Implementation Specialist

Job Summary

Managing the end-to-end implementation of new customer accounts, the full-time Implementation Specialist will work primarily remotely with an in-office presence on Wednesdays, collaborating with various internal teams to ensure a seamless onboarding experience for clients.

Key responsibilities

• Oversee customer account management throughout the implementation process using Salesforce CRM and other internal systems
• Lead consultative discussions with customers to gather necessary information and clarify account requirements
• Perform quality assurance reviews of customer account setups to ensure accuracy and completeness prior to activation

Required qualifications

• High school diploma or GED required; bachelor's degree in business, communications, technology, or a related field preferred
• Minimum of two years of experience in a professional work environment, with at least one year in customer implementation or a customer-facing role preferred
• Strong Microsoft Excel proficiency, including formulas, PivotTables, and macros
• Understanding of timely revenue ramp during implementation and ability to identify opportunities for customer adoption
• High responsiveness and accountability, with effective use of tools to track implementation activities