BoldrImplementations Specialist (Marketing SaaS Onboarding)
A LITTLE BIT ABOUT Boldr
- Boldr is the first global B-Corp dedicated to delivering world-class Client experiences while creating access to dignified, meaningful work in communities around the world.
- We are a global team, united by our desire to connect diverse people with common values for boldr impact.
- We employ just over a thousand team members across five countries and we want to employ over 5,000 people by 2027, if not sooner.
LET’S START WITH OUR VALUES
- Meaningful connections start with AUTHENTICITY
- We do our best work by being CURIOUS
- We grow by remaining DYNAMIC
- Our success combines AMBITIOUS VISION with OPERATIONAL EXCELLENCE
- At the heart of great partnerships we’ll always find EMPATHY
WHAT IS YOUR ROLE
As an Implementation Specialist, you will play a key role in the successful onboarding and implementation
of the platform for our clients. This position involves working closely with clients, understanding their
business requirements, configuring the system, and providing training and support to ensure a smooth
transition. The Implementation Specialist is a critical member of the Professional Services team and also provides assistance to the Customer Success Teams. The ideal candidate will have a strong technical background, excellent communication skills, and a commitment to delivering high-quality service.
WHY DO WE WANT YOU
We are currently looking for impact-driven individuals who are passionate in helping Boldr grow and achieve our Purpose. We expect our Team to become our ultimate partners to success by always giving their 110% in everything, sharing their talents and quirks, and championing our core values: Curious, Dynamic and Authentic.
WHAT WILL YOU DO
- Collaborate with project managers to create and maintain project schedules, task lists, and timelines.
- Assist in developing project plans, objectives, deliverables, and resource allocation.
- Assist implementation projects while partnering closely with our clients' technical sponsors on configuration and testing.
- Guide clients through the onboarding process, ensuring a clear understanding of system capabilities and functionalities.
- Complete technical setup of Blaze workflows including integrating their social media accounts, websites, and email providers with Blaze.
- Adhere to detailed project plan schedules and contribute to weekly status reports to ensure accountability for milestone dates and work quality.
- Maintain updated and accurate configuration workbook templates and documentation of configuration settings for customers.
- Proactively identify implementation risks and mitigate them effectively and efficiently
- Tailor and facilitate User Acceptance Testing (UAT) specific to customer configuration.
- Support the customer success plans, by assisting in product and phased rollouts, supporting value-driven conversations with the customer to increase adoption and introducing new product functionality that will deliver results.
- Create and maintain detailed documentation related to client configurations, customizations, and
training materials.
- Quickly establish/nurture rapport and a positive relationship with customer stakeholders.
- Fostering strong relationships with Customer Success and cross-functional teams to holistically address customer issues and provide additional insights from a customer perspective.
- Reporting and tracking bugs and enhancement requests affecting users.
- Participate in training and development opportunities to enhance project management skills.
- Seek guidance from project managers and contribute to continuous improvement initiatives.
WHAT WE’LL LIKE ABOUT YOU
YOU ARE…
Curious and authentic, just like us! #beboldr
An analytical and critical thinker, with an eye for even the most minute of details
Passionate about client satisfaction
YOU HAVE…
- Bachelors in Arts/Bachelors in Science or equivalent degree.
- 2-3 years of relevant work experience in a related role (which may include technical support, project management/coordination, product implementation, account management, customer success, among others).
- Background and strong interest in B2B Enterprise SaaS Implementation and HR domain experience.
- Proficiency in configuring and customizing platforms.
- Excellent communication skills, both written and verbal.
- Proficiency in Microsoft Office Suite (particularly Excel) and Google Apps.
- Organization and efficiency in time management and an ability to juggle many ongoing initiatives with grace.
- Strong organizational and time management skills with the ability to juggle multiple projects.
- Proficiency for data analysis and process/operations improvement.
- Detail-oriented with a proactive approach to problem-solving.
- Ability to work collaboratively within a team and adapt to changing project requirements.
NICE TO HAVE…
Expertise in social media and SEO marketing
Previous experience working in or with small businesses
Previous experience working with software engineering teams to develop product
Private Health Insurance
Paid Time Off
Training & Development