Implementation Specialist

• Spearhead the configuration of e-Builder for high-profile clients, modeling sophisticated business processes to drive maximum organizational efficiency.
• Champion software adoption by designing and delivering engaging training programs that empower client teams to master new digital workflows.
• Architect comprehensive process and data flows by analyzing complex business requirements and conducting strategic gap analysis.
• Drive continuous improvement by uncovering hidden barriers to software usage and implementing innovative solutions to overcome them.
• Partner closely with stakeholders to deliver high-impact status reports and evaluations that ensure project transparency and success.

Implementation Consultant – Managed Services

• Take ownership of customer implementation projects from Kick-Off to Go-Live, ensuring all tasks are executed efficiently, timelines are met, project goals are achieved, and expectations are exceeded
• Create and maintain comprehensive project documentation, including project plans, status reports, and user guides, to ensure transparency and knowledge sharing
• Collaborate with customers to understand their specific requirements and objectives, translating them into appropriate product configurations
• Train customers on the use of the software, including best practices and workflow optimization
• Establish and maintain strong and effective relationships with customers, serving as the main point of contact throughout the implementation process
• Coordinate collaboratively with internal teams to meet project milestones
• Ensure a smooth transition from implementation to Customer Success

Implementation Specialist – SaaS Healthcare

• 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

• 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

• 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

• 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 CRM and ERP software implementation projects for clients with 5-500 users.
• Participate in functional and technical working groups and progress meetings.
• Identify business needs, document requirements, and ensure a smooth delivery through our Best Practices Playbooks while supporting clients through the implementation process.
• Work closely with the Implementation Team, including Project Managers, Principal Consultants and Technical Services resources.
• Design and deliver key stakeholder training on system configuration as well as end user training.
• Basic project management tasks including the following: creation of onsite agendas, project task list follow up, escalation of issues to Project Manager & Leadership in order to keep the project within defined scope and timeline.

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