Implementation Advisor

As an Implementation Advisor your sole responsibility is positioning yourself as the subject matter expert on software business growth through the effective use of technology. The Advisor utilizes their expertise in business process / change management and software technologies by implementing software best practices and ensuring adoption and success with software. Including detailed onboarding playbooks and building relationships with customers, business needs, and company.

What You’ll Do

• Listen and fully understand customer requirements and ‘pain points’ and translate customer requirements into implementation plans.
• Develop, coordinate, and execute implementation / upgrade / conversion project plans, task schedules, and resource activities to ensure on-time and effective project delivery.
• Design, create and manage applications, and software integration / migration deployments.
• Implementation services are delivered within scope or manage any changes in project scope, plans.
• Identify potential issues and collaborate with leadership when needed, to develop contingency
• Working with other departments and personnel to ensure information on customer needs are communicated.
• Follow up relentlessly with lagging or non-engaging accounts to ensure they implement
• successfully in their business.
• Assist in Educational webinars, workshops, and more.
• Staying up to date with product features and releases.
• Identifies opportunities to streamline procedures, enhance revenue and improve product efficiency.
• Updates customer journey playbooks.
• Demonstrate technical acumen to convert plans into workable solutions.
• Communicate a passion for customer success with a team player attitude.
• Monitor, anticipate, and exceed customer adoption and usage metrics (i.e., renewals and net promoter scores).
• Conduct analysis of approved customer content and create a transition plan or migration plan.
• Advise customers on best practices, risks, and changes that impact institutional processes and timelines.
• Responsible for driving consulting milestones and achieving the agreed-upon implementation schedule.
• Provide guidance to customers to address critical and / or outstanding issues impacting the successful Implementation.
• Actively lead the consulting engagement throughout the implementation.
• Drive collaboration between internal functional teams and customers to achieve milestones and deliverables.
• Handle basic support requests during the implementation phase.
• Develop a strong rapport with new accounts to ensure they are enthusiastic about and set up for long-term success.
• Always looking for ways to improve our onboarding delivery.
• Maintain product knowledge and consistent education.
• Cross-training with other success functions.
• Other duties may be assigned and / or modified as business needs change

What You’ll Bring :