Implementation Team Admin

Summary

Join Ylopo, a rapidly growing marketing and technology company, as an Implementations Administrator! Support the Implementation Team by providing reporting and configuring new client setups. Oversee the Setup Pipeline, ensuring timely onboarding. Process administrative tasks for technical account setups and maintain frequent communication with internal teams and clients. Ideal candidates are client-focused, detail-oriented, and possess exceptional organizational and communication skills. Prior software or marketing experience isn't required, but a willingness to learn Ylopo's product is essential. We value quick-thinking, patient, positive, and thoughtful individuals.

Requirements

• Previous experience in a data analytics or administrative role
• Professional manner
• Consistent work habits and strong work ethic
• Strong organizational skills and attention to detail
• Ability to multitask, and work independently toward deadlines
• Strong written and verbal communication skills, ability to work well in a small group setting
• Positive demeanor, trustworthy character
• Ability to take the initiative and see projects and tasks through to completion
• Strong phone skills
• Advanced knowledge of Excel or similar
• Processor for both main and backup computer should be 2ghz and above, Intel core 5/7 is highly required
• Ram should be at least 16 gig with 100 gb Free disk space
• USB headset with noise canceling feature
• At least 20 mbps & up wired connection for main isp
• Back up internet is a must (strictly no USB Sticks allowed)

Responsibilities

• Provide support to the Ylopo Implementation Team via administrative and reporting tasks
• Manage all implementation team reporting (daily, weekly and monthly)
• Encourage team members to follow up consistently with all clients in setup with pending roadblocks
• Respond (via phone/email/text) to all clients in a timely manner to provide a high level of customer support
• Process various Ylopo Setup forms
• Data entry into Ylopo’s systems of record
• Proactive outreach to clients in setup to schedule calls, complete tasks, engage in their setup project, etc
• Speak confidently and professionally with team members and, at times, clients
• Serve as subject matter expert for Ylopo setup process and reports
• Learn the ins and outs of Ylopo product
• Collaborate with sales, billing, marketing, international, and technical teams on special projects/phone outreach campaigns as needed
• Create Basecamp project for each new client in setup
• Take on 1 set-up a week
• Assist in processing the IDW PPW for the team
• Send lender paperwork for all clients in setup
• Conduct daily/weekly/monthly reporting of clients in setup (in Zendesk, Basecamp and Base)
• Help ensure each team member's attendance to meetings
• Organize and update team files and resources including meeting minutes and announcements
• Assist in guiding new hires throughout the training process
• Answer any questions clients in setup have about the setup process, “going live,” post go live, or the Ylopo product
• Ensure that go lives’ PTs are being closed out in Zendesk
• Help the Implementation Specialist get the answers to their questions posted in Slack channels and continuously update our FAQ sheet
• Serve as the specialists’ buffer whenever they go on leave or is out for the day so the other IS will only have to focus on their own set-up
• Assist the Team Lead in pulling up data for the Weekly Coaching sessions and update the Weekly Coaching sheet
• Pull team KPI and data needed for weekly, monthly meetings while also creating presentations
• On occasion, you may be asked to perform outreach to clients in setup
• Special projects may be assigned

Benefits

• A commitment to personal development
• Guidance and support at a high level through interfacing with our Executive Team to prioritize goals as a company
• Excellent leadership and mentoring for our entry-level to senior staff, and recognition of outstanding efforts
• Team building events, team lunches/ happy hours, and other company wide events
• A supportive, caring environment dedicated to continuous learning and growth