Gather, analyze, and validate customer technical and business requirements for implementation.
Translate requirements into technical solution designs, specifications, and configuration plans for the delivery team.
Configure and customize the platform to meet customer use cases, including workflows, data models, and account setup.
Build and maintain API integrations (REST APIs and callback/webhook APIs) with third-party systems such as CRM, ERP, and billing platforms.
Develop custom scripts and automations using JavaScript, HTML, and Python to extend platform functionality.
Perform data migration, transformation, and validation to ensure accurate customer onboarding.
Conduct QA and end-to-end testing of configured solutions and integrations before go-live.
Troubleshoot and resolve technical issues during implementation and hypercare, coordinating with engineering as needed.
Define and communicate technical scope, milestones, and realistic delivery timelines.
Create technical documentation, process diagrams, and integration specifications to support delivery and handover.
Deliver technical guidance, consulting, and user training to ensure successful customer adoption.
Collaborate with product, engineering, and support teams to close gaps and drive seamless implementation.
Expectations
3–4 years of experience in technical customer onboarding, including requirements elicitation, analysis, modeling, and verification.
Strong analytical and creative problem-solving skills.
Excellent listening, interpersonal, written, and verbal communication skills.
Mission-focused, with a strong sense of ownership and accountability.
Reliable, collaborative team member who takes initiative.
3+ years of experience in solution engineering or enterprise software implementations, with flexibility for the right candidate.
Proficiency in JavaScript, HTML, and Python.
Working knowledge of API integrations, particularly REST and callback/webhook APIs.
Hands-on experience with automation/workflow builders such as n8n, Workato, Zapier, Make, or similar tools.
Ability to apply AI, automation, and technical skills to build innovative solutions that solve complex onboarding challenges, unblock implementations, and close operational gaps.
Experience managing onboarding for both SMB and Enterprise customers.
