Implementation Specialist

This is a fully remote position, open to applicants in Texas.

📋 Description

• Take charge of customer onboarding, ensuring clients are prepared for implementation and fully understand their responsibilities.

• Collaborate directly with customers to facilitate the design and configuration of Fourth solutions that align with business requirements, employing best practices for setup, training, and third-party integrations.

• Evaluate customer readiness at an early stage and communicate any potential risks, gaps, or dependencies to ensure projects commence on a strong foundation.

• Coordinate with third-party vendors to assist with integrations and help eliminate obstacles that may hinder implementation timelines.

• Work closely with Project Managers and technical experts during the initial phases of implementation to ensure projects progress efficiently.

• Provide product knowledge, industry best practices, and practical advice to assist customers in preparing for implementation and adopting Fourth’s solutions.

• Support customers through initial change management initiatives to promote adoption and maximize the value derived from the platform.

• Serve as the primary contact for customers during the implementation phase, addressing inquiries and swiftly resolving issues, with an emphasis on data collection and validation.

• Contribute to the creation of customer-facing knowledge articles and solution documentation to facilitate self-service and promote best-practice adoption.

⛳️ Requirements

• 3-5 years of experience in a customer-facing position such as implementation, onboarding, consulting, professional services, or technical support within a SaaS or technology environment.

• Previous experience in workforce management, payroll, finance, or the hospitality industry is a plus.

• Proven ability to guide customers through transitions and influence the adoption of new processes or technologies.

• Proficient in Excel, including the use of Pivot Tables, VLOOKUP/XLOOKUP, and data analysis techniques.

• Effective communicator with strong presentation and meeting facilitation skills, comfortable leading discussions using tools like PowerPoint and Microsoft Teams.

• Capable of managing multiple projects simultaneously while maintaining a high level of customer engagement.

• Project or systems certifications (e.g., Agile, Prince2, ITIL, or similar) are advantageous.

• Proficient in written and spoken English; additional language skills are a plus.

🏝️ Benefits

• Unlimited PTO!

• Medical, Dental, Vision Insurance!

• 401k Match!

• Parental Leave

• Laptop and equipment.