Implementation Specialist

• Manage end-to-end client implementation: Oversee the full implementation process for new and existing clients, following established standards, project plans, and documentation to ensure a high level of success.
• Support business process improvement: Provide guidance and best practice recommendations to clients during implementation to drive strong adoption and long-term success with our software.
• Serve as the primary client contact: Act as the main point of contact for clients throughout implementation and for designated clients post-implementation.
• Compile compliance reports: Regularly prepare and submit compliance reports to ensure adherence to internal policies and industry regulations.
• Act as a trainer and coach: Serve as a knowledgeable resource for clients, providing ongoing training, support, and coaching to help them maximize the value of 700Credit products.
• Resolve client issues: Analyze and resolve client concerns directly or assist in working through complex issues to ensure effective outcomes.
• Assist in product launches: Support Affiliate and 700Credit product launches, including post-launch follow-up with clients and affiliates to evaluate and improve the customer experience.
• Contribute to team success: Actively support all members of the Implementation team in a productive and constructive manner.
• Track and document client communications: Accurately record all client interactions and communications to maintain clear and up-to-date records.
• Communicate new product features: Keep clients informed of new product features and updates, ensuring they understand new capabilities and how to take advantage of them.
• Provide exceptional customer service: Ensure a consistently high level of service is delivered to clients, maintaining satisfaction and long-term loyalty.
• Generate cross-sell opportunities: Work closely with the sales team to identify and produce cross-sell opportunities that introduce additional products and services to existing clients.

• Manage end-to-end client implementation
• Support business process improvement
• Serve as the primary client contact
• Compile compliance reports
• Act as a trainer and coach
• Resolve client issues
• Assist in product launches
• Contribute to team success
• Track and document client communications
• Communicate new product features
• Provide exceptional customer service
• Generate cross-sell opportunities

• Take full responsibility for overseeing multiple client projects simultaneously that are at different phases.
• Ensure all project deliverables, owners, start dates and due dates are accurate in project plan.
• Maintain organized, detailed and accurate project documentation.
• Actively maintain lines of communication with Account Management, Business Development, other internal departments, and all stakeholders throughout the client project lifecycle, including status reports on project milestones, scope changes, risks, and actions.
• Ensure resource availability and proper allocation for each project.
• Proactively identify risk, communicate with all stakeholders and take appropriate steps to mitigate.
• Facilitate team meetings, documenting actions, and following up on deliverables.
• Establish and build relationships with broker partners and clients, creating a foundation of trust and superior customer service, upon which the Account Management team can build.
• Provide superior service at all times, including busy periods, while managing tight deadlines.
• Follow established project management methodologies and best practices, ensuring consistency and quality in project execution.
• Meet Key Performance Indicator goals and other performance metrics as defined by Client Onboarding leadership and department.
• Provide input on process improvements based on project experiences, contributing to the refinement of project management practices.
• Lead process improvement initiative projects during non-peak months and provide readouts.
• Act as Implementation expert in finalist meetings with potential brokers and clients.
• Demonstrate a wide degree of creativity and latitude, with minimal oversight.
• Ensure C3 cases meet the requirements of the 5 Why Methodology analysis.
• Act as a SME resource to help Implementation Teams prepare for Intro and PDX calls.
• Act as a Change Champion and exude positivity towards change management to foster acceptance amongst the team.

Implementation Manager

• Support the execution of high priority strategic initiatives that advance the mission of the Comprehensive Cancer Center
• Ensure that strategic initiatives are well defined, operationally feasible, tracked effectively, and aligned with NCI Comprehensive Cancer Center expectations
• Collaborate with faculty, clinical leaders, program administrators, shared resources, and institutional partners to turn strategic goals into measurable progress
• Coordinate the day to day implementation of the Cancer Center's strategic initiatives across research and clinical missions
• Translate strategic goals into actionable work plans, deliverables, milestones, and timelines
• Manage cross functional workstreams supporting strategic initiatives such as scientific program development and recruitment; clinical trials strategy and accrual growth; multidisciplinary care enhancements; and data integration and research infrastructure improvements
• Develop metrics, dashboards, and tracking systems that measure initiative progress and impact
• Monitor adherence to NCI expectations for comprehensive cancer centers and support data collection for CCSG submissions
• Facilitate communication between initiative leads, faculty, clinical teams, research administration, and external collaborators.

Strategic Initiative Implementation Specialist

• Be the first responder for customers using our onboarding portal — figure out what they need and drive it to resolution, working with the customer and our engineering team.
• Own and run our support inbox and ticketing system.
• Build data samples for prospects and customers, and learn our data deeply enough to know when something looks wrong.
• Run HubSpot: lead routing, round-robins, list hygiene, and tuning automations as the business grows.
• Help keep our business operations running — from billing to whatever this week needs.
• Catch the things nobody else has time to catch. This job will grow as fast as you do.

Customer Engineering Associate

• 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

• Provide Staff-level technical configuration and, in some cases, programming as required
• Provide process, data and object modeling in a variety of application and database environments
• Provide database design, development, and enhancement, as well as management and coordination of changes to existing applications
• Provide technical architecture leadership, analysis, design, development, and enhancement
• Maintain Staff-level expertise and currency in industry leading contact center technologies
• Serve in a project manager capacity via management of end to end system life cycle development of small to large-scale projects
• Develop costing proposals for projects, perform risk analysis, and manage change control
• Provide business analysis, business area assessment, user needs analysis and business systems design for major projects
• Conduct comprehensive cost/benefit analysis and prepare business cases for projects
• Present a professional image in conduct, attitude and attire
• Assist with the development of client information management standards and evaluation of technology trends
• Contribute to business area assessment, user needs analysis and business systems design
• Assist with comprehensive cost/benefit analysis and preparation of business cases for new projects
• Supervise during project life cycle any junior level client staff, or any sub-contracted personnel assigned to your project team

Implementation Engineer

• The Project Specialist position is part of a small team specifically organized to launch and support new SES operations.
• This position will be deployed to new and existing locations to support the implementation of new projects and assist established sites, as needed.
• Facilitates onsite activities at client location, in relation to the handling, processing, storage, transportation and disposal of hazardous and non-hazardous wastes, and other related services following federal, state & local regulations.
• Maintains pre-established standards for safety and environmental issues.
• Expected travel >80%.
• Assist with operational aspects of new customer launches and existing project sites until the location has all necessary trained headcount to support the operation.
• May provide support or direction to less experienced staff on WM and customer responsibilities and expectations.
• Participate with Implementation Team in the establishment of waste storage procedures and related profiles for all managed waste streams, and the initial set-up of transportation logistics at new client site locations.
• Facilitate and execute deliverables for the customer or WM, as required, on a variety of topics including cost savings, waste diversion, productivity dashboards, and others as assigned.
• Contribute to the creation of documentation for business processes, key activities, and technical records for wastestream management.
• Coordinate logistics for transportation of hazardous waste, universal waste, and non-hazardous waste including profiling, scheduling, and manifesting shipments.
• Ensure compliance with applicable environmental, safety, and transportation regulations.
• Perform necessary inspections and reporting. Resolve all issues in a timely manner.
• Participate and cooperate in safety process, including following written procedures, wearing required personal protective equipment, and attending required training and scheduled meetings.
• Participate in Implementation Team meetings and client meetings, when necessary.
• Perform labor intensive activities such as container or drum collection, drum bulking, sorting trash for recyclables, and loading trucks.

Environmental Specialist – Customer Implementation

• Own the execution of complex, enterprise implementations end to end.
• Work with the customer to understand their environment, use cases, and compliance requirements, and translate them into a clear implementation plan and configuration that meets their needs.
• Guide customers through technical integration with the Flagright platform, including API integration, data migration, backfills, and validation, and ensure their setup is production-ready.
• Run the project end to end: build and maintain the project plan, own the critical path and timeline, coordinate workstreams across the customer, engineering, and product, track dependencies and risks, and keep the delivery on schedule.
• Map and manage the stakeholders on both sides of a delivery, from the customer's project sponsors and technical teams to internal engineering and product. Keep everyone aligned, set clear expectations, and drive decisions across groups with competing priorities.
• Plan and run dry runs and cutovers. Take a launch from “the configuration is ready” to “it works in production for this customer.”
• Train customer teams on the platform and produce the documentation and runbooks that let them operate confidently and independently after launch.
• Stay engaged through the post go-live period, resolving issues quickly and ensuring the deployment is stable before transitioning the customer into ongoing operations.
• Identify risks early, manage issues to resolution, and escalate proactively so problems are surfaced and solved before they affect the customer.

• Plays a key role in the design, development, and execution of assigned client implementations
• Requires effective collaboration with internal stakeholders and external customers
• Exercises independent judgment to deliver implementations accurately, on time, and in alignment with customer requirements and organizational standards
• Serves as the primary point of contact throughout implementation
• Builds strong consultative client relationships that drive customer satisfaction, product adoption, and utilization
• Delivers a high-touch customer experience, providing training, strategic guidance, and best practice recommendations
• Supports customers in optimizing program performance
• Requires a strong understanding of the technical aspects of the company’s products and services
• Takes a solutions-oriented approach to onboarding fleet customers

Fleet Implementation Specialist

• Lead the implementation process for newly acquired clients, ensuring a smooth onboarding experience.
• Collaborate with the sales team to understand client requirements and provide technical insights during the post sales phase.
• Develop and manage project plans, timelines, and deliverables to meet client expectations.
• Create and deliver technical product demonstrations tailored to specific business needs.
• Coordinate with internal teams to address technical questions and provide necessary support throughout the implementation process.
• Conduct customer training sessions and develop support materials to facilitate the adoption of our solutions.
• Gather customer feedback post-implementation and relay it to the product development team for ongoing enhancements.
• Stay informed about industry trends and technological advancements in FinTech and AI to inform project strategies.
• Collaborate closely with Customer Success Managers to identify upsell opportunities, pinpoint training gaps, and create materials for client support.

• The Implementation Consultant partners with clients to successfully deploy and adopt Salesforce solutions that support their business goals.
• This role works closely with clients and internal project teams to configure solutions, gather requirements, perform testing, deliver training, and support go-live activities.
• Participate in Salesforce implementation projects of varying size and complexity.
• Support the gathering and documentation of business requirements through discovery sessions and client meetings.
• Configure Salesforce solutions based on documented business requirements and best practices.
• Assist with data migration, validation, and system testing activities.
• Execute and document functional testing and support user acceptance testing (UAT).
• Create and maintain project documentation, training materials, and user guides.
• Deliver client demonstrations and end-user training sessions.
• Assist clients during application launch and go-live activities.
• Provide post-implementation support and issue resolution prior to transition to ongoing support teams.
• Identify opportunities for process improvement and recommend solutions to clients and project teams.
• Build positive and professional relationships with client stakeholders.
• Communicate project updates, progress, and action items both internally and externally in a timely manner.
• Respond to client inquiries and requests with a high level of customer service.
• Participate in client workshops, meetings, demonstrations, and training sessions.
• Escalate project risks, issues, and blockers appropriately.
• Collaborate with architects, developers, project managers, and fellow consultants to deliver successful projects.
• Participate in project planning, status meetings, and internal team discussions.
• Contribute to project documentation and knowledge-sharing efforts.
• Support internal initiatives focused on improving delivery processes and best practices.
• Maintain accurate project-related documentation and time tracking.
• Provide timely and accurate project status updates.
• Escalate project concerns, risks, and resource needs as appropriate.
• Meet utilization, quality, and professional development expectations.
• Pursue ongoing learning and Salesforce certification goals.
• Demonstrate company values and contribute positively to team culture.

Implementation Consultant

• Lead the consultation phase and own the build configuration lifecycle end-to-end.
• Manage scope and timeline parameters efficiently alongside project management.
• Guide client stakeholders seamlessly through user acceptance testing and resolve technical queries.

Clinical Implementation Specialist

• Manage configuration and issue tickets, coordinating with customers, third-party vendors, and internal groups to maintain timelines.
• Assist Technical Consultants with requirements-gathering efforts.
• Work with customers to gather configuration data from third-party vendors.
• Participate in customer and third-party vendor meetings.
• Perform software configuration and customizations to ensure the customer’s testing environment is configured and ready for testing, training, and launch.
• Perform functional and integration testing.
• Track and report project configuration and testing progress, escalating when needed.
• Research and resolve configuration and usability questions from end users.
• Become a subject matter expert for at least three Alkami products and vendor integrations.
• Maintain product knowledge as new enhancements and functionality are released in the application.
• Foster an environment that maintains good ticket performance and customer satisfaction.
• Work with team members on internal initiatives to improve team performance, foster team growth, and assist with meeting department and company goals.
• Capture needed documentation changes and provide feedback to the document owner.
• Communicate configuration and testing feedback to upstream teams to improve the product and implementation process.
• Other duties as assigned.

Implementation Specialist II

• Drive key workstreams within large-scale implementation projects
• Partner with hospital leaders and cross-functional teams to execute program launches
• Build project plans, track progress, and keep teams aligned
• Facilitate meetings and push decisions forward
• Evaluate workflows and help design more efficient processes
• Support system implementations and coordinate across IT, operations, and clinical teams

• Help the world agree faster by making legal contracts frictionless, collaborative and accessible.
• Participate in onboarding customers with our intelligent contract automation platform.
• Work alongside the Director of Implementation to drive client success.
• Support the team with multiple onboardings and training sessions.

• Own the Client Relationship: Serve as the primary client lead during implementation. Conduct stakeholder interviews, align on workflows, and maintain alignment with operational and executive stakeholders. Provide clear updates on progress, surface risks early, and ensure strong coordination through go live and early adoption.
• Lead Solution Deployments: Oversee customer onboarding (planning, configuration, testing, training, go-live, support) with clear project plans, milestones, and risk mitigation.
• Leverage Impact Metrics: Use established KPIs (e.g., time saved, turnaround reduction) to demonstrate ROI and support customer expansion strategies.
• Collaborate with Commercial: Upsell and cross sell new products to established customers; and then develop a scalable customer-success framework (onboarding, training, support, upsell).
• Develop a targeted (by customer type) customer-success framework (onboarding, training, support, upsell) and required materials (role-based meeting template)

Senior Implementation Manager

• Own Customer implementations from the Sales handoff through to Support handover
• Own project plans, manage deliverables, report on the status of milestones and proactively identify project risks to internal team members and the Customer
• Manage internal resources in alignment with the project budget
• Provide a consultative approach by building and maintaining great customer relationships to make each project successful for both the client and Unifyr
• Lead customer workshops, prepare requirements and user documentation for project delivery
• Unifyr platform configuration.
• Document configuration environments for handover to Unifyr technical support to address questions and issues that arise post launch.
• Set and reinforce expectations and deadlines with clients and ensure follow-through on any commitments made by the Sales, Customer Success or Service Delivery teams
• Ensure that the delivered solution makes the best use of the capabilities of the Unifyr products and meets the customers’ specified requirements
• Quality assure that the delivered solution meets specification
• Manage customer expectations, identifying and communicating issues and risks, as well as resolving to ensure customer success
• Be involved in, and where applicable, develop and lead initiatives to improve internal processes, documentation, customer satisfaction and speed of delivery
• Develop and maintain a deep knowledge of Unifyr products, the business processes involved in partnering automation and best practices in partner management
• Maintain a current knowledge of best practice in business analysis and project management to maintain your professional skills to the highest level.

• Serve as the primary implementation specialist and trusted advisor from kickoff through go-live.
• Manage a portfolio of customers in various stages of onboarding.
• Lead customer training and activation calls for AI Receptionist and TrueLark products.
• Review and validate customer AI setup preferences, scheduling configurations, business information, insurance settings, and workflow requirements.
• Train customers on AI Receptionist features including:
• - AI Voice
• - AI Texting
• - Online Booking
• - Missed Call Text
• - Unified Inbox
• - Call Intelligence
• - Needs Attention workflows
• Configure and activate TrueLark within Weave systems.
• Conduct test calls and validate customer workflows before go-live.
• Troubleshoot implementation issues and partner with Product, Support, Operations, and Engineering teams when necessary.
• Proactively manage customer expectations and communicate implementation milestones.
• Handle customer escalations and adoption concerns.
• Ensure customers understand how to maximize the value of both Weave and TrueLark.
• Document customer interactions, implementation progress, and next steps.
• Schedule and conduct post-go-live check-in calls to support adoption and long-term success.
• Deliver a five-star customer experience throughout the onboarding journey.

Implementation Specialist – Upsells AI Receptionist

• Plan and coordinate the setup and configuration of software for clients
• Configure software systems according to client specifications and requirements
• Assist dealer clients in understanding and utilizing the software products
• Provide guidance and support throughout the setup and configuration process
• Collaborate with Project Management and Training teams to support client onboarding tasks
• Proactively manage escalations, risks, and assist in the resolution of issues related to product installation
• Perform final validation of system settings as approved by the dealer
• Test the functionality of purchased products
• Manage multi tasks and projects simultaneously

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