Implementation Specialist

• Manage end-to-end client implementation
• Support business process improvement
• Serve as the primary client contact
• Compile compliance reports
• Act as a trainer and coach
• Resolve client issues
• Assist in product launches
• Contribute to team success
• Track and document client communications
• Communicate new product features
• Provide exceptional customer service
• Generate cross-sell opportunities

• Lead the implementation process for newly acquired clients, ensuring a smooth onboarding experience.
• Collaborate with the sales team to understand client requirements and provide technical insights during the post sales phase.
• Develop and manage project plans, timelines, and deliverables to meet client expectations.
• Create and deliver technical product demonstrations tailored to specific business needs.
• Coordinate with internal teams to address technical questions and provide necessary support throughout the implementation process.
• Conduct customer training sessions and develop support materials to facilitate the adoption of our solutions.
• Gather customer feedback post-implementation and relay it to the product development team for ongoing enhancements.
• Stay informed about industry trends and technological advancements in FinTech and AI to inform project strategies.
• Collaborate closely with Customer Success Managers to identify upsell opportunities, pinpoint training gaps, and create materials for client support.

Implementation Engineer

• Build and maintain deep expertise in Finxact technology and architecture to develop, manage, and support solutions that use Finxact Core APIs and related technical features.
• Partner with clients to solve complex business problems, troubleshoot issues, provide guidance on integration models and workflows, and advise on integrating third-party vendors into the Finxact ecosystem.
• Communicate complex technical concepts clearly to clients, ecosystem partners, and internal teams to support product adoption and serve as a subject matter expert on APIs and integration points.
• Support end-to-end client implementations by participating in technical design, analyzing application, ecosystem, people, process, and technology requirements, and providing training, onboarding, product feedback, and client support.
• Develop and code core functionality and interfaces, participate in test execution and documentation, and assist with deployment activities for client implementations.

Senior Implementation Engineer

• Leading the implementation of Workday Human Capital Management (HCM) solutions to optimize client human resources processes
• Analyzing client requirements and designing tailored Workday HCM solutions to meet strategic objectives
• Providing training and support to clients for seamless integration and utilization of Workday applications
• Collaborating with clients to enhance talent management and workforce planning strategies
• Managing project budgets and timelines to deliver successful Workday implementations
• Guiding teams in business process improvement and change management initiatives
• Applying analytical thinking to identify opportunities for business analysis and process optimization
• Building and maintaining relationships with clients to address human resources challenges
• Utilizing skills in benefits administration and human resources metrics to support client needs
• Promoting inclusion and diversity within project teams to foster a collaborative work environment

Workday Implementation Consultant – Core HCM Lead, Senior Manager

• Serve as the overall project lead and main contact throughout the integration and implementation process of new contracts
• Lead communication with customers and internal partners, set expectations, communicate timelines
• Own projects through completion by following up with task owners, documenting progress
• Identify risks, implement resolutions, and clearly communicate customer expectations
• Coordinate and deliver training for both the sales team and customers
• Provide regular status updates to business partners
• Streamline and improve implementation processes to maintain competitiveness and accelerate revenue generation
• Work with Sales Management to provide continued enhancements to existing business

• Lead project planning for partner implementations by defining milestones, timelines, dependencies, risks, and required resources for each onboarding engagement
• Coordinate cross-functional collaboration among sales, solutioning, integration delivery, and relationship management teams to align on integration approach, status, and next steps
• Guide software partners through the onboarding lifecycle by communicating requirements, tracking progress against implementation goals, and supporting readiness to board live merchants
• Serve as the primary partner contact in early stages, guiding onboarding and ensuring a smooth handoff to long-term account management
• Monitor integration progress and identify technical, operational, or process-related obstacles, then work with internal teams and partners to resolve issues and realign plans when needed
• Maintain detailed reporting and project documentation in Salesforce, including status updates, meeting notes, risk indicators, and timeline impacts
• Track partner activation outcomes against defined onboarding targets, including boarding 5 merchants or achieving $100k in monthly processing volume within the first 6 months of the relationship

Implementation Manager

• 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

• Apply technical knowledge to troubleshoot issues and provide solutions during the implementation process
• Provide technical training to internal teams to enhance their skills and knowledge
• Host & Co-host client facing webinars to increase their knowledge of the inforcer platform as well as ad hoc topics
• Delivering multiple implementation sessions, managing the project and client communications
• Lead & Manage bespoke implementations for larger clients, including project planning and ensuring the client reaches milestones
• Proactively updating & creating documentation, creating video content for internal training as well as customer facing
• Deliver platform training and technical sessions for both virtual and in person, within a group setting
• Work closely with clients to understand their needs and ensure that our solution meets their expectations and business requirements
• Ensure client satisfaction throughout the implementation process and upon its completion
• Help drive improvements to onboarding processes and the overall client experience

• Develop automation prototype design solutions tailored to the needs of each project
• selecting and integrating MHE equipment and creating detailed system layouts
• Analyze, procure and integrate the necessary MHE equipment into the automation system
• Collaborate with Operations, Engineering, Maintenance, and site leaders to understand their specific requirements
• Analyze current material handling processes and workflows to identify opportunities for optimization
• Test the material handling automation system to ensure functionality

Senior Automation Implementation Engineer

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Implementation Specialist – Health Tech

• Oversee all aspects of multiple implementations as it relates to communication, coordination, set up and transition from implementation state to maintenance state.
• Provides Sales and Client Success Support through the implementation process, with direct contact with client contacts and vendors.
• Document business requirements, develop and oversee project plans, and implement change control procedures.
• Document and report out critical milestones, opportunities, and overall client satisfaction with leadership.
• Understand industry and market trends in the PBM and Navigation market space.
• Serve as the primary point of contact for clients during the implementation phase, managing client expectations and providing regular updates on project status.
• Conduct risk assessments and develop mitigation strategies to address potential project risks and issues.
• Facilitate post-implementation reviews and lessons-learned sessions to identify areas for improvement and best practices.

Client Implementation Manager

• Establish training plans for Enterprise Solution customers.
• Set Implementation schedule and timeline to fit account calendar.
• Track and maintain team deadlines for Implementation.
• Work to collaborate with internal partners to establish curriculum needs and deploy resources for successful program launch of Elsevier Digital products.
• Builds account product usage tools to establish a framework of Elsevier digital products and their use within the curriculum.
• Identify “at-risk” customers and collaborate to give insight into action plans.
• Implements the plan for the Program Solution accounts that will hold accountable the faculty and program administration for a product optimization plan that is ready for hand-off to the Enterprise Customer Success Manager bringing the account to full steady state.
• Advise programs using data-driven insights derived from Elsevier product usage and student outcome analysis.
• Manage Curriculum Solution process tracking to completion.

Nurse Education Implementation Specialist

• The Implementation Specialist (IS) will work with Program Solution accounts outlining plans for implementing Nursing & Health Education products into their programs.
• This role identifies important milestones at the account and builds the implementation process into a timeline.
• The IS works with internal partners and the sales team to deploy resources accordingly and have a clear understanding of the roles that all team members play in the implementation process.
• They will work in direct contact with the customer and internal teams to ensure that process timelines and deliverables have been met and pivot on deliverables as needed.
• The Implementation Specialist reports internally on all projects in process and provides timely updates to managers and internal teams.

Implementation Specialist, Nursing Health Education

• 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

• Managing concurrent client implementation projects and a team of technical experts
• Utilizing tools and resources to identify opportunities and drive results
• Developing project plans, supply and demand functions, and risk mitigation strategies
• Ensuring adherence to system development and quality assurance standards
• Collaborating directly with clients to map out new projects from start to finish
• Providing exceptional service with zero defects, ensuring 100% quality and no escalations
• Partnering with clients and third parties to deliver flawless project work
• Leading implementation projects from start to finish, including project planning and requirement meetings
• Developing Continuously health domain knowledge and stay updated with industry changes
• Serving as a role model, providing coaching and mentoring to team members

Senior Implementation Manager

• Schedule and perform system installations, add-ons, and site surveys based on customer requirements and technical specifications.
• Verify that all systems meet Mindray’s performance and quality standards through comprehensive testing.
• Provide advanced on-site support for complex or escalated service issues beyond the capabilities of local service representatives.
• Deliver after-hours phone support to assist customers, service representatives, and clinical staff with technical issues—offering timely solutions to minimize downtime.
• Coordinate and perform system updates and upgrades as required.
• Maintain detailed and accurate documentation for all service and installation activities in accordance with Mindray’s Quality System and Administrative policies.
• Collaborate with cross-functional teams—including Service Management, Technical Support, and Clinical Education—to ensure project milestones and customer needs are met.

System Implementation Specialist

• Serve on implementation project as a client-side resource for technical configurations, integrations, testing and validation tasks.
• Manage day-to-day project tasks for a clients successful payroll transition.
• Configure workflows to optimize system buildout.
• Creates custom reports and showcase templated reports to deliver the most value during a client implementation or optimization project.
• Deliver custom system training for clients to ensure a high adoption-rate of technology during a client implementation or optimization project.
• Perform analysis of current client processes and identify opportunities within the software that will deliver the greatest value and functionality for the client.
• Partner with client to identify and prioritize their needs.
• Coordinate directly with platform vendor to obtain answers and design solutions for optimization tasks.
• Collaborate with leaders, project managers and other consultants to ensure extremely successful client partnerships.
• Participate in pre-sales scoping analysis to determine project needs and projected hours.
• Identify and engage in cross-training opportunities to increase skills across many different platforms and domain areas (ie Payroll, Benefits, HR, Custom Reporting, Integrations, Data, etc).
• Assist project managers and team members in creation of detailed input for project plan sections related to technical configurations and/or integrations for clients.
• Contribute to the creation and execution of test scripts and audits related to all technical configurations and/or integrations during all phases of projects such as SIT, UAT, Parallel and Go-live.
• Serve as a liaison between the client, platform vendor and HCM Unlocked data resources to ensure that the clients data requirements are accurately and completely captured during the design phase and then confirmed to be complete during testing and validation phases.
• Serve as a liaison between platform vendors and HCM Unlocked technical resources to provide oversight and input during design and testing phases of inbound/outbound integrations between vendors.
• Participate in the review of existing clients technical architecture and landscape and make recommendations for optimizations with the intent to eliminate the possibility of any errors during the end-to-end flow of data.
• Provide Project Manager with formal Signoff of technical configuration work at each critical validation stage gate.
• Collaborate with Project Manager to maintain the Open Issues log and resolve all items related to technical configurations and/or integrations in a timely manner.
• Provide Project Manager with proof of testing and validation of technical configuration and/or integration work.
• Use Microsoft Excel and data validation tools to assist project team to research issues and confirm data accuracy in customer databases.

ADP Implementation Consultant

• 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.
• When required, consult on intranet best practices including information architecture, content governance, navigation design, and user experience to set customers up for long-term success.
• 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.
• Analyze and map source content structures, site architecture, and user permissions from legacy environments to equivalent Appspace configurations.
• Develop and execute structured QA checklists for each implementation and migration, covering content accuracy, navigation integrity, permissions, and core feature functionality.

• Own and evolve our cross-border payments offering across the US, LATAM, and other key markets.
• Collaborate with engineering, product, and compliance teams to build scalable, secure payment flows.
• Integrate and manage rails such as ACH, SEPA, Visa Direct, RTP, and local payment systems.
• Drive product decisions using market insights, regulatory requirements, and partner feedback.
• Act as the subject matter expert on regional payment ecosystems and customer needs.
• Drive Client and Partner Implementations, set up and configurations to completion.

Project Manager, Implementation

• Assist in the setup and configuration of authorization workflows, streamlining document collection, approval, and signature processes for clients.
• Partner with the Implementation and Project Management teams to address technical challenges and make adjustments to ensure successful client implementation.
• Assist clients in optimizing their document authorization workflows, including integration with platforms like DocuSign.
• Serve as an SME on authorization workflows, integrating tools like Snowflake, JIRA, and Excel, and assist implementation team members with technical troubleshooting and optimization.
• Continuously assess authorization workflows and propose improvements for better document handling, compliance processes, and integration within the Canoe Connect product offering.
• Collaborate with other members of the implementation team to understand client requirements and configure authorization workflows that meet their needs.
• Support the implementation team in developing training materials and resources for clients to facilitate smooth onboarding.

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