Implementation Specialist Job Description

Job summary 1

We are seeking an energetic and motivated person to lead our partners through their onboarding with us and implementation of their first Wisr site. The Implementation Specialist supports end users to ensure they are fully adopting and integrating products into their institutions and managing a smooth transition to our Partner Success team for continued service and use.

Duties & Responsibilities 1

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Requirements & Skills 1

Job summary 2

The Implementation Specialist is responsible for implementation management and execution supporting internal and external customers. Including but not limited to project management, consultation, implementation, training, business-related support, and serving as liaison with other teams within Company.

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Requirements & Skills 2

Job summary 3

Our Implementation Specialist position focuses exclusively on onboarding new clients while providing excellent client/advisor service. Our implementation specialist position is supported by a strong sales group, plan document team, and compliance department.

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Job summary 4

We are looking for a bright, engaging, talented Implementation Specialist who will utilize their high-level communication skills to onboard new clients. As an Implementation Specialist, you will be the main point of contact for new clients, and you will be responsible for managing your day-to-day with your assigned clients. As an Implementation Specialist, you will need to be highly skilled in your ability to manage your calendar and also professional in your ability to facilitate client relationships over a series of several calls. You will need to be the teacher and the expert as you guide new customers through the utilization of our software, training them to be able to eventually use the intricate software to create campaigns on their own.

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Job summary 5

The Implementation Specialist will be responsible for working with a customer service team to triage and provide support for customer issues. Apart from supporting the customer service team, the specialist will support project planning, system testing, document preparation, client-facing issues, quality assurance, and prompt turnaround of all assignments. There is potential to convert to a full-time employee for a top performer.

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Job summary 6

We are looking for a seasoned Implementation Specialist to join our highly rated Customer Experience team to deliver world-class implementations for a range of customers in the US. This is a great opportunity to work in a high performing team with an enviable track record of successful delivery.

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Requirements & Skills 6

Job summary 7

We are looking to add an experienced Implementation Specialist to our growing company. This position will report to the Director of Implementation. The Implementation Specialist role entails regular engagement with property management professionals to evaluate client needs, act as a consultant to clients during the account creation process to ensure best practices are being utilized, be an expert and champion of the platform, and provide ongoing, as-needed support for mature clients.

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Job summary 8

We are seeking a dedicated professional for the position of Implementation Specialist. The successful candidate will be an integral part of the Professional Services Team in a high-growth organization. This is an exciting opportunity for an individual looking for a fast-paced environment where experience will be drawn upon to effectively assist in completing customer implementations promptly.

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Requirements & Skills 8

Job summary 9

The Implementation Specialist plays a critical role in providing world-class implementation experiences for new customers. They will drive early product education, customer satisfaction, user engagement, and digital implementation initiatives. This is a cross-functional role that works closely with sales, customer success, technical support, and product teams.

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Job summary 10

The Implementation Specialist manages and oversees the post-sale workflow once the contract is signed.

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Requirements & Skills 10

Frequently asked questions

What does an implementation specialist do?

An implementation specialist is responsible for managing the process of implementing new systems, software, or technology into a company's operations. Their role is to ensure a smooth transition from the old system to the new system, minimize disruptions to the company's operations, and ensure that the new system is fully operational and meets the company's needs. The specific duties of an implementation specialist may vary depending on the industry and company, but they typically include:

Planning: The implementation specialist develops a detailed project plan, including timelines, milestones, and tasks, to ensure a successful implementation.

Coordination: The implementation specialist works closely with the company's stakeholders, including management, IT staff, and end-users, to ensure that everyone is aware of the project plan and their role in the implementation process.

Training: The implementation specialist provides training to end-users on the new system to ensure that they are comfortable and proficient in using it.

Testing: The implementation specialist conducts thorough testing of the new system to identify any issues or bugs and ensure that the system is functioning correctly.

Troubleshooting: The implementation specialist troubleshoots any issues that arise during the implementation process and works to resolve them as quickly as possible.

Documentation: The implementation specialist creates and maintains documentation related to the new system, including user manuals, training materials, and technical specifications.

Support: The implementation specialist provides ongoing support to end-users after the implementation to ensure that the new system is working properly and meeting the company's needs.

Overall, the role of an implementation specialist is critical to ensuring a successful implementation of new systems, software, or technology in a company's operations. They must have excellent planning, coordination, and communication skills, as well as technical proficiency in the system being implemented.

What are the skills of an implementation specialist?

An implementation specialist must possess a combination of technical and soft skills to ensure a successful implementation of new systems, software, or technology in a company's operations. Here are some of the key skills required to be an effective implementation specialist:

Project management: Implementation specialists need to be skilled in project management, including creating project plans, setting timelines, managing resources, and tracking progress.

Technical proficiency: Implementation specialists need to have a solid understanding of the system or technology being implemented, as well as experience in configuring, testing, and troubleshooting it.

Communication skills: Implementation specialists must be able to communicate effectively with stakeholders at all levels of the company, including management, IT staff, and end-users, to ensure that everyone is aware of the project plan and their role in the implementation process.

Training and development: Implementation specialists should have experience in developing and delivering training programs to end-users to ensure that they are comfortable and proficient in using the new system.

Problem-solving: Implementation specialists must be skilled in identifying problems, analyzing data, and developing effective solutions to ensure a successful implementation.

Attention to detail: Implementation specialists must be detail-oriented to ensure that all aspects of the implementation are thoroughly planned, executed, and documented.

Adaptability: Implementation specialists must be able to adapt to changing circumstances, including shifting timelines, unexpected issues, and evolving requirements.

Overall, a successful implementation specialist requires a combination of technical skills, project management skills, and strong communication and interpersonal skills to ensure that new systems, software, or technology are successfully implemented in a company's operations.

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