Implementation Specialist configuring Square 9’s ECM/BPM software, SQL Server databases, and document workflows. Supporting customer discovery, project updates, and solution documentation.
About the role
- Implementation Specialist leading billable services engagements, including training and data setup, with Lone Wolf clients. Develops partnerships through project planning and needs assessments.
Responsibilities
- Implement a coordinated project plan to manage successful client implementations, conversions and other professional service engagements across the Lone Wolf platform suite
- Provide product training, pre-sales and post-sales application related activities and escalated application support in accordance with internal guidelines and policies for the Lone Wolf platform suite
- Perform thorough needs assessments and requirements gathering activities
- Provide regular internal and external status updates highlighting accomplishments and risks
- Work directly with key client leads to provide expertise around software configuration
- Use expertise of Lone Wolf software and customer environments to consult agencies on best practices
- Work closely with the Business Solutions Consultant team to ensure a smooth transition from implementation to feature adoption and utilization
- Provide clear guidance around data extracts from the Lone Wolf application so clients can take advantage of third-party APIs
- Track project work to ensure implementations are progressing on-time and within budget
- Maintain a comprehensive understanding of in-progress product development, product vision and Lone Wolf direction
- Participate in internal UAT activities as required
- Maintain a good knowledge of the real estate industry and trends within the industry
Requirements
- A degree in Advertising, Accounting, Business or a related field
- Exceptional project planning skills and ability to multi-task
- Proven track record in providing in-house and remote training
- Proven ability to meet and exceed service standards and KPIs
- Demonstrated ability to successfully and independently manage multiple projects and resolve issues
- Excellent written and verbal communication skills; excellent presentation skills
- Outstanding client relationship skills
- Experience working with Product and QA to troubleshoot, test and improve products
- Prior experience with agency systems or related software/applications preferred
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