Implementation Specialist

Provide clients with best practices and guidance on how to optimize the use of the software to meet their business needs.

Proactively identify areas for optimization and improvement in the client’s implementation and usage.

Maintain clear and consistent communication with clients, keeping them informed of project progress, changes, milestones and deliverables.

Leverage CRM tools to track client interactions, manage accounts, and document key information.

Utilize JIRA to manage project tasks, track issues, and ensure clear communication between internal teams and clients.

Work closely with sales, product, and customer support teams to ensure seamless handoffs and continuous client success.

Provide feedback from clients to internal teams to contribute to product improvements and feature requests.

Serve as a liaison between the client and technical teams to ensure that client needs are understood and met.

1+ years of experience in customer relationship management role.

Proven track record of managing customers.

Education: Bachelor’s degree in business, Information Technology, or a related field (or equivalent experience).

Proficiency in Microsoft Office Suite (Excel, PowerPoint, Word, Teams).

Experience using Client Relationship Management (CRM) tools (e.g., Salesforce, Certinia) to track client interactions and manage projects.

Familiarity with project management tools like JIRA for tracking tasks, issues, and communication.

Strong problem-solving skills and the ability to proactively resolve issues.

Ability to work under pressure and manage competing demands in a fast-paced, dynamic environment.