feedback, and process improvement opportunities.
• Continuously identify opportunities to automate implementation activities and reduce manual effort through system enhancements and AI-enabled workflows.
• Contribute to implementation documentation, templates, training materials, and scalable workflows.

What you bring

• 5-8 years of experience in enterprise SaaS implementation, customer onboarding, professional services, solutions delivery, or a related customer-facing role.
• Experience independently managing customer implementations from kickoff through go-live, ideally in an enterprise SaaS environment.
• Strong ability to manage complex requirements, stakeholders, timelines, dependencies, and launch risks.
• Ability to translate business and operational requirements into system configurations.
• Experience working in configurable software platforms and learning complex products quickly.
• Confident customer-facing communication skills, including expectation m