Implementation Manager Associate

Summary

Join Grace Hill as an Implementation Specialist and play a vital role in supporting the Implementation and Project Management teams. You will facilitate seamless client software implementation, ensuring data accuracy and effective communication. This versatile role involves collaborating with various teams, managing project milestones, and guiding clients through data setup and training. You will leverage your data analysis skills, utilizing tools like Excel, Salesforce, and Asana. The ideal candidate possesses strong communication skills and the ability to manage multiple tasks in a fast-paced environment. This position offers the opportunity to contribute to process improvement and work remotely or in Dallas, TX.

Requirements

• A high school diploma or GED is required; a college degree or equivalent combination of education is preferred
• 1-3 years of experience in implementation, customer onboarding, project coordination, or customer success (SaaS experience preferred)
• Strong data analysis skills, including Excel proficiency (pivot tables, data cleaning)
• Exceptional written and verbal communication skills
• Ability to manage multiple tasks, prioritize projects, and meet deadlines in a fast-paced environment
• High attention to detail and strong problem-solving abilities
• Working knowledge in MS Office Suite and Google Workspace, specifically Google Slides

Responsibilities

• Collaborate with clients, Implementation Managers, and Project Managers to gather required setup data and initiate the implementation process
• Ensure client onboarding progresses on schedule by managing deadlines, monitoring project milestones, and communicating updates
• Guide clients through data setup and questionnaire completion while appropriately addressing roadblocks and escalating issues
• Work across multiple teams to support implementation processes for various products, ensuring a consistent and high-quality client experience
• Serve as a point of contact for internal teams (Sales, Customer Success, and Product) to resolve issues and maintain alignment on project goals
• Use Excel to manage data imports, data cleaning, and report comparisons (e.g., pivot tables and data analysis)
• Utilize CRM and project management tools (Salesforce, Asana) to document progress, track client deliverables, and manage tasks
• Assist in maintaining and updating process documentation and client-facing materials
• Communicate with clients via email, phone, and Zoom throughout onboarding to ensure clarity and satisfaction
• Conduct client training sessions on relevant tools or platforms, ensuring a smooth handoff and client readiness
• Provide ongoing client education and troubleshooting support as needed
• Identify opportunities for process improvement and contribute to refining implementation workflows
• Support the development of best practices to ensure scalability and consistency across all products and teams

Preferred Qualifications

• Experience with CRM (Salesforce) and project management tools (Asana) preferred
• Salesforce experience preferred

Benefits

Work Location: Dallas, TX, or Remote