Demo

Implementation Specialist

Info Image
Coppell, TX Full Time
POSTED ON 1/16/2025
AVAILABLE BEFORE 4/12/2025

Job Description

Job Description

Summary of position :

The Implementation Specialist is responsible for the overall success of project implementation processes for clients, functioning as a project manager and coordinator of multiple internal and external partners. This position serves as a vital partner and bridge between clients, Sales Representatives, Account Managers, and Account Coordinators.

ESSENTIAL DUTIES AND RESPONSIBILITIES :

Project Implementation :

  • Develops and monitors project plans and timelines in accordance with contract agreements to meet customer expectations
  • Assists clients with set-up decisions based on product knowledge
  • Prepares internal Statements of Work (SOW) and project timelines in accordance with technical, production, and customer requirements in conjunction with assigned Business Analyst
  • Conducts kick-off meetings with every new client; reviews expectations and creates written project implementation plans with milestones and deliverables
  • Coordinates all aspects of project implementation; works closely with the client and internal project team members; works with Business Analyst to oversee project workflow and analysis; works with clients, production, and programming departments, Sales Team, and Account Managers to coordinate project implementation activities
  • Organizes, convenes, and documents regular client and internal project team meetings throughout implementation; posts go-live to present and review project activities; establishes deadlines and keeps projects on track
  • Creates work orders for add-on services to meet clients’ expectations and project timelines
  • Monitors every step of the implementation process and project progress; anticipates potential issues and proactively manages details
  • Communicates project statuses and disseminates project information to clients and internal project teams on a regular basis
  • Issues client surveys at the completion of each implementation to determine clients’ perspectives on the overall projects

Client Relations :

  • Maintains a professional and courteous attitude with clients
  • Responds to clients in a timely and attentive manner
  • Communicates clients’ concerns and future needs to Account Managers
  • Demonstration and Training :

  • Provides product related demos to new and existing clients
  • Provides recommendation to clients of best business practices and industry standards
  • Provides new products and features training to all internal departments
  • QUALIFICATION REQUIREMENTS :

    To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and / or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

    Knowledge, Experience and Skill Requirements :

    Education :

  • Bachelor’s Degree preferred in Business Administration, Information Systems, or a related area of study
  • Experience and Skills :

  • A minimum of 1 years in project management or technical support experience
  • Ability to work collaboratively and effectively with diverse staff, colleagues, and clients
  • Demonstrated ability to analyze problems / issue, gather data and information, evaluate, and recommend alternative solutions
  • Demonstrated skill in accurate record keeping with strict attention to detail, organize and maintain efficient files and records
  • Ability to use discretion, exercise good judgment, resourcefulness, tact, diplomacy, and maintain strict confidentiality
  • Demonstrated skill in expressing ideas clearly and effectively
  • Computer Skills :

  • Advanced skill and proficiency using Microsoft Word, Excel, Outlook, or other software applications to retrieve data, create spreadsheets, and generate reports
  • Knowledge of any programming language a plus
  • Basic computer software / Hardware / Networking / Encryption knowledge a plus
  • Language Skills :

  • Speak excellent English and communicate information in a clear, concise manner
  • Excellent verbal and written skills
  • Must communicate information in a clear and concise manner
  • Ability to quickly build rapport with professionals in the financial and health care industry
  • Outstanding customer service skills
  • Time Management and Organizational Skills :

  • Demonstrate ability to manage multiple projects and meet deadline
  • Able to resolve questions, problems, etc. in a timely manner
  • High level of accuracy and attention to detail
  • Self-motivated, goal oriented, and persistent
  • Must possess a high level of initiative and work well in a team environment
  • Able to handle stressful situations and deadline pressures well
  • Physical Requirements :

  • Multi-limb and eye-hand coordination
  • Able to stand, bend, reach, stoop and lift boxes up to 10 lbs.
  • Fast paced / multi-tasking with organization and efficiency
  • Able to sit at desk, working on computer and phones for a full work day
  • Able to work in a fast pace environment / multi-tasking with organization and efficiency
  • Able to work overtime as needed
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    Job openings at Info Image

    Info Image
    Hired Organization Address Coppell, TX Full Time
    Job Description Job Description Notice to applicants : This is a non-sponsorship opportunity; employer will not transfer...

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