Implementation Specialist

• Support discovery sessions led by a Project Manager to understand customer requirements
• Install and configure Square 9 software in a Windows Server / IIS environment
• Connect and configure solution databases using Microsoft SQL Server
• Customize solutions using built-in tools (no coding required)
• Configure document capture workflows for scanners, MFPs, and email servers
• Provide project updates using project management tools
• Assist with documentation of system configurations
• Shadow senior specialists to build skills across the product suite

Implementation Specialist – Software

• Lead end-to-end delivery of medium to large, complex Prophix One FP&A and CPM implementations
• Run discovery sessions and solution design workshops independently
• Translate complex client requirements into scalable Prophix configurations
• Own engagement quality, timelines, and commercial outcomes from pre-kickoff scoping through post-go-live hypercare
• Manage multiple concurrent complex client projects
• Balance timelines, risks, dependencies, and client expectations while proactively managing scope
• Serve as an escalation point for delivery, scope, technical, and stakeholder issues
• Build trusted-advisor relationships with CFOs, VPs of Finance, Controllers, and other senior client stakeholders
• Lead client training, workshops, and knowledge-transfer sessions
• Communicate project health, risks, and strategic decisions to client leadership
• Mentor Consultant-level colleagues and act as a subject matter expert
• Lead and contribute to internal methodology, tooling, and best-practice initiatives across the North America region
• Contribute to pre-sales scoping, effort estimation, and solution demonstrations
• Embed AI-assisted workflows into delivery practice to improve efficiency and output quality

Senior Implementation Consultant

• Implement new business for mid-case clients into Group Retirement Services (GRS)
• Project manage complex amendments and plan changes for mid-case clients
• Manage simple amendments and fund rationalizations for large-case clients as required
• Manage client relationships, consulting, and implementation projects
• Support clients through all aspects of implementation and warranty processes
• Partner with Account Executives, Client Relationship Managers, and internal teams
• Create implementation schedules
• Serve as primary contact for clients and advisors during implementation
• Obtain plan details, clarify requirements, and establish task delivery dates
• Coordinate and lead client meetings
• Coordinate, delegate, negotiate, and follow up on implementation tasks
• Liaise with clients to resolve issues and obtain missing information
• Track and report project status and escalate significant barriers or issues to senior management
• Provide status updates to clients, plan advisors, Account Executives, and Client Relationship Managers
• Coordinate initial enrolment periods and contact plan sponsors for missing employee information
• Communicate with internal teams to resolve exceptional situations and problems
• Manage 15 to 20 implementations concurrently, depending on size and complexity

Bilingual Implementation Specialist

• Travel may be required in support of client go-live engagements
• Work with Project Coordinators, HCM Project Coordinator, HCM consultants and clients to effectively deliver HCM HRIS implementations for Public Cloud engagements and ensure on-time delivery of services
• Identify and communicate with consultants and project coordinators as implementation timelines become excessively tight
• Work with HCM Support in resolution of client issues, and HCM programmers in product development
• Develop various test and demonstration environments for software presentations
• Set up client systems as required with relevant security and user license settings
• Work with HCM Project Coordinator and case software to record, assign, track and follow-up additional billable and non-billable work orders
• Record and store project documentation and communicate with project coordinators and clients as required
• Prepare reports and provide up-to-date information on implementations and work order progress for management as required
• Support Billing and AR Coordinator in queries and information, as required
• Participate in project and team meetings interacting and collaborating with team members as required

Payroll and HCM Implementation Consultant

• Own delivery of small-to-medium Prophix One™ implementations from kickoff to go-live as the client’s primary point of contact
• Lead project management, solution design, and configuration across concurrent client engagements
• Build and maintain project plans and status reporting in tools such as Monday.com
• Keep active projects on track and flag risks proactively
• Translate client requirements into Prophix One™ configurations, financial models, and reports
• Deliver hands-on product training for client teams
• Partner with Solution Engineering and Support to troubleshoot and resolve technical issues
• Build trust with client stakeholders and connect business goals to implementation approaches
• Communicate proactively about project status and next steps
• Identify scope, timeline, and risk issues before they affect customer experience
• Identify opportunities for additional phases or services within existing accounts
• Use open capacity for internal builds, documentation, process improvement, and teammate support
• Maintain accurate records in Prophix, Monday.com, and Odyssey for status, forecasting, and utilization reporting
• Use approved AI tools for research, drafting, and data review
• Report to the Manager, Services

Implementation Consultant

• Lead technical deep-dive discovery with Account Executives and map customer infrastructure to Cloudflare architectures and bespoke solutions
• Define scope, success criteria, and technical evaluation plans for Proofs of Concept and Technical Validations
• Deliver tailored technical presentations, architectural diagrams, and demonstrations
• Address technical objections, security compliance questions, and edge-case architectural requirements
• Provide oversight to technical onboarding and implementation without executing the implementation
• Design migration and onboarding blueprints and guide customer engineering teams through configuration best practices
• Own discovery, demos, onboarding, technical health, risk, and expansion strategy with Account Executives
• Monitor customer health scores and telemetry, resolve integration bottlenecks, and reduce deployment risk
• Carry a variable quota tied to new business acquisition and/or account growth
• Identify cross-sell and up-sell opportunities and lead technical Quarterly Business Reviews
• Act as a trusted technical advisor through onboarding, maturity, renewal, and expansion
• Leverage AI agents, LLMs, and internal platforms to automate routine workflows
• Partner with Enablement to create technical resources, SOPs, architectural guidance, and technical documentation
• Report to a Customer Engineering Leader

Senior Customer Engineer, Named

• Serve as a trusted technical advisor and primary architect of the customer journey
• Guide enterprise clients from pre-sales technical validation through onboarding, deployment architecture, lifecycle expansion, renewal, and maturity
• Partner with Account Executives to lead technical discovery, capture requirements, and map customer infrastructure to Cloudflare architectures
• Define scope, success criteria, and technical evaluation plans for Proofs of Concept and Technical Validations
• Deliver technical presentations, architectural diagrams, and demonstrations
• Address technical objections, security compliance questions, and edge-case architectural requirements
• Provide oversight to onboarding and implementation without executing the implementation
• Design migration and onboarding blueprints and guide customer engineering teams through configuration best practices
• Monitor customer health scores and telemetry, resolve integration bottlenecks, and reduce deployment risk
• Carry a variable quota tied to new business acquisition and/or account growth
• Drive platform adoption, revenue retention, cross-sell, and up-sell opportunities
• Lead technical Quarterly Business Reviews for C-level executives
• Maintain relationships with stakeholders throughout the customer lifecycle
• Use AI agents, LLMs, and internal platforms to automate RFP responses, security questionnaires, sandbox provisioning, telemetry monitoring, and documentation
• Create technical enablement resources, SOPs, architectural best practices, and technical guides

Senior Customer Engineer – Named

• Serve as the core driver of Cloudflare’s technical go-to-market strategy and the primary architect of the customer journey
• Act as a trusted technical advisor from pre-sales technical validation through onboarding, deployment architecture, lifecycle expansion, renewal, and maturity
• Partner with Account Executives to lead technical discovery, capture business requirements, and map customer infrastructure to Cloudflare architectures
• Define scope, success criteria, and technical evaluation plans for Proofs of Concept and Technical Validations
• Deliver tailored technical presentations, architectural diagrams, and demonstrations
• Address technical objections, security compliance questions, and edge-case architectural requirements
• Provide oversight for technical onboarding and implementation without executing the implementation
• Design migration and onboarding blueprints and guide customer engineering teams through configuration best practices
• Monitor customer health scores and telemetry, resolve integration bottlenecks, and reduce deployment risk
• Carry a variable quota tied to new business acquisition and/or account growth
• Identify cross-sell and up-sell opportunities and lead technical Quarterly Business Reviews
• Maintain relationships with stakeholders throughout the customer lifecycle and provide architecture, AI control layer, security posture, and deployment guidance
• Use AI agents, LLMs, and internal platforms to automate RFP responses, security questionnaires, sandbox provisioning, telemetry monitoring, and documentation
• Partner with Enablement to create technical resources, SOPs, architectural best practices, and technical guides
• Report to a Customer Engineering Leader

Senior Customer Engineer, Central Territory

• Lead technical deep-dive discovery with Account Executives and capture business requirements
• Map complex customer infrastructure to fit-for-purpose Cloudflare architectures and bespoke solutions
• Define scope, success criteria, and technical evaluation plans for Proofs of Concept and Technical Validations
• Deliver tailored technical presentations, architectural diagrams, and demonstrations
• Address technical objections, security compliance questions, and edge-case architectural requirements
• Provide oversight to technical onboarding and implementation as the primary executive and engineering contact
• Design migration and onboarding blueprints for customer environments
• Guide customer engineering teams through configuration best practices
• Own discovery, demos, onboarding, technical health, risk, and expansion strategy with Account Executives
• Monitor customer health scores and telemetry to ensure rapid time-to-value and reduce deployment risk
• Carry a variable quota tied to new business acquisition and/or account growth
• Identify cross-sell and up-sell opportunities based on product usage data
• Lead technical Quarterly Business Reviews for C-level executives
• Maintain trusted technical relationships throughout onboarding, maturity, renewal, and expansion
• Provide guidance on architecture, AI control layers, security posture, and deployment confidence
• Use AI agents, LLMs, and internal platforms to automate routine workflows
• Design and govern technical resources, SOPs, architectural best practices, and technical guides
• Educate internal teams and customers to raise the organization’s technical baseline

Principal Customer Engineer, Central Majors

• Lead end-to-end implementations for enterprise or multi-site clients across registration, scheduling, documentation, coding, billing, and reporting
• Assess client operational and clinical maturity to identify upstream gaps that create downstream revenue risk
• Define and manage cross-workstream implementation plans
• Coordinate project management, technical, and sales teams
• Facilitate client leadership meetings and executive steering sessions
• Translate operational and technical concepts for non-technical audiences
• Identify and proactively resolve delivery risks
• Escalate undefined scope or design questions to a solutions architect
• Mentor and train other Implementation Consultants
• Own client training strategy and refine onboarding materials
• Manage cross-workstream readiness and post-go-live transition to ongoing operations
• Support pre-sales scoping for complex or multi-product opportunities when requested

Implementation Specialist jobs in Canada