Implementation Consultant
Job Description
Implementation Consultant
Function: Customer Experience
Reports to: Manager, Implementation
Position Summary:
The Implementation Consultant is responsible for managing the end-to-end partner onboarding process of multiple implementations. To ensure a smooth transition of all clients this position owns implementation project plan development, partnership communication, internal strategy and operations for their current implementations, and change management for all stakeholders impacted by the implementation. Additionally, this position is responsible for driving results with clients, with the goal of increasing their satisfaction and retention.
Key Responsibilities:
- Lead new client implementation projects, providing technical support and guidance on best practices.
- Collaborate with Customer Success team to strategize on new accounts, designing and executing implementation plans.
- Act as a proactive and organized project manager, guiding new clients through the implementation process and shortening time-to-value.
- Manage and coordinate multiple customer implementations simultaneously as the implementation lead.
- Gather customer requirements through interview and analysis and translate to our product’s capabilities.
- Configure product software applications for customers using a training and enablement approach.
- Track project plans, and report project progress to appropriate parties.
- Participate in knowledge transfer sessions, product training and other strategic initiatives as needed.
- Consult with customers on system configuration based on product and industry best practices.
- Facilitate touchpoints and status meetings with customers in a timely and professional manner.
- Contribute to the development of best practices, project standards and methodologies to improve efficiency and effectiveness of implementations and team processes, policies, & procedures.
- Troubleshoot functional issues arising from implementations.
- Identify opportunities for knowledge management, documentation and service automation, and participate in creating those tools.
Skills and Experience Needed:
- 2+ years relevant experience in implementation, onboarding, consulting, support, sales engineering, or technical problem-solving within a SaaS business.
- Exceptional oral and written communication and presentation skills.
- Strong time, task, and project management skills.
About the company:
Boards set the standard for what organizations can achieve. At OnBoard, our board management software helps boards function at a higher level so every organization can make a bigger difference in the world.
Launched in 2011, today, OnBoard serves as the board intelligence platform for more than 2,500 organizations and their 12,000 boards and committees in 32 countries worldwide. With customers in higher education, nonprofit, healthcare systems, government, and enterprise business, OnBoard is the leading board management provider.
Passageways, doing business as OnBoard, has grown from a class project at Purdue University in West Lafayette, Indiana in 2003 into the world’s leading board management software platform today. With a recent $100 million investment from JMI Equity and our recent purchase of meeting management software company eSCRIBE, we’re poised to grow to even greater heights.
Diversity Statement - Culture of Togetherness:
At OnBoard, our mission is to encourage and celebrate a culture of togetherness. We acknowledge that uniqueness is powerful, and we welcome, foster, and appreciate all. Diversity, Equity, and Inclusiveness fuel the Pathfinder atmosphere and all our efforts. Our power is in our people and we Pledge 1% to give back to our communities and across the globe.
OnBoard is an equal opportunity employer and committed to a diverse and inclusive working environment. OnBoard does not discriminate based on race, national origin, gender, gender identity, sexual orientation, protected veteran status, disability, age, or other legally protected status. For individuals with disabilities who would like to request an accommodation please email [email protected].
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Date Posted
05/16/2023
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7
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