Implementation Specialist

Implementation Specialist Department: Implementation Location: Corporate HQ Report to: Implementation Supervisor Position Summary: This position will execute and coordinate the execution of new customer implementations in accordance with customer, Ai and regulatory agency requirements and oversee projects and relationships with customer, exceeding customer expectations. Essential Duties and Responsibilities This position includes the following responsibilities. Other duties may be assigned to meet business needs.

• Coordinate/perform Account Setups in all applicable Ai operating systems and CRM system

• Work with Level II and Sr. Implementation Specialists to master confident discussion of all applicable paperwork, and ordering and delivery options of services

• Perform Spec Changes - becoming familiar with effects spec changes have on system workflow and hone the ability to suggest best practices to clients based on requested changes

• Perform credentialing/vetting of clients, owners/operators, and requestors/contacts for each new account or client spec change.

• Act as liaison for internal and external communications for all accounts being implemented

• Coordinate product/service expectations with related departments

• Record/validate client specifications

• Collaborate with sales, marketing, support, operations, IT and accounting to ensure the successful launch and performance of all newly implemented accounts

• Address client issues with problem solving skills to offer timely and accurate solutions

• Coordinate User Training and System Demonstrations (Demos) for Level II and Sr. Implementation Specialists

• Back up Implementation Specialist II Qualification/ Requirements

• Strong customer service skills (friendly, courteous and helpful)

• Ability to communicate effectively, make presentations and write concise reports for all levels of employees

• Be able to project a professional company image in-person, through email and phone interaction

• Must be computer literate and proficient in Microsoft Office, Outlook, Word, Adobe Acrobat X Pro and Excel

• Able to analyze information gathered to identify potential problems or discrepancies

• Ability to properly handle confidential information and records

• Must be able to focus on tasks and excel in attention to detail and accuracy

• Work independently and as part of a team

• Strong keyboard skills (60 WPM, 95% accuracy)

• Ability to operate standard office equipment, including but not limited to, computers, telephone systems, copiers, scanners, and facsimile machines Supervisory Responsibility

• This position has no supervisory responsibilities Position Type/Expected Hours of Work

• The position is a full-time position

• The employee must be available and present between the hours of 8:00 a.m. to 5:00 p.m., M-F Travel

• This position may require up to 5% of travel- travel will frequently be outside the local area and overnight trips may be required Education/Training/Experience

• High School Education or GED equivalent.