Implementation Specialist

• Understand the connections between the EHSQ suites in Cority and can demonstrate knowledge effectively to clients.
• Have a keen understanding of how and why clients would use Cority software.
• Instill confidence in clients and build meaningful trust relationships both internally and externally.
• Demonstrate project budget awareness, responsiveness, and professionalism.
• Update timesheets and project bookings daily and submit timesheets for approval at the end of each week.
• Actively participate in the Cority PS Peer Training program.
• Work closely with the Project Management, Implementation Consultants, and Technical Consultants to form a cohesive project team.
• Interact with and support other departments (including, but not limited to, Sales, Customer Success, Customer Support, Engineering, Product).
• Establish a plan for management of the project implementation including intervention where timeline milestones are being delayed or missed.
• Work predominantly remotely with some travel expected.

Implementation Consultant I – Safety

• Own the onboarding: architect and execute implementation project plans for multiple concurrent client accounts.
• Build the infrastructure: complete client shell configurations and create custom dashboards within our Prism HRIS.
• Consult & problem-solve: analyze clients' payroll, HR, and benefit needs to recommend and implement tailored software solutions.
• Bridge the gap: run initial client payrolls, provide software training, and act as the primary liaison between sales, internal stakeholders, and the client.
• Track milestones: maintain real-time accurate data within our CRM (Client Space) to guarantee a seamless transition to the regular service model.

Client Implementation Specialist

• Lead client discovery sessions to understand current-state business processes, grant program structure, stakeholder roles, and system requirements
• Facilitate working sessions with agency staff, program managers, and technical contacts to surface configuration requirements and identify gaps
• Produce and maintain discovery documentation, requirements matrices, and process maps that serve as the foundation for configuration and training
• Deliver implementations in full alignment with Euna's Implementation Methodology, adapting approach to client complexity and maturity
• Configure client instances of Euna Grants based on documented business requirements; develop and maintain comprehensive configuration documentation
• Conduct UAT, document issues, create support tickets, and monitor resolution to closure
• Lead client trainings across a range of audiences — from end users to agency leadership — in virtual and written formats
• Proactively identify and escalate project risks to Project Management
• Participate in cross-functional activities including requirements gathering and business process modeling

Implementation Manager – ECP, Grants

• End-to-End Implementation Delivery : Lead end-to-end implementation of operational initiatives, including process changes, system deployments, policy updates, and new ways of working. Develop and execute detailed implementation plans addressing scope, sequencing, resourcing, dependencies, readiness, and risk mitigation. Coordinate activities across Operations, Technology, Change Management, Training, Safety, and other enabling teams. Maintain accountability for implementation outcomes, including adoption, operational stability, and measurable performance impact. **• Operational Readiness and Adoption : Assess site and regional readiness for change and proactively identify adoption risks ahead of rollout. Partner with Change Management and Training teams to ensure communications, learning materials, and job aids to enable effective frontline adoption. Validate that new processes, tools, and workflows are practical, safe, and usable in live auctions, yards, and field environments, and ensure they are embedded into standard operating procedures and daily routines. **• Stakeholder Engagement and Field Partnership : Serve as the primary point of contact for site leaders, regional operations teams, and frontline stakeholders throughout implementation. Facilitate working sessions, site visits, pilots, and rollout activities. Gather, synthesize, and translate frontline feedback into actionable insights while balancing enterprise standardization with site-level operational realities. Build trust and influence outcomes without direct authority. **• Risk, Issue, and Dependency Management : Identify, assess, and actively manage operational, safety, schedule, and adoption of risks associated with implementation activities. Track and manage dependencies across teams and initiatives, escalate issues appropriately, and provide clear analysis and recommendations. During live rollouts, make real-time decisions to protect operational continuity, employee safety, and customer experience. **• Measurement, Reporting, and Continuous Improvement : Define and track implementation success measures such as adoption, compliance, efficiency, quality, safety, throughput, process consistency, and reduction in rework or operational variance. Provide clear, structured reporting to Operations Excellence leadership and senior stakeholders. Capture lessons learned and contribute to the development of repeatable implementation frameworks, playbooks, and best practices to strengthen organizational capability over time. **• Governance and Decision Support : Determine rollout sequencing, site-level adaptations, and implementation approaches within approved scope and governance. Make go/no-go recommendations for pilots and broader deployment and support prioritization and resourcing decisions through data-driven insight and operational judgment • Operational Excellence Capability Building : Contribute to the advancement of Operations Excellence standards by reinforcing disciplined execution, continuous improvement practices, and consistent implementation approaches across the organization. **• Other duties as assigned

Operations Excellence Implementation Manager

• Delivering on complex projects, wellbeing solutions, Mercer Retiree Solution, annual flex renewal projects, client projects, and projects for a wide range of wellbeing and benefits administration clients.
• Consulting with Clients to gather benefit and system requirements and document
• Managing project plans and risk & issues logs in line with methodology, manage scope and Change Control
• Preparing system functional specifications
• Managing testing of new and existing functionality to defined specifications/requirements and supporting clients in this activity
• Supporting our consulting team as a knowledge expert for benefits administration implementations

Well-being and Benefits Implementation Specialist

• Configure ACE® and related PSC Software solutions to align with customer business processes, compliance requirements, and project scope.
• Lead or support customer workshops, requirements gathering sessions, configuration reviews, and solution demonstrations.
• Translate customer requirements into scalable software configurations and workflow designs.
• Configure and maintain forms, workflows, permissions, metadata, document lifecycles, training workflows, quality processes, and related system functionality.
• Support implementation planning, deployment activities, go-live readiness, and Hypercare support activities.
• Support Computer Software Assurance (CSA) and Computer System Validation (CSV) activities associated with regulated software implementations.
• Assist with development and execution of validation documentation.
• Ensure implementation activities align with applicable regulatory and data integrity expectations.
• Conduct customer training sessions, workshops, and knowledge transfer activities.
• Provide guidance regarding system administration, best practices, operational workflows, and regulated system usage.
• Support customer adoption and long-term operational success.
• Collaborate closely with Project Managers to support project timelines, deliverables, risks, and customer communications.
• Work with Product Management and Software Development teams to communicate enhancement requests, product gaps, and customer feedback.
• Partner with Technical Support and Customer Success teams during escalations, Hypercare activities, and post-go-live support.
• Coordinate with Data Migration and Integration specialists as required for implementation activities.
• Troubleshoot configuration, workflow, validation, and operational issues during implementations.
• Support software testing, deployment verification, and production readiness activities.
• Assist with proof-of-concept environments, internal demos, and pre-sales support activities when needed.
• Maintain implementation documentation and customer records according to PSC Software procedures and quality standards.

Implementation Specialist – Configuration

• Drive discovery workshops to translate partner business challenges and processes into clear, robust functional solution logic.
• Act as the master of functional configuration; define the logic and workflows that our Technical Product Managers and engineering teams will execute.
• Act as the functional and technical expert in front of partner financial institution leaders, guiding them toward industry best-practice configurations.
• Collaborate closely with internal Product and Engineering teams to influence the core product roadmap by providing expert feedback based on implementation realities.
• Ensure the implemented solution solves the partner's critical problems and generates high adoption through strategic functional design.
• Guide the client organization through the transition to ensure their operational processes are optimized for the Nesto Mortgage Cloud.

Product Implementation Manager, SaaS Delivery

• Deliver Appspace Intranet configurations for new and existing customers, delivering configuration, content setup, and preparation for go-live.
• Serve as the primary implementation resource, setting clear expectations with internal teams to communicate to customers, managing timelines, and maintaining strong communication with the organization throughout each engagement.
• Configure and validate Appspace Intranet environments to meet each customer's specific structural, design, and content requirements.
• When required, deliver tailored onboarding sessions and training to customer administrators and content managers, enabling self-sufficiency post-launch.
• Implement Appspace Internal Communications features including news feeds, announcements, targeted content channels, and employee engagement tools.
• Advise on internal communications strategy – helping to structure content hierarchies, define publishing workflows, and reach the right audiences effectively.
• Support structured migration engagements for customers transitioning from Legacy Platforms to the Appspace Intranet platform.
• Maintain a clear migration checklist and sign-off process to ensure every engagement meets a consistent quality bar prior to customer acceptance.

• Support Distribution partners in the acquisition of new business
• Primary contact for the client during new issue implementation phases
• Overall accountability for the relationship with the client during implementation
• Coordinates and facilitates all client and internal project team meetings
• Supports group pension clients in driving adoption of digital tools among plan members
• Works with the implementation team to establish delivery dates for tasks in the project
• Optimizes the plan's activities in relation to implementation and administration
• Provides direction and solutions during client discussions
• Creates and modifies implementation schedules as required
• Manages the implementation project ensuring tasks are completed and timelines met

Implementation Manager

• Lead technical discovery sessions to understand client requirements and data structures
• Configure and implement integrations using Uberall's API, syncing with client CRM and CMS systems
• Manage the post-launch stabilization phase — auditing and cleaning location data to ensure accuracy across directories
• Maintain up-to-date technical documentation and client-facing how-to guides
• Identify and escalate product bugs or feature gaps to Product and Engineering
• Support the Sales team with technical questions during the late stages of the sales cycle
• Leverage AI tools and best practice frameworks to work efficiently and at scale

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