Hybrid Implementations Specialist – Marketing SaaS Onboarding

Posted 9 hours ago

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About the role

  • Implementation Specialist onboarding clients for Boldr's SaaS platform. Collaborating with project managers and clients to ensure successful implementation and training support.

Responsibilities

  • Collaborate with project managers to create and maintain project schedules, task lists, and timelines.
  • Assist in developing project plans, objectives, deliverables, and resource allocation.
  • Assist implementation projects while partnering closely with our clients' technical sponsors on configuration and testing.
  • Guide clients through the onboarding process, ensuring a clear understanding of system capabilities and functionalities.
  • Complete technical setup of Blaze workflows including integrating their social media accounts, websites, and email providers with Blaze.
  • Adhere to detailed project plan schedules and contribute to weekly status reports to ensure accountability for milestone dates and work quality.
  • Maintain updated and accurate configuration workbook templates and documentation of configuration settings for customers.
  • Proactively identify implementation risks and mitigate them effectively and efficiently
  • Tailor and facilitate User Acceptance Testing (UAT) specific to customer configuration.
  • Support the customer success plans, by assisting in product and phased rollouts, supporting value-driven conversations with the customer to increase adoption and introducing new product functionality that will deliver results.
  • Create and maintain detailed documentation related to client configurations, customizations, and training materials.
  • Quickly establish/nurture rapport and a positive relationship with customer stakeholders.
  • Fostering strong relationships with Customer Success and cross-functional teams to holistically address customer issues and provide additional insights from a customer perspective.
  • Reporting and tracking bugs and enhancement requests affecting users.
  • Participate in training and development opportunities to enhance project management skills.
  • Seek guidance from project managers and contribute to continuous improvement initiatives.

Requirements

  • Curious and authentic, just like us! #beboldr
  • An analytical and critical thinker, with an eye for even the most minute of details
  • Passionate about client satisfaction
  • Bachelors in Arts/Bachelors in Science or equivalent degree.
  • 2-3 years of relevant work experience in a related role (which may include technical support, project management/coordination, product implementation, account management, customer success, among others).
  • Background and strong interest in B2B Enterprise SaaS Implementation and HR domain experience.
  • Proficiency in configuring and customizing platforms.
  • Excellent communication skills, both written and verbal.
  • Proficiency in Microsoft Office Suite (particularly Excel) and Google Apps.
  • Organization and efficiency in time management and an ability to juggle many ongoing initiatives with grace.
  • Strong organizational and time management skills with the ability to juggle multiple projects.
  • Proficiency for data analysis and process/operations improvement.
  • Detail-oriented with a proactive approach to problem-solving.
  • Ability to work collaboratively within a team and adapt to changing project requirements.
  • NICE TO HAVE…**
  • Expertise in social media and SEO marketing
  • Previous experience working in or with small businesses
  • Previous experience working with software engineering teams to develop product

Benefits

  • Private Health Insurance
  • Paid Time Off
  • Training & Development

Job title

Implementations Specialist – Marketing SaaS Onboarding

Job type

Experience level

JuniorMid level

Salary

Not specified

Degree requirement

Bachelor's Degree

Location requirements

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