Implementation Specialist

• 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

• Interacting with our customers as a Customer Reliability Engineer (CRE)
• Adapting the best practices of Site Reliability Engineering (SRE) and applying them to our customers
• Bringing this practice to the Isovalent software suite of products running on-premises and in major cloud providers on Kubernetes
• Scheduled to work during business hours, 8:00 am to 5:00 pm, in the Pacific Time Zone
• Gaining a deep understanding of our customers, their architecture and various configurations
• Working with various stakeholders, internally and externally to provide world-class support and issue resolution to various incidents
• Enhancing our organization’s view into the health of our various customers

Customer Reliability Engineer

• Manage the implementation process of the selected MES vendor
• Partner with manufacturing, engineering, and quality teams
• Configure, test, and deploy MES software
• Design and implement integration between MES, ERP, and quality systems
• Define MES architectural vision and roadmap
• Manage daily operational support and troubleshoot system errors

MES Implementation Manager

• Leading the implementation and configuration of Oracle lead management, sales automation, and customer experience solutions
• Analyzing client needs to develop tailored software solutions that enhance operational efficiency
• Managing project planning, budgeting, execution, and completion to align with client expectations
• Coaching and mentoring team members to leverage their strengths and improve performance
• Collaborating with team leadership to maintain collective ownership of quality, timelines, and deliverables
• Encouraging the development of skills outside comfort zones and fostering a culture of continuous learning
• Addressing conflicts and engaging in challenging conversations with clients and stakeholders
• Upholding professional and technical standards, including adherence to the firm's code of conduct
• Utilizing Oracle Configure, Price, Quote (CPQ) Cloud to optimize client processes and drive revenue realization
• Building and maintaining relationships with clients to support seamless integration and utilization of business applications

Oracle CPQ Implementation Consultant – Manager

• 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

• 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

• 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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