Implementation/Client Onboarding Specialist managing SaaS onboarding for veterinary customers in DACH region. Delivering training, configuring software, and ensuring smooth delivery.
About the role
- Implementation Consultant focusing on CRM solutions at Litera. Supporting clients with implementations and configurations in a hybrid work environment.
Responsibilities
- Software Implementation, Configuration, Test, support Go Live
- Implement, configure, train and test Peppermint software within Implementation guidelines as part of a new project
- Provide post Go Live support to customers
- Deliver and participate in pre-defined workshops with clients, helping them to make decisions and decide how the system should be configured
- Write and develop new courses/training material
- Create documentation to capture customer specific configurations
- Deliver services in accordance with agreed customer SOW to include any revision of such plans, and the necessary communication of that revision
- Document issues and actions arising and ensure these are passed to the appropriate person for progression
- Provide management and senior consultants with regular, timely updates
- Continually develop and strengthen client, internal and external relations to help create long partnerships through proactive and personable interactions
- Help prepare or participate in presentations and demonstrations with our sales team
- Support our sales team and professional services colleagues in prospect and customer business analysis - 'explore and define' workshops prior to deployment
- Contribute to Product Management where required including product specification and testing (relevant to expertise)
- Support our Quality Management System development and process improvements
Requirements
- Experience and knowledge of ‘CRM’ software and ERM software, general business process automation tools, and Microsoft Office applications
- Experience/Knowledge of BD and Marketing
- Ability to gather and interpret client business needs and communicate requirements
- Ability to write technical documentation and follow standard methodology
- Proven technical ability to implement functionality into software e.g. building workflows, dashboards, reports, templates
- Strong analytical capabilities, including the ability to identify, troubleshoot and resolve configuration and functional business issues
- Strong people skills in building trust and relationships and creating a collaborative style with clients
- Previous experience delivering software training (in house or client side)
- Understands and has demonstrated previous success in a consultancy role
- Client facing experience or experience working with Legal Stakeholders ‘in house’.
- Commercial business expertise.
- Experience in using and configuring in the Power Platform including Peppermint.
- Previous experience of implementing ‘front end’ software solutions into law firms or other regulatory environments
- Understanding of Peppermint software functionality.
Benefits
- health insurance
- retirement savings plans
- generous paid time off
- supportive work-life balance
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