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.
• Aid in gathering and organizing business and user requirements for solutions and enhancements.
• Document workflows, processes, solution details, and delivery-related information.
• Maintain progress monitoring and ensure timelines and deliverables remain on track.
• Collaborate with internal and client touchpoints as needed throughout the delivery process.
• Research solution options, enhancements, and operational recommendations for clients.
• Assist with solution setup, validation, testing coordination, and implementation-related activities.
• Collaborate with Solutions Advisors and technical teams to support successful solution outcomes.
• Participate in software and solution testing from the perspectives of functionality, usability, reliability, integration, and performance.
• Aid in documenting testing activities, defects, validation steps, and outcomes.
• Coordinate User Acceptance Testing (UAT) coordination and client readiness activities.
• Work proactively with engineering and delivery teams to promote quality throughout the delivery process.
• Identify issues and escalate concerns appropriately to ensure timely resolution.
• Maintain functional knowledge of supported solutions, products, and delivery processes.
• Develop an understanding of client objectives, operational needs, and delivery expectations.
• Provide guidance, support, and best-practice recommendations related to solution usage and delivery processes.
• Support positive client relationships through responsiveness, professionalism, and follow-through.
• Collaborate with internal departments to ensure work is progressing effectively and efficiently throughout the organization.
• Participate in client discussions, delivery meetings, overview sessions, and project-related conversations as assigned.
• Partner with Solutions Advisors, engineering teams, and platform teams to support successful solution delivery.
• Aid in guiding clients through testing, validation, and implementation activities.
• Foster a cooperative and team-oriented work environment.
• Keep leadership informed of delivery progress, risks, client concerns, and significant issues.
• Utilize appropriate communication tools and follow company communication standards.
• Maintain professional and effective communication with clients and internal stakeholders.
• Complete assigned documentation in an accurate and timely manner.
• Complete special projects as assigned.
• 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.