Implementations Specialist

Job Summary

Providing timely and accurate implementation for new accounts and updates to existing accounts, the full-time remote Implementations Specialist will communicate with clients and internal stakeholders to understand requirements and coordinate with multiple teams to ensure successful service delivery.

Key responsibilities

• Evaluate and facilitate new account or account modification requests while adhering to standard operating procedures
• Collaborate with Sales Executives and Account Managers to ensure all information for new or modified accounts is complete and accurate
• Track all communication and tasks within the designated CRM system for audit and project tracking purposes

Required qualifications

• High school diploma or GED required; associate's degree preferred
• 5+ years of experience in account implementation, technical support, customer service, or a related operational role
• Client-facing experience with the ability to communicate requirements and timelines effectively
• Proficiency in CRM systems (e.g., Salesforce) and Microsoft Office applications, particularly Excel
• Strong logical and analytical thinking skills for configuring or troubleshooting system workflows