Case Status®

Implementation Specialist

• Lead implementations, including oversight of the project plan, stakeholder management and timeline
• Serves as expert consultant regarding product set-up/configuration, functionality, and best practices
• Conducts discovery sessions with new customers, in particular engaging the firms’ Case Status key users and decision makers.
• Demonstrates strong consultative and advisory skills to drive confident buyers and product stickiness
• Develops implementation project plans and maintains documentation and timeline of implementation projects and customer sentiment along the way
• Utilizes rolling implementation metrics to improve processes and tweak touch points to drive results
• Delivers prescriptive and consultative product sessions for internal firm project owners, setting the scene for a smooth transition for all users to receive full functionality training once transferred to the Software Trainer
• Serves as liaison to Sales, Software Trainers, and Account Managers, cascading information regarding implementation projects as applicable including scoping and planning for enterprise customers
• Develops and maintains systematic communication of product feedback and requests with the Product team
• Maintains consistent and competent usage of our internal tools to run the business effectively (CRM, Data tools, project management tools, etc.)

Senior Implementation Manager