Implementation Specialist

For a full role description and summary

Position Summary 

We are looking for an experienced Implementation Specialist who can successfully translate our platform into a compelling, working solution for new clients. 

The Implementation Specialist is a client-facing role primarily responsible for managing the end-to-end implementation process from kickoff through go-live for new FundMiner customers. You will collaborate closely with both the Customer Success and Engineering teams to understand client needs, configure the platform, migrate data, deliver training, and ensure a smooth and confident handoff. Equally important to FundMiner’s success is that of our customers, and the Implementation Specialist will serve as a trusted guide and strategic advisor throughout the onboarding journey. 

Essential Functions & Responsibilities 

• Implementation and Project Management: Own the implementation lifecycle for assigned clients, from kickoff through go-live and handoff. Build and maintain detailed project plans, keep stakeholders aligned, and proactively manage timelines, risks, and dependencies. Represent FundMiner in client meetings throughout the implementation process. 

• Platform Configuration & Data Migration: Configure the FundMiner platform to meet each client’s specific fund management and reporting needs. Lead data gathering, mapping, and migration activities, working with clients and internal teams to ensure accurate and complete data transfers. 

• Product Education & Training: Deliver high-quality, role-specific training to client stakeholders that empowers users to adopt and use FundMiner confidently and effectively. Develop and maintain training materials, onboarding guides, and how-to resources. Act as an internal liaison, sharing client insight, feedback, and opportunities across teams. 

• Ongoing Support: Provide structured post-go-live support for a defined stabilization period before transitioning the client relationship to the Customer Success team. 

• Processes and Procedures: Follow, contribute to, and help refine FundMiner’s implementation playbooks, onboarding templates, and success metrics to increase consistency, client satisfaction, and scalability across all implementations. 

• Cross-Functional Alignment: Collaborate closely with Sales, Customer Success, Product, and Engineering to deliver a cohesive and high-impact client experience throughout implementation. 

• Product: Partner with the Product team to test platform features and configurations as part of the implementation process, ensuring a seamless experience for clients and surfacing bugs or gaps as needed. 

• Tools & Technology: Easily and efficiently navigate Microsoft Office suite, Asana, and HubSpot to manage implementation projects and client communications. Keep diligent notes on and track all client interactions in our CRM (HubSpot) so that you can easily recall and pick up where the conversation left off. You always follow up and have a next step planned. 
• Market & Customer Intelligence: Stay up-to-date with industry trends and developments in the fundraising and advancement space. Actively participate in relevant conferences, workshops, and networking events to expand your knowledge and professional network.