Implementation Specialist
New
C
ClassWalletFinancial Technology
United StatesFull-TimeMiddle
Salary not disclosed
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Job Details
- Experience
- 3+ years
- Required Skills
- Project ManagementData AnalysisMicrosoft ExcelAccount ManagementCustomer SuccessSaaSHubSpotGoogle Workspace
Requirements
- 3+ years in a client-facing implementation, consulting, or strategic account management role (SaaS experience preferred).
- Ability to interpret complex data and translate it into a compelling narrative for customers.
- High proficiency in Microsoft Excel (data analysis) and Google Suite.
- Demonstrated ability to manage high-stakes projects with multiple moving parts and demanding stakeholders.
- BA/BS degree preferred.
- Project Management Professional certification is highly preferred.
Responsibilities
- Serve as the primary lead during the critical first phase of the customer lifecycle, providing expert guidance on best practices for platform configuration.
- Proactively identify opportunities for expansion and up-selling during the implementation phase.
- Anticipate and solve potential roadblocks in the onboarding process.
- Manage complex, multi-stakeholder implementations, ensuring deliverables are met within timelines.
- Act as the voice of the customer for the Product and Engineering teams.
- Contribute to a scalable deployment playbook.
- Design and deliver high-impact training webinars and on-site training sessions.
- Maintain meticulous records in HubSpot and other internal tools.
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