Implementation Specialist (B2B SaaS - CRM/BI)
White Cup
United States
About the Company
White Cup offers a revenue intelligence platform with CRM, BI and Pricing products that are purpose-built for distributorships and office technology dealerships. With decades of industry experience, White Cup is trusted by more than 1,000 customers globally. Our diverse team of industry experts is committed to building and delivering value to our markets.
About the Role
The Implementation Specialist is responsible for delivering clean, efficient, and predictable SaaS implementations for our customers.
This is not an administrative or training-first role.
We are looking for someone who can run implementations—own timelines, set expectations, and drive projects to completion. You will be responsible for leading customers through a structured implementation process, maintaining scope, and ensuring projects stay aligned to defined timelines and best practices.
If you take pride in delivering clean, structured implementations and holding customers accountable to the process, keep reading.
What You'll Do
Deliver Implementations
- Execute standardized implementation processes, including system configuration, data setup, and migrations
- Manage multiple projects simultaneously, ensuring timelines and quality standards are consistently met
Own Customer Interactions
- Serve as the primary customer contact during implementation
- Set clear expectations around scope, timelines, and responsibilities
- Maintain alignment to defined processes and prevent scope creep
Drive Project Outcomes
- Identify risks early and take action to keep projects on track
- Hold customers accountable for required inputs (data, access, engagement)
- Deliver clean, complete implementations aligned to defined processes and standards
Collaborate & Improve
- Partner with Customer Success, Support, Product, Sales, and Learning & Development
- Contribute to improving templates, playbooks, and processes
- Support clean handoffs post-implementation to enable long-term success
What We're Looking For
- 3+ years of experience in SaaS implementation, onboarding, or consulting roles (B2B preferred)
- Experience working with CRM, BI, or similar business systems
- Proven ability to manage multiple projects with strong organization and attention to detail
- Comfortable working directly with customers in a structured, deadline-driven environment
Key Skills & Traits
Execution & Ownership
- Takes accountability for delivering projects end-to-end
- Works efficiently and maintains high standards under deadlines
Customer Leadership
- Communicates clearly and confidently with customers
- Sets expectations and maintains alignment throughout the project
- Comfortable navigating challenging conversations when needed
- Holds customers accountable while maintaining strong working relationships
Technical Aptitude
- Quickly learns SaaS platforms and configuration processes
- Experience with data imports, migrations, or integrations is a plus
Problem Solving
- Proactively identifies risks and drives solutions
- Keeps projects moving forward despite obstacles
Collaboration
- Works effectively across teams to deliver a seamless customer experience
Nice to Have
- Experience in distribution, manufacturing, or office technology industries
- Exposure to ETL processes, APIs, or data migration tools
Final Thoughts
If you’re looking for a role where you can:
- own your projects
- set expectations with customers
- and deliver clean, predictable outcomes
we should talk.
Equal Opportunity Statement
White Cup is proud to be an equal opportunity employer. All qualified applicants will receive consideration without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status.