Position Summary 

The Implementation Coordinator plays a key role in the successful delivery of our technology to our clients. We are looking for an action-oriented individual who is motivated to truly understand client needs and collaborate with team members to ensure client success.

Key Responsibilities 

• Coordinate and schedule meetings and calls with clients. 

• Provide support to Implementation Specialists during implementation projects. 

• Conduct customer feedback surveys via phone and email. 

• Gain an understanding of client needs and document details as part of customer lifecycle. 

• Test and troubleshoot file uploads. 

• Manage outside partner and vendor relationships. 

• Assist with file creation and data entry. 

• Assist clients with configuration through user interface. 

• Conduct user training sessions on various aspects of our software. 

• Build sustainable relationships and trust with clients through open and interactive communication. 

Education and Experience 

• Experience interacting with clients required. 

• Bachelor’s degree or industry experience (construction, payroll, government compliance, or customer service). 

• Previous SaaS experience preferred. 

Required Skills 

• Strong client communication (verbal and written), from executives to day-to-day operation managers. 

• Client-centric and collaborative attitude. 

• Superb organizational skills and attention to detail. 

• Independent problem solving and troubleshooting skills. 

• Self-starter, always driving to ensure optimal client experience. 

• Able to balance multiple projects and prioritize potentially competing needs.