Implementation Consultant

Posted Yesterday
Be an Early Applicant
Hiring Remotely in United States
Remote
Mid level
The Role
Own end-to-end customer implementations of a cloud CMMS from contract to go-live: lead project plans, gather requirements, configure the platform, manage data migrations and integrations, run testing and training, and coordinate cross-functional teams to ensure on-time launches and customer readiness.
Summary Generated by Built In

Ecotrak provides a cloud-based facilities management (CMMS) platform that helps multi-site brands across restaurant, retail, and other facility-intensive industries manage assets, work orders, vendors, and capital spend from a single system of record.

We’re a fast-growing team building software that keeps real-world locations running smoothly, and we’re looking for people who take as much pride in a successful customer rollout as we take in our product.

Together, we run it, and if you’re ready to join a crew of hard-working, down-to-earth people trying to rapidly change an industry for the better, you’ll fit right in.

Your Role In Keeping Things Running:

As an Implementation Consultant, you’ll own the customer journey from signed contract through successful go-live on the Ecotrak platform. This is a hands-on role that combines project management, customer consulting, and software configuration.

You’ll lead implementation plans, gather customer requirements, configure Ecotrak around each customer’s locations, assets, workflows, and business processes, and coordinate data migration, integrations, testing, training, and go-live readiness.

You’ll work directly with Facilities, Operations, Accounting, and IT stakeholders on the customer side, while partnering closely with Ecotrak’s Sales, Product, Engineering, Customer Success, and Support teams internally. Your goal is to deliver an organized, high-quality implementation that gets customers live on schedule and sets them up for long-term success with Ecotrak.

What You’ll Get Done:

Project Management

     Own the end-to-end implementation plan for each assigned customer, including timelines, milestones, resourcing, dependencies, and risk tracking.

     Lead recurring project status calls with customer stakeholders, providing clear updates on progress, blockers, decisions, and next steps.

     Manage multiple concurrent implementations, prioritizing across accounts to meet go-live dates without sacrificing quality.

     Identify scope changes, delays, dependencies, or at-risk projects early and escalate internally with a clear plan to get the implementation back on track.

     Coordinate cross-functionally with Sales, Customer Success, Product, Engineering, and Support to resolve blockers and keep implementations moving forward.

     Maintain accurate, up-to-date project documentation and status within project management and customer success tools.

Customer Discovery & Software Configuration

     Lead discovery and requirements-gathering sessions to understand each customer’s current processes, business requirements, and desired workflows, then translate those requirements into an effective Ecotrak configuration.

     Configure the Ecotrak platform to match each customer’s site hierarchy, asset types, preventive maintenance schedules, user roles, approval workflows, and other business requirements.

     Manage data migration and validation, including asset lists, vendor records, and historical work order data.

     Coordinate the setup and testing of integrations between Ecotrak and customer business systems in partnership with Ecotrak’s integrations and engineering teams.

     Coordinate user acceptance testing and go-live readiness, ensuring configuration, data, integrations, and customer teams are prepared for a successful launch.

     Build and deliver role-based training and documentation so customer teams are prepared to operate the platform independently after launch.

     Partner with Product to identify configuration gaps and recurring customer needs that may help inform future product improvements.

What You’ll Bring to the Crew

     3+ years of experience in software implementation, technical consulting, customer onboarding, or project management, ideally within a B2B SaaS environment.

     Demonstrated ability to manage multiple customer projects simultaneously while balancing competing priorities and deadlines.

     Comfort configuring software directly. You’re not just managing the project plan; you’re comfortable getting into the platform and setting it up.

     Strong stakeholder management skills, with the ability to communicate effectively with everyone from executive stakeholders to day-to-day platform users.

     Clear, structured communication skills, both written and verbal, including customer meetings, project updates, documentation, and internal escalations.

     Comfort working with data, including spreadsheets, CSV imports, and basic data cleanup and validation.

     A proactive, solutions-oriented approach when projects encounter challenges, with a focus on identifying the path forward and keeping teams aligned.

Nice to Have

     Experience implementing CMMS, IWMS, ERP, or similar facilities or operations software.

     Background in facilities management, restaurant or retail operations, or other multi-site business environments.

     Familiarity with project management tools such as Asana, Monday.com, or Smartsheet and customer success platforms such as Gainsight, Totango, or HubSpot.

     Experience supporting SSO implementations and API-based integrations, including gathering technical requirements, coordinating setup and testing, troubleshooting issues, and validating successful integrations.

     Familiarity with APIs, authentication concepts, integration workflows, and data mapping; basic SQL knowledge is a plus.

What Ecotrak Offers

     Competitive salary and performance-based incentives.

     Full benefits package: medical, dental, vision, life, and 401(k) with 4% match.

     Unlimited PTO and 12 paid holidays.

     Tuition reimbursement, team-building events, and company swag.

     A collaborative, innovative team where you’ll have the opportunity to make a meaningful impact on the customer experience and help shape how Ecotrak implementations scale.

As part of our commitment to compliance with federal regulations, Ecotrak participates in E-Verify to confirm the employment eligibility of all employees.

Skills Required

  • 3+ years of experience in software implementation, technical consulting, customer onboarding, or project management (B2B SaaS preferred)
  • Demonstrated ability to manage multiple customer projects simultaneously and meet go-live dates
  • Comfort configuring software directly and translating customer requirements into platform configuration
  • Strong stakeholder management and communication skills (written and verbal) with cross-functional teams and customer stakeholders
  • Comfort working with data including spreadsheets, CSV imports, basic data cleanup and validation
  • Proactive, solutions-oriented approach to resolve implementation challenges
  • Experience implementing CMMS, IWMS, ERP, or similar facilities/operations software
  • Background in facilities management, restaurant or retail operations, or other multi-site business environments
  • Familiarity with project management tools (Asana, Monday.com, Smartsheet) and customer success platforms (Gainsight, Totango, HubSpot)
  • Experience supporting SSO implementations and API-based integrations, gathering technical requirements and coordinating testing
  • Familiarity with APIs, authentication concepts, integration workflows, and data mapping; basic SQL knowledge
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The Company
HQ: Irvine, CA
38 Employees
Year Founded: 2018

What We Do

Ecotrak is the leading facility and asset lifecycle management software, providing a user-friendly experience that allows companies to manage their facilities and save money with real-time, actionable data. Learn more at ecotrak.com.

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