Client Implementation Specialist

Key Responsibilities

• Coordinate day-to-day activities associated with system deployment projects, including scheduling meetings, tracking deliverables, and maintaining project timelines.
• Aid in preparing and maintaining project plans, implementation schedules, and status reports.
• Support Project Managers by coordinating tasks across internal teams and external partners.
• Maintain accurate documentation of project milestones, action items, and scope updates.
• Serve as a primary point of contact for clients for scheduling, coordination, and implementation updates.
• Support project kick-off meetings and implementation discussions with clients to learn about technical requirements and project goals.
• Communicate project updates, timelines, and next steps to ensure clients remain informed throughout the implementation process.
• Help manage client expectations by ensuring timely follow-up and coordination of requests, creating a positive and professional experience.
• Assist with the configuration, customization, and integration of the system to meet client specifications.
• Cook up testing activities, track issues, and ensure resolution with internal teams.
• Help facilitate client training sessions and prepare training materials as needed.
• Provide coordination and support to clients during the go-live phase, ensuring all necessary resources are available.
• Gather feedback from clients and internal team after implementation to identify successes and opportunities for improvement.
• Aid in documenting and refining implementation processes and best practices.
• Stay informed on our products and system updates, tools, and implementation procedures to support project success.

Skills Set

• Comfortable interacting with clients and participating in presentations, meetings, and implementation discussions.
• Able to communicate technical concepts in a clear and approachable way to non-technical audiences.
• Strong analytical skills to help identify issues and coordinate solutions during the implementation process.
• Ability to remain organized and solution-oriented when addressing project challenges.
• Ability to understand system functionality and answer questions related to system deployment.
• Comfortable learning systems, troubleshooting basic technical issues and coordinating with technical experts when needed.
• Excellent organizational skills with the ability to track multiple projects and priorities simultaneously.
• Strong attention to detail when managing multiple project timelines, documentation, and deliverables.
• Strong written and verbal communication skills, ensuring all project details are clearly documented and communicated to stakeholders.
• Able to maintain clear project documentation including meeting notes, status updates, and implementation records.

Qualifications

• Bachelor’s degree in Business, Information Technology, Computer Science, or a related field is preferred. Equivalent combination of education and experience will be considered.
• 2-4 years of experience in project coordination, implementation support, customer onboarding or related roles, preferably within a software, technology, or systems deployment environment.
• Experience supporting client-facing projects or coordinating implementation activities.
• Familiarity with project management tools such as MS Project, JIRA, or similar.
• Strong verbal and written communication skills.
• Excellent organizational skills with the ability to manage multiple priorities and deadlines.
• Ability to work independently and as part of a collaborative team.
• Strong attention to detail and problem-solving mindset.
• Experience with Salesforce is a plus.
• Project coordination or project management certification such as CAPM, PMP, Scrum Master or similar certification is a plus.