Customer Success & Implementation Specialist
Skills
Software As A ServiceAccount ManagementAdoptionTrainingCustomer Relationship ManagementProject CoordinationProject Implementation
What the job involves
The main requirements, responsibilities and hiring steps.
Requirements
- 1 to 2 years of experience in account management project coordination implementation customer service or customer success
- Strong organizational and project management skills
- Strong written and verbal communication skills
- Ability to manage multiple projects and competing priorities simultaneously
- Customer-focused mindset with a passion for building relationships
- Strong attention to detail and follow-through
- Proficiency with Microsoft Office and collaboration tools
- Experience with healthcare technology SaaS or software implementation
- Working knowledge of SSO/SAML concepts sufficient to coordinate implementation and troubleshoot basic configuration issues
- Experience managing onboarding or implementation projects
- Experience conducting customer training or presentations
- Experience working with ClientSuccess and Salesforce
Nice to have
- Organized
- Detail-oriented
- Customer-focused
- Relationship builder
- Proactive
- Collaborative
Day to day
- Coordinate customer onboarding and implementation projects from kickoff through completion
- Serve as the primary contact for implementation-related customer communication and follow-up
- Manage a portfolio of smaller accounts with proactive support training renewals and adoption guidance