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3 weeks ago

Job Summary

In this role, you will primarily be working with representatives from our customer firms to manage the Implementation process, acting as the primary lead for interfacing with customers throughout implementation, configuring their system based on their chosen specifications, training the firms on what to expect from the experience of using our software and testing the data flowing through our software. You will also be integral in designing and refining our standard operating procedures as well as contributing and leading internal development and improvement projects.

  • Minimum Qualification : Degree
  • Experience Level : Mid level
  • Experience Length : 3 years

Job Description/Requirements

Responsibilities:

  • Being responsible for multiple Implementations at once
  • Frequently meeting with Firms to configure, test, and train their staff during their time in Implementation
  • Traveling onsite in certain cases where a detailed training or workshop is needed for the firm (less than 10%)
  • Manage activities, timelines, and dependencies for internal and external sharing  using Monday.com, our implementation project-management system.
  • Balancing creative problem-solving with process consultation to ensure an individual firm’s needs are met with our software.
  • Taking ownership of internal projects, collaborating with team members inside and outside of Implementation, to help our team rapidly evolve.


Requirements:

  • Has 3 - 5 years of experience in B2B SaaS customer-facing implementation experience
  • Has a deep-rooted passion for problem-solving and yearns for customer delight
  • Can take initiative and drive progress, even when all the answers are not yet in front of them
  • Has strong written and verbal communication skills with the ability to take complex situations and explain them simply.
  • Has previous experience with customer-facing Project Management, Onboarding, and Implementation
  • Is highly proficient in English, with excellent written grammar and spelling.
  • Has expertise and confidence in managing the expectations of stakeholders at various levels (from Administrator to CFO)

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