We are seeking a detail-oriented and collaborative professional who can manage multiple projects in an everchanging small business environment. You will be responsible for onboarding new clients for a variety of products and services. This position will work closely with customer project teams, Business Analysts, Customer Success Managers, and Sales Representatives to ensure the successful delivery of our solutions. An effective Implementation Specialist listens to and understands a customer’s requests, communicates with and leads internal support teams and ensures appropriate and timely execution of deliverables for customers.
Reports to: Director, Implementation Services
Job Responsibilities
- Lead implementation kick-off calls to transition from sales to onboarding for the client.
- Establish timelines and milestones for internal/external resources.
- Track tasks progress against timelines and escalate timing risks.
- Update status and timeline in project tracking (Monday.com)
- Communicate status and action items to internal and external stakeholders.
- Work jointly with Analyst team to review data files and provide feedback.
- Ensure data loading is complete and QA data to certify customer is GO LIVE ready.
- Prepare transition information to provide smooth handoff to Customer Success.
- Provide customer training as needed.
- Create and update internal and customer facing training materials.
- Provide post implementation support on an as needed basis to assist with Customer Care workload.
Technical Skills Required
- Familiarity with project/task management and project tool
- Experience with Monday.com is a plus.
- Proficient in Office (Outlook, Word and Power Point) and Google Suite (Docs, Sheets and Slides)
- Advanced knowledge of Excel is a plus
- Beginner to Intermediate knowledge of SQL or equivalent is a plus
- Familiarity with relational databases is a plus
- Manage multiple projects simultaneously, with minimal guidance.
- Excellent time management skills.
- Detail oriented in note taking, task management and communication.
- Flexibility to adapt to change and keep project on task.
- Good verbal and written communication skills.
- Enjoy collaboration, with a preference for face-to-face communication.
- Ability to give and receive constructive criticism, working toward an aligned solution.
- Be self-directed and self-motivated.
- Have an ability to thrive in a team-oriented environment.
- Be a good active listener and communicator.
- Must be comfortable interacting with persons of diverse backgrounds.
- Organized work method with strong analytical and detailed problem-solving skills
Character Qualities You'll Need
- Strong attention to detail.
- Manage multiple projects simultaneously, with minimal guidance.
- Excellent time management skills.
- Detail oriented in note taking, task management and communication.
- Flexibility to adapt to change and keep project on task.
- Good verbal and written communication skills.
- Enjoy collaboration, with a preference for face-to-face communication.
- Ability to give and receive constructive criticism, working toward an aligned solution.
- Be self-directed and self-motivated.
- Have an ability to thrive in a team-oriented environment.
- Be a good active listener and communicator.
- Must be comfortable interacting with persons of diverse backgrounds.
- Organized work method with strong analytical and detailed problem-solving skills
Job requirements:
- Experience: 3-5 years preferred
- Education: Four-year bachelor's degree preferred
- Travel: None
- Applicants must be authorized to work in the U.S. We are unable to sponsor applicants for work visas at this time.