Provisioning Specialist

The Expansion Specialist is a revenue-generating role responsible for the end-to-end execution of low-touch product expansions. The Specialist functions as an autonomous closer for transactional business, managing customer inquiries and order fulfillment with minimal involvement of an Account Manager. This role exercises independent judgment to price out solutions, apply authorized discounts, and ensure the commercial integrity of every transaction to drive deals to closure.

Responsibilities

Evaluate client technical requirements to determine, configure, and execute appropriate WorkWave database environments; Analyze implementation data to continuously optimize configuration methodologies for platform onboarding; Direct the strategy and execution for activating WorkWave Payments functionality across customer accounts, evaluating risk, technical readiness, and financial compliance prior to activation; Formulate and manage client registration strategies for A2P 10DLC text messaging compliance; Serve as the subject matter expert on evolving industry regulations to ensure customer and platform alignment; Establish, maintain, and enforce team governance policy regarding service scope and resource allocation; Analyze incoming service requests, evaluate business impacts, and exercise independent authority to approve, reject, or re-route non-standard requests; Partner with internal teams to troubleshoot provisioning delays and ensure a smooth handoff to customer success.

Requirements

Strong attention to detail; you rarely let small configuration errors or discrepancies slip through the cracks.; Proven ability to exercise independent judgment and make key decisions on matters of significance without direct supervision.; Demonstrated capacity to analyze system workflows, evaluate technical trade-offs, and recommend scalable operational solutions.; Strong policy formulation and negotiation skills, with the confidence to enforce business standards and operational boundaries.; Excellent written and verbal communication skills to communicate with customers and collaborate effectively with internal teams.; Understands what’s mission critical and what’s trivial, and acts accordingly.; The confidence and assertiveness to challenge incoming requests that do not belong to your team, ensuring operational efficiency.; Prior experience managing or analyzing workflows within enterprise CRM platforms (e.g., Salesforce) and SaaS ecosystems.

Benefits

Casual work environment; remote work flexibility; health and dental insurance; 401k with company match; Flexible Time Off policy or generous PTO plan; paid holidays; up to 4 weeks paid bonding leave; tuition reimbursement; Employee Assistance Program through TotalCare offering free counseling 24/7/365, plus financial counseling, legal guidance, adoption assistance services; 24/7 access to virtual medical care with Teladoc; quarterly awards based on peer nominations; regional discounts and perks; opportunities to participate in charitable events and give back to the community.