Implementation Specialist

• Act as an application and solution specialist for the ONESOURCE Pagero platform
• Deliver end-user and super-user training
• Manage several projects in parallel, supporting pre-sales activities and software demonstrations
• Customize and configure applications according to specifications
• Design, develop, and document project deliverables
• Participate in application configuration, implementation, and testing

Implementation Consultant, E-Invoicing

• Own Customer implementations from the Sales handoff through to Support handover
• Own project plans, manage deliverables, report on the status of milestones and proactively identify project risks to internal team members and the Customer
• Manage internal resources in alignment with the project budget
• Provide a consultative approach by building and maintaining great customer relationships to make each project successful for both the client and Unifyr
• Lead customer workshops, prepare requirements and user documentation for project delivery
• Unifyr platform configuration.
• Document configuration environments for handover to Unifyr technical support to address questions and issues that arise post launch.
• Set and reinforce expectations and deadlines with clients and ensure follow-through on any commitments made by the Sales, Customer Success or Service Delivery teams
• Ensure that the delivered solution makes the best use of the capabilities of the Unifyr products and meets the customers’ specified requirements
• Quality assure that the delivered solution meets specification
• Manage customer expectations, identifying and communicating issues and risks, as well as resolving to ensure customer success
• Be involved in, and where applicable, develop and lead initiatives to improve internal processes, documentation, customer satisfaction and speed of delivery
• Develop and maintain a deep knowledge of Unifyr products, the business processes involved in partnering automation and best practices in partner management
• Maintain a current knowledge of best practice in business analysis and project management to maintain your professional skills to the highest level.

Implementation Consultant

• 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

• Own the end-to-end project plan for each assigned deployment, from kickoff through go-live and handoff — milestones, dependencies, owners, dates.
• Run a disciplined cadence of customer-facing and internal meetings: kickoff, weekly status, executive steering, internal pod sync, go-live readiness, and handoff.
• Track and report key metrics, status, risks, and decisions in a clear, consistent format that scales across customers and is visible to leadership.
• Manage scope and change actively — document requests, assess impact (timeline, cost, technical), and secure approval before work begins.
• Deliver “silent go-lives” as the standard – minimal escalations, no rollbacks attributable to project management or coordination failures.
• Serve as the primary day-to-day point of contact for the customer’s program team — PMO, IT operations, brand, and property-level stakeholders.
• Set and manage customer expectations clearly; communicate constraints, trade-offs, and decisions in a way that builds trust rather than friction.
• Navigate complex, multi-stakeholder enterprise environments with composure and clarity.

Senior Implementation Manager

• Oversee the implementation and integration of Foresight software, ensuring projects stay on track.
• Identify, assess, and mitigate potential risks that could impact project timelines or outcomes.
• Help customers navigate the transition to new software, addressing concerns, and managing resistance to change.
• Standardize and scale systems, workflows, playbooks, and best practices to improve outcomes and efficiency while supporting a growing customer base.
• Leverage data analytics to identify trends, uncover opportunities, and implement improvements that drive success for both customers and Foresight.
• Work with the leadership team to develop and execute strategies for further account software adoption.
• Operate effectively in a fast-paced, early-stage startup environment with evolving requirements and priorities.

• Manage readiness activities for new store openings, franchise changes, and special projects
• Execute store openings, changeovers, and remodels
• Collaborate with cross-functional teams to develop product flow and displays
• Communicate with key stakeholders and ensure program scope is clearly documented

Store 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

• Be on the front-lines and ensure our customers increase the safety, efficiency, and sustainability of their operations with our IoT platform.
• Manage the deployment of Samsara technology to large-scale US Public Sector customers.
• Create launch plans and a roadmap to increase product usage.
• Track implementation progress, participation, product adoption, and account health.
• Run training sessions, demonstrate Samsara’s technology, and work through challenges with customers.
• Juggle multiple customer engagements in parallel and work cross-functionally.

Strategic Implementation Consultant – Public Sector

• Lead the end-to-end implementation of Configure Digital for clients, including planning, configuration, training, testing, and go-live
• Coordinate with internal Fiserv teams to align implementation goals with client expectations
• Act as the primary point of contact for clients throughout the project lifecycle—from kickoff through go-live and post-implementation warranty support
• Assess client business needs, define requirements within product capabilities, and recommend best-fit solutions
• Manage multiple concurrent implementations, ensuring adherence to scope, timeline, and budget
• Review deliverables, validate configuration, and ensure solution meets business and technical acceptance criteria
• Build relationships across various teams (product, support, engineering, etc.) to facilitate seamless solution delivery
• Coordinate hosted tenant provisioning, core interface activities, and environment readiness
• Manage system configuration and updates per client requirements
• Conduct connectivity testing and configuration validation to ensure technical readiness for go-live
• Provide hands-on training to client teams on system usage and configuration
• Develop training documentation and user guides as needed
• Maintain up-to-date project documentation, configuration logs, and implementation artifacts
• Ensure project artifacts comply with internal and client documentation standards
• Monitor project milestones and update schedules to reflect project progress
• Escalate delays or roadblocks to relevant stakeholders and drive resolution
• Continuously manage and exceed client expectations
• Proactively identify risks, manage concerns, and ensure a high level of customer experience

Implementation Manager

• 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

• 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.

• Own implementation plans, milestones, dependencies, risks, actions, decisions, and stakeholder communications from kickoff through early-life support.
• Translate business and functional requirements into practical delivery plans, RACIs, readiness checklists, acceptance criteria, and clear success measures.
• Act as the primary day-to-day delivery contact for clients, partners, and internal teams, making sure owners and next steps are always clear.
• Coordinate setup activities across APIs, files, portals, environments, access, test data, and operational workflows by bringing in the right subject matter experts.
• Facilitate project meetings, capture decisions, follow up actions, and escalate blockers with clear context, impact, options, and owners.
• Support sandbox validation, user acceptance testing, defect triage, go-live planning, cutover readiness, and early post-launch support.
• Maintain implementation documentation, including status updates, action logs, risk registers, dependency trackers, configuration notes, and handover materials.
• Partner with Pre-Sales, Technical Integration, Account Implementations, Customer Success, Product, Engineering, Support, and Operations to improve delivery quality and repeatability.

• Account strategy: Develop and maintain a "living" account strategy.
• Value-driven delivery: Shift the focus from hitting milestones to realizing actual business value.
• Team leadership: Mentor and challenge a team of technical ICs.
• Organisational navigation: Master the internal politics of enterprise environments.
• Decisive judgment: You will know when to escalate and when to handle it yourself.

Director, Customer Implementation

• Applies advanced knowledge and experience in supporting Treasury Management Sales & Payment Advisors (TMS&PAs) and Sales Associates
• Independently determines the most effective implementation process for clients
• Responsible for achieving portfolio growth objectives
• Ensures correct billing, compiles information for relationship reviews
• Guarantees proper internal controls and policies are followed
• Supports ad-hoc requests in coordination with other internal stakeholders
• Participates and provides advice regarding sales procedures
• Submits billing information, including billing adjustments

Senior Treasury Management – Implementation Specialist

• lead and manage complex client onboarding engagements
• ensure successful adoption of the Orion platform
• balance multiple projects and adapt processes to client needs
• drive client satisfaction through proactive risk management
• serve as a mentor and resource for junior team members
• contribute to continuous improvement of onboarding processes
• independently manage client onboarding engagements using GuideCX, Smartsheet, or related platforms
• track onboarding performance metrics such as timeline adherence, task completion, and client satisfaction
• coordinate cross-functional teams and align stakeholders to shared objectives
• identify risks, bottlenecks, and potential issues proactively; escalate and resolve as needed
• lead multiple onboarding projects simultaneously, balancing priorities effectively
• receive and analyze client feedback to recommend process improvements

Reporting Implementation Specialist

• Design, build, and maintain backend services that power Monstro’s consumer experience
• Work with client IT teams to integrate Monstro backend services with client APIs and systems
• Build new APIs, integrations and data pipelines
• Architect systems that scale gracefully as our user base grows
• Identify bottlenecks and implement caching strategies (Redis, CDN, application-level caching)
• Optimize query performance and tune container-based applications
• Design for resilience with failover strategies, retry logic, and graceful degradation
• Containerize and orchestrate services using Docker and Kubernetes
• Collaborate with platform teams on infrastructure decisions
• Contribute to CI/CD pipelines and ensure smooth, reliable deployments
• Work with relational and NoSQL databases, partnering with data engineers on schema and data models
• Build integrations with banking systems, payment processors, and financial data providers
• Implement event-driven architectures and message queues where appropriate
• Build systems with security as a first-class concern, including authentication, authorization, encryption, and audit logging
• Ensure systems meet fintech regulatory and compliance requirements
• Guide and develop junior and mid-level engineers through code reviews, pairing sessions, and technical coaching
• Partner closely with frontend engineers, product managers, and designers to deliver cohesive features
• Participate in architectural discussions and incident response, contributing to a culture of continuous learning and technical excellence

Implementation Engineer – Full Stack

• Lead End-to-End Implementations
• Own the onboarding and implementation process from kickoff through go-live and stabilization.
• Manage project timelines, milestones, stakeholder communication, and execution across internal and external teams.
• Coordinate and drive implementation workstreams while also handling portions of the work directly.
• Configure customer environments using internal tools and workflows developed by Engineering.
• Ensure implementations stay on track, within scope, and deliver a strong customer experience.
• Drive Customer Adoption & Change Management
• Conduct current state workflow assessments and technical scoping conversations to understand how agencies operate and where BLTN fits.
• Document current state workflows and develop future state workflow maps that define how agencies will use BLTN in practice.
• Guide customers through change management and adoption challenges.
• Collaborate with Customer Success Managers to deliver onboarding sessions, training, and enablement for end users and administrators, with shared accountability for equipping agencies to use BLTN independently
• Act as a trusted partner to agency leadership, operators, and IT stakeholders throughout implementation.
• Build the Implementation Function
• Create scalable implementation playbooks, templates, processes, and best practices.
• Capture lessons learned and continuously improve how Multitude deploys customers.
• Help define the systems and operational infrastructure needed to scale implementations over time.
• Track implementation outcomes and identify ways to improve onboarding speed, adoption, and customer satisfaction.
• Collaborate Cross-Functionally
• Partner closely with Product, Engineering, and Customer Success to ensure successful customer launches.
• Translate customer needs and implementation feedback into actionable internal requests.
• Identify implementation risks early and help drive resolution across teams.
• Provide frontline customer insight that informs product and operational improvements.

• 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

• Own Client Implementations End-to-End: Lead the full lifecycle of client implementation projects—scoping, planning, execution, go-live, and handover to support.
• Manage project scope, timeline, resources, risks, and dependencies across multiple workstreams.
• Serve as the primary point of contact for client stakeholders during implementation.
• Ensure smooth coordination between Monstro’s product, engineering, design, and support teams and the client’s IT, operations, compliance, and business teams.
• Deliver the first implementation personally as a hands-on individual contributor before scaling the team.
• Build & Navigate Client Relationships: Develop deep relationships across client organisations—identify decision-makers, supporters, and potential blockers.
• Navigate complex enterprise environments with multiple stakeholders, competing priorities, and internal politics.
• Manage client expectations and communications throughout the engagement, including executive-level reporting.
• Secure necessary sign-offs from IT, operations, compliance, and business teams to keep projects moving.
• Build the Delivery Practice: Design and implement scalable delivery processes, playbooks, governance models, and implementation methodologies.
• Define the operating model for the delivery function as Monstro scales from initial enterprise clients to a broader customer base.
• Hire, mentor, and lead future delivery managers and analysts as the team expands.
• Continuously improve implementation approaches based on client feedback and operational learnings.
• Collaborate Across the Organisation: Work closely with the VP of Client Support to ensure a clean handover from implementation to ongoing operations.
• Partner with product and engineering to feed client requirements and implementation learnings back into the product roadmap.
• Coordinate with the go-to-market team on client onboarding and training activities.
• Contribute to pre-sales efforts where implementation expertise is needed to close deals.

Delivery Manager – Client Implementation

• Responsible for implementing Q2’s Relationship Pricing integrations and connectors
• Understand business requirements and direct the configuration duties
• Develop and perform quality assurance check points
• Take ownership of business results by developing and leading training and execution plans
• Serve as Integrations Subject Matter Expert by educating clients and potential clients
• Help clients and prospects see the value in Integrations and support
• Lead in depth discovery sessions understanding clients’ current CRM/LOS workflows
• Partner with bank technical teams to successfully install and configure integrations
• Problem-solve routine to complex issues
• Provide Level 2 and 3 support to other team members
• Track status and provide updates in relation to implementation process
• Set clear expectations on project timing and deliver results that meet and exceed those expectations
• Responsible for ensuring security, availability, confidentiality and privacy policies adherence
• Work closely with Development and other teams to ensure client satisfaction and on-time delivery
• Develop a firm understanding of the platform and how successful banks use it during integrations

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Implementation Specialist

Implementation Manager

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Implementation Manager

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Delivery Manager – Client Implementation

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