What are the responsibilities and job description for the Implementation Specialist (Customer Onboarding) position at Envera Systems?
The Customer Onboarding Specialist role is to act as the main point of contact for our customers (Property Management companies, Homeowners/Condo/Property Associations, Community Developers) during the roll out of our security system to residents of our new communities. We are looking for a talented and hardworking individual to deliver an exceptional customer experience by managing assigned customer projects from start to completion.
Duties and Responsibilities
- Review project documentation to become familiar with installation details
- Format project deliverables and timeline to be presented to customer for review and approval
- Create system logins and reference materials
- Maintain project tasks in TaskRay project management software
- Respond to emails, phone calls, and other forms of correspondence (internal and external)
- Perform special projects and other duties as assigned
- Participate in project meetings with internal departments to gather installation & implementation requirements
- Host implementation conference call with customer to review project in its entirety and ensure expectations are aligned
- Manage and facilitate creation of resident databases and subsequent upload of data into proprietary software
- Create written communications (mailing/posting/email campaign) to introduce new system and provide details regarding on-site meetings and coordinate its distribution
- Schedule and coordinate on-site meetings as well as create the presentation to train community residents on the new security system
- Provide written communication to internal departments summarizing key project details and important dates
- Schedule and provide training to community appointees on related software for systems installed
- Provide signed job completion form to close out project
- Conduct on-site presentations to train community residents on the new security system
- Conduct on-site registration events to issue access control credentials to the community's residents
- Provide an on-site presence for Gate System activations
Skills:
- Excellent communication skills (both oral and written)
- Strong presentation skills (small and large groups)
- Computer literate and proficient with Microsoft Office Suite (Microsoft Project experience a plus) and other Web-Based Programs
- Detail oriented and ability to work independently
- Well-built skills in organization, prioritization and time management with ability to work in a fast-paced environment with changing priorities
- Ability to learn technical products
- Work efficiently to meet project deadlines while maintaining a high attention to detail