Implementation Specialist
Role Overview
Own client onboarding from kickoff through successful launch and hand-off to Customer Success.
Guide clients through requirements gathering, configuration, testing, training, and launch of Kaleidoscope’s scholarship-management platform.
Work with Sales, Account Management, and Customer Success to align implementation with client goals and commitments.
Help shape implementation practices as the company grows, improving processes and using AI while maintaining quality.
Key Skills for This Role
Full Job Posting
Position summary
Own client onboarding from kickoff through successful launch and hand-off to Customer Success.
Guide clients through requirements gathering, configuration, testing, training, and launch of Kaleidoscope’s scholarship-management platform.
Work with Sales, Account Management, and Customer Success to align implementation with client goals and commitments.
Help shape implementation practices as the company grows, improving processes and using AI while maintaining quality.
Client onboarding and delivery
- Own multiple client implementations from kickoff through launch and hand-off.
- Gather requirements and translate client goals and workflows into implementation plans.
- Configure accounts, forms, workflows, and award-cycle needs to specifications.
- Lead workshops, including helping organizations build scholarship programs from the ground up.
- Train clients on core platform modules for independent operation after go-live.
- Test applicant, reviewer, contributor, and administrator workflows; troubleshoot and resolve implementation issues.
- Manage timelines, milestones, risks, and client expectations; define success by outcomes, first program cycles, and time-to-value.
Collaboration and process improvement
- Participate in pre-implementation discovery and coordinate client needs and commitments with Sales and Account Management.
- Partner with Customer Success on a seamless transition and long-term adoption.
- Share client feedback, product gaps, and recurring challenges with internal teams; advocate for consistent client experience.
- Improve processes, tools, documentation, efficiency, and repeatable approaches that reduce implementation time and improve scalability.
- Use AI to accelerate requirements gathering, configuration recommendations, testing, documentation, and training content; validate outputs for accuracy and quality.
Candidate requirements
- Hands-on SaaS implementation experience.
- Able to own client implementation work, communicate with clients, configure systems, troubleshoot, and deliver training.
Workplace
- Hybrid role based in the Minneapolis office, with three days on-site and two days remote.
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