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.

• Configure and deploy AI tools as specified in Phase 1 engagement plans (e.g., Copilot for M365, Harvey, Clio Duo, Casetext, document automation tools).
• Build, test, and document automations and AI-assisted workflows using platforms such as Make, Zapier, Power Automate, or equivalent.
• Conduct technical environment setup: tenant configuration, user provisioning, API connections, integration testing, and QA validation.
• Perform data mapping and light data migration tasks required to support AI tool onboarding.
• Maintain implementation logs, configuration notes, and handoff documentation for each engagement in SMB Team’s systems.
• Troubleshoot and resolve technical issues during deployment; escalate blockers to the fCTO with clear documentation.
• Contribute reusable templates, implementation checklists, and workflow SOPs to the SMB Team practice library.
• Stay current on legal AI tooling and integration capabilities; proactively surface relevant updates or new options to the fCTO.
• Support the fCTO in pre-engagement scoping by assessing technical feasibility and effort estimates for proposed implementations.

AI Implementation Specialist

• Lead project planning for partner implementations by defining milestones, timelines, dependencies, risks, and required resources for each onboarding engagement
• Coordinate cross-functional collaboration among sales, solutioning, integration delivery, and relationship management teams to align on integration approach, status, and next steps
• Guide software partners through the onboarding lifecycle by communicating requirements, tracking progress against implementation goals, and supporting readiness to board live merchants
• Serve as the primary partner contact in early stages, guiding onboarding and ensuring a smooth handoff to long-term account management
• Monitor integration progress and identify technical, operational, or process-related obstacles, then work with internal teams and partners to resolve issues and realign plans when needed
• Maintain detailed reporting and project documentation in Salesforce, including status updates, meeting notes, risk indicators, and timeline impacts
• Track partner activation outcomes against defined onboarding targets, including boarding 5 merchants or achieving $100k in monthly processing volume within the first 6 months of the relationship

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 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

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Implementation Specialist – Health Tech

• Lead or directly contribute to CRIMS implementations. Analyze and evaluate requirements while providing product expertise and guidance throughout the implementation project.
• Ensure the solutions developed by Charles River meet the customer’s business needs and that the customer is prepared to assume ownership and operate the solution after go-live.
• Assist other members of the Professional Services team and proactively develop and share best practices.
• Analyze and evaluate customer requirements to help Charles River respond to sales opportunities. Prepare and deliver sales presentations.
• Execute proof-of-concept projects to demonstrate the potential of CRIMS to satisfy the specific needs of potential customers.
• Educate customers on the methodologies and functionality provided by CRIMS. Advise on best practices regarding the implementation and operation of Charles River solutions and services.
• Monitor and evaluate customer requirements to identify potential enhancements to Charles River solutions and services. Document and communicate product improvements as part of customer-specific implementation projects or in response to trends in the marketplace.
• Contribute to software quality by clearly communicating defects to Client Support and Product Management. Support the defect resolution process by providing clear descriptions of defects and validating the resulting fixes. Identify errors and mistakes in documentation and suggest corrections and improvements.

Senior Implementation Manager – IBOR, Charles River Development

• 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

• 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

• play an instrumental role in helping to strengthen our Medicare Telesales organization
• responsible for coordinating and implementing all initiatives through end-to-end program oversight across Internal and Vender Telesales operations
• coordinate cross functionally to ensure processes are implemented to achieve key performance expectations
• present and consult with mid and senior management on business trends to develop new and enhanced processes
• track all business activities pertaining to the Internal and Vender Telesales program for further optimization
• analyze progress of initiatives to implementation
• coordinate routine review of business processes and suggest new strategies based on risk and opportunities
• ensure all processes for Internal and Vender Telesales are appropriately documented and up to date for reference across Telesales
• maintain appropriate documentation of all initiatives
• manage multiple projects including the development, implementation, and closure for assigned projects
• cascade all related meetings across functions
• prepare project status reports, presentations and meeting minutes, where applicable
• set and maintain expectations with key stakeholders with respect to ownership, progress, etc.
• demonstrate clear understanding or legal and privacy requirements for Medicare Telesales business.

Senior Medicare Telesales 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

• Support end-to-end payroll system implementations for new clients across the ADP Workforce Now (WFN) autopay platform
• Configure WFN based on client requirements, including earnings, deductions, tax settings, and employee data
• Partner with the Project Manager to execute implementation plans, timelines, and deliverables
• Gather and document client payroll requirements, processes, and data needs
• Perform data mapping, data validation, and support data migration activities
• Develop and write calculations to deliver to the ADP team for upload on the mainframe
• Execute system testing, including payroll parallel testing, and resolve discrepancies
• Identify and troubleshoot setup issues, escalating complex challenges to ADP as needed and ensuring quick and accurate resolution
• Support integration setup with third-party systems as applicable to each client (e.g., benefits, timekeeping, general ledger)
• Assist in developing and delivering client training on payroll system functionality and processes
• Ensure accuracy and completeness of system configuration prior to client go-live
• Support the transition of clients from implementation to ongoing service teams

Payroll Implementation Specialist – WFN

• 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

• Responsible for bringing Gather AI technology to supply chain industry clients
• Lead visits to client sites to automate their inventory management
• Prepare for deployments and provide continued customer support, including ticket management and issue troubleshooting
• Coordinate with the Research & Development team to ensure a smooth deployment process
• Handle every aspect of the implementation including warehouse mapping, hardware calibration and testing, documentation, client training, and continued support
• Ensure client satisfaction with the product and support provided

Implementation Engineer

• Executes implementation strategy and delivers MRO’s release of information (ROI) solutions and services to new and existing client sites.
• Manages, leads, and or provides support to all implementations of MRO’s Exchange Manager platform and any technology add-ons at client sites.
• Creates and executes effective and efficient release of information (ROI) workflows.
• Training of all field users (ROI Specialists) on processes and software application use.
• Resolving operational and technical issues as necessary.
• Serve as primary resource between MRO and client throughout the implementation phase and until normal state of operations is achieved.
• Develop positive work relationships with on-site clients and serves as a resource in the transition of the ROI process.
• Collaborate and coordinate with other MRO resources as necessary to ensure successful and optimal outcomes for all client implementations.

Implementation Specialist, Hospital ROI

• Overseeing the seamless implementation and conversion of high-level, white label various retirement plan types
• Serving as a key liaison among clients, advisors, TPAs, and internal teams
• Managing the day to day Administration/Implementation process of clients across various product lines
• Analyzing deliverables and timetables to develop detailed project plans
• Ensuring the accuracy of regulatory notices and enrollment materials

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