IT Project Specialist

Lancesoft

Home-based, CA

JOB DETAILS
SALARY
$40
SKILLS
Accounting, Accounting Close, Accounting Policies, Auditing, Best Practices, C-Level Management, Coaching, Communication Skills, Continuous Improvement, Cross-Functional, Customer Relations, Customer Support/Service, Customer Training, Detail Oriented, Expense Management, Financial Systems, Information Technology & Information Systems, Interpersonal Skills, Intuit Quickbooks, Leadership, Multitasking, Needs Assessment, NetSuite, Onboarding, Organizational Skills, Process Improvement, Requirements Management, Software Configuration Management, Status Reports, Team Player, Time Management, Webinar
LOCATION
Home-based, CA
POSTED
10 days ago

Implementation Specialists are responsible for onboarding new customers onto TravelBank s solution. Responsibilities include: consultation to determine the best configurations for the client s business needs;configuring the software with and for the customer;working with internal teams on complex technical integrations;tracking, managing and providing regular updates on the progress of an implementation project;ongoing communication with client-side and internal stakeholders throughout the process.

Provide excellent customer service to your customers


Leverage your deep product expertise to share best practices on how your customers may maximize value from their investment in TravelBank

Acquire technical product knowledge through training, self-directed research and testing, and internal consultation

Lead client-facing kick-offs, requirement gathering sessions and configuration review meetings

Partner with internal and external technical teams to coordinate custom integration work

Report on project status and blockers to Customer Success leadership during weekly meetings

Train clients to a point where they are able to operate self-sufficiently and confidently on TravelBank s platform

Conduct webinars and group training sessions to onboard our smaller, more independent customers

Share innovative ideas with peers and leadership on how to further enhance our thinking and focus on operational efficiency and innovation

Cross-functionally collaborate with the Customer Success Management team to understand the client needs and requirements to ensure a timely and complete implementation process

What we're looking for:

5+ years of implementation, customer success, or customer support experience

Meticulous attention to detail such as workflow and processes

Knowledge of accounting/finance systems (e.G., Netsuite, Sage, QuickBooks) and accounting practices (e.G., monthly close, expense management, audit processes)

preferred. If the prior knowledge isn t there, this role must have the drive and aptitude to quickly get up to speed on core accounting concepts and processes.

Strong interpersonal skills including clear communication and collaboration;ability to coach and train customers effectively

Competence and comfort presenting to C-level executives

Highly organized individual with the ability to handle multiple projects simultaneously on tight timelines

Growth mindset with drive to continuously improve

About the Company

L

Lancesoft

We are a $125 Million, NMSDC-certified Minority & Woman owned Workforce Solutions Company headquartered in the DC metro area with presence across US with global presence - Canada, Mexico, India, UK, Malaysia, Indonasia, Hongkong, Singapore, UAE. We are specialized in providing Workforce Solutions, SOW project delivery, Engineering Solutions, Creative Services. We currently support 100+ Fortune companies globally and across multiple industry segments. We are currently supporting several massive programs across industry segment nationally/globally (Intel, Ally, AMD, QUALCOMM, Morgan Stanley, Kraft/ Mondelez, MNP, Amdocs, Dell, SanDisk, Medtronic, Becton Dickinson, GE, Lockheed Martin, UTC, L-3 Communications, Caterpillar, BMW, Mercedes Benz, National Grid, Dominion, Energy Future Holdings, PSEG, 3M, Fidelity, Aetna, Humana, Johnson & Johnson, Pfizer, Merck etc). 

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender, identity, national origin, disability, or protected veteran status.

COMPANY SIZE
2,000 to 2,499 employees
INDUSTRY
Staffing/Employment Agencies
FOUNDED
2000
WEBSITE
http://www.lancesoft.com/