Implementation Specialist

🕒 July 22

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Cordance

WebsiteLinkedInAll Job Openings

201 - 500 employees

Founded 2021

🤝 B2B

💳 Fintech

☁️ SaaS

B2B • Fintech • SaaS

Cordance is a young company with a long history, dedicated to partnering with founder-run businesses to provide financial and strategic support for their growth. Leverage their extensive operational expertise and resources, they focus on customized growth journeys for their partners, ensuring that quality, talent, and culture are preserved. Cordance aims to build long-term partnerships geared towards sustainable success.

📋 Description

• Lead remote software implementation projects from kickoff through successful go-live, serving as the primary project manager throughout the implementation lifecycle. • Manage multiple implementation projects by coordinating customer activities, internal resources, project schedules, deliverables, budgets, and communication. • Conduct discovery sessions to understand customer business processes, operational workflows, and implementation requirements. • Configure the FieldConnect platform and coordinate ERP integration, data validation, user acceptance testing, and production readiness activities. • Develop and maintain project plans, implementation documentation, and customer deliverables while proactively identifying and mitigating project risks. • Guide customers through FieldConnect's implementation methodology, including discovery, solution design, configuration, training, testing, go-live, and transition to Customer Success. • Develop and deliver implementation training using a train-the-trainer methodology for customer administrators, super users, and project teams. • Create customer training materials and implementation documentation. • Drive customer readiness and adoption by preparing customer teams for a successful production launch. • Deliver billable and non-billable professional services for existing customers, including additional training, workflow analysis, and software configuration. • Install, configure, and deploy additional FieldConnect modules and functionality. • Perform implementations for additional customer locations, branches, divisions, or business units. • Develop and deploy custom forms, reports, and other customer-specific configurations. • Estimate effort, document project requirements, and manage project scope for assigned professional services engagements. • Document completed work and customer deliverables to support project delivery and billing. • Coordinate professional services projects with customers and internal teams. • Assist the Sales team with product demonstrations, technical discovery, implementation planning, and Statements of Work. • Support Technical Support with complex customer issues requiring advanced product knowledge. • Document customer business requirements and enhancement requests for Product Management and Development. • Participate in software testing, quality assurance, and release readiness activities. • Assist with the administration and maintenance of demonstration, testing, and production environments. • Support internal IT initiatives related to Microsoft Azure, application environments, secure connectivity, and operational systems. • Contribute to implementation standards, documentation, and continuous process improvement.

🎯 Requirements

• Bachelor's degree in Business, Information Systems, Computer Science, or equivalent combination of education and experience. • 3+ years of experience in software implementation, customer onboarding, technical support, professional services, or a related field. • Experience managing multiple customer projects simultaneously. • Strong understanding of software implementation methodologies and business process analysis. • Experience implementing SaaS or cloud-based software solutions. • Experience with field service management, ERP, or construction software. • Experience with Microsoft SQL Server, Microsoft Azure, and cloud-hosted SaaS applications. • Familiarity with OpenVPN, Azure VPN, APIs, software integrations, data synchronization, and remote customer training.

🏖️ Benefits

• Comprehensive Health Coverage: Coverage begins on your first day of employment. • 401K Plan (US): We match 1:1 for the first 3% of contributions and 0.5:1 for the next 2%. Contribute 5% of your salary and get a 4% match. Choose from pre-tax and Roth options. You’re eligible the first of the month after 90 days and immediately vested. • RRSP (CAN): We match 1:1 for the first 3% of contributions and 0.5:1 for the next 2%. Contribute 5% of your salary and get a 4% match. Choose from pre-tax and Roth options. You’re eligible the first of the month after 90 days and immediately vested. • Flexible PTO: Enjoy uncapped paid time off to balance your work and personal life. • 12 weeks paid leave for all employees. • Monthly Stipend: Receive $75 USD / $140 CAD per month for phone and internet if you work remotely. • Generous Holiday Schedule: Benefit from an extensive list of holidays to recharge and spend time with loved ones.