IMPLEMENTATION SPECIALIST SKILLS, EXPERIENCE, AND JOB REQUIREMENTS

Published: Aug 25, 2025 - The Implementation Specialist has experience in financial services support processes, demonstrating strong proficiency with Microsoft Office tools, especially Excel, along with excellent organizational, communication, and interpersonal skills. This role requires expertise in project management, client implementation, and operational analysis, with a focus on pension and retirement benefits, while ensuring adaptability in dynamic start-up environments. The specialist applies analytical thinking, problem-solving, and SaaS knowledge to manage multiple project timelines, build effective business processes, and deliver successful client outcomes.

Essential Hard and Soft Skills for a Standout Implementation Specialist Resume
  • Project Management
  • Requirement Gathering
  • System Configuration
  • Data Analysis
  • Product Knowledge
  • Process Improvement
  • Software Implementation
  • Technical Documentation
  • Integration Support
  • Issue Resolution
  • Communication Skills
  • Client Support
  • Relationship Building
  • Problem Solving
  • Team Collaboration
  • Customer Service
  • Stakeholder Management
  • Conflict Resolution
  • Time Management
  • Adaptability

Summary of Implementation Specialist Knowledge and Qualifications on Resume

1. BS in Computer Science with 3 years of Experience

  • Experience in hardware installation and desktop support.
  • Experience in automation.
  • Able to accept changes and respond to setbacks positively and with minimal disruption.
  • Able to take on a variety of different tasks and roles within the organization.
  • Able to learns quickly when facing new problems, experiments and will try anything to find solutions, embraces the challenge of unfamiliar tasks.
  • Experience communicating effectively and professionally with supervisor, co-workers, and all other departments.
  • Able to respond actively and sensitively to customer needs and problems.
  • Ability to adhere to the work schedule and report to work on time.
  • Able to complete all assigned tasks.
  • Understanding of the job requirements, work environment, and customer needs.
  • Able to complete work with minimal direction.
  • Ability to make well-reasoned and timely decisions that favorably affect work performance and customer service.
  • Able to practice working effectively and efficiently.
  • Ability to organize well.
  • Experience in cooperating and working well with all employees.

2. BA in Business Administration with 2 years of Experience

  • Experience working in a client/customer service environment.
  • Proven ability to maintain focus and work effectively with multiple demands.
  • Ability to work as part of a team to accomplish tasks.
  • Strong client relationship skills.
  • Must be comfortable working in a performance-based and structured environment while demonstrating high ethical standards.
  • Must be able to recognize basic procedural issues as they arise and escalate to the appropriate level.
  • Ability to work independently and provide solutions to the client.
  • Ability to influence the client and guide the client to the best solution to help resolve their needs.
  • Ability to demonstrate learning agility and critical thinking skills and apply basic concepts in new situations.
  • Proficient in the latest web technologies and working knowledge of various operating systems.
  • Excellent analytical and time management skills.
  • Excellent communication skills, both verbal and written.
  • Proficient in using Microsoft Office.

3. BS in Information Technology with 6 years of Experience

  • Service implementation or project management experience in a healthcare environment.
  • Prefer experience building software implementation solutions in a healthcare call center, healthcare SAAS company and/or working in a large integrated health system.
  • Experience in a client-facing capacity.
  • Possess project management skills.
  • Ability to manage multiple projects simultaneously, delivering quality solutions and consistent milestone adherence.
  • Must be proficient and well-organized.
  • Must have solid presentation skills.
  • Ability to create PPT presentations and deliver to a diverse audience.
  • Ability to comprehend ComSol’s Call Center call handling and telephony systems, appointment scheduling and appointment reminder applications.
  • Must have competency in Microsoft Office products, including Excel, Word and PowerPoint, and MS Project.
  • Ability to adapt to proprietary portals and build modules.
  • Experience engaging with customers at senior levels.
  • Strong written and verbal communication skills.
  • Familiarity with Salesforce for tracking project completion.
  • Ability to work in a remote/virtual environment.
  • Must have PMP certification.

4. BA in Communications with 3 years of Experience

  • Experience in client services, onboarding, or relationship management.
  • Experience using Microsoft Office products.
  • Experience managing a range of implementation sizes from small to large-scale enterprise-level.
  • Proven track record of developing and maintaining customer relationships.
  • Demonstrate and ensure timely and thorough communication of strategy, deliverable status, and results.
  • Ability to think strategically and align client needs to solution options and implementation approaches.
  • Ability to perform in a fast-paced environment.
  • Able to manage competing priorities.
  • Team-oriented and enthusiastic about client success.
  • Experience working in Learning Management Systems.

5. BS in Software Engineering with 7 years of Experience

  • Excellent oral and written communication skills that build knowledge and confidence with internal and external audiences.
  • Experience working within financial services, with exposure to revenue management.
  • Able to problem-solving mentality with a thorough approach to analysis to lead the hands-on configurations of the implementation solutions.
  • Extensive knowledge of fintech software systems and Iress products.
  • Able to build a breadth across the product range, but will likely be a recognised specialist in a more limited range.
  • Understanding how to configure the Iress software to the client's satisfaction and in line with the solution design.
  • Knowledge of relevant client markets/segments and commercial priorities, i.e., to understand the client’s business.
  • Excellent attention to detail.
  • Able to critically evaluate information gathered from multiple sources, reconcile conflicts, and decompose high-level information into a detailed understanding.
  • Able to work well under pressure and at speed, prioritising and coordinating multiple tasks across multiple projects.
  • Experience with Jira and an agile working environment would be ideal.
  • Professional manner, being accessible to clients and providing timely and succinct information.

6. BA in Project Management with 8 years of Experience

  • Must have excellent interpersonal and written communication skills.
  • Must be able to work effectively in a team environment.
  • Proficient in working with computers and standard business software like Microsoft Office.
  • Ability to work on multiple projects concurrently.
  • Creative problem-solving skills.
  • Ability to work in a diverse work environment.
  • Must have consulting experience.
  • Experience with process analysis, design and mapping.
  • Experience Implementing Enterprise Software.
  • Experience creating and executing test cases and test scripts.
  • Experience with integrating or working with third-party enterprise tax products (e.g., ONESOURCE Determination, ONESOURCE Compliance, Abacus, Sabrix, Taxware and/or Vertex).
  • Knowledge of SQL scripting, Object-Oriented Programming, Microsoft .NET Framework, C# and/or VB.NET.

7. BS in Data Analytics with 4 years of Experience

  • Working experience in healthcare.
  • Working knowledge of Project Management principles and incorporating them into daily functions.
  • Proficiency in computer and software programs (e.g., Microsoft Word, Excel).
  • Effective communication style (written and verbal).
  • Proven ability to positively influence behavior toward a positive outcome.
  • Self-motivated with the ability to work independently, as well as within a team environment.
  • Proficient in data analysis, error discovery, and resolution.
  • Ability to adapt and quickly learn electronic programs utilized for research.
  • Positive, service-oriented attitude.
  • Must have a high level of integrity.
  • Ability to coordinate multiple activities and work closely with all associated personnel in data capture and analysis.

8. BA in Economics with 3 years of Experience

  • Proficient in MS Office Suites, including Word, Excel, and PowerPoint.
  • Familiarity with the setup of web-based or desktop applications and defining user requirements.
  • Familiarity with SQL Server and PostgreSQL.
  • Basic project management knowledge and experience.
  • Ability to quickly learn, understand, and explain technical information.
  • Ability to manage and coordinate multiple implementations and technical issues.
  • Ability to test efficiently Desktop, Web and Mobile applications.
  • Excellent written and verbal communication skills.
  • Ability to work with, manage, and satisfy clients.
  • Highly motivated and flexible.
  • Excellent time management and organizational skills.
  • Able to work in a fast-paced environment and meet project deadlines.
  • Fluency in English and French.

9. BS in Information Systems with 5 years of Experience

  • Professional experience in the implementation and day-to-day administration of SaaS platforms.
  • High level of technical proficiency in SaaS technologies, knowledgeable about APIs, with a high capacity to learn.
  • Exceptional oral and written communication and presentation skills.
  • Customer-facing experience, as most of the work will be directly related to customer enablement.
  • Excited to play an integral role during the company’s most rapid growth period.
  • Experience using or managing G Suite and/or M365 and Okta.
  • Must have certifications in Google, Okta, and M365.
  • Experience at a fast-growing startup, IT consulting/services company, or technology vendor.
  • Working experience using a variety of other common SaaS apps, including Salesforce, Slack, Atlassian, and Zendesk.
  • Experience with REST APIs, understanding capabilities per app, based on publicly available documentation.
  • Must have experience using BetterCloud.

10. BA in Human Resources Management with 3 years of Experience

  • Strong people, project management, and business analysis skills.
  • Excellent verbal and written communication skills.
  • Must be able to present ideas and solutions clearly.
  • Excellent troubleshooting and problem-solving skills.
  • Experience in a customer-facing role.
  • Experience in the real estate industry.
  • Able to be enthusiastic and a self-starter.
  • Understanding of API, webhooks and system integrations.
  • Proven track record of meeting deadlines and managing multiple projects simultaneously.

11. BS in Information Technology with 2 years of Experience

  • Experience with HTML, JavaScript, and CSS.
  • Proficiency in Salesforce, FinancialForce, ServiceCloud, Lasso, or similar CRM platform.
  • Proficiency in Microsoft Windows and Office products.
  • Able to work hard and smart, results-driven.
  • Excellent attention to detail.
  • Professional and welcoming attitude.
  • Excellent interpersonal skills, including communication, active listening, and customer service.
  • Able to dedicated team player and individual contributor.
  • Able to work autonomously.

12. BA in Business Administration with 3 years of Experience

  • Experience in a fast-paced project management or implementation specialist role.
  • Experience with construction schedules, models, and drawings.
  • Effective working with remote teams, solid communication skills.
  • High level of competency with advanced model authoring software.
  • Experience with estimating software.
  • Ability to quickly interpret and understand any/all job site plans.
  • Analytical, detail-driven and a master multitasker.
  • Experience demoing software and training groups of varied stakeholders.
  • Experience in construction estimating.

13. BS in Computer Science with 4 years of Experience

  • Experience in Implementation/Onboarding, Account Management, or SaaS Customer Success roles.
  • Able to unrivaled sense of autonomy, ownership, and dedication to helping customers realize their intended value.
  • Technical knowledge as it pertains to software integrations.
  • Working knowledge of SQL.
  • Strong analytical problem-solving skills.
  • Verifiable track record of quality decision-making based on a mixture of analysis, experience and judgement.
  • Strong project management skills.
  • Ability to break down work into steps and to develop and maintain schedules and task/people assignments.
  • Ability to accurately scope the length and difficulty of projects.
  • Ability to anticipate and adjust for problems and roadblocks.

14. BA in Communications with 3 years of Experience

  • Experience with implementing via APIs and/or JavaScript.
  • Energetic and self-motivated, proactive and creative problem solver.
  • Must have an aptitude for learning software.
  • Strong with business applications and data integrations.
  • Able to explain complex data relationships in non-technical terms.
  • Must be comfortable with learning at a fast pace and learning on the job.
  • Ability to manage multiple priorities while maintaining strict attention to detail.
  • Strong communication and interpersonal skills, both written and verbal.
  • Able to consistently demonstrate diplomacy, tact, and poise when working through customer issues and escalations.
  • Working knowledge of Salesforce.com/CRM structures.

15. BA in Project Management with 5 years of Experience

  • Good Java/J2EE understanding and experience.
  • Good troubleshooting skills.
  • Able to work to deadlines and can escalate issues effectively.
  • Experience in Java development.
  • Able to analyze and troubleshoot existing Java code.
  • Experience Application Deployment with Application servers (WebLogic, WebSphere, JBoss).
  • Experience Java IDEs (Eclipse/IntelliJ).
  • Experience building tools (Ant, Maven).
  • Excellent communication, written and team skills.
  • Enthusiastic and self-motivated, with the ability to work alone.
  • Experience with releases and code delivery.
  • Experience Release and code delivery.
  • Experience Version Control (Mercurial).

16. BS in Software Engineering with 4 years of Experience

  • Experience in software or hardware deployment/implementation.
  • Experience with setting up and troubleshooting TCP/IP connections within Windows, switching and client-server architecture.
  • Experience in configuring, installing, and troubleshooting fleet tracking devices and peripherals, or related experience, would be an asset.
  • Exceptional presentation skills and comfort with speaking in front of large groups of people.
  • Ability to think on feet and solve complex problems.
  • Impeccable customer service skills.
  • Exceptional demonstrated communication abilities, both verbal and written.
  • Ability to work independently.
  • Able to manage stressful situations in a calm manner.
  • Able to handle multiple projects at a time, prioritize work, and ensure timelines are met consistently.
  • Must be legally able to travel periodically within North America.

17. BS in Data Science with 3 years of Experience

  • Excellent communication skills with both clients and internally.
  • Well-organized and structured approach.
  • Ability to work under pressure and tight deadlines.
  • Patience with the drive to improve and have a long-term vision.
  • Proactive and independent work ethic.
  • Able to creative mindset that can come up with effective solutions to complex problems.
  • Able to credibly represent FactSet RMS to the high-level client and internal stakeholders.
  • Able to work collaboratively and persuasively with internal and external stakeholders.
  • Experience working in a client-facing role, either supporting or implementing FactSet products across clients.
  • Prior experience working with IRN.

18. BA in Economics with 5 years of Experience

  • Project management and strong organizational skills.
  • Technical in nature and requires research, analytical and database skills.
  • Able to run SQL queries, data manipulation, and scrubbing to solve problems.
  • Experience with ticketing and defect tracking systems, as well as CRM.
  • Able to communicate well with customers of all skill levels, from novice to expert.
  • Patience to deal with customers who may be slow to understand what seems obvious.
  • Strong organizational and task-management skills.
  • Self-starter who can take the initiative on projects with a minimum of supervision.
  • Able to juggle several customer projects at once and will need to keep them all organized.
  • Able to learn quickly on own.
  • Must have time Management Skills.

19. BS in Information Systems with 3 years of Experience

  • Proven successful client-facing and project management experience.
  • Account Management experience with exposure to sales.
  • Must have planning and project management skills.
  • Successful experience in a B2B environment.
  • Flexible with the ability to work independently and as part of a team.
  • Strong interpersonal, written, and verbal communication skills.
  • Superb organizational skills and attention to detail.
  • Must have excellent product knowledge.

20. BA in Human Resources Management with 4 years of Experience

  • Proven successful experience liaising with Senior HR Executives.
  • Must have able to presentation skills.
  • Ability to react and respond quickly and effectively.
  • Must have experience using CRM.
  • Numerate and able to understand a financial argument.
  • Practical, level-headed and able to prioritize.
  • Adept at building rapport and dealing confidently with senior stakeholders.
  • Great at building internal and external relationships.

21. BS in Computer Science with 3 years of Experience

  • Excellent communicator, internally and externally.
  • Able to meet and create relationships with new people.
  • Relationship with partner management to solidify buy-in.
  • Comfortable in suggesting/requesting changes in behavior when partner employee activity is low.
  • Experience trainer, clear and articulate when introducing many employees to new processes and software.
  • Observant, persuasive, and with great attention to detail.
  • Passion for technology solutions.
  • Comfortable around computers and technology.
  • Able to troubleshoot the Salty software.
  • Able to constantly meet new people and present in new locations.
  • Self-motivation and accountability when communicating and delivering measurable results for the entire team.

22. BA in Business Administration with 4 years of Experience

  • Experience in project management in the education sector.
  • Deep understanding of how multi-academy trusts and schools in England operate.
  • Ability to create a structure in ambiguous situations and design effective processes.
  • Strong initiative and ability to identify opportunities that would be beneficial to customers.
  • Experience in working collaboratively with multiple stakeholders and complex customers.
  • Experience in an ambitious international startup and a chance to have an impact on education quality across England and internationally.
  • Feedback-based work culture that highly values transparency and team well-being.
  • Able to clearly focus on personal growth.

23. BS in Information Technology with 2 years of Experience

  • Exceptional written, verbal, and interpersonal communication skills.
  • Must be self-motivated, able to multitask and manage priorities effectively.
  • Able to work efficiently in a team environment.
  • High level of professionalism and confidence when working with clients over the phone and in a remote environment.
  • Excellent communication skills, working with a client base of varying degrees of computer knowledge and skills.
  • Working knowledge of Microsoft products (Word, Excel, Outlook) and Microsoft operating systems.
  • Excellent in a fast-paced, ever-changing industry.
  • Able to manage a large volume of clients, prospects, and projects at a time.

24. BA in Communications with 3 years of Experience

  • Intermediate knowledge of Tracker, HighQ, or CE.
  • Basic level familiarity or experience delivering services related to clients' implementation of Tracker, HighQ, or CE.
  • Experience in a client-facing role is highly preferred.
  • Able to dynamic presenter and a quick thinker to instill confidence.
  • Ability to work in a team environment as well as independently.
  • Strong interpersonal skills, written and oral communication abilities.
  • Experience with a major TMS (ex, BluJay, JDA, Blue Yonder, Omnitracs, Descartes, MercuryGate, Oracle, SAP).
  • Experience implementing supply chain software.
  • Experience in transportation and/or logistics with knowledge of industry terminology and best practices across multiple modes (truckload, LTL, rail, intermodal, ocean, and air).

25. BA in Project Management with 4 years of Experience

  • Experience in the financial services support process.
  • Proficiency with Microsoft Office tools, particularly Microsoft Excel.
  • Excellent organizational, interpersonal, and communication skills, both written and verbal.
  • Ability to work autonomously, effectively handle multiple tasks, prioritize deadlines appropriately and remain flexible.
  • Experience in Pension and Retirement Benefits is strongly preferred.
  • Strong project management skills, including problem solving, attention to detail, analytical thinking and decisiveness.
  • Able to perform current state and future state operational analysis, which is used to assist in building the customer’s business processes.
  • Experience in client implementation that includes client interaction.
  • Able to work technically, analytically, and very organized.
  • Easy to adapt, it is a start-up after all.
  • Able to follow multiple simultaneous project timelines and problem-solve when implementation deviates from the plan.
  • Must have SaaS experience.

26. BS in Software Engineering with 3 years of Experience

  • Experience in software development.
  • Proficient in HTML, CSS, and JavaScript.
  • Excellent verbal and written communication skills.
  • Excellent organizational skills and attention to detail.
  • Strong sense of design.
  • SQL and Data Integrity experience (Syncing data from DB to CRM).
  • Excellent, effective communication skills, including verbal, written, listening, and presentation skills.
  • Ability to engage and successfully interact with the client and project team at all levels.
  • Consulting and client/project team relationship-building skills.
  • Strong technical background.

27. BA in Economics with 2 years of Experience

  • Basic project management skills.
  • Excellent time management, organization, and communication skills.
  • Able to use quick wit and sense of humor.
  • Equivalent Military experience.
  • Experience working in client service/customer service.
  • Business consulting experience.
  • Ability to work independently and with a team.
  • Education or experience working in an educational or IT-related field.
  • Effective verbal and written communication skills.
  • Excellent organizational skills and time management.
  • Experience in the Club industry.
  • Knowledge of Jonas Club Software.

28. BA in Human Resources Management with 7 years of Experience

  • Experience training individuals and/or groups.
  • Previous experience in information technology, teaching/coaching, or other related fields.
  • Strong project management skills.
  • Strong analysis and critical thinking skills.
  • Deadline and detail-oriented.
  • Strong leadership qualities.
  • Information Technology system knowledge, with an expert understanding of network topology and project management.
  • Strong payment transaction processing and industry business principles knowledge.
  • Ability to interact well with customers and management.
  • Strong verbal and written communication skills.
  • Ability to leverage these skills in a teaching environment.
  • Ability to drive change in a technical work environment.
  • Ability to multitask, covering multiple projects.
Relevant Information
Implementation Lead Skills, Experience, and Job Requirements
Implementation Director Skills, Experience, and Job Requirements
Implementation Manager Skills, Experience, and Job Requirements