Implementation & Onboarding Specialist
Posted 2026-05-05
Remote, USA
Full-time
Immediate Start
- Job Description:
- Own and execute technical platform setup and configuration for clients, including Everflow configuration and Shopify integrations.
- Independently diagnose and clearly articulate root causes and fixes for tracking and integration issues, involving Engineering only when necessary.
- Manage client onboarding from post-contract through go-live, ensuring accurate tracking and smooth integrations.
- Lead technical discovery during sales handoff and translate business needs into system configurations.
- Project manage technical client requests and issues through resolution with speed and clarity.
- Troubleshoot tracking, integration, and reporting issues using tools such as Chrome DevTools and Postman or other API testing tools.
- Execute business-driven updates such as commission changes, feature rollouts, and configuration adjustments.
- Build and maintain SOPs, documentation, and troubleshooting guides for recurring workflows.
- Serve as the primary technical point of contact for clients, communicating solutions clearly and confidently.
- Collaborate with engineering and product teams to scope and deliver client-specific needs.
- Surface recurring technical issues and automation opportunities to improve the platform and client experience.
- Requirements:
- 3-5+ years of experience owning technical onboarding, integrations, and execution for customer-facing SaaS platforms.
- Must have experience with either of the following or very similar: Everflow, Impact, or PartnerStack.
- Hands-on experience troubleshooting Shopify conversion, checkout, and post-purchase tracking.
- Direct experience with affiliate tracking, attribution, pixels, webhooks, and transaction IDs.
- Ability to diagnose issues and state fixes clearly.
- Comfort owning issues end-to-end without engineering as the first line of defense.
- Background in technical, client-facing roles with strong project management skills.
- Ability to translate business requirements into technical workflows and clear documentation.
- Hands-on troubleshooting experience using tools like Chrome DevTools and API testing tools.
- Demonstrated ability to operate with urgency, precision, and ownership in a fast-paced environment.
- Must be able to work in a fast-paced environment with the ability to prioritize, multitask, perform well under pressure, meet deadlines, and wear multiple hats.
- Benefits:
- Fully remote role (North America or Central/South America).
- High ownership and autonomy in a technical, client-facing role.
- Opportunity to work on an AI-first SaaS platform used by fast-growing brands.
- Professional development