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Team Lead, Professional Services – Grants
Euna Solutions. Lead the Professional Services team while serving as a customer-facing Implementation Manager for approximately half of the role .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in leading client-facing implementation projects, with a strong focus on SaaS product configuration, project management, and client training. Proficient in utilizing Excel for data preparation and reporting, while effectively collaborating with cross-functional teams to enhance implementation processes.
Highest-signal resume keywords
Client-Facing Implementation ExperienceSaaS Product ConfigurationProject ManagementTeam ManagementExcel Proficiency
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Software Implementation ProcessesData PreparationReport AuthoringProblem-SolvingAnalytical Skills
Soft Skills
Excellent CommunicationInterpersonal SkillsCollaborationLeadershipWorkshop Facilitation
Tools & Technologies
ExcelSSRSPowerBIJiraAsana
Industry Keywords
SaaSCRMERPGovTechImplementation Methodologies
Tech Stack
Tools & technologiesCloudERP
About the role
Key responsibilities & impact- Lead the Professional Services team while serving as a customer-facing Implementation Manager for approximately half of the role
- Serve as the primary client contact during onboarding
- Conduct kickoff meetings and gather business processes and requirements
- Advise clients on best practices for implementing and configuring SaaS products
- Perform basic project management activities, including scope management, communications, risk and opportunity evaluation, and change management support
- Customize system settings, workflows, and integrations to meet client requirements while minimizing customizations
- Use Excel to prepare data and perform initial data loads, write simple scripts, and author ad hoc customer reports as needed
- Collaborate with sales, product management, customer success, and technical support through transition from sales to adoption
- Develop and deliver client training sessions
- Create and maintain implementation documentation, user guides, and knowledge base articles
- Identify, troubleshoot, resolve, and escalate implementation issues while providing client updates
- Contribute to improving implementation processes and methodologies
Requirements
What you’ll need- Bachelor's degree in a relevant field (e.g., Business, Computer Science, Information Systems) or equivalent practical experience
- 7+ years of experience in a client-facing implementation role, preferably in the SaaS industry
- Strong understanding of software implementation processes, methodologies, and best practices
- Experience managing a team
- Excellent communication and interpersonal skills
- Ability to build rapport and collaborate effectively with clients and internal teams
- Ability to take the lead in a workshop environment
- Technical aptitude and ability to quickly learn and navigate new software applications
- Strong problem-solving and analytical skills
- High comfort level with Excel is a plus
- Ability to design and document reports generated from relational databases
- Ability to author reports using SSRS or PowerBI is a significant plus
- Experience with CRM, ERP, or other enterprise software implementations, particularly GovTech, is a plus
- Familiarity with Jira, Cloud Coach, Autotask, Asana, or similar project tracking and time management software is a plus
Benefits
Comp & perks- Hybrid work arrangement with three days per week in the Atlanta or Oakville office
- Eunafier Days: twice a year, an extra day attached to a long weekend
- Up to eight hours of paid philanthropy time per year
- Professional development investment through budget, mentorship, and growth opportunities
- Accessible and comfortable interview process with accommodations available