Implementation Specialist

Responsibilities

• Build product expertise through hands-on collaboration, self-guided study, and structured software training.
• Support customers through software onboarding, tracking project progress and milestones using project management tools.
• Partner with clients to understand operations and guide configuration and usage of software using best-practice playbooks.
• Conduct clear, hands-on user training and share change-management strategies for smooth adoption.
• Manage multiple client onboarding projects, ensuring dates, deliverables, and quality standards are met.
• Track client progress and updates in specialized tools to align stakeholders and identify risks.
• Provide empathetic, proactive troubleshooting support during implementation.
• Collaborate cross-functionally with internal teams to champion client needs.
• Utilize AI-driven utilities and automated tools to streamline tracking, documentation, and workflows.
• Contribute to updating instructional materials, setup guides, and training documentation.

Requirements

• 1–2 years of experience in customer service, software support, customer onboarding, or similar customer-centric technical role.
• Comfort with basic SaaS concepts and modern workplace tools (e.g., G Suite, Excel/spreadsheets, CRM or project management tools like Salesforce, Asana, or Monday.com).
• Curiosity for and practical experience using standard AI productivity tools.
• Exceptional written and verbal communication skills, able to make technical information simple and approachable.
• Strong time-management, organization, and detail-oriented skills for managing multiple timelines.
• Proactive problem-solving mindset with passion for helping overcome technical challenges.
• High professionalism, adaptability, and collaboration skills across teams and client personalities.
• Ability and willingness to travel to client sites up to 25% of the time.