Implementation & Onboarding Specialist
Job Description:
• Own and execute technical platform setup and configuration for clients, including Everflow configuration and Shopify integrations.
• Independently diagnose and clearly articulate root causes and fixes for tracking and integration issues, involving Engineering only when necessary.
• Manage client onboarding from post-contract through go-live, ensuring accurate tracking and smooth integrations.
• Lead technical discovery during sales handoff and translate business needs into system configurations.
• Project manage technical client requests and issues through resolution with speed and clarity.
• Troubleshoot tracking, integration, and reporting issues using tools such as Chrome DevTools and Postman or other API testing tools.
• Execute business-driven updates such as commission changes, feature rollouts, and configuration adjustments.
• Build and maintain SOPs, documentation, and troubleshooting guides for recurring workflows.
• Serve as the primary technical point of contact for clients, communicating solutions clearly and confidently.
• Collaborate with engineering and product teams to scope and deliver client-specific needs.
• Surface recurring technical issues and automation opportunities to improve the platform and client experience.
Requirements:
• 3-5+ years of experience owning technical onboarding, integrations, and execution for customer-facing SaaS platforms.
• Must have experience with either of the following or very similar: Everflow, Impact, or PartnerStack.
• Hands-on experience troubleshooting Shopify conversion, checkout, and post-purchase tracking.
• Direct experience with affiliate tracking, attribution, pixels, webhooks, and transaction IDs.
• Ability to diagnose issues and state fixes clearly.
• Comfort owning issues end-to-end without engineering as the first line of defense.
• Background in technical, client-facing roles with strong project management skills.
• Ability to translate business requirements into technical workflows and clear documentation.
• Hands-on troubleshooting experience using tools like Chrome DevTools and API testing tools.
• Demonstrated ability to operate with urgency, precision, and ownership in a fast-paced environment.
• Must be able to work in a fast-paced environment with the ability to prioritize, multitask, perform well under pressure, meet deadlines, and wear multiple hats.
Benefits:
• Fully remote role (North America or Central/South America).
• High ownership and autonomy in a technical, client-facing role.
• Opportunity to work on an AI-first SaaS platform used by fast-growing brands.
• Professional development
• Own and execute technical platform setup and configuration for clients, including Everflow configuration and Shopify integrations.
• Independently diagnose and clearly articulate root causes and fixes for tracking and integration issues, involving Engineering only when necessary.
• Manage client onboarding from post-contract through go-live, ensuring accurate tracking and smooth integrations.
• Lead technical discovery during sales handoff and translate business needs into system configurations.
• Project manage technical client requests and issues through resolution with speed and clarity.
• Troubleshoot tracking, integration, and reporting issues using tools such as Chrome DevTools and Postman or other API testing tools.
• Execute business-driven updates such as commission changes, feature rollouts, and configuration adjustments.
• Build and maintain SOPs, documentation, and troubleshooting guides for recurring workflows.
• Serve as the primary technical point of contact for clients, communicating solutions clearly and confidently.
• Collaborate with engineering and product teams to scope and deliver client-specific needs.
• Surface recurring technical issues and automation opportunities to improve the platform and client experience.
Requirements:
• 3-5+ years of experience owning technical onboarding, integrations, and execution for customer-facing SaaS platforms.
• Must have experience with either of the following or very similar: Everflow, Impact, or PartnerStack.
• Hands-on experience troubleshooting Shopify conversion, checkout, and post-purchase tracking.
• Direct experience with affiliate tracking, attribution, pixels, webhooks, and transaction IDs.
• Ability to diagnose issues and state fixes clearly.
• Comfort owning issues end-to-end without engineering as the first line of defense.
• Background in technical, client-facing roles with strong project management skills.
• Ability to translate business requirements into technical workflows and clear documentation.
• Hands-on troubleshooting experience using tools like Chrome DevTools and API testing tools.
• Demonstrated ability to operate with urgency, precision, and ownership in a fast-paced environment.
• Must be able to work in a fast-paced environment with the ability to prioritize, multitask, perform well under pressure, meet deadlines, and wear multiple hats.
Benefits:
• Fully remote role (North America or Central/South America).
• High ownership and autonomy in a technical, client-facing role.
• Opportunity to work on an AI-first SaaS platform used by fast-growing brands.
• Professional development