Implementation Consultant

Storable

12h•Remote

About The Position

This role is responsible for the successful onboarding of new customers globally, as allocated. This position will require you to work directly with the clients to assist with data conversion and implementation, provide guidance on best practices, and coordinate with NewBook trainers to ensure pre and post-live support is provided.

Requirements

Strong problem-solving skills and the ability to assess and mitigate risks.
A customer-focused work ethic with demonstrated experience in customer service.
Ability to build strong relationships with clients and peers.
Strong technical acumen.
In-depth knowledge of the company's product or service, including its technical aspects.
Excellent verbal and written communication skills.
Empathy and patience in handling customer inquiries and challenges.
Proficient in conducting engaging and informative training sessions.
Currently authorized to work in the United States on a full-time basis.
Reside in one of the following states: AL, AZ, CA, CO, CT, FL, GA, ID, IL, IN, IA, KS, LA, MD, MA, MI, MN, MO, MS, NC, NE, NJ, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, WA, WI, WY.

Responsibilities

Manage the overall setup program for clients, including timelines, milestones, and deliverables.
Serve as the primary point of contact for clients during the implementation process to gather and transition their data onto the company's platform or system.
Address client inquiries, concerns, and requests promptly and professionally.
Maintain a high level of customer satisfaction throughout the setup and implementation phases.
Ensure data integrity and accuracy during the transition process.
Data entry of complex client data
Collaborate with technical teams to resolve data-related issues.
Offer expertise in interpreting and analyzing custom and complex data sets to provide insights and guidance to clients.
Assist clients in leveraging the product to derive actionable insights from their data.
Identify potential risks and challenges during the setup and implementation process.
Develop mitigation strategies and contingency plans to address and minimize risks.
Regularly assess and report on the status of identified risks.
Coordinate cross-functional teams to ensure all aspects of the implementation are on track.
Work closely with training team to assist them for their "live day," which will involve the launch of their database, ensure importing and setup requirements are met.
Provide guidance and support to trainers and clients during the transition to live operations, addressing any questions or concerns they may have.
Troubleshoot technical problems customers encounter, guiding them through step-by-step solutions and employ active listening to fully understand customers' needs and provide accurate solutions.
Offer ongoing support to training department for clients after the live day.
Collaborate to escalate and resolve complex technical issues efficiently and notify/escalate client concerns to senior management / customer success.
Achieve customer satisfaction metrics and contribute to improving customer experience.
Continuously update your knowledge and skills related to the company's offerings and industry trends.
Stay informed about changes and updates to the company's products or services.
Take the initiative to identify areas for improvement in the client training process and suggest enhancements.
Maintain and log detailed records of onboarding clients requirements, progress, and feedback in Confluence and related programs
Maintain Knowledge Base and Confluence

Benefits

Generous health coverage for you and your family, including fully paid short- and long-term disability coverage and two-times base salary life insurance.
401(k) match after 60 days, 100% vested after 1 year.
Employer contribution to your HSA, plus an HRA to help offset your deductible.
Instant access to flexible vacation. We trust you, so we have a ‘take what you need’ vacation policy.
Be More – company rewards and recognition that add up and can be redeemed for personalized gifts and experiences!
8 hours of Volunteer Time Off each year and the opportunity to get active in the community by joining one of our offsite volunteer and community service events.
8 hours of Rest, Relax, Recharge time to care for your mental health.
Access a range of mental well-being resources for yourself and your dependents, including counseling services, stress management programs, and mindfulness workshops
Fully paid parental leave: 12 and 6 weeks for primary and secondary caregivers, respectively.
’Paw’ternity Leave and Pet Bereavement
Caregiver Leave: four weeks of fully paid time away from work to care for aging dependents or family members, if needed.
$50 monthly home data stipend, plus a home office sign-on bonus of $250.
Fertility care support options to help in your journey towards parenthood.
Access to financial experts to help you make informed decisions and achieve your financial goals.
Direct Student Loan Payment Program