Job Description
Role summary
The Implementation Specialist owns the post‑sale onboarding and rollout of the product, configuring solutions to customer requirements, coordinating timelines, and ensuring a smooth path to adoption and handoff to Customer Success. This role is more technical and project‑oriented than frontline support roles.
Key responsibilities
● Lead end‑to‑end implementation projects from kickoff through go‑live and handoff, managing scope, milestones, and risks.
● Conduct discovery to understand customer requirements, workflows, and technical environment; translate these into configuration plans.
● Configure product settings, users, permissions, integrations, and data mappings to align with customer needs.
● Coordinate data migration, testing, and validation with customer and internal technical teams.
● Run onboarding and training sessions for admins and end users, tailoring content to different audiences.
● Track implementation progress, communicate status and...
The Implementation Specialist owns the post‑sale onboarding and rollout of the product, configuring solutions to customer requirements, coordinating timelines, and ensuring a smooth path to adoption and handoff to Customer Success. This role is more technical and project‑oriented than frontline support roles.
Key responsibilities
● Lead end‑to‑end implementation projects from kickoff through go‑live and handoff, managing scope, milestones, and risks.
● Conduct discovery to understand customer requirements, workflows, and technical environment; translate these into configuration plans.
● Configure product settings, users, permissions, integrations, and data mappings to align with customer needs.
● Coordinate data migration, testing, and validation with customer and internal technical teams.
● Run onboarding and training sessions for admins and end users, tailoring content to different audiences.
● Track implementation progress, communicate status and...
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