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The Implementation Specialist plays a pivotal role in ensuring the smooth deployment and successful implementation of the Foundation family of products. This position requires a client-focused professional who is passionate about delivering outstanding service, providing top-tier consulting, and ensuring clients achieve optimal outcomes. In addition to assisting clients with onboarding and troubleshooting, the role also involves travel for onsite client needs and presenting at client events and webinars. The Implementation Specialist will maintain strong relationships with clients, support internal teams, and contribute to the growth and success of our software solutions.
Job Responsibility:
Deliver high-quality, customized training sessions to clients both online and onsite
Oversee the successful initial setup and implementation of clients' software
Provide expert-level consulting services to both new and existing clients
Proactively identify and address client issues, questions, and concerns throughout the implementation process
Foster long-term relationships with clients, ensuring their satisfaction with the software and the implementation process
Travel to client sites (up to 40% of time) to facilitate onsite meetings, training, and support
Prepare and present relevant content and product demonstrations during client events and webinars
Work closely with internal departments, including product and technical teams, to address and resolve any technical challenges clients may encounter during implementation
Maintain accurate records of client progress, issues, and communication
Stay up to date with the latest product features, industry trends, and best practices
Actively participate in internal training and professional development opportunities
Serve as a professional representative of the company by maintaining a positive and solutions-oriented attitude
Requirements:
Proven ability to independently manage and address complex client situations while adhering to established protocols
Excellent time management skills, with the ability to prioritize and handle multiple tasks efficiently
Strong communication and interpersonal skills, with a positive, customer-focused attitude and the ability to convey technical information in an accessible manner
Superior organizational skills, with a keen eye for detail and accuracy
Ability to maintain a high level of professionalism and empathy, even in challenging situations
Experience with Microsoft Word and Excel
working knowledge of other productivity tools (e.g., PowerPoint) is a plus
Strong analytical skills, with basic accounting knowledge being an advantage
Reliable and dependable, with proven punctuality and consistent work performance
A valid driver's license with a clean driving record acceptable to the company's insurance standards
Ability to travel up to 40% of the time to client locations for in-person training, meetings, and events
Experience in a similar client-facing role, particularly in software implementation, customer success, or IT consulting
Background in a relevant field, such as project management, business consulting, or technical support
Nice to have:
Working knowledge of other productivity tools (e.g., PowerPoint)