Implementation Specialist
FUNDINGO is seeking an Implementation Specialist to join our team. This position is an excellent opportunity for candidates looking to get in the door with a very exciting and rapidly growing SaaS company.
About the Role
As an Implementation Specialist, you will play a vital role in our growing company. You are the primary point of contact for clients during the onboarding process from start to finish. The Implementation Specialist is responsible for the delivery and implementation of our software products. The Implementation Specialist will be working directly with clients from post-sale until their product onboarding is complete.
Responsibilities
Communicate with clients throughout the software customization process to obtain feedback and approval
Lead customers through the full lifecycle of the project from kickoff through training and go live
Configure/build lightning pages on the Salesforce platform
Tailor and configure the system to meet customers business needs
Collaborate and work with internal resources to meet timelines and exceed customers expectations
Guide and assist customers through the data conversion/data migration process
Conduct a new implementation welcome call, explaining our methodology, introducing our team members, and reviewing the scope and schedule with the new client
Conduct working sessions to review requirements and configuration with new clients
Collect feedback and document notes from client working sessions
Prepare daily and/or weekly status reports, and communicate status to the client regularly
Monitor all phases of the project and escalate issues when necessary
Identify project risks and discuss mitigation strategies with the client
Work independently to deliver configuration, testing, and documentation
Lead and participate in technical system setup and configuration
Analyze information, reports, etc. to determine trends and issues, and make recommendations
Expand the reach and effectiveness of existing products, including making recommendations for new execution and support models, as well as technological improvements
Design, build, and demonstrate innovative solutions to address these challenges
Ensure that the project team is aware of key deliverables and project milestones
Attain quarterly and annual objectives defined collaboratively with management
Qualifications
- 3-5 years of relevant experience in customer implementation, onboarding, consulting, support, sales engineering, or technical problem-solving
- 2+ years of lending experience
- Experience in client services in a B2B/SaaS environment
- Strong communication and customer relations skills
- Advanced in Google Workspace and proficient in Microsoft Excel
- Ability to work in a fast-paced environment
- Ability to adapt quickly to changing priorities
- Ability to work in office at our Century City, California location at least three times a week
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