实施顾问
Implementation Consultant
职位名称:实施顾问
汇报对象(职位):实施总监
雇佣状态(全职、兼职、实习):全职
部门:专业服务部
仅限美国 - FLSA 状态(豁免/非豁免):豁免
职位描述创建/最后更新日期:2026年6月
工作地点:远程
监督职责(是/否):否
所需出差(如适用,填写百分比):0-1%
职位概要:
Unifyr 的实施顾问会直接与全球客户合作,帮助他们实施和扩展 Unifyr 的解决方案。这是专业服务团队中的关键角色,为有 B2B 软件经验的以客户为中心的个人提供了职业发展的机会,负责实施和咨询对客户业务成功至关重要的合作伙伴自动化解决方案。
作为紧密协作的跨学科项目团队的一部分,您将负责从项目管理、客户需求收集、分析、解决方案文档、集成和构建设计及交付验证的整个客户实施过程,与客户合作按时、按预算交付优质解决方案。您将主导研讨会,推荐最佳实践解决方案和流程,并为客户提供以及项目团队成员准备文档。像大多数优秀的 SaaS 软件一样,Unifyr 产品高度可配置,一些客户需要定制开发,以与其他业务系统集成并支持独特需求。您将根据需要准备需求规格说明书,利用对 Unifyr 产品套件功能的深入了解。
功能职责:(列出前十项主要职责)
职责包括但不限于:
- 从销售交接开始到支持交接,负责客户的实施
- 负责项目计划,管理交付物,报告里程碑状态,并主动向内部团队成员和客户识别项目风险
- 根据项目预算管理内部资源
- 通过建立和维护良好的客户关系,提供咨询方法,确保客户和 Unifyr 的项目都取得成功
- 主导客户研讨会,为项目交付准备需求和用户文档
- Unifyr 平台配置
- 记录配置环境,以便交接给 Unifyr 技术支持以解答问题
查看英文原文
Position Title: Implementation Consultant
Reports To (Title): Director of Implementations
Employment Status (Full-Time, Part-Time, Intern): Full-Time
Department: Professional Services
US Only - FLSA Status (Exempt/Non-Exempt): Exempt
Job Description Date Created/Last Updated: June 2026
Location(s): Remote
Supervisory Responsibilities (Y/N): N
Travel Required (insert %, if any): 0-1%
Job Summary:
Implementation Consultants at Unifyr work directly with our customers across the world, as they implement and extend their Unifyr implementations. This key role within our Professional Services team provides a great opportunity for customer-focused individuals with experience of B2B software to move forward in their careers, implementing and consulting on partnering automation solutions that are critical to our customers’ business success.
Part of a close-knit multi-disciplinary project team, you will be responsible for delivery of a customer implementation spanning the project management, customer requirements gathering, analysis, solution documentation, integration and build design and delivery validation, working with the customer to deliver a great solution on time, and to budget. You will lead workshops, recommend best practice solutions and processes, and prepare documentation, both for the customer and your colleagues within the project team. Like most great SaaS software, Unifyr Products are highly configurable, and some customers require custom developments, to integrate with other business systems and support unique requirements. You will prepare requirements specifications as needed, drawing on deep knowledge of the capabilities of the Unifyr Product Suite.
Functional Responsibilities:(list top ten primary duties)
Responsibilities include but are not limited to:
- Own Customer implementations from the Sales handoff through to Support handover
- Own project plans, manage deliverables, report on the status of milestones and proactively identify project risks to internal team members and the Customer
- Manage internal resources in alignment with the project budget
- Provide a consultative approach by building and maintaining great customer relationships to make each project successful for both the client and Unifyr
- Lead customer workshops, prepare requirements and user documentation for project delivery
- Unifyr platform configuration.
- Document configuration environments for handover to Unifyr technical support to address questions and issues that arise post launch.
- Set and reinforce expectations and deadlines with clients and ensure follow-through on any commitments made by the Sales, Customer Success or Service Delivery teams
- Ensure that the delivered solution makes the best use of the capabilities of the Unifyr products and meets the customers’ specified requirements
- Quality assure that the delivered solution meets specification
- Manage customer expectations, identifying and communicating issues and risks, as well as resolving to ensure customer success
- Be involved in, and where applicable, develop and lead initiatives to improve internal processes, documentation, customer satisfaction and speed of delivery
- Develop and maintain a deep knowledge of Unifyr products, the business processes involved in partnering automation and best practices in partner management
- Maintain a current knowledge of best practice in business analysis and project management to maintain your professional skills to the highest level
Required Qualifications:
- Bachelor’s degree in business or a related field or equivalent work experience
- 2+ years’ experience working for a software vendor, reseller or consultancy in a customer facing role, implementing software projects for clients
- Highly skilled and experienced business analyst
- Specific background in channel management, CRM/PRM solutions, marketing automation or other business applications is preferred
- Technical capability and experience in technical implementations such as Salesforce integration (SFDC)
- Highly skilled at interfacing with all levels of an organization and direct customer/client management experience.
- Excellent communication skills: written, spoken, telephone and presentations
- Proven ability to deliver highly accurate written documentation
- Self-motivated and capable of prioritizing and delivering tasks independently
- Proven ability to process and apply new information quickly
- Commitment to achieving the highest standards of project delivery
- Ability to set and manage priorities judiciously
- Strong attention to detail
- Effective project management and analytical skills
- Able to establish, develop and maintain positive, long-term working relationships with team members and clients
- A result driven, proactive, enthusiastic and adaptable team player who relishes a challenge and the chance to expand and grow their skills
- Ability to focus on assigned tasks until completion
- Willingness and skills to work for short periods on customer site anywhere in the world if needed
Preferred Qualifications:
Additional qualifications that are preferred but not required for the position
Work Conditions:
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of the job.
- Ability to work on a computer for extended periods of time, sitting, standing, walking, hearing, talking, typing, and working with electronic files.
- Ability to see information in print or electronically.
- Must be able to attend in-person and virtual meetings.
- On-call availability and periodic working outside of normal business hours
- Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions
If position is in the UK: This is a permanent position based in the UK with Relayware Ltd, a wholly owned subsidiary of Unifyr.
At Unifyr, we are proud to be an equal opportunity employer. Qualified applicants will receive consideration for employment without regard to race, color, national origin or ancestry, religion or creed, sex, sexual orientation, gender identity, age, marital status, disability, genetic information, citizenship, veteran status, reprisal or any other legally recognized basis or status protected by federal, state, or local law.
This job description is a summary of primary duties and responsibilities of the role. It is not intended to be a comprehensive or all-inclusive listing of duties and responsibilities. There may be additional duties as required.
Originally posted on Himalayas