Job Title - Implementation SpecialistLocation - RemoteExperience - Entry Level About the RoleAs an Implementation Specialist, you will assist in setting up the company for new customers based on their onboarding requirements. You will work closely with the Customer Success Manager to configure customer accounts, set up workflows, organize customer data, test configurations, and ensure the system is ready before the customer goes live. This is a great opportunity for a college freshman or early-career candidate who wants to learn SaaS implementation, customer onboarding, business processes, and product configuration in a fast-growing startup environment. You do not need prior SaaS experience, but you should be comfortable learning software quickly, following detailed instructions, communicating clearly, and working with accuracy.
Responsibilities
Customer Account Setup & Configuration
Assist in setting up new customer accounts
Configure the system based on customer requirements shared by the Customer Success Manager.
Set up users, departments, approval workflows, vendors, purchase categories, and other account settings.
Help configure basic purchasing and invoicing workflows.
Support setup for accounting integrations, reporting, and customer-specific configurations where required.
Review configuration details to ensure accuracy before customer testing or go-live.
Onboarding Support
Support the Customer Success Manager during the onboarding process.
Prepare customer accounts before kickoff, dry run, testing, and go-live.
Help maintain onboarding checklists and track pending setup items.
Assist in preparing customer data for upload, such as users, vendors, departments, approval rules, or categories.
Document customer setup notes and configuration decisions.
Help ensure customers can complete real transactions during testing and dry-run sessions.
Testing & Quality Checks
Test customer workflows before handoff to the CSM or customer.
Validate approval workflows, user roles, vendor setup, purchase orders, invoices, and notifications.
Identify setup issues and work with the CSM or Support team to fix them.
Ensure the customer account is clean, accurate, and ready for use.
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Maintain a checklist of completed and pending implementation tasks.
Documentation & Internal Coordination
Create or update internal setup documentation and onboarding notes.
Help prepare simple training documents, setup guides, or customer-specific instructions.
Share product or setup-related issues with the Customer Success, Support, or Product teams.
Learn company's features and become comfortable with product configuration over time.
Must-Have Skills
Strong attention to detail.
Good written and verbal communication skills.
Ability to learn new software quickly.
Comfortable following checklists, processes, and documentation.
Basic understanding of spreadsheets such as Google Sheets or Excel.
Strong problem-solving mindset.
Ability to work independently after training.
Availability to work night shifts aligned with Eastern Time (US Eastern hours) to support US-based customers.
Reliable, organized, and eager to learn.
Good-to-Have Skills
Interest in SaaS, startups, business operations, finance, or customer success.
Basic understanding of procurement, invoicing, accounting, or approval workflows.
Experience using tools like Google Sheets, Excel, Nprotion, Slack, Intercom, or CRM systems.
Prior internship, college project, freelancing, or part-time experience involving operations, support, or admin work.
Comfort with structured data entry and process documentation.
Who This Role Is Best For
This role is ideal for someone who:
Is a college freshman or early-career candidate looking to start a career in SaaS.
Enjoys working with software and business processes.
Is detail-oriented and careful with data.
Likes solving problems and figuring out how systems work.
Wants to grow into a Customer Success, Implementation, Support, Product Operations, or Business Operations role. Work ScheduleThis role requires night-shift availability aligned with Eastern Time (US Eastern hours) to support onboarding for US-based customers.
Success in This Role Looks Like
Customer accounts are configured accurately and on time.
Setup tasks are completed based on onboarding checklists.
CSMs receive clean and well-prepared accounts before customer calls.
Workflow testing is completed before go-live.
Setup issues are identified early and documented clearly.
The candidate becomes increasingly independent in handling standard implementations.
Salary
Probation:
Duration:
Salary during probation: After probation:
Annual CTC: Competitive salary
Number of openings
1 Editor’s note
Information above is Internshala's interpretation and paraphrasing of what we found on the shared link.
