Implementation Specialist

• Maintain real-time awareness of the full implementation portfolio
• Proactively identify early indicators of delay, risk, or customer disengagement
• Intervene directly in customer engagements when projects deviate from milestone windows
• Require concrete corrective action plans from Project Managers and verify execution
• Distinguish between agreement and follow-through
• Escalate and resolve systemic blockers before they materially impact timelines or customer outcomes
• Hold Project Managers to measurable outcomes: milestone adherence, activity quality, customer responsiveness, and forward progress
• Conduct frequent execution reviews focused on actions taken and results produced
• Identify underperformance early and coach, redirect, or course-correct with urgency and specificity
• Design and maintain implementation playbooks and operating frameworks that can absorb new markets, new customer segments, and new product features without disrupting in-flight work
• Drive cross-functional collaboration with Product, Operations, and Client Success to implement structural fixes
• Leverage AI and automation to monitor implementation health signals, surface risk, and recommend next-best actions
• Own implementation outcomes through transition to Client Success
• Partner cross-functionally to remove systemic barriers to speed-to-value
• Serve as the senior escalation point for at-risk implementations
• Lead and develop a team of Project Managers across platforms

Senior Manager, Provider Implementation

• 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

• 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 (every 100 hours or less) simultaneously as well as upgrades up to 1000 hours.
• Assist on larger more complex projects that require more than one resource.
• Delivery Services in the area of expertise and product knowledge.
• Work with the project team to prepare customer or internal system by customizing base software application and entering customer-specific data according to the CRD and other project documentation.
• Test systems prior to delivery and during implementation at the client site or internally to ensure a quality product.
• Document defects and resolution approach.
• Work collaboratively with other team members to resolve issues. The document, communicate status and help escalate issues internally.

Implementation Specialist II – Payments

• Implement and deliver ALEX to customers
• Troubleshoot customer issues and resolve them delightfully
• Collaborate with internal teams to find helpful solutions
• Analyze customer benefit packages and customer-specific software builds to determine fit with Jellyvision’s proprietary software
• Document and communicate any customer-product fit issues you identify both internally and externally and propose ways to resolve them
• Build excellent rapport with customers
• Communicate project schedules and progress to customers so that they always know where we are in completing each release
• Think at least two steps ahead to try to make everyone’s lives smoother and happier
• Document process and product issues and ideas for improvement so that we are continually getting better at what we do and how we do it

Implementation Manager

• Responsible for the technical deployment of HID solutions at customer sites, including system design, configuration, customization, integration, and training.
• Partners with Project Managers and stakeholders to validate requirements, oversee installations, and ensure a smooth transition to post-deployment support.
• Supports pre-sales activities and customer communication throughout the engagement, while continuously improving delivery processes through lessons learned and workflow refinement.
• Performing system equipment placement drawings for customer sites, with the assistance of Sales and Engineering.
• Managing the physical deployment, configuration, customization, and integration of HID solutions at customer sites and remote.
• Providing pre-sales support to HID Sales department, and directly to prospective customers.
• Providing technical support to HID sales staff and external customers on demand.
• Working with HID Project Manager to develop project scope and timeline in concert with stakeholders and create and execute statements of work.
• Performing on-site and remote troubleshooting, commissioning, and technical training of HID systems including complex network interfaces and configurations.
• Maintaining detailed service records to assist engineering and product development in product quality improvement.
• Communicating clearly and concisely customer issues and ensure timely implementation of problem resolution.
• Fulfilling HID 24/7 support commitment to our customers on an as needed basis.
• Completing tickets assigned to fulfill manage service activities.
• Other duties and responsibilities as requested by the company from time to time.

Field Implementation Manager

• 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

• 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
• Coordinate the phases of customer implementations
• Develop business requirements
• Provide subject matter expertise and recommendations on product best fit
• Create/manage project plans
• Work with key partners on project priority and scope
• Coordinate appropriate meetings
• Communicate status to project team and the customer
• Proactively identify and resolve problems/issues
• Ensure that project tasks are completed according to established timelines

Change Implementation Consultant, Payables

• Plays a key role in the design, development, and execution of assigned client implementations
• Requires effective collaboration with internal stakeholders and external customers
• Exercises independent judgment to deliver implementations accurately, on time, and in alignment with customer requirements and organizational standards
• Serves as the primary point of contact throughout implementation
• Builds strong consultative client relationships that drive customer satisfaction, product adoption, and utilization
• Delivers a high-touch customer experience, providing training, strategic guidance, and best practice recommendations
• Supports customers in optimizing program performance
• Requires a strong understanding of the technical aspects of the company’s products and services
• Takes a solutions-oriented approach to onboarding fleet customers

Fleet Implementation Specialist

• Lead end-to-end Payroll implementations for new and expansion customers, serving as the accountable delivery owner through go-live.
• Define and manage implementation plans, sequencing, milestones, and customer responsibilities to ensure successful activation.
• Facilitate customer discovery sessions to gather requirements, translate business needs into system configuration strategy, and align on execution timelines.
• Coordinate and manage onboarding activities with Payroll partner Salsa, ensuring alignment across all parties and resolving cross-functional dependencies.
• Oversee configuration strategy and validation processes within the platform to ensure accuracy, compliance, and operational readiness prior to go-live.
• Exercise independent judgment to identify delivery risks, adjust project plans, and implement corrective actions to maintain timeline and quality standards.
• Drive structured testing, readiness validation, and activation planning to ensure smooth transition to live Payroll operations.
• Serve as the primary escalation point for Payroll implementation challenges, proactively resolving issues that may impact customer activation or revenue realization.
• Analyze implementation performance trends and recommend strategic improvements to increase efficiency, reduce cycle time, and enhance customer outcomes.
• Partner cross-functionally with Implementation, Sales, Product, Customer Success, and Operations to align expectations, clarify scope, and protect delivery integrity.
• Contribute to refinement of Payroll implementation methodologies and recommend enhancements to leadership based on observed execution patterns.
• Deliver against defined KPIs related to turnaround time, activation success, delivery quality, and customer adoption.

Payroll Implementation Specialist

• Meet with customers to determine business and technical needs
• Recommend optimal system configuration and business processes based on industry best practices
• Prepare and present implementation plans for customer approval
• Manage and execute implementation plans, including directing staff resources (both internal and external), evaluating results, creating documentation of newly created processes, and managing overall engagement
• Train client personnel on use of software solutions and business practices
• Build and maintain client relationships supporting their use and application of Thomson Reuters Tax & Accounting products
• Keep product and industry knowledge up to date
• Manage logistics and administrative tasks for all engagements

Implementation Consultant, Audit Suite

• Perform data manipulation and table loading using Microsoft SQL Server RDBMS.
• Write SQL scripts to promote implementation data between different application instances and manipulate data in batch.
• Utilize Adobe Creative Suite to create, modify, install, and test graphic elements essential to the implementation.
• Capture position and styling data for system entry using Adobe Creative Suite.
• Perform prescribed testing on work.
• Collaborate with Development teams to perform quality control tasks, including setting up test cases, unit testing, and batch job processing related to customer implementation or specific software releases.
• Ensure successful delivery of tasks related to the implementation of client projects on the Orindi software platform.
• Communicate project updates and issues with team members; must have excellent verbal and written communication skills.
• Receive work direction from Resource Manager or Implementation Project Manager on project design specifications.
• Work with customers to ensure implementations meet their needs.
• Assist in onboarding new team members through written documentation and verbal coaching.
• Write, review, and update process and procedure documents used by the team.
• Maintain time logs for projects and update software accordingly.

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