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

• Collaborate closely with customers to understand business requirements and recommend effective financial workflow solutions within Momentus Enterprise
• Configure Momentus Enterprise according to customer financial requirements, industry best practices, and project scope
• Provide ongoing financial workflow support and guidance for recurring customer engagements, support escalations, and customer inquiries
• Deliver training and support to customers to ensure customers understand, adopt, and receive value from the Momentus Enterprise Financials package
• Assist customers with financial reporting, including preparation of financial statements, financial analysis, and operational insights
• Build and maintain strong relationships with customers to ensure satisfaction, retention and growth
• Stay current on Momentus Enterprise financial software features and functionality to best support customer implementations and ongoing optimization
• Confidently present solutions to customer leadership and stakeholders, including directors, controllers and CFOs
• Serve as a financial subject matter expert, partnering cross-functionally with Sales, Support, Product, and other internal teams to support customer and business needs
• Consistently achieve an 80% utilization target

Financial Implementation Consultant

• Account Management & Project Planning
• Manages a portfolio of client accounts and has overall accountability ensuring exceptional client experience
• Set strategic direction for and execute large-scale complex projects
• Proactively assesses project risks and partners with teams to develop mitigation strategies
• Secures resourcing for all phases of the project
• Builds trust with internal and external partners
• Responsible for the development and oversight of project implementation plans
• Ensures a seamless transition of client engagement logistics to Event Producers
• Accountable for project closing activities to include expense reconciliation, client invoice, session evaluation

Implementation Manager – Coaching

• 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

• 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

Implementation Engineer

• Develop automation prototype design solutions tailored to the needs of each project
• selecting and integrating MHE equipment and creating detailed system layouts
• Analyze, procure and integrate the necessary MHE equipment into the automation system
• Collaborate with Operations, Engineering, Maintenance, and site leaders to understand their specific requirements
• Analyze current material handling processes and workflows to identify opportunities for optimization
• Test the material handling automation system to ensure functionality

Senior Automation Implementation Engineer

• 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

• Partner with Account Directors on pre-sales motions for new customer acquisition, product expansion, and expansion across lines of business.
• Lead onboarding for strategic customers, including planning, implementation, integrations, and training.
• Identify opportunities to expand adoption across underutilized features, untapped products, and new lines of business.
• Serve as an escalation point for complex technical challenges raised by other Customer Engineers.
• Build playbooks, document repeatable fixes, coach peers, and improve how Customer Engineering work gets done across the team.
• Assess account health, risks, stakeholder relationships, and the highest-priority problems to solve within your portfolio.
• Drive measurable improvement in customer health, retention, expansion, and technical resolution across strategic accounts.

Senior Customer Engineer, Enterprise

• Define and set expectations of project delivery
• Work closely with internal cross-functional teams
• Oversee communication with clients
• Manage projects from inception to completion

Project Implementation Manager, Patient Support Services

• 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

• Support hospital customers in achieving their business objectives by optimizing the utilization of Pharmacy Automation systems
• Provide leadership for installation projects and ongoing customer education
• Serve as the primary site liaison between the customer and other departments (Sales, Technical Support, Clinical Support)
• Coordinate resources for implementation and training
• Responsible for coordinating the delivery of equipment, software, supplies, technical support and services to meet or exceed customer expectations
• Plan and schedule all phases of installation project including site preparation, equipment delivery/installation, system set-up and testing, staff training, and completion of punch list items upon customer approval
• Provide input during system design phase to optimize system configuration based on customer needs
• Coordinate commissioning activities to ensure that systems are fully operational within planned timelines
• Provide project status updates to management team throughout the entire process
• Conduct regular conference calls to update hospital staff on progress made since last call and discuss upcoming milestones
• Manage the inventory of spare parts and consumable supplies needed to support installations
• Perform basic troubleshooting of installation related issues and collaborate with Technical Support Engineers on more complex problems
• Assist sales department in closing new business by providing information regarding installation plans and scheduling for proposed implementations
• Work closely with clinical specialist(s) to coordinate clinical cutover planning and execute go live procedures
• Communicate regularly with Hospital Customer Service Department regarding billing, service agreements, and any financial arrangements

Senior Consultant – Product Implementation

• Help Finance organizations use enterprise technology
• Define Finance Systems Strategies and see through execution
• Implement and effectively use technology offerings including Oracle-NetSuite
• Focus on providing the support needed to utilize new Finance technologies including NetSuite
• Help with finance transformation initiatives requiring finance and technology consulting support

Senior Associate, NetSuite ARM Implementation Consultant

• 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

• Manage initial rollouts for new Benchling customers as well as expansion projects with new teams or for new processes at existing customers
• Own implementation success from project kickoff to go-live
• Build and execute detailed project plans
• Serve as the GxP subject matter expert during GxP implementations
• Guide customers through their computer systems validation (CSV) activities
• Understand customers' scientific workflows and determine how Benchling can best be leveraged
• Lead requirements and design workshops
• Act as a trusted advisor for customers
• Collaborate with internal teams to ensure customer feedback on validation processes and GxP requirements influences product development and validation package improvements.

Implementation Manager, GxP

• Maintain exemplary standards and successful project outcomes
• Engage in strategic planning and execution to achieve business objectives
• Foster a culture of continuous improvement and innovation
• Develop and mentor team members to enhance their skills
• Maintain and uphold the firm's quality standards and ethical guidelines

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