Implementation Specialist

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.

Responsibilities

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; Travel to client sites (up to 20% 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 technical challenges; Maintain accurate records of client progress, issues, and communication; Stay up to date with the latest product features, industry trends, and best practices; 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; Strong analytical skills; 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 20% 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); basic accounting knowledge

Benefits

Medical; Dental; Vision; 401K; PTO