Implementation Specialist
About the role
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.
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
- 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
General Requirements
- 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
Apply Now!
At FUNDINGO we’re interested in who you are, as well as what you’ve done. Our recruiting is based on a cultural fit as well as expertise.