SMB Implementation Specialist
- Pay $20-23 Hourly
- Lead and coordinate SMB client implementations from kickoff through completion, ensuring key milestones are met on time.
- Serve as the primary point of contact for clients and brokers during the implementation process.
- Act as a liaison between clients and internal departments (Sales, Operations, etc.) to gather requirements and ensure accurate system setup.
- Track project status and report progress, issues, and risks to the Implementation Manager.
- Conduct virtual meetings with clients and internal teams to review implementation steps and resolve outstanding needs.
- Document client requirements clearly and manage updates within project tracking tools (e.g., SAP, Smartsheet).
- Ensure all standards and compliance procedures are followed throughout the implementation lifecycle.
- Complete seamless transitions to account service teams upon implementation completion.
- Collaborate with cross-functional teams to continuously improve the client onboarding process.
- Bachelor’s degree or equivalent work experience.
- 2+ years of experience in client operations, customer support, or client implementations.
- Exceptional written and verbal communication skills.
- Ability to manage multiple projects in a high-volume, fast-paced environment.
- Proficiency in Microsoft Office (especially Excel, Word, Outlook).
- Experience with SAP or other CRM/project tracking platforms preferred.
- Strong organizational and problem-solving skills with a keen attention to detail.
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