Lead new client implementation projects, providing technical support and guidance on best practices
Collaborate with CSM team to strategize on new accounts, designing and executing against implementation plans
Act as a proactive and organized project manager, guiding new clients through the implementation process and shortening time-to-value
Manage and coordinate multiple customer implementations simultaneously as the implementation lead
Gather customer requirements through interview and analysis and translate to our capabilities
Configure our software applications for customers using a training and enablement approach
Track project plans, and report project progress to appropriate parties
Participate in knowledge transfer sessions, product training and other strategic initiatives as needed
Provide a mixture of remote and onsite customer implementation workshops
Consult with customers on system configuration based on product and industry best practices
Facilitate touch points and status meetings with customers in a timely and professional manner
Contribute to the development of best practices, project standards and methodologies to improve efficiency and effectiveness of implementations and team processes, policies, & procedures
Troubleshoot functional issues arising from implementations
Configure our product to customer specifications, and provide guidance on new workflows that will best support their overarching business objectives
Identify opportunities for knowledge management, documentation and service automation, and participate in creating those tools.
Additional Qualifications:
2-4+ years relevant experience in implementation, onboarding, consulting, support, sales engineering, or technical problem-solving within a SaaS business
Exceptional oral and written communication and presentation skills
Strong time, task, and project management skills An above-and-beyond team player who will do whatever it takes to make us better
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