ZI
Lead Product Implementation professional overseeing and executing the implementation of SaaS products at Zinnia, a technology platform for insurance solutions.
About the role
- Lead and manage new customer implementation projects with multiple integrated workstreams in a way that sets them up for long term success.
- Develop and manage comprehensive project plans and timelines, proactively identifying potential risks and roadblocks.
- Act as the Allego Product expert, consulting the client on a prescriptive approach for feature configuration, and training Project Teams to ensure they become self-sufficient with Allego.
- Serve as a trusted advisor, confidently guiding customers on best practices to maximize platform value & user adoption. Be comfortable pushing back on customer requests that deviate from proven strategies.
- Guide customers on change management strategies and tactics that will ensure a positive experience for sellers and lead to strong adoption.
- Partner with Sales to ensure ongoing strategic alignment around the executive sponsor’s business requirements and success criteria.
- Effectively collaborate & communicate with internal teams (Sales, Product, Support, etc.) to ensure customer requirements are being met.
- Drive customer satisfaction early on by acting with urgency, proactively addressing issues, and regularly collecting feedback from the customer.
- Ensure a smooth transition to the post-implementation CS team at the end of the implementation.
- Consistently update and maintain data in internal systems to support the business need to measure implementation project and customer account health.
- Contribute to the ongoing refinement of Allego's implementation methodology and best practices based on lessons learned and evolving customer needs.
Requirements
- **Experience You'll Bring:**
- Proven experience (5+ years) in managing complex SaaS client implementation projects, including the onboarding and relationship
- Strong project management skills, including the ability to develop and execute project plans to manage timelines and mitigate risks.
- Excellent communication, presentation, and interpersonal skills, with the ability to effectively consult and guide customers on best practices.
- Strong interpersonal skills and experience initiating and building positive relationships both internally, and with customers
- Self-motivated, proactive team player with innovative ideas to drive client loyalty, retention, and expansion.
- Strong organizational and time management skills with the ability to manage multiple projects simultaneously and set proper expectations
- Technical aptitude and the ability to understand and consult on product feature configuration
- Highly detail oriented and quality driven, with a strong sense of ownership and accountability.
- Ability to thrive in an extremely fast paced and evolving environment while maintaining a positive attitude
- Bachelor’s degree or equivalent
- Proficient in Google Suite, Saleforce.com and Microsoft Office (Outlook, Excel, word, and PowerPoint) experience a plus
- Project Management Professional certification preferred
- Previous Team Lead or Leadership experience in a Project Management function is preferred
Benefits
- Allego offers a comprehensive and competitive benefits program that enables employees to choose the
- benefits that best fit their needs and the needs of their families. Full-time new hires are eligible for most benefits on the first day of employment. The following is a summary of the benefits offered to Allego
- Health Insurance
- Unlimited PTO
- 401K match
- Wellness programs
- Flexible schedule
- Sabbatical
- **This position is posted as hybrid, however remote candidates may be considered.**
Job title
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