Implementation Specialist

TrustLayer • Tampa, FL

8d

About The Position

We are seeking a proactive and customer-focused Implementation Manager/Onboarding Specialist to join our team. In this role, you will be the primary point of contact for new clients, guiding them through the onboarding process, ensuring a smooth transition to our platform, and setting them up for long-term success. Your ability to manage projects, understand customer needs, and provide exceptional service will be key to driving customer satisfaction and retention.

Requirements

• Excellent project management skills with the ability to manage multiple projects simultaneously.
• Strong problem-solving skills and technical aptitude.
• Exceptional communication and interpersonal skills.
• Ability to work independently and as part of a team in a fast-paced, dynamic environment.

Nice To Haves

• Familiarity with insurance or compliance industries is a plus.

Responsibilities

• Client Onboarding: Lead the end-to-end onboarding process for new clients, including initial setup, configuration, and training.
• Implementation Management: Develop and manage project plans, timelines, and deliverables to ensure successful implementation of our software solutions.
• Customer Training: Conduct training sessions and webinars to educate clients on how to effectively use our platform.
• Support: Provide ongoing support and troubleshooting during the implementation phase, ensuring all client issues are resolved promptly.
• Customer Success: Collaborate with the Customer Success team to ensure a seamless handoff post-implementation and monitor client satisfaction.
• Feedback Loop: Gather client feedback and work with the Product team to drive continuous improvement of our platform.
• Documentation: Create and maintain comprehensive onboarding and training materials.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed
• Number of Employees: 11-50 employees