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.

Originally posted on Himalayas