Implementation Specialist

3 weeks, 4 days ago
Full-time
Mid Level
Customer and Technical Support
ClassWallet

ClassWallet

ClassWallet revolutionizes school finance with a virtual wallet solution, streamlining payments and connecting funders, buyers, and suppliers in a paperless environment to save billions in transaction costs.

Diversified Financial Services
11-50
Founded 2014
$104M raised

Description

  • Serve as the primary lead during the initial customer lifecycle and guide platform configuration best practices.
  • Manage complex, multi-stakeholder implementations for new and existing clients while meeting deliverables and timelines.
  • Identify expansion and upsell opportunities during implementation and coordinate with Client Success to capture new revenue.
  • Anticipate onboarding roadblocks and propose creative, scalable solutions to keep projects on track.
  • Act as the voice of the customer for Product and Engineering by turning customer feedback into actionable insights.
  • Contribute to a scalable deployment playbook by applying proven implementation approaches across customers.
  • Design and deliver training webinars and on-site sessions that build user understanding and adoption.
  • Maintain accurate records in HubSpot and other internal tools to support a smooth handoff to post-implementation teams.

Requirements

  • 3+ years of experience in a client-facing implementation, consulting, or strategic account management role.
  • SaaS experience preferred.
  • Ability to interpret complex data and translate it into a compelling narrative for customers.
  • High proficiency in Microsoft Excel for data analysis and Google Suite.
  • Demonstrated ability to manage high-stakes projects with multiple moving parts and demanding stakeholders.
  • BA/BS degree preferred.
  • Project Management Professional (PMP) certification highly preferred.

Benefits

  • Positive, family-oriented team environment.
  • Culture of encouragement, positive reinforcement, and gratitude.
  • Healthy perspective on work-life balance.
  • Excellent salary commensurate with experience.
  • Benefits commensurate with experience.
  • Equal Opportunity Employer consideration for all applicants.

Interested in this position?

Apply directly on the company website

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