Implementation Consultant


ProcessUnity is looking for a dynamic, technically apt individual to join our Customer Success team focused on consulting and configuring solutions on the ProcessUnity risk and compliance platform. The ideal candidate will have strong communication skills, creative problem solving, and the ability to juggle multiple work-streams to support the company’s growth. In this position, you will be a member of our Customer Success team but also interface with sales, customer support, product development, and engineering teams while developing deep technical expertise in ProcessUnity’s software solutions to lead client implementations. Confident, highly self-motivated candidates capable of coordinating multiple projects and priorities in a fast-paced environment will succeed within Customer Success and the Implementation team.

All new Implementation Consultants undergo a structured onboarding and apprenticeship as they are educated on ProcessUnity functionality and configuration. In addition, implementation consultants are assigned a corresponding senior colleague to provide mentorship, guidance and assistance. As your skillset improves, Implementation Consultants are assigned client-facing responsibilities and expand their role as a member of the Services team.


  • Configure ProcessUnity’s software applications for customers using an enablement/teaching approach.
  • Lead, manage and coordinate multiple customer implementations simultaneously.
  • Gather customer requirements and translate to ProcessUnity’s capabilities.
  • Develop and deliver deep product and technical expertise to ProcessUnity customers.
  • Participate in knowledge transfer sessions, product training and other strategic initiatives as needed.
  • Provide a mixture of remote and onsite customer implementation workshops.
  • Consult with customers on system configuration based on product and industry best practices.
  • Facilitate touch points and status meetings with customers in a timely and professional manner.
  • Contribute to the development of best practices, project standards and methodologies to improve efficiency and effectiveness of implementations and team processes/policies/procedures.
  • Maintain working knowledge of ProcessUnity solutions, platform features and best practices.

Required Experience / Skills

  • BS/BA degree in Computer related discipline or equivalent experience. MBA/MS a plus.
  • Professional experience (including internships) in client-facing roles, with preference towards software implementation/information technology.
  • Comfort and experience with software and configuration of software.
  • Competency with larger volumes of data, spreadsheets, data manipulation, formula writing, CSV support.
  • Technical knowledge of fundamental database concepts and relational data.
  • Excellent written and verbal communication skills.
  • Creative problem solver with focus on quality.
  • Project management experience; organized.
  • Enthusiastic self-starting team player.
  • Experience with SalesForce administration is a plus.


ProcessUnity is committed to a diverse and inclusive workplace. ProcessUnity is an equal opportunity employer and does not discriminate on the basis of race, national origin, gender, gender identity, sexual orientation, protected veteran status, disability, age, or other legally protected status.

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