Implementation Specialist

• 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.

• 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

• Architect, design and build solutions on the HighQ platform based on client use case and goals
• Onboard and train clients
• Work with a range of client stakeholders
• Communicate solutions in a clear and concise manner
• Project manage solutions delivered to clients
• Manage multiple client accounts

Implementation Consultant

• The Retirement Implementation Specialist is responsible for leading the onboarding process for new Alerus retirement plan clients, including startup plans, transfer plans and internal conversions.
• Manage all elements of the onboarding process by leading internal departments and external parties through an established implementation timeline.
• Communicate the implementation plan, including the key objectives and deliverables, scheduling, tracking and reporting to internal and external parties.
• Assign and perform tasks to meet service timelines to ensure a successful transition of new business from sales to the Alerus account representative.
• Deliver a positive customer experience for the plan sponsor and other external parties while continually seeking ways to enhance the new client implementation process.
• Schedule and facilitate implementation calls with client, advisor, TPA, prior vendor(s) and Alerus team members to define the implementation timeline including a blackout period, key milestones, and plan effective date.
• Collaborate with stakeholders to find solutions for complex requests while maintaining consistency with established service offerings.
• Properly document key discussions and decisions related to plan setup and onboarding.
• Provide updates to internal tracking tools and proactively identify and manage implementation expectations, needs, and concerns.

Retirement Implementation Specialist

• Serve as the Single Point of Coordination for the customer
• Lead complex implementation projects and coordinate the setup of the Payment Manager product and related services
• Develop business requirements, create/manage project plans and coordinate appropriate meetings
• Establish timelines and track ongoing projects to ensure successful delivery
• Provide subject matter expertise and recommendations on product best fit
• Work with key partners on project priority and scope
• Communicate status to project team and the customer
• Proactively identify and resolve problems/issues
• Ensure that project tasks are completed according to established timelines
• Collaborate and consult with peers, management, technology, and compliance to deliver an exceptional customer experience
• Remain flexible and adaptable to changing priorities, deadlines and new surroundings while meeting customer's needs

GPL Change Implementation Consultant – Payables

• 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

• Lead the technical implementation workstream for enterprise customer deployments from kickoff through go‑live
• Conduct technical discovery related to customer environments, identity systems, integrations, data sources, and deployment requirements
• Translate business and implementation requirements into scalable, customer‑centric technical configuration and deployment plans
• Define, document, and manage technical design decisions aligned with platform standards and long‑term maintainability
• Partner collaboratively with Customer Success and Implementation teams to ensure technical execution aligns with the overall rollout strategy
• Track and document technical implementation activities to support transparency, knowledge sharing, and repeatability
• Lead configuration and troubleshooting of single sign‑on (SSO) and user provisioning using SAML, OIDC, and related technologies
• Collaborate authentically with customer IT and security teams to validate connectivity, certificates, claims mapping, and identity architecture
• Support enterprise security readiness reviews and document final configurations for long‑term operational success
• Scope, design, and configure integrations with upstream and downstream customer systems
• Lead validation of APIs, file‑based integrations, middleware workflows, and data exchange patterns
• Troubleshoot and resolve integration issues during implementation and testing with a calm, solutions‑oriented approach
• Lead planning and execution of data migrations, imports, and configuration deployments
• Validate source data quality, mappings, transformations, and readiness for import
• Perform technical validation prior to customer UAT and go‑live to ensure reliability and scalability
• Support technical test planning for SSO, integrations, data loads, and environment configuration
• Identify and communicate technical risks, dependencies, and blockers impacting launch readiness
• Define and evolve standard patterns for integrations, data loads, SSO configuration, and environment setup
• Create documentation and technical accelerators that reduce manual effort and improve implementation velocity

Technical Implementation Consultant

• 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.

• 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

Global Payments & Liquidity Change Implementation Consultant – Lead IC

• 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

• Provide excellent customer service to your customers
• Leverage your deep product expertise to share best practices on how your customers may maximize value from their investment in TravelBank
• Acquire technical product knowledge through training, self-directed research and testing, and internal consultation
• Lead client-facing kick-offs, requirement gathering sessions and configuration review meetings
• Partner with internal and external technical teams to coordinate custom integration work
• Report on project status and blockers to Customer Success leadership during weekly meetings
• Train clients to a point where they are able to operate self-sufficiently and confidently on TravelBank’s platform
• Conduct webinars and group training sessions to onboard our smaller, more independent customers
• Share innovative ideas with peers and leadership on how to further enhance our thinking and focus on operational efficiency and innovation
• Cross-functionally collaborate with the Customer Success Management team to understand the client needs and requirements to ensure a timely and complete implementation process

• 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

Customer Enablement & Implementation Manager

• Lead the implementation of ONESOURCE Pagero for global clients
• Conduct product demonstrations and deliver training
• Analyze requirements and configure software accordingly
• Troubleshoot issues and manage project timelines and budgets
• Collaborate with internal teams to resolve customer support issues

Implementation Specialist, Tax

• Lead end-to-end onboarding execution for customers purchasing RCM services across new logo implementations and expansions
• Gather, validate, and confirm all required billing and operational inputs (payer contracts, billing codes, workflows, etc.)
• Configure billing processes and system settings to enable accurate RCM service delivery
• Validate all configurations with customers to ensure accuracy and readiness prior to go-live
• Ensure onboarding is completed within defined timelines and quality standards
• Be accountable for the quality and completeness of handoff to the Revenue Cycle Success Manager (RCSM)
• Lead structured handoff processes, ensuring all documentation, configurations, and expectations are clearly communicated
• Ensure seamless internal and customer-facing transitions to support immediate service continuity
• Drive improvements to onboarding and handoff processes to support scalability
• Identify opportunities to reduce onboarding cycle time, improve quality, and eliminate friction
• Drive alignment across Sales, Implementation, Product, Revenue Cycle Operations, and Customer Success
• Influence partners to ensure onboarding requirements and timelines are met
• Proactively identify, escalate, and resolve risks, issues, and dependencies throughout onboarding
• Ensure a consistent, high-quality onboarding experience that supports long-term customer success
• Be accountable for onboarding KPIs, including velocity, setup accuracy, and quality
• Monitor performance trends and contribute to continuous improvement efforts

Revenue Cycle Implementation Specialist

• Meet with customers to determine business and technical needs
• Recommend optimal system configuration and business processes
• Prepare and present implementation plans for customer approval
• Manage and execute implementation plans including directing staff resources
• Train client personnel on use of software solutions and business practices
• Build and maintain client relationships
• Keep product and industry knowledge up to date
• Manage logistics and administrative tasks for all engagements
• Travel to customer onsite premises when required

See all jobs on JobTailor

Fleet Implementation Specialist

Payroll Implementation Specialist

Implementation Consultant, Audit Suite

Implementation Specialist

Senior Merchant Implementation Manager

Implementation Consultant

Retirement Implementation Specialist

GPL Change Implementation Consultant – Payables

Strategy and Implementation Manager

Technical Implementation Consultant

Implementation Specialist

Global Payments & Liquidity Change Implementation Consultant – Lead IC

File Implementation Specialist

Implementation Specialist

Customer Enablement & Implementation Manager

Implementation Specialist, Tax

Revenue Cycle Implementation Specialist

Implementation Consultant, Onvio Firm Management