Implementation Specialist

• 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.

• Lead new client onboarding and transition projects from kickoff through first-close readiness and formal handoff.
• Oversee historical accounting catch-up and clean-up, including resolution of legacy issues.
• Redesign and standardize charts of accounts aligned with service models.
• Execute data migrations, accounting system rebuilds, and workflow stabilization.
• Lead accounting system implementations, including QuickBooks Online (QBO) and Bill.com.
• Deliver clients to ongoing teams in a condition that enables efficient, repeatable service with minimal rework.
• Remain accountable for onboarding quality through the initial post-handoff transition period.
• Serve as primary client contact during onboarding engagements.
• Own scoping, pricing discipline, timelines, staffing plans, and budgets.
• Maintain scope discipline and proactively manage change requests.
• Communicate potential additional service offerings to clients.
• Collaborate with CAS leadership to maintain a portfolio of onboarding clients aligned with service models and pricing.
• Assist with project revenue and margin for onboarding services.
• Assist in the allocation of resources within the CAS team (who works on what and when).
• Monitor economics and escalate risks to margin or delivery.
• Coordinate with CAS leadership on process development, standardization, and improvement.
• Develop and evolve standardized onboarding processes and tools.
• Develop and standardize QBO and Bill.com consulting service offerings.
• Provide guidance and mentorship to junior team members through review feedback and knowledge sharing.
• Collaborate effectively with other Managers and junior team members to support engagement success.
• Delegate work effectively to junior team members based on their qualifications, capabilities, and interests.
• Maintain strict confidentiality of all firm and client information.
• Adhere to firm policies, procedures, and ethical standards.
• Maintain accurate and timely time records in accordance with firm billing requirements.
• Actively seek opportunities to be chargeable while balancing quality, client service, and professional responsibilities.

Onboarding & Implementation Manager

• 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

• Develop and manage detailed project plans, including activity sequencing, milestone tracking, and resource allocation
• Lead onboarding projects for a wide range of treasury products, ensuring technical and operational readiness
• Maintain accountability for project deliverables, timelines, and stakeholder engagement
• Facilitate discovery and readiness meetings with clients and internal teams to define scope, roles, and responsibilities
• Serve as the primary point of contact for clients throughout the onboarding lifecycle
• Communicate project status, risks, and mitigation plans clearly and proactively
• Identify and engage key stakeholders across departments, including Sales, Service, Onboarding, Product, Vendors, Clients, and Technical Partners
• Lead with a proactive and solution-oriented communication style to maintain transparency, foster collaborations, and keep all parties aligned on project status and outcomes
• Maintain full control of the project timelines, milestones, and resources, ensuring alignment with project objectives
• Proactively escalate issues requiring senior management engagement to ensure timely resolution
• Conduct discovery and readiness meetings with clients and internal stakeholders to establish project scope, clarify objectives, and assign responsibilities
• Facilitate client meetings to review project status, address questions, and confirm project alignment with client goals
• Partner with Sales, Product, Onboarding, Service, Vendors, and Technology teams to ensure seamless execution
• Produce high-quality documentation including project plans, meeting notes, implementation guides, and client communications
• Demonstrate excellent verbal and written communication skills across all levels of the organization
• Identify opportunities to enhance onboarding processes and improve client experience
• Contribute to process optimization initiatives and promote best practices in project management
• Assist in modifying training materials, procedural documentation, and process guides to support ongoing improvement.

Treasury Management Onboarding Implementation Specialist

• 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

• Coordinates, drives and monitors due diligence, implementation planning and implementation execution of Ventures Programs
• Collaborates with cross-functional teams to develop due diligence and implementation plans
• Acts as an advisor to ensure on time delivery, accurate scope, in budget and all governance followed
• Directs the program team regarding projects, tasks, and operations
• Maintains Huntington’s strong risk culture through early identification, communication and proactive management and mitigation of risks
• Identifies and mitigates obstacles and escalates as needed to move the program forward
• Performs other duties as assigned

Ventures Diligence and Implementation Manager

• Drive transformational change with CWA Replacement, Underwriting Templates, and other technology projects
• Engage technology leads and engineers early, and maintain communications with stakeholders
• Help drive agile ceremonies and track progress across sprints
• Maintain and prioritize product backlogs with technology product/platform owners
• Document retrospectives and recognize lagging areas for improvements

Implementation Manager, Senior

• Partner with business and technical stakeholders to gather, analyze, and document business and system requirements
• Author and maintain high-quality project documentation.
• Translate complex business needs into clear, actionable requirements with an understanding of underlying technical concepts
• Support implementation activities across the project lifecycle.
• Act as a subject-matter resource during implementations.
• Identify gaps, risks, and dependencies; propose practical, well-documented solutions
• Collaborate effectively with project managers, developers, and other technical resources.

Implementation Consultant Advisor

• Serves as a Subject Matter Expert (SME), providing expert guidance and support to the team on project management and implementation matters.
• Ensures the application of tactics to achieve optimal outcomes for highly complex projects.
• Cultivates relationships with client leadership, adeptly resolving issues escalated by discerning clients.
• Champions customer implementations with a focus on delivering exceptional results.
• Collaborates with other departments to ensure coordination and completion of all additional implementation-related tasks.
• Actively participates in internal department initiatives.
• Provides crucial support in Phase I of the implementation for large and highly complex groups.
• Actively participates in onsite kick-offs for large, highly complex clients.
• Advocates for client-recommended product and service enhancements.
• May lead projects and perform other duties as assigned.

Implementation Manager II

• Lead implementations of product at customer locations from discovery to live deployment, including but not limited to:
• Owning end-to-end implementation for singular or multi-site deployments from discovery through go-live and stabilization.
• Serving as an on-site leader during critical phases of implementation, acting as the face of AssistIQ and ensuring high-quality customer experiences.
• Identifying product gaps and effectively communicating them to the customer and internal product team, outlining the risks to implementation.
• Translating customer needs and field insights into actionable product feedback, influencing product prioritization and feature development.
• Identifying and escalating potential risks to the implementation scope or timeline in a timely manner.
• Building and maintaining relationships across clinical, operational, and IT stakeholders.
• Completing on-site training for end users and ensuring end user acceptance.
• Ensuring a smooth transition to customer success post go-live.
• Continuously improve implementation processes, including:
• Evolving training materials for superusers and other clinical teams, as required, striving for standardization and scalability.
• Refining implementation playbook and processes, leveraging feedback from customers.
• Be the “boots on the ground” to drive product improvements and expansion opportunities:
• Partner with the product team to improve product post go-live by gathering and delivering product feedback to the product team and understanding the strategic impact of any requested / required features.

Senior Implementation Manager

• 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

• 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

• Ability to navigate all Acumatica stages of implementation which includes: Business Analyst Discovery Design/Analyze - Demonstrate with Acumatica DEMO instance what envisioning in Workshop’s based off of Discovery findings Build - Configuration and building of necessary configuration tables Stabilization - Training and User Acceptance Testing in Customers Instance Go Live - Manage Go Live and Post Go Live.

ERP Implementation Consultant – Construction, Payroll

• 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

See all jobs on JobTailor