Implementation Specialist

• Grow with an Ownership Mindset: Champion continuous learning and innovation, tackle real problems, create tangible solutions, and drive results.
• Collaborate with Peers and Leaders Alike: Work in a transparent and respectful environment where feedback flows freely.
• Experience a High-Performance Culture and Clear Purpose: Achieve specific goals with shared accountability, celebrating milestones and learning from challenges.
• Drive the onboarding process for new merchants joining ShipBob.
• Guide merchants to configure and optimize software and fulfillment services confidently.
• Swiftly address challenges and provide scalable solutions to our merchants, setting them on the path to sustained success.
• Establish and maintain communication with key stakeholders to set expectations for key deliverables, timelines, and milestones.
• Proactively identify potential project risks and help develop mitigation strategies.
• Conduct tailored training sessions for all stakeholders based on merchant needs and specific dashboard configurations.

Senior Merchant Implementation Manager

• The Retirement Implementation Specialist is responsible for leading the onboarding process for new Alerus retirement plan clients, including startup plans, transfer plans and internal conversions.
• Manage all elements of the onboarding process by leading internal departments and external parties through an established implementation timeline.
• Communicate the implementation plan, including the key objectives and deliverables, scheduling, tracking and reporting to internal and external parties.
• Assign and perform tasks to meet service timelines to ensure a successful transition of new business from sales to the Alerus account representative.
• Deliver a positive customer experience for the plan sponsor and other external parties while continually seeking ways to enhance the new client implementation process.
• Schedule and facilitate implementation calls with client, advisor, TPA, prior vendor(s) and Alerus team members to define the implementation timeline including a blackout period, key milestones, and plan effective date.
• Collaborate with stakeholders to find solutions for complex requests while maintaining consistency with established service offerings.
• Properly document key discussions and decisions related to plan setup and onboarding.
• Provide updates to internal tracking tools and proactively identify and manage implementation expectations, needs, and concerns.

Retirement Implementation Specialist

• Lead end-to-end implementation, training, and consulting engagements
• Partner with customers to assess workflows across planning, design, construction, and operations
• Help customers align digital workflows
• Configure workflows based on customer requirements
• Deliver role-based training for stakeholders
• Coach teams through digital workflow adoption
• Share implementation insights with product teams

Forma Implementation Consultant

• Serve as the Single Point of Coordination for the customer
• Lead complex implementation projects and coordinate the setup of the Payment Manager product and related services
• Develop business requirements, create/manage project plans and coordinate appropriate meetings
• Establish timelines and track ongoing projects to ensure successful delivery
• Provide subject matter expertise and recommendations on product best fit
• Work with key partners on project priority and scope
• Communicate status to project team and the customer
• Proactively identify and resolve problems/issues
• Ensure that project tasks are completed according to established timelines
• Collaborate and consult with peers, management, technology, and compliance to deliver an exceptional customer experience
• Remain flexible and adaptable to changing priorities, deadlines and new surroundings while meeting customer's needs

GPL Change Implementation Consultant – Payables

• Develop deep expertise in Snapsheet’s SaaS products to guide customers through implementations
• Lead end-to-end implementations for global insurance carriers
• Act as the primary project manager and day-to-day client contact, ensuring timely and high-quality launches
• Use a consultative approach to identify customer pain points, goals, and optimal platform configurations
• Create and manage implementation plans, including onboarding, training, integrations, and launch milestones
• Lead integration and configuration discussions with technical support as needed
• Identify opportunities for automation, engagement, and post-launch optimization using customer metrics
• Partner with training and Customer Success teams to drive adoption and ensure a smooth transition
• Drive proactive communication with customers and internal stakeholders
• Gather and translate customer feedback into product and enhancement recommendations
• Leverage competitive insights and best practices to improve client outcomes and grow the business

Strategy and Implementation Manager

• Lead customer implementations of iQueue for Operating Rooms from kickoff and discovery through data acquisition, solution design, product configuration, validation, and rollout
• Partner with cross-functional Customer Success team members to ensure that the product and workflows are designed and configured accurately and optimally
• Conduct discovery and design sessions with clinical and operational stakeholders to understand workflows and align the solution to operational goals
• Partner with perioperative leadership to translate clinical needs into optimized workflows, driving decisions and stakeholder alignment at every stage of the implementation
• Engage and influence executive stakeholders to align on operational goals, drive adoption, and ensure accountability for achieving measurable outcomes
• Communicate technical requirements and ensure that customer IT and operational teams clearly understand data, integration, and setup needs
• Configure the product to reflect customer workflows, including block build, scheduling configurations, access management, and OR utilization optimization
• Design and execute validation and user acceptance testing to ensure system functionality, data accuracy, and workflow alignment prior to go-live
• Navigate complex data sets to troubleshoot issues, validate inputs, and support implementation decisions
• Lead change management efforts to drive adoption and ensure the product becomes the source of truth for OR analytics and other workflows (scheduling, staffing, etc.)
• Monitor implementation progress, proactively identify risks, and ensure readiness for successful go-live
• Travel up to 20–50% to customer sites

Product Implementation Manager, iQueue for Operating Rooms

• Participate in less complex initiatives and identify, and implement opportunities for new processes to support requirements within change implementation
• Apply project management methodology to facilitate complex implementations, establishing timelines, and tracking ongoing projects to ensure successful delivery
• Review basic knowledge transfer, data mapping, and account movement while exercising independent judgment to guide strategic initiatives that impact multiple systems
• Identify, and provide effective training methods
• Participate in process improvement or product development and enhancement activities
• Present recommendations for resolving data, logistics, project support issues, and exercise independent judgment while developing experience in risk and compliance requirements
• Collaborate and consult with peers, management, technology, and compliance

Global Payments & Liquidity Change Implementation Consultant – Lead IC

• play an instrumental role in helping to strengthen our Medicare Telesales organization
• responsible for coordinating and implementing all initiatives through end-to-end program oversight across Internal and Vender Telesales operations
• coordinate cross functionally to ensure processes are implemented to achieve key performance expectations
• present and consult with mid and senior management on business trends to develop new and enhanced processes
• track all business activities pertaining to the Internal and Vender Telesales program for further optimization
• analyze progress of initiatives to implementation
• coordinate routine review of business processes and suggest new strategies based on risk and opportunities
• ensure all processes for Internal and Vender Telesales are appropriately documented and up to date for reference across Telesales
• maintain appropriate documentation of all initiatives
• manage multiple projects including the development, implementation, and closure for assigned projects
• cascade all related meetings across functions
• prepare project status reports, presentations and meeting minutes, where applicable
• set and maintain expectations with key stakeholders with respect to ownership, progress, etc.
• demonstrate clear understanding or legal and privacy requirements for Medicare Telesales business.

Senior Medicare Telesales Implementation Manager

• Process and knowledge of all import types: eligibility, deduction, open enrollment for all our benefits plans within the Navia product offering and any corresponding discrepancy reports daily as needed.
• Monitor team e-mail account/Salesforce cases and respond to clients within 24 hours of request being assigned.
• Process production files within 2 business days, as assigned.
• Produce file testing error report/results within 3 business days and provide this to TPA/client, as assigned.
• Create and update file tracking with the most recent communication.
• Follow up on files in testing every week.
• Using FM to create a comprehensive account structure, as needed.
• Follow up on pending file requests every 2 weeks.
• Archiving file tracking and send IT sFTP archive request after 8 weeks of no response.
• Send weekly follow ups on active testing requests with no response.
• Independently host/drive conversations with TPAs regarding technical changes and make decisions for ongoing business processes, as needed.
• Request sFTP credentials from IT, as needed.
• Analyze and map changes for integration files, as assigned.
• Other duties/projects as assigned individually or as a team.

File Implementation Specialist

• Lead end-to-end implementations: Own each customer deployment from kickoff through go-live and beyond.
• Map and re-engineer workflows: Spend time on-site with practice staff to deeply understand their administrative workflows and design how Basata's AI fits into and improves each one.
• Drive EHR and systems integration: Configure and troubleshoot integrations with EHR platforms, practice management systems, fax servers, and other clinical infrastructure. Work with HL7/FHIR standards and APIs to ensure reliable data flow.
• Champion change management: Build trust, address resistance, design training programs, and ensure adoption sticks not just at launch, but over time.
• Gather and translate requirements: Act as the technical voice of the customer. Capture detailed workflow requirements, edge cases, and feedback, then translate them into clear specs and priorities for our engineering and product teams.
• Build scalable implementation processes: Document playbooks, templates, and best practices as you go. You're not just deploying—you're building the implementation engine that scales Basata from dozens of clinics to hundreds.
• Monitor and optimize post-deployment: Track system performance, automation accuracy, and staff satisfaction after go-live. Identify issues early, iterate on configurations, and drive continuous improvement.
• Collaborate cross-functionally: Work closely with engineering, product, customer success, and sales to ensure smooth handoffs, close feedback loops, and inform the roadmap with field intelligence.

Implementation Engineer

• Redesign the Onboarding Model (Primary Focus)
• Lead & Evolve the Implementation Team
• Build a Scalable Enablement Engine
• Create Training Content That Replaces Live Training
• Leverage AI & Automation
• Optimize for Efficiency & Outcomes
• Cross-Functional Partnership

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