Implementation Specialist

• Gather, analyze, and document business requirements for insurance product implementations, enhancements, and system changes.
• Partner with Product Managers, Actuaries, Compliance, and Engineering to translate product specifications, underwriting rules, and regulatory requirements into clear business and system requirements.
• Configure and support the implementation of insurance products, including coverages, rating structures, forms, and underwriting rules within internal systems.
• Review product configuration, rating algorithms, and rate tables to help ensure accuracy, completeness, and alignment with approved filings.
• Research and analyze policy forms, endorsements, and regulatory filings to support compliant product implementation.
• Develop, execute, and document test cases and test scenarios for system, integration, and user acceptance testing.
• Validate rating calculations, coverage rules, policy forms, and system functionality; identify defects, document findings, and partner with technical teams through resolution and retesting.
• Maintain accurate implementation documentation and support knowledge sharing for new product launches and system enhancements.
• Collaborate effectively with cross-functional partners to support timely and accurate delivery of product initiatives.
• Continuously build knowledge of Branch products, insurance concepts, system functionality, and regulatory requirements to increase individual effectiveness and contribution over time.

Senior Implementation Specialist

• Lead customer implementation engagements from technical onboarding through successful production deployment on Game Warden.
• Implement and maintain secure cloud-native deployment patterns within highly regulated environments, including container hardening and CVE remediation required for DoD accreditation.
• Lead application onboarding, platform migrations, runtime configuration, and production cutovers while minimizing deployment risk and customer disruption.
• Navigate ATO processes, government change control procedures, and classification-level constraints to deliver compliant implementations within customer-specific operational boundaries.
• Partner directly with customer application teams to design and execute secure deployment strategies aligned with platform best practices and government compliance requirements (FedRAMP High, DoD IL4/IL5/IL6).
• Partner with Platform Engineering, Product, Customer Support, and Mission Success to ensure successful onboarding, production readiness, and operational handoff.
• Identify recurring implementation challenges and improve customer onboarding through documentation, automation, standardized deployment processes, and implementation best practices.
• Contribute to technical documentation, reusable implementation guides, runbooks, and knowledge sharing that improve both customer onboarding and internal engineering effectiveness.
• Mentor Customer Operations Engineers through implementation planning, deployment execution, and technical coaching while fostering a culture of operational excellence and continuous improvement.

Senior Customer Operations Engineer

• Serve as a key member of the owning technical aspects of direct customer deployment implementations
• Develop in-depth technical knowledge of Second Front products and represent 2F internally and externally as a trusted subject matter expert on the Federal team
• Identify areas for improvement in our onboarding or customer support processes and engage with product teams to align roadmaps with demand signals
• Onboard our customers’ apps into GameWarden for security scanning, deployment configuration and development of accreditation products
• Configure and perform customer deployments in the cloud environments
• Work with on-premises hardware to prepare and install devices with secure OS and Kubernetes

Forward Deployed Engineer – Implementation Focus

• perform the technical implementation of Baxter Care Communications products.
• lead and perform implementation of Baxter’s Care Communications products and integration of their partners’ applications/systems.
• lead network architecture, system fail-over, and other technical system design discussions with customer PMO, IT, MIS or bio-med departments, installation contractors, and other trades as required.
• work with customer IT departments to assess and evaluate network security needs and develop policies and procedures for ensuring the integrity of specified customer servers, device infrastructure, and network topology.
• lead technical aspect of team-based projects, managing dynamic deployments of advanced features and applications which can include customized integrations, evolving configurations, and adapting system functionality to best meet clinical workflow requests.
• perform site surveys, RF surveys, develop system integration plans using multiple vendor products.
• review system designs to ensure accuracy and performance integrity.
• provide oversight, training and direction to internal and external contractors as assigned during implementations to ensure installations meet Care Communications requirements.

Senior Implementation Engineer

• Project manage the onboarding and implementation of Catholic customers, manage a pipeline, and meet or exceed KPI’s.
• Become an expert in the Pushpay product suite and set appropriate expectations with the customer.
• Deliver results, provide high quality customer interactions, drive product adoption, and effectively manage multiple/simultaneous implementations.
• Coordinate with Product, Service Delivery, and Customer Success teams to execute on implementation.
• Build and effectively execute account plans and strategies unique to each account.
• Regularly review assigned accounts to highlight key results, analyze metrics, demonstrate value, and emphasize the ROI, as well as, recommend process/procedure changes to better utilize Pushpay services.
• Help develop existing customer relationships with the company; in-line with the company service process and ensure maximum customer retention is achieved.
• Maintain knowledge of market conditions and competitive activities.
• Achieve monthly, quarterly, and annual goals and provide accurate, timely reports and forecasts as needed for management.
• Receive direction from the VP, Director of Implementation, and guidance from Customer Success Team Leads.

Implementation Specialist 2

• Execute and oversee the technical implementation of retention marketing programs across client accounts
• Transform strategy into execution by building and maintaining email, SMS, segmentation, automation, and onsite conversion experiences
• Support account audits, onboarding projects, and technical account setup
• Lead migrations from platforms such as Attentive, Mailchimp, and others
• Perform technical QA across campaigns, flows, segments, forms, and integrations

• Deploy the stack: Install, configure, and validate EDR agents across Windows, Linux, and macOS endpoints, ensuring healthy coverage and reporting.
• Build the pipeline: Stand up SIEM ingestion, deploying sensors, onboarding log sources, configuring parsers and connectors, and confirming data is flowing cleanly into detection.
• Integrate M365: Connect Microsoft 365 / Entra ID tenants, configuring audit logging, Defender integrations, and conditional access telemetry for monitoring.
• Plant the traps: Deploy deception decoys and honeytokens to expand detection coverage across customer environments.
• Scan for risk: Configure and schedule vulnerability scanners, validate authenticated scanning, and confirm results are reporting accurately.
• Tune and validate: Test each deployment end to end, troubleshoot agent and connectivity issues, and confirm telemetry is reaching our SOC.
• Document the work: Maintain clear configuration records, and onboarding notes so deployments are repeatable and supportable.
• Collaborate across teams: Partner with Pre-Sales, Product, SOC, and Customer Success to deliver tailored, high-quality deployments.
• Guide the customer: Run kickoff and onboarding sessions, set clear expectations, and serve as a technical point of contact through go-live.
• Hand off with care: Support a smooth transition to SOC monitoring, post-deployment support, and feed lessons learned back into our process

Implementation Engineer

• - Maintain strong accountability across 15–20 concurrent implementations, ensuring deadlines are met and blockers are addressed with urgency
• - Own the project management of implementation from kickoff through go-live, tracking milestones, managing risks, and keeping everyone aligned
• - Lead internal and external discovery to understand customer needs and design tailored implementation plans
• - Scope and shepherd HRIS integrations, including reading API docs, mapping data, and reducing engineering dependency where you can
• - Coordinate internal teams across integrations, product, and support to ensure timely delivery and clear communication
• - Act as a trusted advisor to enterprise customers, offering strategic workflow guidance and product best practices
• - Ensure a smooth handover to our Customer Success team post-implementation, while staying involved through early adoption to support long-term success
• - Develop and deliver scalable customer training: live sessions, train-the-trainer programs, and asynchronous enablement materials
• **Tech stack:** Arrows, HubSpot, ClickUp, Slack, Intercom, Linear, Guru

Enterprise Implementation Manager

• Maintain strong accountability across 15–20 concurrent implementations, ensuring deadlines are met and blockers are addressed with urgency
• Own the project management of implementation from kickoff through go-live, tracking milestones, managing risks, and keeping everyone aligned
• Lead internal and external discovery to understand customer needs and design tailored implementation plans
• Scope and shepherd HRIS integrations, including reading API docs, mapping data, and reducing engineering dependency where you can
• Coordinate internal teams across integrations, product, and support to ensure timely delivery and clear communication
• Act as a trusted advisor to enterprise customers, offering strategic workflow guidance and product best practices
• Ensure a smooth handover to our Customer Success team post-implementation, while staying involved through early adoption to support long-term success
• Develop and deliver scalable customer training: live sessions, train-the-trainer programs, and asynchronous enablement materials

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