Client Implementations Specialist

The Clearing House•Raleigh, NC

6d•Hybrid

About The Position

The Client Implementation Specialist leads onboarding and implementation activities for TCH systems, processes, and products, and conducts user acceptance testing (UAT). The role supports high client satisfaction by delivering seamless implementation and onboarding experiences for clients and stakeholders and ensuring quality through thorough testing. The Specialist understands and troubleshoots company products, services, and systems; determines and reviews project plans; and coordinates product needs between clients and company team members. The role includes leading client onboarding, developing certification plans and test coverage, testing software applications and enhancements, documenting and tracking defects, and coordinating with technology teams to resolve issues. The Specialist serves as the primary client contact during implementation, provides guidance, develops training and support materials, and conducts system configurations, data migrations, and customizations based on client requirements. The position also monitors implementation outcomes, gathers feedback, and improves testing processes. Work is generally sedentary and performed in an office environment with standard office equipment. Employees report to the office three days per week. Occasional travel may be required, and onsite work requirements may change.

Requirements

Bachelor’s degree in computer science or a related field.
A minimum of 5 years of experience.
At least 3 years of client onboarding and integration experience.
At least 3 years of experience providing testing support for internally developed applications.
Experience with Windows- and Linux-based distributed systems, IBM MQ, and Connect Direct technologies.
Fundamental understanding of XML used in messaging.
Proficiency with Microsoft Office applications, including MS Project.
Proven experience in user acceptance testing and/or system implementation.
Strong understanding of software development lifecycles (SDLC) and quality assurance processes.
API testing and support experience using Postman, SoapUI, or other customer API clients.
Clear, concise, and professional written and verbal communication, including technical writing skills.
Ability to work with all levels of the organization.
Strong attention to detail and adherence to firm policies and procedures.
Ability to be organized, work under pressure, manage multiple tasks, take initiative, prioritize with minimal supervision, and work independently and as part of a team.

Nice To Haves

Ability to build relationships, build consensus, negotiate solutions, and guide customers through their decision process.

Responsibilities

Lead client onboarding and implementation activities, ensuring timely and successful adoption of systems or products.
Develop certification plans that validate business and technical requirements.
Collaborate with stakeholders to define acceptance criteria and ensure comprehensive test coverage.
Identify, document, and track issues, bugs, and inconsistencies, working with technology teams to resolve them.
Test new product software applications and enhancements to existing applications.
Maintain documentation, including test results, defect logs, and testing and implementation metrics.
Improve testing processes to reduce risk and increase efficiency.
Serve as the primary point of contact for clients during implementation, providing guidance and addressing concerns.
Develop and deliver training materials, user guides, and support documentation for end users.
Conduct system configurations, data migrations, and customizations based on client requirements.
Coordinate cross-functional teams to meet implementation milestones.
Monitor implementation success and collect feedback for continuous improvement.
Develop onboarding and implementation project plans, test cases, and supporting documentation against requirements.
Continuously enhance testing criteria and results reporting.
Undertake additional duties and responsibilities as directed.