Implementation Specialist

As an Implementation Specialist, you will be responsible for supporting on-boarding new and existing lending clients, specializing in all types of lending programs in Built SaaS product. The ideal candidate is one that has the ability to translate client needs into executable project plans and can lead clients through the on-boarding process. The ideal candidate has a desire to lead clients through the change management process and has the aptitude to be a great problem solver and team member.

Responsibilities:

• Responsible for updating and maintaining Client implementation project plan
• Engages in weekly internal status and health communication to the client stakeholders
• Responsible for configuring client’s data pipelines, reports and dashboards
• Support data related initiatives to import historical client data to the platform
• Support in discovery efforts on client workflows to properly define requirements and success criteria
• Creates training materials to support the on-boarding of users ensuring the business need is accurately captured
• Documents client’s product enhancements
• Partners with Sales to ensure the client data transitioned to the Implementation Specialist is comprehensive and client expectations are clear
• Partners with Client Success to successfully transition a client out of Implementation and to Client Success
• Ability to travel within North America as and when required (Estimated 20%)

Traits and Experience:

• Bachelor’s degree or higher or 1-2 years experience in analyzing data or financial/banking asset management role
• Proficient in writing complex formulas in Excel
• Experience in enterprise-level SaaS-based platforms is preferred, but not required
• CRE Underwriting or Asset Management experience is preferred, but not required
• Experience in analyzing client data with the ability to identifying patterns and anomalies, assessing implications and formulating solutions
• Prior experience with project management tools/ project tracking (MS Project, Asana, Jira etc.)
• Problem solver and and ability to develop a holistic process
• Ability to manage priorities and effectively time manage
• A proven track record of strong verbal and written communication with internal and external stakeholders
• Strong organizational skills with the ability to manage multiple client implementations and stakeholder requests with precision