WHAT DOES AN IMPLEMENTATION SPECIALIST DO?

Updated: Oct 21, 2025 - The Implementation Specialist serves as the primary contact for academy trusts and schools, overseeing survey implementation, training platform users, and providing ongoing support to ensure smooth adoption of services. This role involves gathering feedback to ensure value delivery, exploring customer needs, troubleshooting technical issues, and collaborating with the product team to optimize platform use. The specialist also delivers insights on school improvement, facilitates knowledge-sharing across the education community, and maintains clear communication with stakeholders to track and report implementation progress.

A Review of Professional Skills and Functions for Implementation Specialist

1. Client Implementation Specialist Functions

  • Pre-sales Support: Pre-sales support, e.g., system demonstrations and requirement discussions.
  • Implementation Planning: Plan the implementation cycle and draw the implementation plan.
  • Project Coordination: Coordinate all implementation of cash management solutions like electronic banking, local and cross-border pooling, ERP integration, etc., for corporate clients and ensure timely implementation.
  • Documentation Management: Generate/manage product documentation, e.g., e-banking agreement, cash pool agreement, Korean local products agreement, etc.
  • Technical Configuration: Technical setup in the global or Korean local product systems.
  • Client Training: Provide product training to the client.
  • UAT Management: Manage user acceptance testing (UAT).
  • Client Support: Provide level 1 product support to the client.

2. Client Implementation Specialist Duties

  • NCA Coordination: Act as a single point of contact for the NCA process.
  • KYC Support: Support the Client Officer/RM on the KYC requirement clarification.
  • Due Diligence Assistance: Help in obtaining documents/information to complete due diligence.
  • Customer Relationship Management: Maintain contact with customers to ensure service is up to standard.
  • Service Review Support: Assist in the timely consolidation of management to enable the continuous review of service standards.
  • Proactive Monitoring: Proactively monitor and take appropriate actions.
  • Utilization Tracking: Ensure that expected utilization and penetration levels are met.
  • Technical Support Management: Manage the technical support function.

3. Implementation Specialist Details

  • Software Issue Handling: Deal with all questions about the use of complex software and, after thorough examination, register solutions for error messages.
  • Customer Communication: Communicate with the customer mainly online through an issue tracking system (JIRA) or by telephone.
  • Version Release Management: Release new versions to the customers.
  • Fix Testing: Responsible for testing new development of fixes in WHATS’ON software.
  • Functionality Documentation: Test and document new functionality, as well as the solutions for error messages registered by yourself.
  • Workflow Translation: Translate the customer’s workflow autonomously into the WHATS’ON workflow, in order to get customers operational as quickly.
  • User Training: Train customers’ key users and sometimes end users.
  • Solution Integration: Help configure and integrate the solution and deal with all questions about the use of the software and guarantee internal first-line support.
  • Implementation Contact: Contact for customers during the implementation and represents their interests internally.
  • Go-live Support: Provide on-site assistance during the go-live period.

4. Implementation Specialist General Responsibilities

  • System Configuration: Configure systems from end-to-end, troubleshoot errors, and perform quality assurance testing.
  • Client Engagement: Lead or participate in functionality delivery sessions with the clients.
  • Project Participation: Participate in project walkthroughs, business requirements gathering, design walkthroughs, and implementation sessions.
  • Scope Monitoring: Flag and report potential problematic or out-of-scope requests from clients.
  • Issue Investigation: Technical investigation of client issues, detailed initial troubleshooting before escalating issues to the Development team.
  • Pre-UAT Support: Enable successful go-lives by acting as the first line of QA before UAT with a client and final implementation.
  • System Testing Support: Assist with performing integrated system testing when new features are applied to a client system.
  • Ticket Resolution Support: Assist the Support desk in solving complex system tickets.

5. Implementation Specialist Role Purpose

  • Technical Implementation Support: Assist new and existing clients with Rakuten Affiliate Network technical implementation, including sharing implementation instructions, confirming technical setup, tracking, testing and validation.
  • Client Communication: Establish and maintain regular and appropriate communication with key external client contacts, as well as internal colleagues and other department members.
  • Tool Proficiency: Learn and understand the full capabilities of Rakuten Marketing tools and technologies and relevant industry consumer privacy tools.
  • Solution Advocacy: Set clear expectations and advocate for the most effective implementation solution based on the campaign goals and available Rakuten Marketing technology and partnerships.
  • Issue Troubleshooting: Troubleshoot, escalate and respond to client tracking and reporting inquiries and requests.
  • Post-launch Support: Manage post-launch tracking inquiries.
  • Tracking Integrity: Maintain tracking integrity and protect revenue.
  • Process Improvement: Analyze and improve the client launch process where opportunity exists or business needs change.
  • Documentation Management: Create and maintain launch process documentation.
  • Best Practice Definition: Define best practice guidelines to support the client’s lifecycle and internal team’s workflows.
  • Solution Identification: Identify potential new tracking solutions to be reviewed by the Product Development team.

6. Implementation Specialist Essential Functions

  • Case Management: Manage and route Salesforce cases for implementation-related administrative requests, including crosswalk configurations, plan setup audits, file load enablement, funding agreement activations, credit/debit memo generation and special requests.
  • Plan Configuration: Complete plan configurations in all HealthEquity systems for all product lines.
  • Process Documentation Updates: Update process documentation as new functionality or processes are deployed.
  • Manual Maintenance: Make additional documentation updates and ensure process manuals are current.
  • Project Plan Preparation: Prepare, maintain and update sample project plans used by the Sales organization.
  • RFP Coordination: Manage the RFP and Finalist requests through Salesforce, routing the request to the appropriate leader.
  • Process Monitoring: Monitor new project activity to ensure the defined process.
  • Reporting Support: Run weekly reports to identify project assignments and resource capacity and provide them to the leadership team.
  • Audit Preparation: Prepare plans for routine audit and/or complete the defined project audit steps for plan configuration and system of record updates.

7. Implementation Specialist Additional Details

  • Audit Documentation: Provide supporting documentation for internal HealthEquity, SOC and SOX audit cycles.
  • Implementation Support: Perform various implementation tasks as requested by the Implementation Managers.
  • Survey and Setup Execution: Understand and complete plan surveys, system setup, communications and materials delivery.
  • Project Monitoring: Monitor projects through a series of reports.
  • Activity Assurance: Ensure key activity takes place, including project and plan configuration auditing, post-implementation survey execution, agreement and asset line item completion, plan document preparation and fulfillment data.
  • Process Training: Train supporting offshore teams on revised or new processes.
  • Documentation Maintenance: Ensure documentation used by supporting administrative teams is current and detailed with step-by-step instructions.
  • Internal Communication: Prepare and distribute a weekly newsletter for the extended team that includes key highlights from across the organization (development activity, changes in procedure, upcoming deliverables, critical dates).

8. Implementation Specialist Roles

  • Project Coordination: Responsible for coordinating and leading small, non-complex implementation projects.
  • Client Implementation Support: Work with external clients in the implementation of technical systems, software, hardware, or solutions.
  • Business Continuity Support: Support the business continuity of the Company and LLS clients as an essential worker.
  • Client Research: Conduct basic client research to understand the client.
  • Meeting Support: Attend and provide support in meetings.
  • Needs Evaluation: Assist in evaluating client needs and reporting on them.
  • Process Planning: Assist in the development of plans that support business processes.
  • Activity Tracking: Keep track of and document all client implementation activities in Salesforce.

9. Implementation Specialist Tasks

  • Plan Execution: Execute the agreed implementation plan with the client.
  • Implementation Documentation: Draft implementation plans and reports in PowerPoint, Excel and Word.
  • Procurement Support: Provide support with ordering materials and equipment in Salesforce.
  • Delivery Verification: Provide support in checking equipment and material delivery.
  • Field Installation: Inventory, install, test and troubleshoot equipment in the field.
  • Training and Support: Provide training and end-user support (onsite or remotely) during the implementation process and complete proper documentation.
  • Field Coordination: Support by being a field lead to track inventory, work completed and identify follow-up needs.
  • Staging Area Maintenance: Responsible for maintaining an organized staging area by handling trash disposal and managing any old equipment.

10. Implementation Specialist Details and Accountabilities

  • Client Implementation Leadership: Lead medium and high-value clients through the implementation process.
  • Cross-functional Collaboration: Work cross-functionally across engineering, product, sales, account management, and various other teams in support of successful implementations.
  • Lifecycle Management: Manage the entire partner implementation lifecycle.
  • Partner Handoff Coordination: Coordinate the handoff of the partner between Partner Services and Implementation.
  • Requirements Documentation: Qualify and document partner requirements.
  • Effort Management: Set up/manage implementation efforts with the partner.
  • Milestone Delivery: Work with engineers to deliver milestones.
  • User Acceptance Testing: Perform user acceptance testing to ensure auto-invites are generating.
  • Post Go-live Transition: Hand over to Partner Services post go-live.
  • Status Communication: Proactively provide status updates to partners and internal stakeholders.

11. Implementation Specialist Overview

  • Issue Escalation: Escalate issues to designated team contacts and/or cross-functional teams in a timely manner.
  • Issue Resolution: Ensure implementation issues are addressed early.
  • Process Improvement: Help identify process and operational improvements.
  • API Troubleshooting: Assist partners with troubleshooting/debugging all issues related to the build and testing of API integration (i.e., data/content abnormalities, connection and configuration issues, etc).
  • Compliance Monitoring: Ensure that partner and Rhino are in compliance with contractual obligations, including service level agreements (SLA’s).
  • Partner Satisfaction: Responsible for partner satisfaction during the implementation process.
  • Implementation Quality: Responsible for the quality of implementations and adhering to defined turnaround times for implementations.
  • Feature Analysis: Gather and analyze feature enhancements on behalf of the existing partner.
  • API Expertise: Become a subject matter expert on core API Property Management Systems (PMS) integrations.

12. Implementation Specialist Roles and Responsibilities

  • Customer Implementation: Responsible for the analysis and end-to-end implementation of new customers.
  • Sales Communication: Communicate directly with the Sales team on a daily basis.
  • Setup Accuracy: Ensure all aspects of customer setups are accurately completed.
  • SLA Compliance: Ensure all SLAs are met by all internal partners to release an account in a timely manner.
  • Satisfaction Monitoring: Monitor customer satisfaction with new implementations.
  • Performance Assurance: Ensure performance exceeds customer expectations.
  • Quality Tracking: Track quality metrics to ensure that implementations are completed at the expected high standard.
  • Process Adherence: Create and follow established processes and template guidelines.
  • Best Practice Alignment: Ensure implementation initiatives proceed according to established best practices.

13. Implementation Specialist Duties and Roles

  • Information Communication: Effectively communicate product, price, promotion, and procedure information to customers and the Sales team.
  • Cross-functional Collaboration: Interface with all areas affected by the implementation, which may include customers and other McKesson departments (Sales, DC Operations, Credit, Regulatory, Pricing).
  • Implementation Oversight: Oversee/coordinate all aspects of implementation.
  • Project Leadership: Serve as project lead between customers and various internal and external resources.
  • Issue Resolution: Assess implementation issues and develop resolutions to meet productivity, quality, and customer satisfaction goals.
  • Plan Development: Develop detailed implementation plans and status reports.
  • Customer Offboarding: Offboard customers who no longer wish to remain a part of McKesson.
  • Contract Tracking: Track Health Mart contracting for both new and existing customers.

14. Implementation Specialist Responsibilities and Key Tasks

  • Solution Implementation: Implement ADP's solutions in accordance with client expectations, following ADP guidelines.
  • Scenario Support: Support a variety of implementation scenarios, including adding additional features, transfers from other parts of ADP, or migration from one ADP solution to another for ADP's moderately complex clients, and long timeframes, where each client may require a different configuration.
  • Subject Matter Expertise: Serve as a subject matter expert who can help lead the workflow of the group.
  • System Optimization: Apply industry and product knowledge to optimize system configurations and product upgrades.
  • Client Satisfaction: Ensure client satisfaction and retention through timely solution delivery within client-defined timeliness.
  • Issue Resolution: Resolve issues and provide solutions, with minimal direction on procedural matters.
  • Data Conversion: Collaborate with various departments to load and convert client data to ADP's solutions.
  • Methodology Adherence: Work within ADP's implementation methodology and timeliness using technology tools.

15. Implementation Specialist Essential Functions

  • Setup Accuracy: Ensure accuracy of all aspects of client setup.
  • Client Engagement: Remain engaged with the client throughout implementation until the client is successfully running ADP solutions.
  • Internal Collaboration: Interact/collaborate with ADP associates in sales and customer service.
  • Client Communication: Exchange routine information with members of the client project team, including priorities, timeliness, and issues as they arise.
  • Knowledge Development: Maintain and expand knowledge and proficiency on the implementation of job functions, ADP products/services and implementation best practices.
  • Process Feedback: Provide input to management on process improvement and product enhancements.
  • Team Mentorship: Coach, mentor and may serve as an escalation point for less-experienced implementation specialists.
  • Client Influence: Use influence and impact to help clients address and analyze their needs.
  • Engagement Participation: Participate in roundtables, focus groups, feedback sessions, etc.

16. Implementation Specialist Additional Details

  • Client Onboarding: Onboard new clients, so they are set up for success, with proactive strategic advice and guidance.
  • Client Communication: Respond to client questions in a timely manner, provide Klaviyo best practices.
  • Goal Achievement Tracking: Ensure clients are achieving their initial business goals.
  • Customer Relationship Management: Own customer relationships from completed sale through successful go-live.
  • Implementation Leadership: Lead the implementation phase for new customers, including onboarding project scope, plan, resources, and timeline.
  • Process Adaptation: Adapt processes to provide a tailored onboarding experience and meet customer needs.
  • Issue Prioritization: Work to set priorities and establish a technical health plan for open problems and resolve issues in a timely manner.
  • Guidance Delivery: Provide support and guidance on technical and non-technical related questions (e.g., marketing, sales, other ecommerce setup questions) to execute on customer use cases.
  • Issue Diagnosis: Diagnose software issues and leverage Klaviyo resources to resolve in a timely manner.

17. Implementation Specialist Key Accountabilities

  • User Communication: Communicate thoughtfully to provide answers to questions for both technical and non-technical end users.
  • Technical Support: Support a wide range of technologies to reach their goals.
  • Onboarding Monitoring: Monitor onboarding health across all new customers.
  • Customer Success Enablement: Ensure customers are fast-tracking value and set up for long-term success.
  • Customer Advocacy: Advocate internally for customers throughout the entire onboarding/implementation process.
  • Process Improvement: Proactively surface, coordinate and drive new ideas to improve onboarding processes.
  • Integration Collaboration: Work with product and engineering teams for integration improvements, customer setup, UI enhancements, and anything else that prevents customers from making email revenue faster.
  • Team Culture Contribution: Contribute to a positive team environment of collaboration, customer empathy, equality, and inclusion.
  • Remote Collaboration: Collaborate with remote West Coast Klaviyos to evolve processes to best support West Coast-based customers.

18. Implementation Specialist Responsibilities and Key Tasks

  • User Communication: Communicate thoughtfully to provide answers to questions for both technical and non-technical end users.
  • Technical Support: Support a wide range of technologies to reach their goals.
  • Onboarding Monitoring: Monitor onboarding health across all new customers.
  • Customer Success Enablement: Ensure customers are fast-tracking value and set up for long-term success.
  • Customer Advocacy: Advocate internally for customers throughout the entire onboarding/implementation process.
  • Process Improvement: Proactively surface, coordinate and drive new ideas to improve onboarding processes.
  • Integration Collaboration: Work with product and engineering teams for integration improvements, customer setup, UI enhancements, and anything else that prevents customers from making email revenue faster.
  • Team Culture Contribution: Contribute to a positive team environment of collaboration, customer empathy, equality, and inclusion.
  • Remote Collaboration: Collaborate with remote West Coast Klaviyos to evolve processes to best support West Coast-based customers.

19. Implementation Specialist Roles

  • HRIS Management: Execute the ongoing system configuration, design and maintenance of the HRIS system, ensuring accuracy of all elements of HR data.
  • Consultative Partnership: Serve as a strong consultative partner to functional leaders, providing process and technology solutions to complex business needs.
  • HR Technology Support: Support technology implementations and upgrades from an HR perspective, partnering with HR functional leaders, Information Technology (IT) and vendors.
  • IT Collaboration: Partner with IT on integrations.
  • Process Improvement: Actively search for opportunities for process improvement.
  • Continuous Improvement: Based on defined measures, identify and implement methods for continuous improvement, promoting process standardization and best practices.
  • Project Coordination: Coordinate complex, cross-functional technology efforts, ensuring multiple projects are planned, resourced, and delivered on time.
  • Relationship Building: Develop excellent relationships across the organization, including outside vendors as well as functional user groups.
  • Project Delivery: Ensure the timely delivery of projects as well as operational commitments.
  • Technology Awareness: Keep pace with changing technology.
  • Vendor Monitoring: Maintain awareness of vendor plans and the potential impact of those plans on current and future HRIS functionality.
  • Documentation Development: Responsible for building and maintaining design documents, business process workflow and Standard Operating Procedures for HR processes.

20. Implementation Specialist Overview

  • Customer Service: Provide excellent customer service to clients by phone, email and via web.
  • Product Proficiency: Become proficient with the product and translate client requirements to the capabilities of the software.
  • Client Meeting Participation: Participate in implementation client-facing kick-offs, requirement gathering sessions and configuration review meetings.
  • Implementation Consulting: Consult with clients on best practices for the implementation and use of Emburse products to meet their business requirements.
  • Product Configuration: Configure the product to meet the needs and requirements of the client, according to the scope of the project.
  • Cross-functional Collaboration: Cross-functionally collaborate with the Customer Success Management team.
  • Client Needs Analysis: Understand the client's needs and requirements.
  • Implementation Execution: Ensure a timely and complete implementation process.
  • Status Reporting: Provide regular status updates on project deliverables and milestones through defined processes.
  • Project Management: Balance multiple concurrent projects within set workload expectations.

21. Implementation Specialist Job Description

  • Client Training: Provide training or other support services for clients.
  • Operational Consulting: Provide consulting services for Trapeze to enable clients to move towards a more efficient transit operation.
  • Operational Review: Provide full operational reviews for Trapeze clients.
  • Implementation Communication: Facilitate communications between the client and operations during the implementation of transit service changes.
  • Communication Integrity: Ensure communication integrity and clarity among all parties.
  • Issue Identification: Identify the client’s internal software issues and recommend improvements through products and services on an ongoing basis.
  • Client Advocacy: Effectively communicate client issues and requirements to Trapeze internal team members to ensure total solutions are provided.
  • Configuration Support: Assist the client in setting up and configuring various operational configurations and metrics to enable the maximum utilization of Trapeze tools to meet the client’s goals.
  • Software Installation: Install, configure and optimize Trapeze software in client environments.
  • Data Review Support: Assist the client in reviewing data for long-term scheduling and planning purposes.

22. Implementation Specialist Functions

  • ERP Implementation: Implement Spruce and RockSolid Max according to the ECIS standard methodology.
  • Software Consulting: Provide expertise and consulting on Spruce and RockSolid Max software modules to new and existing customers.
  • Process Optimization: Continually improve their process and optimize their use of the package.
  • Project Delivery Management: Manage the delivery of complex, small to medium-sized business/IT project initiatives.
  • Implementation Leadership: Lead ERP implementations of Spruce and RockSolid Max and/or act as a team member of the ECi implementation team on the project.
  • Business Process Analysis: Analyze the business processes of the client and provide workable solutions for Spruce and RockSolid Max to the business needs.
  • System Setup and Training: Install, configure and train on Spruce and RockSolid Max.
  • Training Documentation: Develop training documentation.
  • Mentorship: Mentor other implementation specialists.
  • Team Contributions: Perform other duties, including but not limited to User conference materials and presentations, team meetings, knowledge base updates, and methodology improvements.
  • Administrative Management: Manage administrative tasks, including weekly time sheets, recap reports, and expense reports in a timely, complete, and accurate manner.

23. Implementation Specialist Accountabilities

  • Client Engagement Management: Independently manage engagement with customers to ensure a successful implementation from end to end.
  • User Training Delivery: Deliver training and other programs to drive adoption amongst end users.
  • Tool Deployment Oversight: Oversee deployment in RMM and MDM tools across all client devices.
  • Technical Troubleshooting: Provide front-line initial technical troubleshooting and guidance for clients throughout the implementation process.
  • Team Collaboration: Collaborate with the Sales, Service Desk and Customer Success teams.
  • Team Handoff Coordination: Ensure seamless handoff across teams.
  • Customer Satisfaction Management: Maintain a high CSAT score by going over and above with each and every customer interaction, delivering value at every touch point.
  • Issue Resolution: Resolve challenging issues with effective problem-solving skills and cross-functional collaboration, particularly with Service Desk, Quality Assurance.
  • Executive Interaction: Work closely with business owners/decision-makers/executives.
  • Strategy Translation: Translate pain points, goals and objectives into actionable strategies for success.
  • Tool Readiness: Ensure that Electric has the necessary tools to support new customers from day one.
  • Timeline Compliance: Ensure that implementation timelines are met each and every time.

24. Implementation Specialist Responsibilities

  • Information Review: Review the information provided by the client in the Implementation Forms.
  • Tool Configuration: Configure the tool by following the Implementation SOP.
  • Client Assistance: Assist the client during the Implementation Process.
  • Product Training: Train the client on the assigned Product Functionalities.
  • Account Handoff: Hand over every account to customer care within the given time by following the Implementation SLAs.
  • Configuration Consulting: Act as a consultant to the customer, advising on the best possible configuration, being assertive.
  • Product Knowledge: Keep abreast of new product developments and enhancements.
  • Task Collaboration: Collaborate in any requested implementation-related tasks and projects.

25. Implementation Specialist Details

  • Product Adoption Support: Promote product adoption and success through proactive communication, best practices training, and configuration assistance.
  • Utilization Enablement: Promote full utilization of product capabilities.
  • Onboarding Leadership: Lead onboarding and implementation services for new partners and products purchased.
  • Partner Walkthroughs: Provide detailed walkthroughs and assist new partners with implementation and portal setup.
  • Expectation Setting: Clearly communicate product setup requirements and expectations with partners and key stakeholders.
  • Product Expertise: Become an expert and trusted advisor on ConnectWise Command, Assist, Fortify, and Recover products.
  • Escalation Management: Act as the partner escalation point.
  • Timely Resolution: Ensure escalation is managed and resolved in a timely manner.
  • Feedback Reporting: Capture and record internal and partner feedback, then proactively report with management to bridge any gaps.
  • Cross-functional Collaboration: Work with counterparts in Sales, Technical Sales, Partner Success, and Partner Care to drive satisfaction and growth.
  • Partner Advocacy: Act as an advocate and voice of the partner for the internal team, Sales, Product, Service, and Marketing.
  • Process Improvement: Leverage feedback for continuous improvement to the onboarding and implementation process.

26. Implementation Specialist Roles and Details

  • EHR Implementation Support: Assist the Practices enterprise team in executing their Goals and EHR adoption vision across the clinics/facilities part of the implementation.
  • Stakeholder Collaboration: Work in conjunction with the practices project director, regional project managers, super users, clinical leads and steering committees.
  • Workflow Assessment: Workflow assessment and key decision-making, including Gap Analysis.
  • Consultative Guidance: Consultant role with the steering committee or project leads in making key decisions in defining new/updating current Goals/Workflows for the usage of eCW in the practice environment.
  • System Build Definition: Define the System Build tasks for PM and EMR items for Site GL readiness.
  • Project Oversight: Oversee the system build tasks/project.
  • Build Customization: Assist the Practice super users and steering committee in customizing/building these system build tasks.
  • IT Design Tips: Provide tips in designing their IT design layout, only with reference to Devices, printers and scanners deployments.
  • Workflow Documentation: Responsible for documenting their new eCW workflows/Cheat Sheets for unique scenarios (using MS Visio or Word).
  • Training Agenda Design: Define and design Custom Training Agendas per Practices' needs.

27. Implementation Specialist Responsibilities and Key Tasks

  • Trainer Handoff: Transfer all workflow and training agendas to onsite trainers prior to their arrival for training or go-live phases.
  • Trainer Escalation Management: Manage any trainer-related escalations originating from onsite training sessions.
  • Interface Workflow Design: Define and implement interface-based workflows for LAB, RAD/PACS, and Inpatient interfaces, including eEHX or RHIO integration workflows.
  • Site Readiness Review: Review site readiness for beginning training and going live.
  • System Build Review: Review System Build tasks with the practice Superusers.
  • Support Collaboration: Assist the eCW Support team with support-related items and issue resolution.
  • Issue Identification: Identify workflow/setup-related red flags to the eCW project and support teams in pre-GL and post-GL environments.
  • Workflow Assessment: Site assessment and adoption measurement and assistance in workflow efficiency.
  • Work Habit Analysis: Analyze work habits and suggest changes.
  • Meaningful Use Support: Meet Meaningful Use and help a client achieve better MAQ dashboard percentages.

28. Implementation Specialist Key Accountabilities

  • Project Planning: Create and execute project work plans and revise plans to meet changing needs and requirements.
  • Operational Management: Manage day-to-day operational aspects of a project and scope.
  • Deliverable Review: Review deliverables prepared by the team before passing to the client.
  • Methodology Application: Effectively apply eClinicalWorks methodology and enforce project standards.
  • Meeting Facilitation: Facilitate team and client meetings effectively.
  • Status Meeting Coordination: Hold regular status meetings with the project team.
  • Information Communication: Effectively communicate relevant project information to superiors.
  • Issue Resolution: Resolve and/or escalate issues in a timely fashion.

29. Implementation Specialist Details and Accountabilities

  • Expectation Management: Set and manage client expectations.
  • Client Relationship Development: Develop lasting relationships with client personnel that foster client ties.
  • Customer Satisfaction Growth: Continually seek opportunities to increase customer satisfaction and deepen client relationships.
  • Policy Compliance: Comply with and help to enforce standard policies and procedures.
  • Solution Recommendation: Understand customer limitations and propose alternatives/workarounds.
  • Sales Support: Assist the eCW sales team in either assisting with demos or conducting them for the community’s affiliated practices.
  • Conference Support: Assist in any conferences held by the community.
  • Webinar Delivery: Conduct webinars for special topics like 10.0 features or MU.

30. Implementation Specialist Job Description

  • Project Coordination: Coordinate all aspects of project implementation, working closely with the client and internal project team.
  • Solution Customization: Responsible for helping clients tailor ConnectWise solutions to their needs.
  • Client Training: Focus on training clients on how ConnectWise solutions work.
  • Timeline Management: Manage the workflow/timeline with the client's start date, and continually update notes.
  • Product Instruction: Train on selected products, services, processes, and procedures.
  • Setup Support: Support clients during the setup process within the allotted purchased hours.
  • Knowledge Development: Maintain existing knowledge base and build onto it by learning new products, services, processes, features and procedures.
  • Interactive Engagement: Use web conferencing to work interactively with clients.
  • Plan Monitoring: Monitor the project implementation plan in accordance with the contract agreement.
  • Expectation Alignment: Meet client expectation, discuss remaining services and scope, accomplishments of milestones and goals.
  • Client Kick-off: Conduct kick-off meetings with every new client to review expectations.

31. Implementation Specialist Details and Accountabilities

  • Implementation Planning: Create a written project implementation plan with milestones and deliverables.
  • Status Communication: Communicate project status and disseminate project information to the client and the internal project team on a regular basis.
  • Client Responsiveness: Respond to clients in a timely and attentive manner.
  • Client Escalation: Communicate clients' concerns to Management and summarize future needs and scope of services to Account Managers.
  • Business Recommendations: Provide recommendations to clients on best business practices and/or industry standards.
  • Training Support: Participate in the planning, creation, and presentation of training materials for “Nation” events.
  • Process Compliance: Comply with all procedures and respond to SLA’s outlined in the Consulting Playbook.
  • Innovation Contribution: Contribute and assist with company and department innovation and efficiency.
  • Performance Tracking: Maintain key performance indicators and metrics provided by management each quarter.
  • Manager Communication: Maintain open communication with management regarding feedback, metrics, assignments, and professional development.
  • Product Knowledge: Maintain knowledge of all current and pilot releases on the product.

32. Implementation Specialist Responsibilities and Key Tasks

  • Project Execution: Complete implementation and training project work, on time, within scope and meeting customers' expectations.
  • Application Knowledge: Develop knowledge and maintain a continual understanding of designated applications and client business processes.
  • Subject Matter Expertise: Act as a subject matter expert for the designated area.
  • Training Delivery: Deliver effective training to varied audiences through webinars and on-site sessions.
  • Client Recommendations: Responsible for determining client needs and making appropriate recommendations for current and future value-added services, products, etc.
  • Configuration and Support: Assist with district/school configuration, process mapping, district data migration, reconciliation of customer satisfaction issues, clarification of customer requirements and stats/steering meetings.
  • Client Communication: Liaise with clients either on-site, by phone, or by email.
  • Expectation Management: Set project and software expectations and provide status updates regarding project work.
  • Issue Resolution: Respond to feedback, resolving any issues in a manner that satisfies the customer while meeting business objectives.

33. Implementation Specialist Roles and Responsibilities

  • Project Methodology Application: Embrace Project Management methodologies (planning, time management, communications, etc.) to deliver these services.
  • Knowledge Sharing: Responsible for empowering clients, teammates and others within the company by imparting application knowledge and documentation.
  • Best Practices Recommendation: Recommend adherence to best practices and process optimization.
  • Status Communication: Keep the necessary parties up to date on the status of the project/engagements and escalating.
  • Stakeholder Alignment: Drive and facilitate decision-making and consensus among key stakeholders (program and technical) at the local district.
  • Team Leadership: Serve as project team lead, guiding the work of internal and client teams while ensuring responsiveness to customer needs.
  • Performance Accountability: Accountable for overall performance and delivery of the defined service scope of work.
  • Stakeholder Engagement: Develop relationships and work with key district and school stakeholders (e.g., program and technical leadership staff).
  • Goal Definition: Identify and articulate project goals and objectives.

34. Implementation Specialist Duties and Roles

  • Goal Alignment: Ensure all tasks and decisions align with goals and objectives.
  • Project Management: Apply project management methodology to all projects, including setting expectations and managing to scope.
  • Status Communication: Communicate project status and/or changes to project plans to the organization.
  • Client Liaison: Responsible for liaising with clients.
  • Expectation Management: Set expectations and provide status updates regarding project work.
  • Meeting Leadership: Lead scheduled meetings.
  • Process Coordination: Coordinate process mapping, data migration.
  • Issue Escalation: Act as an escalation point for the reconciliation of customer satisfaction issues.
  • Internal Liaison: Act as liaison on the customer’s behalf to internal business units (e.g., sales, business operations, implementation, product education, technical support).
  • Stakeholder Communication: Communicate with stakeholders in an effective, professional manner throughout the duration of the implementation effort.

35. Implementation Specialist Duties

  • System Configuration: Configure new and existing systems based on customer business requirements.
  • Technical Support: Handle internal and external technical support requests and issues relating to implementations.
  • Issue Resolution: Investigate, diagnose, and resolve system issues.
  • System Optimization: Recognize areas for system tuning/improvements and provide recommendations.
  • Bug Reporting: Responsible for authoring of clear and reproducible bug reports for the product department.
  • Defect Troubleshooting: Assist with troubleshooting and fixing defects with the product.
  • Customization Design: Assist with designing, planning, and analyzing code-based customizations (such as notifications, web parts, reports, components/fields, and search filters).
  • Customization Development: Develop pre-designed code-based customizations.
  • Solution Estimation: Review needs and solutions documentation and provide estimates for configurations unsupervised.
  • Customer Communication: Communicate with customers regarding technical details/troubleshooting (SSO setup, OData setup, technical requirement explanation, etc.).
  • Tool Usage: Use internal tooling to complete tasks.
  • Internal Tool Development: Assist with developing internal tools (add new features, modify, maintain, and improve existing features).
  • IT Setup: Set up and install IT equipment and software.
  • System Maintenance: Maintain the IT system inventory through regular backups, upgrades, and deployments.
  • Technology Improvement: Drive improvement in quality and demonstrate understanding/interest in emerging technologies and trends.

36. Implementation Specialist Details

  • Meeting Coordination: Schedule and lead weekly conference calls with new pharmacies.
  • Timeline Communication: Communicate project plans and timelines.
  • Implementation Tracking: Ensure pharmacies are on track for implementation.
  • Application Guidance: Guide pharmacies through the setup of key areas of the application.
  • Internal Updates: Advise internal team members of the current implementation state.
  • Meeting Participation: Participate in follow-up meetings.
  • Team Coordination: Enlist and coordinate other internal teams to ensure successful implementation.
  • Client Travel: Travel to client sites or business-related functions.
  • Go-live Support: Provide pharmacy go-live support.
  • Customer Training: Conduct training of new customers and ongoing training.

37. Implementation Specialist Additional Details

  • Order Management: Manage the customer order process to ship it in the shortest time possible.
  • Supply Chain Communication: Provide the Supply Chain Department with the needed information based on the customer orders.
  • Installation Scheduling: Reach out to customers/Installers to schedule installation of orders, while coordinating with subcontractor technicians.
  • Software Configuration: Manage new installation’s configurations on the software.
  • Installation Validation: Manage the installer’s new installation validations over the phone.
  • Feasibility Verification: Validate the installation feasibility with the installer while scheduling.
  • Issue Escalation: Escalate all order issues with the Operations Management team.
  • Review Participation: Participate in weekly installation review calls, providing updates on outstanding orders.
  • System Proficiency: Understand Salesforce.com and SAP, and or willing to master the website at a fast pace.

38. Implementation Specialist General Responsibilities

  • Implementation Support: Assist new medical practices with navigating DrChrono’s rigorous implementation process.
  • Client Communication: Contact for up to the first 90 days of their time on the DrChrono platform, connecting with them on a very frequent basis (usually every 1-2 days) to ensure they have the support and training that they need.
  • Client Consultancy: Provide consultancy to new clients on best practices in using DrChrono in their organization.
  • Training Delivery: Deliver and/or coordinate training for involved client stakeholders.
  • Inbound Response: Respond professionally to urgent inbound phone calls and emails.
  • Issue Escalation: Identify and escalate priority issues.
  • Information Research: Research required information using available resources.
  • Onboarding Customization: Assess and customize the onboarding strategy based on customer needs.
  • Partner Recommendation: Recommend integrated partners to help clients become the practices of the future.

39. Implementation Specialist Tasks

  • Plan Communication: Communicate proper sold plans to the carrier personnel responsible for installing.
  • Paperwork Preparation: Request and prepare all paperwork necessary for the implementation of a case.
  • Case Documentation: Ensure accurate documentation of the case throughout the internal process.
  • Build Team Coordination: Gather case essentials and communicate requirements to the Build Team so the Benefit Administration system can be built.
  • System Testing: Test the Benefit Administration system.
  • Paperwork Review: Review Employer Paperwork for accuracy upon return prior to submitting.
  • Enrollment Support: Assist in handling the Open Enrollment submission preparation of groups.
  • Census Reporting: Pull the necessary reporting to format census information to the carrier.
  • Carrier Follow-up: Follow up with carriers once the case is submitted.
  • Claim Readiness: Ensure claim readiness and acquire finalized paperwork, policies and certificates.
  • Medical Setup Management: Handle Electronic Data Interface (EDI) and the manual medical setup and installation process.

40. Implementation Specialist Overview

  • Implementation Leadership: Work with customers to lead the implementation process of all supported Ability products.
  • Customer Support: Answer inbound customer requests via telephone, email, or any additional method of inbound communication.
  • Activity Documentation: Document all activities per the defined process and procedures.
  • Product Testing: Participate in functional testing of product releases.
  • Issue Escalation: Elevate issues following the escalation procedure timely manner.
  • Communication Completion: Ensure that all communications to customers and internally are completed.
  • Guided Implementation: Perform non-complex implementations with some supervision.
  • Scheduling Coordination: Place outbound calls to coordinate/schedule implementations.
  • Workload Management: Organize and manage workload efficiently.
  • Product Communication: Communicate effectively about product offerings, operating systems and internal systems.

41. Implementation Specialist General Responsibilities

  • Client Needs Analysis: Perform analysis of client needs and be responsible for loading payroll, tax and employee data.
  • Profile Configuration: Effectively and efficiently build their customer profile into the iSolved platform.
  • Project Expectation Management: Responsible for setting and continually maintaining overall project expectations for multiple new clients simultaneously.
  • Milestone Tracking: Ensure the success and timeliness of milestone completion.
  • Data Review: Responsible for the review and accuracy of client-provided data and data load.
  • Accuracy Assurance: Ensure accuracy guarantee is maintained for new clients.
  • Client Training: Train and perform all training for new clients as well as proactively train existing clients and internal staff.
  • Platform Adoption: Improve adoption and alignment with the iSolved platform.
  • Operational Project Support: Assist operation teams with projects.
  • Customer Experience Enhancement: Enhance the customer experience and drive additional efficiency into the business.

42. Implementation Specialist Responsibilities and Key Tasks

  • Data Coordination: Coordinate customer data setup and monitoring of data transfers.
  • Implementation Oversight: Monitor implementation plans, ongoing product usage and act as a coordinator for all aspects of each customer implementation.
  • Onboarding Monitoring: Monitor the progress of customers onboarding and post-launch activities.
  • Readiness Escalation: Alert stakeholders and UWorld staff of launch readiness blocks.
  • Issue Resolution: Implement solutions or workarounds during onboarding and post-launch for high-priority issues.
  • Procedure Development: Create standardized implementation procedures and training documents.
  • Customer Training: Provide customer-facing launch training and ongoing support for the UWorld learning platform and faculty tools.
  • Quality Assurance: Assist in quality assurance and testing of newly released online products and platform features.
  • Usage Analysis: Compile ongoing customer usage, performance, and other data to determine the efficacy of customer implementation.
  • Renewal Support: Support the sales team in monitoring contract renewal opportunities.

43. Implementation Specialist Overview

  • Onboarding Management: Manage a portfolio of onboarding implementations for all PriceSpider products.
  • Technical Implementation: Implement technical aspects of a delivery end-to-end with minimal escalation.
  • Risk Escalation: Understand when to escalate implementation risks to the appropriate individual or team.
  • Process Efficiency: Leverage existing processes and tools efficiently and effectively.
  • Project Delivery: Ensure projects are delivered on time and without issues.
  • Onboarding Experience: Deliver exceedingly excellent onboarding experiences consistently.
  • Standards Compliance: Maintain the standards of excellence while following implementation best practices and processes as defined and established by the Implementation Manager and PriceSpider.
  • Procedure Improvement: Identify opportunities to enhance procedures to improve overall customer experience.
  • Cross-functional Collaboration: Maintain cross-functional relations with partnered CSM for each delivery.
  • Goal Achievement: Meet goals and targets established by the Implementation Manager.
  • Data Reporting: Provide metrics and data.

44. Implementation Specialist Key Accountabilities

  • Widget Development: Utilize technology (CSS, JavaScript) effectively to create simple widgets.
  • Data Ingestion Accuracy: Ensure accurate ingestion into the PriceSpider system with expected results.
  • Scope Review: Properly review the scope of initial implementation requirements to meet customer expectations upon delivery.
  • Scope Alignment: Redefine the scope to meet customer expectations and align with sales on mitigation steps.
  • Goal Demonstration: Demonstrate how implementation meets customers' goals through training and documentation.
  • Task Routing: Consistently route tasks and issues to the proper team in an accurate and efficient manner.
  • Feature Identification: Identify feature requests that would enhance the overall customer experience across all PriceSpider product lines.
  • Integration Support: Help with integration and deployment.
  • Customer Issue Resolution: Ensure that customer needs are met, and any issues are resolved in an expedient fashion.

45. Implementation Specialist Responsibilities and Key Tasks

  • Continuous Improvement Advocacy: Advocate for continuous PPI improvement, identifying opportunities and efficiencies both in company goals/MBO and the wider business.
  • Project Success Enablement: Improve the success of new projects and the overall customer experience.
  • Stakeholder Collaboration: Work closely with internal business partners and stakeholders, in a matrix environment, to ensure project results are of the highest caliber.
  • Relationship Building: Build relationships across sites and partner organizations.
  • Subject Matter Expertise: Serve as a subject matter expert on different aspects of assigned initiatives.
  • System Integration Support: Collaborate with system integration teams.
  • Compliance Assurance: Ensure compliance with all BU requirements and ensure appropriate training will meet business needs.
  • Project Plan Maintenance: Maintain all project plans and ensure compliance with the timeframe.
  • Implementation Coordination: Collaborate with stakeholders for all implementation processes.
  • Needs Assessment: Quickly develop a deep understanding of site needs and the path to deliver value.
  • Scope Management: Rigorously manage scope to ensure commitments are achieved within agreed-upon time, cost, and quality parameters.
  • Risk Mitigation: Identify project risks and ensure mitigation plans are in place, working to resolve or escalate issues in a timely manner.
  • Project Execution: Execute the project plan, providing regular updates.

46. Implementation Specialist Duties and Roles

  • Software Implementation: Manage the implementation of the proprietary software suite for new clients.
  • Client Assessment: Create instruments to assess the client’s needs, expectations, and appropriateness for software usage.
  • Project Tracking: Create, maintain, and use project management tools for tracking the implementation process for each new client account.
  • Client Relationship Building: Develop an effective rapport with each client to foster trust and a constructive working relationship.
  • Cross-functional Coordination: Work with fellow staff members to acquire and channel resources, request software changes, customer support, and training assistance on behalf of new clients.
  • Configuration Recommendations: Provide detailed recommendations on software configuration.
  • Operational Continuity: Ensure minimum disruption of the client’s financial and operational functions.
  • Training Material Development: Create and maintain instructional materials, including training plans and audiovisual media.
  • Client Training: Conduct formal and informal training for clients remotely and at the client location.
  • Data Scripting: Write and execute data manipulation and selection scripts (SQL).
  • Report Customization: Create and modify Crystal Reports to meet new client requirements.
  • Time Tracking: Track and report hours and expenses accrued for each client.
  • End-user Support: Provide end-user training during and after implementing systems.

47. Implementation Specialist Details

  • Requirement Translation: Review client needs and transfer these into technical requirements.
  • Scope Definition: Inform and build project scope and objectives to ensure successful implementation.
  • Change Management: Manage client relationships through change processes, driving consideration of alternative solutions to enhance maximum utilization and performance.
  • Software Installation: Coordinate the installation of client software and hardware peripherals.
  • Training Delivery: Assess training needs to build a plan and deliver on-site and remote training.
  • Implementation Tracking: Track and report against the delivery of implementation plans within set time frames and leveraging Salesforce to document progress.
  • Client Escalation Support: Contact for clients to escalate issues during the implementation and onboarding process and liaise with colleagues across the business.
  • Issue Resolution: Seek solutions and resolve them.
  • Customer Support: Provide support to the wider customer base.
  • Process Improvement: Seek and analyse client feedback to review and improve processes on an ongoing basis.
  • Documentation Maintenance: Maintain training documentation and user guides in line with software evolution.

48. Implementation Specialist Job Summary

  • Task Execution: Execute required implementation tasks according to the implementation plan and make adjustments.
  • Deadline Adherence: Meet established schedule deadlines for implementation completion.
  • Communication Support: Support established communication schedule and provide updates.
  • Progress Reporting: Communicate on the progress of implementations.
  • System Setup Support: Work with the implementation manager to ensure proper system setup and functionality for each client.
  • Activity Documentation: Appropriately document implementation activities.
  • Client Call Participation: Participate in required client calls to be available for questions regarding implementation completion.
  • Deliverable Management: Ensure that the implementation deliverables are on time and at the required level of quality.
  • Client Support: Support the current client base with new or existing implementation needs.

49. Implementation Specialist Job Description

  • Customer Interaction: Interact with customers and provide a high level of customer satisfaction.
  • Technical Consultation: Serve as subject matter expert and answer clients’ technical questions during the sales cycle.
  • CRM Management: Work in and update SFDC during the sales and implementation cycle.
  • Interface Implementation: Provide interface build and implementation services for integrating the diagnostic device with all major market EHRs.
  • Technical Troubleshooting: Perform technical support, incident analysis (log analysis, product configuration) and troubleshooting of network connectivity to EHR applications.
  • IT Environment Assessment: Study end-user IT environment in order to define the best architecture and technical choices for product installation and connectivity configuration.
  • Product Installation: Perform product installation and configuration.
  • System Maintenance: Provide updates/operational maintenance.
  • Risk Assessment: Complete the client's Security Risk Assessment Questionnaire.
  • Workflow Recommendations: Provide EHR build and workflow recommendations to clients.

50. Implementation Specialist Additional Details

  • Client Delivery Coordination: Coordinate timely and complete delivery of new client products and services.
  • Product Implementation: Execute implementation of current client products and services.
  • Stakeholder Communication: Provide comprehensive and consistent communication to external stakeholders.
  • Budget Management: Manage project budgets and ensure on-budget delivery of projects.
  • Cross-functional Collaboration: Work cross-functionally with other departments to ensure the proper delivery of contracted work for clients.
  • Progress Documentation: Document project progress and escalate necessary risks to leadership.
  • Software Configuration: Configure client software solutions, requiring attention to technical details.
  • Hardware Coordination: Coordinate necessary hardware and installation requirements for all assigned projects.

51. Implementation Specialist Roles and Details

  • Customer Outreach: Ensure timely new customer outreach via phone and email contact.
  • Training Scheduling: Schedule and conduct customer training in a timely manner.
  • Account Development: Provide customer training and early account development.
  • Feature Introduction: Introduce clients to the benefits of features and services they may have overlooked during initial purchase.
  • Order Processing: Process orders or refer them to the applicable team.
  • System Configuration Support: Assist with initial system configuration and training.
  • User Competency Training: Ensure core user competencies such as family account set-up, family billing structuring and procedures, child attendance tracking, and employee data set-up.
  • Implementation Support: Respond to customer questions throughout the implementation process.

52. Implementation Specialist Tasks

  • Implementation Support: Assist the team in managing up to 10 Client Implementations simultaneously.
  • Client Communication: Work with clients on daily Video Conference calls.
  • Product Training: Conduct product demos and walkthroughs to facilitate client training.
  • Issue Troubleshooting: Work with the wider Services team to troubleshoot issues.
  • Go-live Assistance: Assist with managing the Clients through the go-live process.
  • Customer Needs Analysis: Develop a deep understanding of customers' requirements, understand their recruiting practices, and help them integrate and optimize recruiting processes using the VidCruiter solution.
  • Training Deployment: Build and deploy training for small to large teams of recruiting specialists and hiring managers.
  • Platform Configuration: Configure the VidCruiter platform to incorporate customer customization requirements.
  • Task Execution: Assist Implementation Managers in delivering the required tasks for multiple, concurrent successful implementations.
  • Product Feedback: Strengthen product capabilities by providing customer feedback to product management and development teams.

53. Implementation Specialist Job Summary

  • Implementation Delivery: Provide professional implementation and support services to clients, resulting in smooth, well-coordinated implementations.
  • Client Setup: Perform new client setup and configuration.
  • Process Improvement: Establish and continuously improve implementation processes and implementation guidelines for new clients or new services to existing clients.
  • Client Training: Effectively and efficiently train new clients to start with the application or use new releases of the application.
  • Product Support: Provide support services, develop solutions and educate clients in the various stages of the product implementation cycle.
  • Use Case Analysis: Review and understand client use cases to understand the client’s business, successfully integrating client needs with product offerings and solutions.
  • Technical Advocacy: Act as the client’s technical advocate within the company.
  • Escalation Management: Follow established escalation protocol and seek advice or assistance from the Implementation Manager during difficult client situations.
  • Team Collaboration: Work in conjunction with Techwan client support colleagues.
  • Technical Issue Resolution: Ensure effective resolution of technical issues encountered during implementations.
  • On-site Support: Support implementations that require on-site support, on-site training and mostly on-site testing.
  • Policy Development: Recognize and identify potential areas where existing implementation policies and procedures require change, or where new ones need to be developed, particularly to facilitate company growth and product expansion.

54. Implementation Specialist Functions

  • Onboarding Oversight: Oversee the entire onboarding process of a rotating portfolio of customers, from contract close through the completion of their technical implementation.
  • Customer Engagement: Build strong customer relationships by maintaining high levels of engagement and communication.
  • Onboarding Guidance: Responsible for proactive guiding and advocating through the onboarding process.
  • Technical Translation: Clearly translate technical requirements to non-technical customers to ensure clarity and confidence in decisions.
  • Goal Alignment: Accurately ascertain customer goals and translate them into an implementation plan that will provide initial value in a timely fashion.
  • Customer Success Advisory: Advise customers on best practices for designing, implementing, and scaling their Customer Success programs.
  • Timeline Management: Proactively manage both the customer and internal ChurnZero staff to ensure timelines are met.
  • Training Delivery: Coordinate and deliver basic and advanced training sessions.
  • Platform Confidence Building: Ensure confidence with the platform and cultivate customer accountability.

55. Implementation Specialist Details and Accountabilities

  • Issue Resolution: Resolve customer issues, alone and through collaboration with other ChurnZero teams.
  • Creative Problem-Solving: Approach all situations with curiosity and creativity.
  • SQL Diagnostics: Responsible for querying databases and working with SQL to diagnose complex data issues.
  • Customer Advocacy: Drive customer advocacy in the form of references, referrals, and case studies.
  • Program Participation: Actively participate in the evolution of ChurnZero’s own Customer Success programs and processes.
  • Excellence Commitment: Insist on excellence in own Customer Success initiatives.
  • Team Contribution: Contribute towards the development of a strong team environment by upholding high work standards.
  • Customer Dedication: Go the extra mile to ensure customers are successful.

56. Implementation Specialist Responsibilities

  • Customer Liaison: Act as a secondary point of contact between Sendlane and its higher-tier customers throughout the migration phase.
  • Implementation Support: Support multiple, concurrent implementations of varying complexity.
  • Timeline Adherence: Meet all customer needs and deliverables according to proposed timelines.
  • Proactive Communication: Proactively communicate with customers to ensure the timely completion of the migration.
  • Usage Monitoring: Monitor and analyze customers’ usage of applications with an eye towards driving deeper platform adoption.
  • Product Insight Contribution: Leverage client data and usage patterns to propose product improvements and new feature recommendations.
  • Churn Risk Mitigation: Identify potential churn risk and lead proactive remediation efforts to mitigate and retain attriting customers.
  • Cross-functional Collaboration: Collaborate cross-functionally with Sales, Customer Success Managers, Engineering, Compliance, and Product teams to optimize service delivery.
  • Process Iteration: Ongoing iteration of implementation processes to streamline time to live and improve customer experience.
  • Product Knowledge: Develop a strong working knowledge of the Sendlane product and speak fluently about performance management and best practices.
  • Customer Support: Act as a trusted support person to customers.

57. Implementation Specialist Additional Details

  • Launch Coordination: Coordinate launch planning and follow-up with functional areas.
  • App Management: Provision and maintain the Valet Living mobile application for all products.
  • Adoption Support: Support marketing, sales, and operations efforts to drive adoption at Valet Living communities.
  • Strategy Recommendation: Recommend effective delivery strategies.
  • Implementation Oversight: Ensure successful implementation, training and support of Valet Living’s products and services.
  • Curriculum Design: Revise the design of the training curriculum while partnering with the training department to increase overall training effectiveness.
  • Training Aid Development: Develop teaching aids such as training handbooks, demonstration models, visual aids, computer tutorials, and reference works.
  • Product Integration: Assist with full product integration through additional consulting, training, and implementation of Valet Living services.
  • Pilot Implementation: Implement project plans to pilot new services in existing markets.
  • Training Delivery: Conduct training sessions using online training tools or in person, covering specified Valet Living services and operations.

58. Implementation Specialist Roles and Details

  • Project Planning: Define project scope, goals and deliverables, plan, schedule and adhere to project timelines and milestones.
  • Implementation Execution: Ensure that each implementation project is successfully executed.
  • Onboarding Management: Manage customer onboarding experience from initial intake call to go-live, including customization, configurations, training, etc.
  • Requirement Documentation: Document customer requirements and configure applications to meet customer business processes.
  • Application Configuration: Responsible for attending to customer requirements and business processes for configuring applications.
  • Complex Implementation: Perform complex implementations with minimal supervision (Multiple Product Project).
  • Best Practice Adherence: Ensure adherence to best practices for an implementation by following established guidelines.
  • Activity Documentation: Document all implementation project activity per the defined process and procedures.
  • Order Resolution: Resolve open orders within specified guidelines.
  • Product Opportunity Identification: Identify beneficial product opportunities for existing customers and communicate to the sales team via workflow process.
  • Product Testing: Lead functional testing of product releases.

59. Implementation Specialist Functions

  • Issue Troubleshooting: Troubleshoot more complex issues using an analytical approach and elevate issues following defined escalation procedures in a timely manner.
  • Communication Completion: Ensure that all communications to customers and internal departments are completed.
  • Expectation Management: Set and continually manage project expectations with the customer and effectively communicate project expectations with the customer and all involved participants.
  • Scope Management: Proactively manage changes in the project scope and devise contingency plans for these changes.
  • Team Assistance: Provide assistance to team members.
  • Feedback Communication: Communicate valuable product and process feedback to the manager, SME, or point of escalation.
  • Policy Compliance: Maintain compliance with Inovalon’s policies, procedures and mission statement.
  • Confidentiality Adherence: Adhere to all confidentiality and HIPAA requirements as outlined within Inovalon’s Operating Policies and Procedures in all ways and at all times with respect to any aspect of the data handled or services rendered in the undertaking of the position.
  • Responsibility Fulfillment: Fulfill those responsibilities and/or duties that may be reasonably provided by Inovalon for the purpose of achieving operational and financial success of the Employer.

60. Implementation Specialist Details

  • Product Expertise Development: Invest time to become an expert across the analytics suite of products and improve industry knowledge.
  • Requirement Gathering: Partner with clients and colleagues to gather business requirements and translate them into solutions.
  • Workflow Development: Develop high-quality workflows for clients that are scalable, supportable, and exceed clients’ expectations.
  • Data Integration Support: Partner with data integration teams to advise on extracting, transforming, and loading client and third-party data for use in FactSet.
  • Project Collaboration: Collaborate with internal and external project management personnel to communicate progress, maintain scope and identify risks.
  • Quality Assurance: Perform QA checks on outputs to ensure that solutions are of high quality.
  • Solution Documentation: Document solutions to ensure supportability.
  • Product Feedback Integration: Partner with Product Development to ensure that client feedback is integrated into products.

61. Implementation Specialist Accountabilities

  • Study Deployment Management: Manage the day-to-day study deployment and integration activities, including study configuration management, leading integration with outside vendors, and ownership of study configuration and integration documentation.
  • Project Task Execution: Complete study-specific configuration, deployment, and integration tasks for assigned projects.
  • Release Coordination: Ensure that study-specific releases, change controls, study and site-specific configurations, and integrations are completed in a timely manner and per requirements/specifications.
  • Requirement Support: Work closely with the project manager and stakeholders to identify, document, and support study-specific configuration, integration, and deployment requirements.
  • Team Coordination: Coordinate with internal functional teams.
  • Timeline Compliance: Ensure study-specific configuration, deployment, and integration tasks are completed within the required timelines.
  • Issue Escalation: Serve as the main point of contact for study deployment and integration issue escalation.
  • Process Improvement: Participate in a continual cycle of internal process improvement.
  • Feature Development Support: Support the development of new or enhanced study deployment features or services and the utilization of new technologies to further serve the organization and/or customers’ needs.
  • Environment Promotion: Manage the promotion of forms between different production and development environments.
  • Alert Configuration: Script study-specific alert configurations per requirements using JSON.
  • Integration Liaison: Act as the main liaison for integrations.
  • API Translation and Support: Work directly with Project Managers, vendors, and Customers, translating APIs from vendors into internal documents, managing tasking of internal clinical programming and development, and providing general subject matter expertise.

62. Implementation Specialist Duties

  • Implementation Management: Plan, schedule, and manage client implementation from kickoff through go-live.
  • Team Collaboration: Work closely with cross-functional teams.
  • Requirement Execution: Ensure implementation requirements are executed and timelines are met.
  • Project Ownership: Take ownership of project plans, requirements, and timelines.
  • Risk Mitigation: Proactively identify project risks and blockers, and address them with available tech and personnel resources.
  • Client Material Creation: Create and maintain client-facing presentations, videos, and other materials showcasing Thirstie solutions and best practices.
  • Workflow Documentation: Maintain documentation for best practices and client-specific workflows, and communicate with cross-functional teams.
  • Go-live Delivery: Responsible for delivering a successful go-live for clients utilizing Thirstie’s e-commerce products.
  • Client Enablement: Make the implementation process easy and ensure Thirstie’s solutions are driving client success.
  • Process Improvement: Extremely fast learner, not afraid to address inefficient processes head-on.
  • Organizational Skills: Work with cross-functional teams and have strong organizational skills.
  • Creative Problem Solving: Develop and articulate creative solutions and approaches to everyday problems.

63. Implementation Specialist General Responsibilities

  • Sales Collaboration: Work closely with the RMS and generalist sales team during the entire sales process, positioning yourself as the lead specialist.
  • Client Contact Management: Contact throughout the entire trial and implementation period.
  • Trial Oversight: Manage trials and implementations effectively.
  • Requirement Execution: Ensure all client requirements and workflows are captured and executed.
  • Onboarding Optimization: Continuously look for ways to improve onboarding new clients by establishing best practices.
  • Consulting Collaboration: Collaborate closely with generalist consulting teams to understand.
  • Specialized Support: Work with consulting teams on certain projects, queries, and questions that come in, which require specialized support.
  • Product Awareness: Stay on top of product enhancements in IRN and raise awareness across account teams and clients.
  • Workflow Integration: Ensure IRN remains an integral part of a client’s workflow.
  • Client Engagement Initiatives: Come up with creative initiatives to help drive up IRN usage across the existing client base.
  • Relationship Building: Work with existing accounts and new implementations to establish strong relationships with clients.
  • Service Reviews: Conduct regular service reviews to help determine how their usage with IRN is going and put together effective strategic plans to address any concerns that may arise.
  • Cross-functional Collaboration: Work closely with PD, engineering, and other relevant team members.
  • Migration Strategy: Identify strategies to migrate NUS and Bosvalen across to IRN.

64. Implementation Specialist Details and Accountabilities

  • Onboarding Contact: Contact during the onboarding period and responsible for the successful implementation of the system for the customer.
  • Sales Collaboration: Work closely with the sales team to understand customer needs, especially with larger accounts.
  • Kickoff Coordination: Set up a kick-off meeting with the customer.
  • Process Communication: Explain the onboarding process, timelines, and expectations through web conferences.
  • Data Integration Ownership: Ultimately responsible for getting customer data integrated into the software (buildings, users, asset lists).
  • Data Formatting: Format and validate data that has been provided by the customer, so that it can be imported into their database.
  • Customer Education: Educate customers on best practices for data collection and delivery.
  • Project Planning: Build, deliver, and execute a project plan, sometimes in conjunction with a supporting Technology Project Manager.

65. Implementation Specialist Roles and Details

  • Issue Resolution: Identify issues and effectively pivot resources to keep the project moving forward.
  • Implementation Support: Support Implementation Managers.
  • Customer Service: Responsive and delivers high-quality and friendly support.
  • Project Management: Responsible for managing multiple projects at a time for various customers.
  • Customer Understanding: Understand the various needs and requirements of customers coming from different industries (healthcare, retail, hospitality, manufacturing, etc.).
  • Feedback Reporting: Manage and report customer feedback for product improvement.
  • Solution Development: Provide innovative solutions to complex customer needs.
  • Team Documentation Support: Provide documentation and support for the Sales and Customer Support teams.

66. Implementation Specialist Responsibilities and Key Tasks

  • Client Relationship Management: Serve as the primary contact for academy trusts and schools during their Edurio journey, project-manage survey implementation, train platform end-users, and provide support while using services.
  • Customer Needs Exploration: Explore the current and future needs of customers and communicate about how Edurio can support them.
  • Feedback Collection: Make sure customers have received good value from using services by gathering regular feedback.
  • Product Collaboration: Collaborate with the product team to set up Edurio for partner academy trusts and schools and troubleshoot technical issues raised by partners.
  • Insight Delivery: Provide school improvement and stakeholder feedback insights to customers.
  • Value Optimization: Ensure that they get the most out of the platform with the aim of providing value to partners.
  • Community Engagement: Engage with a wider network to share good practices on school improvement and build a community in the education space.
  • Team Communication Support: Support the established communication schedule and provide updates to team members so they may communicate on the progress of implementations.

67. Implementation Specialist Roles

  • Software Training: Provide software training and onboarding support to new SOCi customers.
  • Client Coaching: Coach clients throughout the initial implementation of their SOCi account and answer any questions they have.
  • Service Guidance: Recommend and/or help implement other value-added services available through SOCi (social media and reputation management network support, Facebook Business Manager assistance, unique use-case-based setup and guidance).
  • SaaS Onboarding: Participate in all phases of onboarding activities for SaaS customers.
  • Project Engagement: Responsible for ensuring customers get the very best out of the platform by leading project engagements throughout the first 30-60 days of a new client’s lifecycle, including requirements gathering, solution design, account customization, training, and both phone and email support.
  • Executive Interaction: Work with leading executives as well as social media coordinators, and must possess the skills to hold both strategic, high-level conversations.
  • Concept Explanation: Explain complex concepts in comprehensive ways, while also providing daily technical-focused support to savvy users of the platform.
  • Goal Alignment: Understand customer business goals and objectives, develop a strong rapport, and execute against a defined onboarding schedule.
  • Project Management: Manage a portfolio of onboarding projects with a diverse set of customers, and as the first touch point in a customer’s experience after licensing SOCi, will be a critical player in driving long-term customer success and demonstrating the value of the SOCi platform.
  • Team Collaboration: Work across departments, including Sales, Client Success, Product, Engineering and Marketing, bringing customer objectives to fruition through cross-departmental collaboration and communication.

68. Implementation Specialist Duties and Roles

  • Project Delivery: Deliver projects on time, on budget, and to a standard of service that exceeds client expectations.
  • Needs Analysis: Analyze the Client's needs to determine the most appropriate implementation and launch plan.
  • Planning Tools: Create tailored implementation plans and Gantt charts.
  • Client Presentations: Present at sales pitches and during the implementation process.
  • On-site Engagement: Attend client sites for meetings.
  • Project Liaison: Liaise with PMU for special projects.
  • Team Training: Train the Engagement Specialist in all facets of the client's business and requirements.
  • Team Briefing: Brief the Client Support team.
  • Client Advocacy: Act as a Client champion in Reward Gateway.
  • Product Knowledge: Develop product knowledge.
  • Inquiry Handling: Anticipate and handle Client inquiries efficiently.
  • Change Management: Deal with on-the-spot change requests.

69. Implementation Specialist Details and Accountabilities

  • Process Definition: Define the customer processes for transport bookings and the full operational setup using a software platform.
  • Workshop Facilitation: Conduct workshops with customers and identify potential gaps and developments needed.
  • Requirements Alignment: Align the customer requirements with the FMP functionality and work with R&D for building the roadmap going forward.
  • Customer Onboarding: Implement and onboard the shipper customer and carrier partner onto the FMP product suite.
  • End-User Training: Conduct end-user training with the customer, as well as aligning features and requests with product owners internally.
  • Technical Support: Act as 2nd line support for application and operational questions.
  • Data Analysis: Compile and analyze customer data for account creation and expansion.
  • Custom Solutions: Implement custom solutions through the application interface builder.
  • Virtual Training: Provide custom, live virtual training sessions for clients.
  • Strategic Recommendations: Provide recommendations based on customer business needs and usage patterns.
  • Customer Advocacy: Serve as the voice of the customer and collect feedback to drive continuous improvement.
  • Needs Identification: Identify customer needs and collaborate internally to find opportunities for proactive interventions and ensure customer success.

70. Implementation Specialist Duties

  • Customer Onboarding: Manage the implementation of new mid-market customers and ensure key onboarding milestones are hit on time.
  • Client Training: Convert new customers into Bridgit Bench experts by conducting personalized training sessions and providing ongoing support throughout the implementation process.
  • Top-Tier Support: Provide the highest level of service and support to Bridgit’s top customers through diligent communication.
  • Cross-Team Collaboration: Collaborate closely with the Sales and Account Management teams.
  • Customer Success: Ensure smooth transitions and the continued success of customers.
  • Integration Consultation: Work with customers to understand their integration needs and offer suggestions and best practices to leverage Bridgit’s integration offerings.
  • Scalability Development: Develop new resources and automations to scale the customer base.
  • Software Training: Train Jonas Club Software at Client sites and remotely, delivering quality results.
  • Client Relationships: Build and maintain client relations.
  • Client Motivation: Understand and motivate clients through integrity and trust.
  • Process Consulting: Consult with clients and review their current work processes to assess their needs.
  • Customization Facilitation: Facilitate the preparation of any software customization specifications and follow up to ensure client acceptance.
  • Project Monitoring: Assist clients in creating and meeting milestones while continuing to monitor project budgeted hours.
  • Requirements Explanation: Discuss requirements and explain functionality to both technical and non-technical individuals or groups.

71. Implementation Specialist Job Description

  • Implementation Partnership: Partner with clients to create and execute implementation plans that are on time, with the highest customer satisfaction.
  • Workflow Leadership: Lead key activities including workflow assessment, workflow optimization, roll-out planning, developing training plans, change management roadmap, Go-Live Support and Post Go-Live Support planning.
  • Coordination Across Teams: Coordinate internal and client teams to complete Data Migration, Content Development, Interfaces, Enrollment, and Billing Configuration work streams.
  • Solution Expertise: Develop and maintain expertise on all CureMD solutions.
  • Methodology Adherence: Follow established methodology, ensuring consistency from implementation to implementation.
  • Experience Improvement: Work closely with Implementation leaders to constantly evaluate and improve the onboarding experience.
  • Training Delivery: Responsible for providing end-user training.
  • Onboarding Execution: Perform against the onboarding process and training curriculum.
  • Timeline Accountability: Hold merchants accountable to a go-live timeline.
  • Platform Mastery: Maintain expertise in the Squares platform and ecosystem by keeping up to date with routine product updates and releases.
  • CRM Documentation: Track all merchant interactions in Salesforce.
  • Collateral Development: Develop and maintain internal and external training collateral.
  • Consultative Support: Remote merchant work phone consults, advising on hardware/software/operations, staff training, menu building, and account optimization.
  • Configuration and Data Entry: Configure customer account, optimize menu setup, and other data entry tasks involved in getting a merchant onboard.

72. Implementation Specialist Job Summary

  • Best Practice Advising: Advise the client on system best practices in preparation for the implementation.
  • Contractual Liaison: Liaise with internal departments on any requests agreed within the contract.
  • Timely Delivery Management: Ensure timely delivery in line with agreed project plans.
  • Customer Guidance: Guide customers through a structured and detailed software installation and training program.
  • Training Delivery: Conduct training sessions to a wide audience covering all relevant departments, both online and in customer locations throughout MEA.
  • Ongoing Client Support: Provide unrivaled customer support to the current client base when not dealing with implementations.
  • Implementation Execution: Implement clients, clients’ properties and accounts following ClickPay guidelines, and in accordance with clients’ expectations.
  • Roadblock Identification: Identify and clearly describe to the Implementation Consultant potential roadblocks during the implementation process that could result in a failed implementation milestone.
  • Process Feedback: Provides feedback to Implementation Consultants through the implementation process.
  • Order and Document Review: Review orders and required documents for implementation for accuracy, and then implement the solution in a much-prescribed manner according to guidelines and training.
  • Deliverables Verification: Review client deliverables for accuracy and ensure all required information is present.
  • Post-Implementation Support: Work with the Implementation Consultant until activation and the payment system is up and running.

73. Implementation Specialist Job Description

  • Product Configuration: Configure the product to meet business requirements.
  • Impact Analysis: Understand the functional impact of various configuration options and offer recommendations.
  • Collaboration: Collaborate with Business Analysts and Technical Solutions.
  • Demonstrations: Provide product demonstrations (both internally and externally).
  • Training Support: Assist with client user Training.
  • Knowledge Building: Build product knowledge through training, self-directed research and testing, and working with senior team members.
  • Market Opportunity Identification: Identify new market opportunities and communicate this information to the Product team.
  • Documentation Improvement: Improve internal documentation, training materials and processes.
  • Technical Consultancy: Serve as the technical consultant to merchants, defining innovative and market-leading integrations within their system architecture.
  • Connection Quality Assurance: Ensure technical integrity and quality of the connection.
  • Client Collaboration: Work closely with trendy local and international merchants to guarantee a high-quality project delivery.
  • Platform Guidance: Guide merchants on how to get the most from Adyen's platform.
  • Engineer Collaboration: Collaborate with international Adyen Engineers.
  • Product Improvement: Continuously improve the product and workflows in order to keep offering the best solution market-wide.

74. Implementation Specialist Accountabilities

  • Implementation Ownership: Accountable for end-to-end Implementation of clients' processes on the EasySend platform.
  • Lifecycle Management: Own the Implementation lifecycle hands-on (requirements, planning, configuration/development, deployment, testing, and monitoring).
  • Solution Analysis: Analyze and proactively drive forward solutions.
  • Customer Service: Provide proactive customer service to clients and partners in an articulate, positive, and informative manner.
  • Platform Understanding: Understand the Easysend platform and collaborate with the Product and R&D teams.
  • Technical Communication: Identify and communicate technical services and solutions.
  • Team Collaboration: Work independently, as well as being a team player within a growing team.
  • Customer Implementation: Own the full customer implementation process, including running user training sessions, scoping out data integration needs, and anything else that needs to be done to have a successful engagement implementation.
  • Timeline Management: Set, communicate, and track against internal and external timelines to ensure the successful delivery of technology.
  • Requirement Communication: Clearly capture and articulate client needs to the R&D team (product, software engineering, machine learning) to influence the direction of Urbint’s new product features.
  • Data Analysis: Run preliminary analysis of client data to ensure smooth data transfer with the client.
  • Product Expertise: Become SMEs on Urbint’s products, including understanding how artificial intelligence can be used in the utilities industry to help clients.

75. Implementation Specialist Roles and Responsibilities

  • Client Consultation: Consult with clients to gather requirements and provide education on system functionality.
  • Sales Support: Provide sales support during new client agreements, RFP, and acquisitions.
  • Project Execution: Execute the client meeting agenda, project checklist, test planning, issue monitoring, and tracking.
  • Subject Matter Expertise: Serve as the SME for installations and work with technical teams to set up and support systems.
  • Metric Review: Review updates to internal metrics and dashboard throughout the implementation process.
  • System Testing: Lead testing and troubleshooting of installed systems to identify/document technical issues.
  • Feedback Loop: Provide client feedback to the product services team for process improvements.
  • Onboarding Setup: Set up kick-off meetings with customers to explain the onboarding process, timelines, and expectations.
  • Project Management: Responsible for managing multiple projects at a time.

76. Implementation Specialist Role Purpose

  • Product Expertise: Maintain a power user-level understanding of proprietary products, integrations, and environments.
  • Project Assistance: Assist with special projects facilitated by the Sr. Implementation Specialists and department heads.
  • System Customization: Customize and configure systems to match customer specifications.
  • Cross-Team Collaboration: Collaborate with internal teams to understand customer requirements.
  • System Management: Manage system functions, including setup, maintenance, data loads, user setup and administration for assigned systems.
  • Client Communication: Manage client communication throughout the implementation process, provide feedback, follow up and assistance.
  • Implementation Oversight: Manage multiple implementations while maintaining on-time deliverables.
  • System Administration: Administer and maintain information systems and associated hardware according to technical specifications so that the organization’s information systems function reliably.
  • Problem Investigation: Work under direct supervision to investigate and troubleshoot basic problems.
  • Issue Resolution: Resolve user problems quickly and satisfactorily.
  • User Support: Communicate with system users and escalate system problems to more senior staff.
Relevant Information
What Does An Implementation Lead Do?
What Does An Implementation Manager Do?
What Does An Implementation Consultant Do?
What Does An Implementation Project Manager Do?