StorableUnited StatesJul 29

Implementation Specialist

Implementation Specialist responsible for onboarding 15+ new Marine Division clients monthly to SaaS platforms, importing and managing data, troubleshooting issues, and providing high-quality customer support via phone and email. Requires 3+ years implementation experience, advanced Excel skills, and up to 25% travel.

60k – 85k/yr

Remote3+ YOESolutions Architecture

About the role

What you’ll do every day

Manage the process of onboarding 15+ new clients each month onto our platforms.
Import, organize, and merge batches of client data.
Be a point of contact for customer inquiries and service requests during the onboarding process.
Manage customer expectations. Work within tight deadlines.
Troubleshoot and resolve issues for clients via phone and email.
Advise clients on how to get the most out of our products.
Resolve complex questions on time.
Resolve product inquiries.
Record all data in Salesforce, Rocketlane and Jira.

What you need to bring to the table

Data Analysis and Project Management experience preferred.
Must have advanced skills in Microsoft Excel.
3+ years of experience working on an implementation team.
Must have excellent customer service skills.
Strong communication skills (written and verbal).
Ability to problem solve, analyze situations, and provide solutions.
Highly organized with strong attention to detail.
Foundational knowledge of math, accounting, and finance concepts.
Ability to understand and troubleshoot accounting/financial data preferred.
Ability to analyze a financial ledger and quickly complete calculations based on the information provided.
Must live near a major airport (30 minutes) and be available to travel up to 25% as needed.

Skills

ExcelSalesforceProject ManagementData Analysiscustomer serviceTroubleshootingJirarocketlane

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