Job Summary

HR Service Jobs is seeking a detail-oriented and customer-focused SaaS Implementation Consultant - Workflow Configuration to support the successful implementation, configuration, and optimization of Software-as-a-Service (SaaS) solutions for clients. This role is ideal for a skilled who enjoys solving business problems, configuring software systems, improving operational processes, and helping organizations get the most value from their technology investments.

The successful candidate will work closely with clients, project managers, business analysts, technical teams, and customer success professionals to understand business requirements and translate them into practical, scalable workflow configurations. Responsibilities include gathering requirements, mapping existing processes, configuring workflow rules, setting up approval processes, testing system functionality, troubleshooting implementation issues, and supporting clients throughout the implementation lifecycle.

The SaaS Implementation Consultant will also help ensure that configured solutions align with client objectives, operational policies, and established implementation standards. The role requires a combination of technical understanding, analytical thinking, communication skills, and project coordination abilities.

Candidates who are comfortable learning new software platforms, managing multiple implementation tasks, and explaining technical concepts in clear business language are encouraged to apply. Depending on project requirements and company policy, this position may offer remote, hybrid, or office-based working arrangements.

Key Responsibilities

- Client Requirements Gathering: Conduct discovery meetings, interviews,



and workshops with clients to understand their business objectives, operational challenges, existing processes, and desired workflow outcomes.
- Workflow Configuration: Configure SaaS platform workflows, including task assignments, approval chains, notifications, automated actions, business rules, conditional logic, and escalation procedures.
- Business Process Mapping: Document existing workflows and design improved processes that support efficiency, consistency, accountability, and measurable business outcomes.
- Solution Implementation: Support the complete implementation lifecycle, from initial discovery and solution design through configuration, testing, deployment, and post-launch stabilization.
- System Customization: Use available platform configuration tools to adapt system functionality to client requirements while following supported configuration standards and avoiding unnecessary complexity.
- Functional Testing: Develop and execute test scenarios to validate workflow logic, permissions, notifications, approval paths, exception handling, and end-to-end process performance.
- Issue Resolution: Investigate configuration errors, workflow failures, integration dependencies, and user-reported issues, coordinating with technical teams when advanced troubleshooting is required.
- Client Communication: Explain system capabilities, configuration decisions, implementation timelines,



and technical considerations to stakeholders with varying levels of technical expertise.
- Data and Integration Coordination: Assist with data mapping, import validation, field configuration, and coordination of integrations between the SaaS platform and other business applications.
- User Training: Prepare training materials, conduct demonstrations, and guide end users through configured workflows, system navigation, and common troubleshooting procedures.
- Project Coordination: Track implementation milestones, maintain task lists, document decisions, communicate risks, and coordinate deliverables with project managers and client stakeholders.
- Documentation Management: Maintain accurate configuration records, process maps, requirements documents, test results, user guides, and implementation handover materials.
- Change Management: Assess requested workflow changes, evaluate their potential impact, and coordinate approvals and testing before implementing modifications.
- Continuous Improvement: Identify opportunities to simplify workflows, reduce manual effort, improve user adoption, and enhance the overall client experience.
- Post-Implementation Support: Assist with production verification, issue triage, knowledge transfer, and ongoing optimization during the agreed post-launch support period.
- Security and Compliance: Follow applicable data protection requirements, access-control policies, confidentiality standards, and organizational procedures throughout implementation activities.

Required Skills and Qualifications

- Bachelors degree in Information Technology, Computer Science, Information Systems, Business Administration, Engineering, or a related discipline i

📌 SaaS Implementation Consultant (Fernie)
🏢 HR Service Jobs
📍 Fernie