Implementation Specialist

About This Role

Guide customers through the setup, training, and successful usage of Fishbowl software and its supplemental products. Manage customer expectations and provide support to ensure a best-in-class customer experience.

Responsibilities

• Manage 15-20 Fishbowl customers through successful implementation of our software within 60 days or less
• Create and execute on “Go Live Plan” including communication of customer responsibility due dates via kick off call
• Maintain customer engagement through weekly check-ins ensuring progress on their “Go Live Plan” by answer questions, addressing concerns, and conducting onboarding training
• Collaborate with Account Managers and Customer Support to facilitate best in class customer lifecycle management
• Establish data hygiene on customer files in Salesforce verifying project status, updates, trainings and details of customer communication
• Administer customer training account through training videos and conduct follow up as needed
• Facilitate third party integrations (QuickBooks, Sharpe, SPS, etc.)

Requirements

• 1-2 years customer service or account management experience
• Intermediate-advanced proficiency in Microsoft Suite (Excel & Outlook)
• 1+ years of project management
• Strong communication skills both verbal and written, strong interpersonal skills, and demonstrated attention to detail
• Ability and desire to deliver results through high-energy, can-do attitude, comfortable working in a fast paced and autonomous environment
• General accounting and QuickBooks knowledge

Qualifications

• 1-2 years customer service or account management experience, 1+ years of project management

Nice to Have

• 1-2 years' experience in training or implementation in a tech/software company
• Project Management Certification or deep understanding of change & project management
• Warehousing and Inventory knowledge
• Familiarity with report writing and database structure

Skills

* Required skills

Benefits