Clinical Implementation Specialist providing education and implementation support on dental technology products. Engaging with clinicians and teams to enhance dental care and outcomes.
About the role
- Implementation Specialist facilitating onboarding for complex Enterprise and Integration clients at FinQuery, an AI-powered accounting automation firm.
Responsibilities
- Lead engagements with Enterprise and Integration clients to align FinQuery onboarding with their long-term financial and technical business objectives.
- Serve as an internal escalation point for complex technical issues and troubleshooting requests.
- Own and execute end-to-end implementation projects, ensuring deliverables are on time for multiple clients simultaneously.
- Communicate with clients in a proactive and professional manner.
- Identify potential problems and troubleshoot independently to resolve issues.
- Coordinate with Sales, Professional Services and Customer Solutions to onboard multiple clients simultaneously accurately and efficiently.
- Engage with Engineering to resolve issues that arise in implementation and communicate product updates to the client.
- Comply with department standards in accordance with SOC regulations, especially as it relates to confidential document management.
- Support development of business cases with the customer team, including solutions estimates.
- Communicate project status and milestones to the client in a consistent and effective manner.
- Decipher, process and follow through on client requests.
- Manage customer relationships as well as the project team and internal experts.
- Provides customer focused interaction ensuring timely response and effective follow-up on client and/or internal requests and/or issues.
- Ensure client satisfaction and product/service adoption. Conduct all business in accordance with FinQuery policies and procedures.
- Mentor and provide guidance to junior Implementation team members, contributing to team best practices and skill development.
- All other duties as assigned.
Requirements
- Must have strong organizational skills and be detail oriented
- Strong written and verbal communication skills
- Proficient with Salesforce, MS Office, and G-Suite
- Ability to grasp complex and evolving onboarding processes
- Advanced customer service skills
- Strong project management abilities
- Minimum 2+ years of experience in a client facing role
- Minimum 2+ years of experience working with a high growth or SaaS company
- 4-year college degree or equivalent experience
- SaaS Software industry experience required
Benefits
- Annual employee development program stipend of $2,000 for each employee
- Mentorship program (available immediately)
- Sabbatical program (4 weeks after 5 years of service)
- Advancement opportunities based on results, not politics
- 401(k) plan with employer matching
- Signing stipend for a work-from-home setup
- Great health benefits with multiple plan options
- Flexible PTO (including 11 holidays and your birthday off)
- Free gym membership at our office (Atlanta HQ)
- Casual dress environment (when in office)
- Catered lunches every Tuesday & Thursday (when in office)
- Parental Leave Benefits
- Fertility/Adoption Assistance
- Annual tutoring stipend for your children
Job title
Job type
Experience level
Salary
Degree requirement
Location requirements
Clinical Implementation Specialist providing education and training for imaging and CAD - CAM technologies. Enhancing clinical outcomes and supporting internal and external customers with dental technology.
Field Implementation Specialist for Haemonetics overseeing TEG implementations. Responsible for on - site training and project management while requiring extensive travel across the region.
Senior Client Implementation Specialist at Broadridge engaging with clients to deliver solutions in investment management. Focusing on workflow reviews and project management to ensure timely deployments.
Customer Engineer managing onboarding and adoption for Aircall's AI - powered communications platform. Leading customer success initiatives through technical expertise and project management.
Veterinary Software Implementation Specialist training veterinary professionals on ezyVet software. Project managing implementations and delivering webinar - based training while collaborating with internal teams.
Implementation Consultant guiding customers through the software implementation journey at Intelex. Partnering with clients to create tailored, impactful solutions that improve their operations.
Senior Implementation Consultant guiding customers through the deployment of home health and hospice software. Leading implementation phases to ensure successful software adoption across agencies.
Senior Implementation Specialist managing client implementations of AI - driven learning products. Overseeing multiple projects and driving client satisfaction through effective onboarding and support.
API & Implementation Consultant at Wolters Kluwer implementing software and API certifications for clients in Belgium and the Netherlands. Collaborating with internal teams to enhance customer satisfaction and project delivery.