Note: The job is a remote job and is open to candidates in USA. Cordance is dedicated to accelerating the growth of B2B SaaS companies through acquisition and guidance. The Onboarding & Implementation Specialist will manage the implementation process for customers, ensuring their onboarding experience is seamless and aligned with business goals.
Responsibilities
• Own the full onboarding lifecycle — from requirements gathering to post-launch review — ensuring timelines, milestones, and deliverables are met
• Partner with customers to identify use cases, workflows, and success criteria that guide system configuration and setup
• Manage data imports, integrations, and configurations to ensure systems align with customer needs
• Collaborate with internal product, engineering, and support teams to troubleshoot issues and optimize implementation processes
• Identify recurring onboarding challenges and propose scalable, repeatable solutions to improve efficiency and quality
• Track and report implementation metrics, customer satisfaction, and launch readiness across projects
• Be a voice of the customer in internal discussions, influencing roadmap priorities and process improvements
• Support customers through adoption and process alignment, providing practical guidance to help teams transition to new workflows and fully leverage the system as designed
• Monitor and manage implementation scope to ensure projects stay aligned with agreed requirements, timelines, and outcomes
• Proactively identify implementation risks and dependencies, escalating early and developing mitigation plans to protect timelines and outcomes
Skills
• 2–5 years of experience in implementation, onboarding, or customer success roles — preferably in a SaaS or technology environment
• Strong project management skills with the ability to manage multiple customer implementations simultaneously
• Familiarity with integration concepts, APIs, and SaaS platforms (Salesforce, HubSpot, NetSuite, etc.)
• Excellent communication and relationship-building skills — both with customers and internal
• High attention to detail and a process-driven mindset
• Comfort working in fast-paced, evolving environments with distributed teams
• Experience collaborating cross-functionally with Product, Engineering, and Customer Success to streamline delivery
• Experience supporting customers through process or system changes, with the ability to guide adoption and reinforce best practices
• Experience leading complex SaaS or enterprise software implementations with measurable customer impact
• Experience working with K–12 districts, higher education institutions, or other compliance-driven environments
• Skilled in using project management tools (e.g. Asana, Jira, Monday.com) to track milestones and deliverables
• Proven ability to translate technical requirements into clear business outcomes for non-technical stakeholders
• Background in process optimization, automation, or creating scalable onboarding frameworks
• Strong understanding of customer lifecycle management and post-launch success alignment
• Certifications in project or implementation management (PMP, CSM, or equivalent) a plus
Benefits
• Comprehensive Health Coverage: Coverage begins on your first day of employment.
• 401K Plan (US): We match 1:1 for the first 3% of contributions and 0.5:1 for the next 2%. Contribute 5% of your salary and get a 4% match. Choose from pre-tax and Roth options. You’re eligible the first of the month after 90 days and immediately vested.
• RRSP (CAN): We match 1:1 for the first 3% of contributions and 0.5:1 for the next 2%. Contribute 5% of your salary and get a 4% match. Choose from pre-tax and Roth options. You’re eligible the first of the month after 90 days and immediately vested.
• Flexible PTO: Enjoy uncapped paid time off to balance your work and personal life.
• 12 weeks paid leave for all employees.
• Monthly Stipend: Receive $75 USD / $140 CAD per month for phone and internet if you work remotely.
• Generous Holiday Schedule: Benefit from an extensive list of holidays to recharge and spend time with loved ones.
Company Overview
• eRezLife Software is creating affordable and client driven cloud-based solutions for university and student housing niche. It was founded in 2007, and is headquartered in Ottawa, Ontario, CAN, with a workforce of 11-50 employees. Its website is https://erezlife.com.