Job Title: Onboarding & Implementation Specialist

Location: Remote (India)

Employment Type: Full-Time

Work Experience: 5 to 8 years

Work Schedule: Monday to Friday, aligned with US Eastern Time (EST).

About ProcureDesk

ProcureDesk is a cloud-based procurement and accounts payable automation platform that helps organizations streamline purchasing, improve spend visibility, and eliminate manual processes.

We work with finance and operations teams to simplify procurement workflows, strengthen controls, and improve efficiency across purchasing and invoice management.

As ProcureDesk scales, onboarding and implementation become a critical part of customer success. We are looking for an Onboarding & Implementation Specialist who can lead customers from post-sale handoff to successful go-live with clarity, ownership, and precision.

Role Summary

The Onboarding & Implementation Specialist owns the successful onboarding and implementation of new customers. This person will guide customers through setup, configuration, training, and go-live while ensuring a smooth, high-quality experience.

This is a customer-facing role for someone who combines solid project management, product understanding, process thinking, and execution discipline. The right person is proactive, detail-oriented, and comfortable managing multiple implementations at once while working cross-functionally with Sales, Customer Success, Product, and Engineering.

Key Responsibilities

- Own customer onboarding from post-sale handoff through successful go-live
- Lead kickoff calls and establish clear implementation plans, timelines, milestones, and next steps
- Gather customer requirements and understand procurement, approval, purchasing, and AP workflows
- Configure ProcureDesk based on customer needs




- Coordinate and support integrations with accounting and ERP systems such as QuickBooks, Xero, NetSuite, Sage Intacct, and Microsoft Dynamics.
- Conduct admin and end-user training sessions
- Manage multiple customer implementations simultaneously while maintaining quality and responsiveness
- Identify implementation risks early and drive resolution before they become escalations
- Partner with internal teams to ensure smooth handoffs, timely issue resolution, and alignment throughout implementation
- Create and improve implementation documentation, SOPs, templates, and playbooks
- Share recurring implementation feedback with Product and internal stakeholders to improve the customer experience

Required Qualifications

- 5–8 years of experience in SaaS onboarding, implementation, customer success, solutions consulting, or a similar customer-facing role
- Proven experience managing multiple customer implementations at the same time
- Strong project management and organizational skills
- Excellent written and verbal communication skills in English. Must have worked with US clients.
- Strong problem-solving ability and attention to detail
- Ability to understand customer requirements and translate them into system configuration
- Ability to explain technical or workflow concepts clearly to non-technical stakeholders.
- Work in US EST timezone.





Preferred Qualifications

- Experience implementing B2B SaaS products for procurement, accounts payable, finance, ERP, or workflow-based processes
- Familiarity with accounting or ERP systems such as QuickBooks, Xero, NetSuite, Sage Intacct, or Microsoft Dynamics
- Basic understanding of integrations, APIs, data imports, and workflow configuration
- Experience working with mid-market customers
- Experience creating documentation, implementation SOPs, or onboarding playbooks
- Familiarity with tools such as HubSpot, Jira, Slack, Zoom, Google Workspace, and Excel

Who Will Succeed in This Role

The right person for this role:

- takes ownership and drives projects forward without waiting to be pushed
- communicates clearly and professionally with customers
- stays organized across multiple moving parts
- enjoys solving workflow, process, and configuration challenges
- balances customer experience with execution discipline
- works well across teams and follows through reliably
- wants to build and improve systems, not just operate inside them

Why Join ProcureDesk

- Work on a product that solves real operational problems for finance and operations teams
- Be part of a growing SaaS company with meaningful opportunities to contribute beyond your core role
- Own important customer outcomes at a critical stage of the customer journey
- Help shape and improve the implementation function as the company scales
- Collaborate closely with cross-functional teams across Sales, Customer Success, Product, and Engineering

Benefits:

- Health insurance
- Internet reimbursement
- Work from home

Shift availability:

- Night Shift (Preferred)

Work Location: Remote

📌 Onboarding & Implementation Specialist (India)
🏢 ProcureDesk
📍 India