Solutions Specialist

Position Purpose

Solutions Specialists work with clients and internal teams to support the successful delivery of solutions that meet client needs. They serve as a key operational and client-facing resource throughout the delivery lifecycle, helping coordinate solution execution, maintain communication, support testing efforts, and ensure a positive client experience.

Duties & Responsibilities

• Support the delivery of client solutions through coordination, tracking, follow-up, and communication activities.
• Assist with gathering and organizing business and user requirements for solutions and enhancements.
• Maintain functional knowledge of supported solutions, products, and delivery processes.
• Manage multiple requests, assignments, or projects simultaneously.
• Collaborate with Solutions Advisors, engineering teams, and platform teams to support successful solution delivery.
• Participate in software and solution testing from the perspectives of functionality, usability, reliability, integration, and performance.
• Document testing activities, defects, validation steps, and outcomes.
• Support User Acceptance Testing (UAT) coordination and client readiness activities.
• Escalate issues and ensure timely resolution.
• Participate in client discussions, delivery meetings, overview sessions, and project-related conversations as assigned.
• Provide guidance, support, and best-practice recommendations related to solution usage and delivery processes.
• Maintain effective communication with clients throughout the delivery lifecycle.
• Complete assigned documentation in an accurate and timely manner.
• Attend and participate in meetings and conference calls as required.

Education & Experience Requirements

• A high school diploma or equivalent required.
• An associate’s degree, technical training, business coursework, or equivalent professional experience preferred.
• Two (2) or more years of experience in client service, operations, solution delivery, software support, implementation, or a related field preferred.
• Experience managing multiple requests, assignments, or projects simultaneously.
• Experience working collaboratively with internal teams and external clients preferred.

Required Knowledge

• Strong organizational, communication, and problem-solving skills.
• Ability to manage multiple priorities and coordinate work across teams.
• General understanding of business systems, software platforms, or technology solutions.
• Ability to learn new systems, processes, and technologies quickly.