Implementation Specialist Jobs

About The Position

Requirements

• Excellent verbal, written, and interpersonal communication skills.
• Strong organizational skills with the ability to manage multiple priorities and deadlines.
• Proficient in Microsoft Office Suite (Word, Excel, Outlook, SharePoint) and CRM platforms (Salesforce, HubSpot, or equivalent).
• Experience in customer service, account management, or a client-facing telecom, SaaS, or call center role.
• Fluent in English, written and spoken.

Nice To Haves

• Basic understanding of UCaaS and general telecom terminology a plus.

Responsibilities

• Coordinate all phases of client implementation — planning, scheduling, resource allocation, and equipment delivery.
• Deliver customized product training to ensure effective client adoption and smooth onboarding experience.
• Monitor project milestones, provide status updates, and maintain accurate project documentation.
• Serve as the first point of contact for inbound client calls; resolve inquiries or route to the appropriate team.
• Answer general billing questions and guide clients through online billing portals.
• Document all interactions in the CRM and meet performance metrics for satisfaction and first-call resolution.
• Manage an assigned portfolio of small business accounts with proactive outreach and day-to-day support.
• Monitor account health indicators and flag churn risks to leadership.
• Identify upsell and cross-sell opportunities; prepare accurate quotes and process approved sales orders.