Implementation Specialist I
- Lead end-to-end client implementations: Manage the full lifecycle of new and existing client onboarding, from initial setup through successful go-live.
- Identify and support client training needs: Collaborate with management and internal teams to assess and deliver training for both internal staff and external clients.
- Advise clients on process improvements and best practices: Provide strategic guidance during implementation to ensure optimal software adoption and long-term success.
- Serve as primary client contact during and after implementation: Act as the main point of communication throughout the implementation process and for assigned clients post-implementation.
- Handle client escalations and facilitate internal communication: Address client concerns promptly and coordinate with internal teams to resolve issues effectively.
- Ensure project completion and client satisfaction: Oversee follow-ups, track progress, and take action to meet deadlines and exceed client expectations.
- Follow implementation standards and project documentation: Adhere to established processes and ensure all implementation activities are well-documented and aligned with project plans.
- Support and contribute to a collaborative team environment: Actively engage with and support team members to promote a productive and positive work culture.
- Deliver client training sessions: Conduct hands-on training sessions as part of the implementation process to ensure user readiness and confidence.
- Maintain accurate client communication records: Track and document all interactions with clients to ensure transparency and continuity.
- Coordinate with cross-functional teams: Share updates and collaborate with setup, implementation, and support teams on project priorities, timelines, and emerging issues.
- 1 to 3 years of experience in a client-facing or customer service role
- Bachelor’s degree preferred
- Demonstrated ability to stay focused and manage multiple priorities effectively
- Strong team player with the ability to work independently when needed
- Excellent interpersonal and client relationship-building skills
- Comfortable working in a structured, performance-driven environment with a commitment to high ethical standards
- Exceptional verbal and written communication skills
- Confident and professional phone presence
- Bilingual in English and Spanish is required
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