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salesforce google sheets netsuite notion excelπ Description
- Be the product expert; own onboarding and discovery/workflow scoping.
- Build strong client relationships; meet weekly to maintain momentum.
- Understand client requirements to design configurations and workflows.
- Project manage the implementation: coordinate tasks, timelines, and meetings.
- Support change management with training for end users at multiple levels.
- Validate user acceptance testing to ensure workflow and integration success.
π― Requirements
- 6+ years strategic, customer-facing experience in CS or Sales; 4+ years SaaS implementation.
- Poise & clarity when engaging all stakeholders, including C-Suite.
- Implementation Manager experience with ERP/accounting apps (QB, Sage Intacct, NetSuite).
- Strong communication and interpersonal skills for client relationships.
- Experience with customer data and imports; change management mindset.
- Bonus points: Purchasing/Accounts Payable familiarity; Vitally, Salesforce, Notion.
π Benefits
- Flexible remote work; work anywhere within Canada.
- Responsible time off; rest and recharge while staying accountable.
- Extended health benefits, including vision and dental; EAP and wellness account.
- Community initiatives and volunteering days.
- Stock options; opportunity to own a part of Procurify.
- Learning and growth opportunities.
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