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
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