Implementation Associate

About the Role

This role coordinates the steps that move new clients from approved implementation requests to a ready-to-use service. The associate sits on an implementation team and works under an implementation team lead. This position is fully remote and work from home in Michigan, United States. The role requires a 40-hour weekly commitment. Working days and shift times may vary.

Key Responsibilities

• Monitor a shared queue, emails, and tickets for new implementation requests, questions, and updates from client contacts and internal partners.
• Review incoming request details for required setup information, stated goals, key contacts, and requested timing, then record complete notes in the assigned workspace.
• Create and update task plans in a project management system such as Jira, assigning clear next steps, owners, due dates, and status labels.
• Coordinate kickoff activities by confirming participant availability, sharing agenda details, and preparing implementation materials for the team lead.
• Guide client contacts through approved setup steps, explain required information in plain language, and track completed actions against the implementation plan.
• Maintain milestone status, open questions, decisions, and client communications so implementation specialists can understand current progress without repeating outreach.
• Arrange milestone meetings and reminder messages using a scheduling and calendar system such as Calendly, while noting confirmed attendance and follow-up needs.
• Verify configured fields, user access roles, and workflow steps against approved requirements before presenting work for internal review.
• Follow up on missing information or stalled tasks, and escalate blockers, conflicting requirements, or technical concerns to the implementation team lead or appropriate specialist.
• Support transition activities by confirming outstanding tasks, sharing final status updates, and directing unresolved questions to the correct internal contact.
• Quality is judged by accuracy, turnaround, complete notes, organized task status, and consistent follow-up on open implementation items.

Requirements & Tech Stack

• Familiarity with implementation stages, task dependencies, milestones, and the purpose of clear handoffs.
• Ability to review requirements carefully and identify missing details before work begins.
• Comfort using a project management system such as Jira and a scheduling and calendar system such as Calendly.
• Ability to explain setup steps clearly in written updates, meeting notes, and routine conversations.
• Sound judgment when prioritizing incoming requests and recognizing when an issue needs lead or specialist review.
• Reliable computer, high-speed internet, and a quiet private workspace, with availability for the 40-hour weekly commitment and agreed working days and shift times.
• Authorization to work in the United States.

Qualifications

• High school diploma or equivalent.
• Related experience preferred in software implementation, operational coordination, client setup, or service delivery.
• Structured onboarding and training on Jira and Calendly.
• Regular check-ins with the implementation team lead.
• Skill building in implementation planning, configuration review, milestone tracking, and client guidance.
• Health coverage, paid leave, maternity leave, bonus opportunities, and stipends.