[All remote jobs](https://jobicy.com/jobs.md)Open role[![Documo Inc. logo](https://jobicy.com/data/server-nyc0409/galaxy/mercury/2022/02/7339db409c26139a47395904d2a0a6b3.jpeg)](https://jobicy.com/company/documo-inc.md)Remote opportunity at[Documo Inc.](https://jobicy.com/company/documo-inc.md)

# Implementation Consultant

Review the role, location requirements, compensation details, and application process before deciding whether this opportunity fits your next career move.

[Apply for this job](#job-application)[View company](https://jobicy.com/company/documo-inc.md)Share19 Aug 2026Published24Listing views1Application actions18 Sep 2026Apply before  Opportunity details

## About this role.

AI SummaryDocumo is seeking a U.S.-based remote Implementation Consultant to lead post-sales onboarding, configuration, and adoption of its B2B SaaS document-workflow platform. The role owns customer implementation projects from kickoff through completion, including project planning, technical workshops, training, configuration, and issue resolution. It works closely with Customer Success, Sales, and Product while serving as a technical customer contact and trusted advisor. Candidates need at least three years of SaaS implementation or technical consulting experience, strong communication skills, and familiarity with API integrations. Experience in healthcare, workflow automation, data mapping, and tools such as Salesforce, Jira, or Asana is preferred.

## Role DNA

A quick view of the complexity, pace, ownership and collaboration implied by the job description.

### Job Complexity

4/5EasyHard

### Pace & Pressure

4/5RelaxedFast-paced

### Autonomy Level

4/5GuidedFull ownership

### Communication Load

5/5IndependentCollaborative

AI insightThis role requires balancing multiple customer implementations, translating business needs into configured technical solutions, and resolving integration or operational issues. Success depends on independently managing project delivery while aligning customers and several internal teams.

## Salary analysis

Estimated compensation compared with the broader US market for similar roles.

Estimated job medianHighly competitive$107,500US market range$90k–$125k0$138k

AI insightNo base salary or pay range is disclosed in the posting; the annual bonus, equity, and benefits described are not a stated salary. The estimated U.S. market base-salary range for a mid-level SaaS Implementation Consultant with 3+ years of experience is $90,000-$125,000 USD annually, with an estimated midpoint of $107,500 USD. Actual compensation may vary based on implementation complexity, technical depth, healthcare-domain experience, and geographic pay practices.

## Core skills

Skills and capabilities most closely associated with this opportunity.

[SaaS implementation](https://jobicy.com/jobs?search_keywords=SaaS%20implementation.md)[Customer onboarding](https://jobicy.com/jobs?search_keywords=Customer%20onboarding.md)[Customer success](https://jobicy.com/jobs?search_keywords=Customer%20success.md)[Technical consulting](https://jobicy.com/jobs?search_keywords=Technical%20consulting.md)[Project management](https://jobicy.com/jobs?search_keywords=Project%20management.md)[API integrations](https://jobicy.com/jobs?search_keywords=API%20integrations.md)[Solution configuration](https://jobicy.com/jobs?search_keywords=Solution%20configuration.md)[Customer training](https://jobicy.com/jobs?search_keywords=Customer%20training.md)[Stakeholder communication](https://jobicy.com/jobs?search_keywords=Stakeholder%20communication.md)[Workflow automation](https://jobicy.com/jobs?search_keywords=Workflow%20automation.md)

Cover letter sampleDear Hiring Team,

I am excited to apply for the Implementation Consultant role at Documo. My experience delivering post-sales SaaS implementations, guiding customer onboarding, and translating business requirements into practical configurations aligns closely with your need for a customer-focused technical partner.

I would bring a structured approach to project planning, technical workshops, API-enabled integrations, customer training, and proactive risk communication. I am particularly drawn to Documo's mission of simplifying document workflows and would welcome the opportunity to help customers achieve measurable adoption and long-term value.

Thank you for your consideration.

Copy   Sample interview questionsHow would you structure a new customer's implementation from kickoff through go-live?I would begin by confirming business objectives, stakeholders, technical requirements, success metrics, scope, risks, and timeline. I would then create a documented implementation plan with milestones for configuration, integrations, testing, training, user acceptance, and go-live, supported by regular status updates and a post-launch adoption review.

Describe how you handle a customer requirement that the product cannot support out of the box.

I first clarify the underlying business outcome rather than focusing only on the requested feature. I evaluate available configuration options, workflow alternatives, and feasible integrations, clearly explain trade-offs, and involve Product or Engineering when appropriate. If a gap remains, I document it accurately, establish a workable interim process, and ensure the customer understands the path forward.

What steps would you take to troubleshoot an API integration issue during implementation?

I would validate the intended workflow and review authentication, endpoint configuration, payload structure, field mappings, error messages, and API logs. I would isolate whether the issue originates in Documo, the customer system, or the data being sent, then communicate findings and next actions in plain language. After resolution, I would document the configuration and testing steps to prevent recurrence.

How do you drive adoption after a customer has completed initial onboarding?

I establish adoption goals during discovery and monitor relevant usage signals after launch. When I identify gaps, I meet with the customer to understand the cause, provide targeted training or workflow guidance, and coordinate with Customer Success on an action plan. I also share best practices and measure whether the intervention improves usage and customer outcomes.

How do you manage competing priorities across several implementation projects?

I maintain a centralized view of milestones, dependencies, customer commitments, risks, and effort across projects. I prioritize work based on go-live impact, customer urgency, blockers, and contractual timelines, while communicating early when trade-offs are needed. Consistent project documentation and concise stakeholder updates help keep each implementation moving predictably.

Documo is on a mission to help businesses digitize and streamline their document workflows. As a fast-growing B2B SaaS company, our platform makes it easier to handle unstructured files like faxes and forms through tools like Intelligent Document Processing – turning messy paperwork into structured, usable data. We believe great products start with great people. That’s why we invest in top talent, value strong culture, and prioritize customer success and design excellence.

If you’re excited to do impactful work and want to grow with a team that values innovation, collaboration, and purpose – we’d love to meet you!

Job title Implementation Consultant

Team  Customer Success & Account Management

Reports to Director, Customer Success

Role Purpose

The Implementation Consultant plays a critical role in ensuring the successful post-sales delivery of Documo’s products. This role focuses on onboarding, configuring, and implementing solutions for customers while driving adoption and long-term value.

The ideal candidate will partner closely with Customer Success, Product, and Sales teams to ensure smooth implementations, help customers achieve their desired outcomes, and provide technical guidance during the adoption process.

Success in This Role Looks Like

* Successfully managing customer onboarding and implementation projects from kickoff to completion
* Ensuring customers are set up correctly and effectively using Documo products
* Collaborating with internal teams to address technical or process challenges
* Serving as a trusted advisor during implementation and providing ongoing guidance for adoption
* Contributing to customer satisfaction, retention, and long-term product value

Key Responsibilities

Deliverables/Outcomes

Implementation & Onboarding

* Lead post-sales onboarding and implementation of Documo products
* Configure solutions to meet customer requirements and business processes
* Develop project plans, timelines, and success criteria for each implementation
* Conduct technical workshops, training sessions, and knowledge transfer with customer teams
* Identify and resolve potential technical or operational challenges during implementation

Customer Enablement & Adoption

* Ensure customers understand how to use Documo products effectively
* Provide guidance on best practices, workflows, and integrations
* Monitor adoption metrics and proactively address usage gaps
* Collect customer feedback to inform process improvements and product enhancements

Collaboration & Communication

* Partner with Customer Success, Sales, and Product teams to ensure smooth delivery and alignment
* Communicate project status, risks, and solutions to internal stakeholders and customers
* Serve as a technical point of contact for customers during the implementation lifecycle

Knowledge & Continuous Improvement

* Stay informed about industry trends, product updates, and best practices
* Document processes, workflows, and integration configurations
* Contribute to the development of templates, guides, and playbooks to improve implementation efficiency

What You Bring

* 3+ years of experience in technical consulting, solutions consulting, or implementation of SaaS products
* Strong technical aptitude and ability to learn new systems quickly
* Experience with post-sales delivery, onboarding, and configuration of complex software solutions
* Excellent communication, presentation, and interpersonal skills
* Strong organizational skills and ability to manage multiple projects simultaneously
* Customer-focused mindset with problem-solving and troubleshooting skills
* Knowledge of API integrations

Bonus Points For

* Experience in the healthcare industry
* Knowledge of data mapping, or workflow automation
* Experience with Salesforce, Jira, Asana, or other CRM/project management tools
* Experience creating technical documentation or customer training materials

Why join Documo?

*

Competitive U.S. benefits: medical, dental, vision, and a 401(k) with a strong match.

* Annual bonus program based on role and company performance.
*

Annual performance reviews with merit increases.

*

In-person company kick-off to connect, collaborate, and celebrate.

*

Equity opportunities to grow with us.

*

Flexible remote work that fits your life, plus flexible paid time off.

*

Competitive paid parental leave, mental health support, and Employee Assistance Programs (EAP).

*

Be part of a small, fast-growing tech company with a supportive, inclusive, and fun culture.

We celebrate differences.
Documo welcomes applicants from all backgrounds, especially those underrepresented in tech. We do not discriminate based on ancestry, race, place of origin, political belief, religion, marital or family status, physical or mental ability, sex, sexual orientation, gender identity or expression, age, or any other legally protected characteristic. Documo is an equal opportunity employer.

Show more

[Apply now >](https://jobicy.com/jobs/151144-implementation-consultant.md)

>  Annual salary information is not provided for this position. Explore salary ranges for similar roles in our [Salary Directory ›](https://jobicy.com/salaries.md)

*

![Upload CV](data:image/svg+xml;base64,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)

### Upload your resume now

To unlock remote work opportunities and be discovered by global employers.

This job listing has been manually reviewed by the Jobicy Trust & Safety Team for compliance with our posting guidelines, including verification of the company's legitimacy, accuracy of job details, clarity of remote work policy, and absence of misleading or fraudulent content.

Next step

## Apply now.

Follow the employer’s application method and review Jobicy’s safety guidance before sharing personal information.

Keep exploring

## Related remote jobs.

Matched by job category10 related opportunities[Customer Support & Success](https://jobicy.com/categories/supporting.md) [Browse all jobs](https://jobicy.com/jobs.md)
*
![SOCi logo](https://jobicy.com/data/server-nyc0409/galaxy/mercury/2025/06/d4748508-221.jpg)
SOCi  Aug 19

### [Customer Success Manager](https://jobicy.com/jobs/151147-customer-success-manager-13.md)

SOCi, the leader in AI-powered marketing solutions for multi-location businesses, is currently looking for a Customer Success Manager to grow long-term profitable customer relationships by making strategic, operational and measurable…

*
![Sleek logo](https://jobicy.com/data/server-nyc0409/galaxy/mercury/2025/06/ca109f27-221.jpg)
Sleek  Aug 19

### [Customer Success – Australia Clients](https://jobicy.com/jobs/151135-customer-success-australia-clients.md)

Through proprietary software and AI, along with a focus on customer delight, Sleek makes the back-office easy for micro SMEs.We give Entrepreneurs time back to focus on what they love…

*
![1Password logo](https://jobicy.com/data/server-nyc0409/galaxy/mercury/2020/09/WRILS-200909195848-296323.png)
1Password  Aug 19

### [Digital Customer Success Campaign Manager](https://jobicy.com/jobs/151086-digital-customer-success-campaign-manager.md)

1Password is growing. We’ve surpassed $400M in ARR and we’re continuing to accelerate, earning a spot on the Forbes Cloud 100 for four years in a row and teaming up…

*
![Boulevard logo](https://jobicy.com/data/server-nyc0409/galaxy/mercury/2021/12/a45167e12b0ed51058a884cf9cd0c76f.png)
Boulevard  Aug 19

### [Customer Support Specialist](https://jobicy.com/jobs/151085-customer-support-specialist-4.md)

Who is Boulevard? Boulevard provides the first and only client experience platform for appointment-based, self-care businesses. We empower our customers to give their clients more of the magical moments that…

*
![Ramp logo](https://jobicy.com/data/server-nyc0409/galaxy/mercury/2025/06/7fafb2d0-221.png)
Ramp  Aug 19

### [Customer Experience Associate](https://jobicy.com/jobs/151084-customer-experience-associate-3.md)

About RampRamp is building the smart infrastructure for finance teams, embedded in the transaction flow of every dollar a business spends. We automate how over $200B in annualized spend flows…

*
![Zscaler logo](https://jobicy.com/data/server-nyc0409/galaxy/mercury/2025/08/b3234031-221.png)
Zscaler  Aug 19

### [Business Operations Manager, Customer Success](https://jobicy.com/jobs/151083-business-operations-manager-customer-success.md)

About Zscaler Zscaler accelerates digital transformation to ensure our customers can be more agile, efficient, resilient, and secure. As an AI-forward enterprise, we are constantly pushing the envelope, leveraging the…

*
![Axon logo](https://jobicy.com/data/server-nyc0409/galaxy/mercury/2024/12/d134bd27-221.jpeg)
Axon  Aug 19

### [Sr Customer Success Manager – Justice](https://jobicy.com/jobs/151081-sr-customer-success-manager-justice.md)

Join Axon and be a Force for Good. At Axon, we’re on a mission to Protect Life. We’re explorers, pursuing society’s most critical safety and justice issues with our ecosystem…

*
![Instructure logo](https://jobicy.com/data/server-nyc0409/galaxy/mercury/2022/04/430057884baf037dd2aa1e1e017e72b6.jpg)
Instructure  Aug 19

### [Customer Success Manager, APAC](https://jobicy.com/jobs/151080-customer-success-manager-apac.md)

At Instructure, we believe in the power of people to grow and succeed throughout their lives. Our goal is to amplify that power by creating intuitive products that simplify learning…

*
![Peerspace logo](https://jobicy.com/data/server-nyc0409/galaxy/mercury/2021/11/423c8cd867be08cf39987fcd193debe6.png)
Peerspace  Aug 19

### [Associate Investigator, Trust and Safety](https://jobicy.com/jobs/151064-associate-investigator-trust-and-safety.md)

Peerspace is the leading and category defining online marketplace for venue rentals for meetings, productions, and events. We open doors to the most inspiring spaces around the world, from lofts…

*
![Ashby logo](https://jobicy.com/data/server-nyc0409/galaxy/mercury/2025/08/63864ee6-221.png)
Ashby  Aug 19

### [Strategic Customer Success Manager – Americas](https://jobicy.com/jobs/147007-strategic-customer-success-manager-americas.md)

About this RoleHi, I’m Loren, the Head of Strategic Customer Success here at Ashby. My team is dedicated to building deep, consultative partnerships within the Enterprise space. Our Customer Success…