Implementation Specialist
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Job Summary
Client-focused and detail-oriented, the full-time remote Implementation Specialist will manage the onboarding of new partners for Filing Services, Tax API, and Diligent Search API while serving as a product subject matter expert and ensuring a seamless client experience.
Key Responsibilities
- Guide partners through a successful end-to-end onboarding experience as their primary point of contact
- Collaborate with Filing Services and Customer Success Managers to ensure smooth partner handoffs
- Apply project management principles to manage timelines, track milestones, and keep stakeholders informed
Required Qualifications
- Bachelor's degree or equivalent experience preferred
- 2+ years of SaaS implementation experience
- 2+ years of customer service experience in a client-facing implementation or support role
- Knowledge of surplus lines tax filing, compliance, or general insurance preferred
- Strong project management and organizational skills with the ability to manage multiple implementations simultaneously
Complete Job Description
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