i3 Verticals

Director

• Management of Professional Services Department including assigning new client implementation work orders to software implementation staff
• Provide implementation services to clients
• Manage workload and client expectations
• Review work and billable hours completed by implementation staff
• Provide guidance and assistance to staff as needed
• Resolve client issues as needed
• Communicate open work order status to other department managers in weekly meetings
• Seek information and assistance for more complex issues from other departments and supervisors
• Oversee daily performance of implementation consultant
• Provide software implementation services to assigned
• Assign new clients to implementation
• Develop training procedures and materials for software
• Review implementation work
• Review and approve PTO of department
• Attend weekly implementation meetings to review current work and any items and escalations
• Provide annual job goals and performance
• Attend meetings with immediate supervisor as necessary
• Attend manager meetings, as necessary
• Determine strategies and policies for the Implementation Department
• Manage workflow in the Implementation department, resolving disputes
• Provide guidance to Implementation team on items and escalations outside of their department
• Resolve any disputes between Implementation Department
• Clarification of roles and check pulse of all team members periodically
• Lead bi-weekly Implementation Standup Meetings and weekly Workload Meetings
• Ensure client satisfaction from clients
• Create weekly departmental overview to VP of Operations and Client stakeholders
• Review resumes, schedule interviews, and lead job interviews for open positions
• Create and approve HR documentation
• Document the standard operating procedures of the job functions of the Implementation department

Associate Director – Implementations

Support Engineer

• Perform System Health Checks for customers both proactively and as requested by i3 Verticals resources in accordance to established procedures and standards, including preparing and distributing a report which summarizes the results and any action item identified.
• Maintain the entire System Health Check Report template and process to include making improvements as warranted and communicating important changes across the organization as needed.
• Maintain our internal knowledgebase including article writing, reviewing, publishing, and deactivating on a regular basis.
• Proactively monitor and disseminate information to customers regarding system health such as data loss/integrity issues.
• Manage the Customer Relationship Portal with current and relevant information for customers to utilize and improve the health of their solution.
• Identify tools and training subjects that can be shared with customers to help them monitor their health of their solution(s).
• Actively gather and communicate information to the appropriate departments regarding new areas which could improve i3 Verticals internal system/solution monitoring tools.
• Host live webinars for customers on relevant System Health Check topics such as how to monitor their system and may include preparing training material, promoting customers to reach attendance goals, coordinating webinar dates, etc.
• Create and distribute training videos for customers on learning how to monitor and administer their system.
• Present system health information at customer events as requested to include preparing presentations, demonstrations or answering questions on i3 Verticals System Health Check processes.
• Identify improvement areas for customer solutions and make recommendations to improve the quality of the solution for the users.
• Manage development of internal and support related applications, following i3 Verticals Coding Standards.
• Manage escalated support issues by coordinating efforts amongst other technical resources to achieve a resolution that meets customer requirements.
• Act as a mentor to other Support team members to include technical training as required.
• Lead special projects and or responsibilities as assigned by Manager.

Senior Technical Support Engineer – Solution Health Specialist

Proposal Manager

• Manage and coordinate daily pursuit tasks ensuring all proposal content is completed on-time and of excellent quality.
• Coordinate proposal process, following standard procedures, including planning, review, and production of proposals.
• Facilitate client communication following the rules set forth within the bid, such as submitting questions within the allotted timeframe.
• Schedule, setup and run related meetings (kick-off, red team).
• Gather and research information to include in proposals, including company, customer, product, process, and personnel information.
• Update the Bid Management Plan action items with the progress towards completion.
• Register proposal pursuits within business partners’ online opportunity management systems.
• Create RFP project timeline/Project Schedule determining time frame, procedures for accomplishing proposal, staffing requirements, and allotment of available resources to various phases of proposal development.
• Identify, address, and resolve issues in a timely fashion; escalating when necessary.
• Work with Technical Writer to setup proposal template, add boiler plate content, tailor proposal content to specific requests, and submit/print/assemble/ship proposals.
• Collaborate with the Director of Business Development, Account Executives, other Sales Team members, Cloud Services representatives, Professional Services personnel, and relevant business partners in the proposal preparation process, efficiently assigning resources to proposal tasks using established scheduling processes.
• Work with RFP Services Manager to engage management to obtain necessary information and commitment for specific pursuits.
• Participate in debriefings/lessons-learned sessions after delivery of a proposal to contribute ideas and recommendations towards proposal process improvements.
• Submit and track Freedom of Information Act (FOIA) requests to obtain solicitation and evaluation documentation, competitive bid proposals and contracts.

Business Analyst

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Associate Business Analyst

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• Knowledge of ETL processes.
• Understanding how to extract data from various sources, transform it to meet business needs, and load it into target systems.
• Work with a variety of database and file formats, including SQL Server, dBase, Advantage, Excel, and text files.
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• Utilize SSIS for importing and managing data in test, development, and production environments.
• Familiarity with core SSIS components such as Control and Data Flow tasks OLEDB and Flat File Sources OLEDB Destinations Derived Column, Data Conversion, Sort, and Lookup tasks Parameters
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