About the role
- Engage with customers to understand their business requirements, workflows, and implementation objectives.
- Conduct requirement-gathering sessions and solution discussions.
- Recommend appropriate product features, configurations, and workflows.
- Translate business requirements into functional specifications and implementation plans.
- Identify technical limitations, dependencies, and potential implementation risks.
- Configure SaaS platforms, including workflows, templates, custom fields, user roles, permissions, dashboards, and automation rules.
- Implement solutions based on approved customer requirements.
- Support data imports, mapping, migration, and validation activities.
- Troubleshoot configuration issues and resolve implementation challenges.
- Manage multiple customer implementations while maintaining delivery quality and timelines.
- Write and modify basic Python scripts for data processing, validation, and automation.
- Work with REST APIs, JSON payloads, and webhooks.
- Use Python to support API interactions, data transformations, and implementation utilities.
- Assist integration teams with troubleshooting and technical validation.
- Collaborate with developers on complex customizations and third-party integrations.
- Use AI-powered tools to improve implementation efficiency, troubleshooting, and documentation.
- Apply AI-assisted coding tools to develop and optimize basic Python scripts.
- Explore opportunities to automate repetitive implementation tasks.
- Understand fundamental AI concepts, including LLMs, prompt engineering, and AI-assisted workflows.
- Demonstrate an interest in learning and working with AI-driven implementation platforms.
- Conduct product demonstrations, configuration walkthroughs, and customer training sessions.
- Coordinate User Acceptance Testing (UAT) and resolve identified issues.
- Prepare implementation documentation, configuration guides, and handover materials.
- Support go-live activities and post-implementation stabilization.
- Ensure a smooth handover to Customer Success and Support teams.
- Independently own assigned implementation activities and smaller customer projects.
- Provide regular status updates to customers and internal stakeholders.
- Track project milestones, deliverables, risks, and dependencies.
- Proactively identify blockers and escalate issues when necessary.
- Maintain clear documentation and follow established implementation processes.
- 2–5 years of experience in SaaS implementation, technical implementation, or solution consulting.
- Hands-on experience with SaaS product configuration and customer onboarding.
- Basic Python programming knowledge is mandatory, including scripting, data manipulation, and API interactions.
- Working knowledge of REST APIs, JSON, webhooks, and Postman.
- Familiarity with AI technologies and tools is mandatory, including practical exposure to generative AI or AI-assisted development.
- Strong business requirement analysis and problem-solving skills.
- Good verbal and written English communication skills.
- Ability to independently interact with customers and recommend suitable solutions.
- Willingness to work from the Chennai office during the 4:00 PM – 1:00 AM IST shift.
- Experience with CRM, PSA, project management, or customer onboarding platforms.
- Exposure to Salesforce, Zoho, HubSpot, , or similar SaaS products.
- Knowledge of SQL, data migration, and data transformation.
- Experience with Workato, Zapier, Make, or similar integration platforms.
- Familiarity with AI coding assistants such as ChatGPT, GitHub Copilot, or Cursor.
- Understanding of LLM APIs, prompt engineering, and AI workflow automation.
- Experience working with US-based customers.
- Strong ownership of customer implementations from discovery to go-live.
- A solution-oriented mindset rather than a task-execution approach.
- Ability to combine business understanding with technical capabilities.
- Willingness to continuously learn new SaaS products, Python, AI technologies, and automation tools.
- Strong communication, documentation, and customer management skills.
- Proactive identification of risks and timely escalation of blockers.
- Commitment to implementation quality, customer satisfaction, and delivery timelines.