Implementation Specialist

Summary

Join Propelus as an Implementation Specialist and play a key role in onboarding customers and managing their implementations. You will serve as the primary customer contact, setting up accounts, developing project plans, and ensuring successful product launches. This position requires strong communication, problem-solving, and organizational skills, along with experience in a SaaS or healthcare setting. A Bachelor's degree or equivalent experience is preferred. Propelus offers a comprehensive benefits package including professional development allowance, flexible work arrangements, PTO, 401k matching, health insurance options, and wellness benefits.

Requirements

• Bachelor’s Degree or equivalent relevant experience
• 1-2 years of implementation experience, or a related professional services role ideally in a software-as-a-service (SaaS) or healthcare setting
• Exceptional skills in both written and verbal communication
• Strong customer–service orientation
• Creative thinking and analytical problem-solving
• Detail-oriented and organizational skills
• Experience building, testing and deploying applications
• Data analysis tools, including Excel and SQL

Responsibilities

• Serve as primary contact for customers during the implementation and onboarding phase of the customer lifecycle
• Set up customer accounts in the applicable database, using native tools and/or a third-party customer management software platform
• Develop and execute customized implementation project plans and project analysis, including organizing and conducting regular project status calls internally and externally
• Work cross-departmentally with Development, Product, Sales, and Client Success to remove roadblocks and ensure a successful and timely implementation
• Assist customers with setup, configuration, and workflow decisions based on product knowledge
• Ensure all workflows and processes related to onboarding and implementations are completed on time and within budget
• Ensure a successful product launch and adoption post-go-live
• Partner with Technical Support on Customer post-go-live configuration needs
• Work with customers on Propelus products and services, both onsite (travel may be required) and online
• Complete post-implementation assessments and evaluations
• Assist in greater departmental goals and process improvements beyond Customer engagements
• Participate in pre-sales activities, such as product demonstrations and proposal development, to support the sales team

Preferred Qualifications

Ticketing systems like Jira and Zendesk

Benefits

• Professional development allowance to help you grow in the ways that mean the most to you
• Flexibility for balancing work with the rest of life and ample PTO, including paid time off for volunteering and for becoming a new parent
• 401K with company matching, as well as financial planning education and resources
• Employees choose from HSA, FSA and traditional insurance options for medical, dental, and vision coverage for themselves and dependents
• Wellness benefits - we’ll help you pay for fitness endeavors and organic produce delivery services