Implementation Specialist

• Lead the timely and successful onboarding execution according to customer needs
• Manage day-to-day communication and collaboration with customers and internal teams
• Partner with Customers to understand their business issues
• Perform Broker and Diversion plan implementations to fit customer needs
• Manage and update internal workflows to track customer activities

• 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

• 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

• Support the accounting team during the migration from Sage 300 to Sage Intacct
• Advise on system architecture and accounting structure aligned with Sage Intacct best practices
• Assist in developing and implementing a uniform Chart of Accounts across three companies
• Support the merging and cleanup of general ledger accounts and vendors
• Provide guidance on data migration related to GL and vendor master files
• Participate in scheduled implementation meetings and provide follow-up recommendations
• Ensure the system setup supports usability, efficiency, and future scalability

SAGE Implementation Consultant – Temporary

• 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

• Develops, delivers, and manages implementation project plans
• Facilitates daily/weekly/monthly project management meetings
• Coordinates with customers, partners, and other key stakeholders as the project necessitates to ensure success
• Dispatches, tracks, and oversees partners performing on-site work to achieve agreed upon project outcomes
• Keeps all stakeholders apprised of overall implementation project status via weekly email updates, regularly scheduled meetings, or other means as required by the project
• Assists with acquiring new customers
• Works directly with the customer to define project success criteria by gaining deep knowledge of the customer's business
• Attends customer meetings virtually or in-person (as required)
• Assesses customer needs and develops customized project plans to meet the customer’s requirements for implementation across all T-Mobile products sold to the customer
• Drives follow-up activities which ensure T-Mobile has delivered on its commitments during the implementation process
• Ensures appropriate handoffs have occurred to transition the customer to lifecycle support resources
• Confirms that established and documented processes are in place for lifecycle support and escalation
• Coordinates or conduct customer trainings with support resources for the customer
• Ensures an effective and seamless customer transition to lifecycle support resources
• Participates in all team meetings, workshops, or other enrichment activities assigned
• Completes required training to ensure currency and competency in the role
• Completes special projects/assignments as assigned to meet business goals
• Prepares and provides reporting to management as requested

Solutions Implementation Manager

• Responsible for the successful implementation of Deluxe-proposed solutions and configurations on projects as assigned while meeting the client billability levels and billing rates as established for this position.
• Prepare implementation status reports for project managers, clients, and as required, internal management.
• Implement up to five small projects (each 100 hours or less) simultaneously.
• Assist on more complex larger projects that require more than one resource.
• Deliver Services in the area of expertise and product knowledge.
• Work with the project team to prepare customer system by customizing base software application and entering customer-specific data according to the CRD and other project documentation.
• Confirm solution operation by conducting tests, modifying custom setup, and monitoring output.
• Validate estimates and provide project management updates regarding activity durations and effort on an ongoing basis.
• Test systems prior to delivery and during implementation to ensure a quality product.
• Document defects and resolution approach.
• Work collaboratively with other team members to resolve issues.

• Partner with business and technical stakeholders to gather, analyze, and document business and system requirements
• Author and maintain high-quality project documentation.
• Translate complex business needs into clear, actionable requirements with an understanding of underlying technical concepts
• Support implementation activities across the project lifecycle.
• Act as a subject-matter resource during implementations.
• Identify gaps, risks, and dependencies; propose practical, well-documented solutions
• Collaborate effectively with project managers, developers, and other technical resources.

Implementation Consultant Advisor

• 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

• 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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Implementation Specialist

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