Director of Enterprise Marketing Transformation advancing operational efficiency through AI and automation. Leading multiple initiatives to optimize healthcare financial experiences at Zelis and enhance operational change.
About the role
- Implementation Specialist onboarding clients for Boldr's SaaS platform. Collaborating with project managers and clients to ensure successful implementation and training support.
Responsibilities
- 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.
Requirements
- 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
- 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
Benefits
- Private Health Insurance
- Paid Time Off
- Training & Development
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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