Actabl

Implementation Specialist

• The Implementation Specialist at Actabl plays a crucial role in the successful deployment of our solutions, ranging from assisting with initial configurations to independently managing complex implementations for key clients.
• This individual will utilize customer requirements to configure Actabl applications, work closely with customers throughout the deployment lifecycle, and ensure a smooth transition through configuration, deployment, and hand-off activities.
• Responsibilities expand to include advanced configuration, client relationship management, mentorship, development of best practices, and strategic oversight of multiple projects and team members, ultimately ensuring high-quality and timely solution delivery.
• Configure and deploy systems: Perform comprehensive system setup and configuration based on client requirements and project specifications.
• Execute accurate and efficient data loading from various sources into the system.
• Design, develop, and implement custom reports to meet client analytical and operational needs.
• Conduct detailed data mapping and transformation to ensure seamless integration and data integrity across systems for all implementation projects.
• Support project management: Actively participate in customer calls and meetings alongside Project Managers to provide technical support and address client inquiries.
• Communicate project status: Maintain robust and proactive communication with Project Managers and relevant stakeholders regarding project progress, milestones, and potential roadblocks.
• Document configurations: Accurately and comprehensively document all custom configurations, system settings, and process flows within customer accounts.
• Troubleshoot and research: Proactively identify and diagnose configuration problems, system malfunctions, and data discrepancies.
• Explore and apply AI tools in your day-to-day work, finding new ways to simplify tasks, accelerate outcomes, and elevate your effectiveness.
• Facilitate testing: Support and actively participate in business process testing (BPT) of the application to ensure functionality aligns with client requirements!
• Ensure timely delivery: Proactively monitor project timelines and individual task progress to ensure all components of implementation projects are completed on schedule.
• Manage implementation tasks: Coordinate and effectively prioritize multiple implementation tasks, balancing competing demands and deadlines.
• Oversee quality assurance: Assist in overseeing the entire implementation process, working closely with internal teams and external customers to ensure adherence to quality standards.

Product Manager

• Manage, plan and coordinate the development of new products and enhancements of existing products based on short-term and long-term needs
• Own the backlog, write the tickets, run the ceremonies, triage questions, and manage operational workflows
• Keep stakeholders informed
• Responsible for product backlog ownership and prioritization across initiatives
• Author epics and stories
• Maintain JIRA Product Discovery (JPD) and the team roadmap
• Exec summary updates for active initiatives
• Demo data products (external & internal)
• Run daily stand-up and manage the parking lot
• Prep & facilitate refinement mtgs, pod demos, retros
• Own the intake process (slack, email, customer calls)
• Maintain communication with stakeholders and triage
• Process data access or connection requests
• Explore and apply AI tools in day-to-day work, finding new ways to simplify tasks, accelerate outcomes, and elevate effectiveness

Product Owner

Controller

• Oversee all reporting operations handled by the Accounting & Reporting team
• Own and direct month-end and year-end close processes
• Ensure quality control and accuracy over financial transactions and financial reporting
• Own maintenance and quality management of the COA and GL reporting system
• Support the preparation of the budget and monthly financial forecasts
• Lead the annual audit process for Actabl
• Oversee compliance with local, state, and federal government reporting requirements
• Develop, and oversee the development of, business and accounting process documentation to maintain and strengthen internal controls and policies
• Manage the Accounting & Reporting team