Location: Remote (must be able to work EST hours 9am-5pm) Client Facing:ย This is a client-facing role so perfect English skills are a requirement Department: Onboardingย To Apply:ย Send an email including a 2-3 minute video talking about your experience to [email protected]
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Title: Implementation Project Managerย
Status: Exempt, Full-Timeย
Reporting structure:ย
The Implementation Project Managerroleworks closely with salesand client success to ensure clients are onboarded and implemented successfully, know the value of our services and resources and utilize the product effectively.ย The Implementation Project Manager role keenly focuses on driving an exceptional onboarding experience whilst ensuring onboarding milestones are consulted, prescribed, and met within timelines. In addition, this role serves as the main point of contact throughout the onboarding journey, keeping the ClientOnboarding Manager informed, and working as a liaison between clients, sales, the CS department and productteams.ย
What youโll do:ย
The onboarding phase is the most important phase of the client lifecycle, and Implementation Project Managersare responsible forestablishing the solid foundation that drives our clientsโ success. This crucial client-facing role focuses on the successful implementation and adoption of product. The Implementation Project Managerowns the post-sale onboarding client relationship and manages the implementation of said solutions whilst ensuring the client receives all pre-defined touchpoints. The role will also be responsible formonitoring the progression of all projects within the onboarding process of each assigned client and keeping all involved teams (internal and external) informed and on track to completion. These projects include but are not limited to solutions and systems implementation, training for clients, new client set-up, configuration and training within internal company tools and platforms and CRMs.ย
Key Responsibilitiesย
ย ClientCommunicationย 45%ย
ย โข Initiate new client contact post-sale by phone and email to coordinate and launch allsolutions onboarding projects based on executed contractsย
โข Communicate clear expectations to clients regarding the onboarding journey, clientnext steps, timelines, and the clientโs role in successfully implementing solutionsย
โข Coordinate client contact with sales team and project manage the handoff from sales to Client Successย
โข Anticipateclient needs during the onboarding process and build rapport by delivering a positive and proactive onboarding experience through ongoing communication by phone, email, and video conference (primarily Zoom)ย
โข Assistclients in managing change and realizing value of our product quicklyย ย
ย Project Management 35%ย
โข Maintainclient profiles in internal platforms to ensure new client services are added and qualitychecked prior to go-live based on executed contractsย
โข Gather needed information from the client through onboarding formsand communicate needs to relevant internal or external partner teams,as necessaryย
โข Organize, execute, and document the onboarding process forclients from beginning to end along with changes that will improveand evolve this process furtherย
โข Add all relevant client notes in CRM (Salesforce) and communicatewith the Client Success department to assign a client successteam member based on what is known aboutthe client.ย
Ensure coordination of client touchpoints and identify risks (timeline/resistance/other) during onboarding periodย
Internal Communicationย 20%ย
ย โข Communicate client status to internal teams, including but not limited to Client Success, Marketing, Product and development, andSalesย
โข Partner closely with Client Success to solidify and execute client launches based on client goals, desired outcomes, and predefined timelinesย
โข Actively engage with internal teams regarding the onboarding status of clients, and onboarding process statusย
โข Successfully identify and prevent client churn during onboarding by escalating at-risk clients as defined by the Client Successย
โข Ensure each clientโs onboarding project and timelines are met based on pre-established KPIs Time to live, Time to value, CSAT, NPSย
Requirements:ย
At least 2 years of experience in Medical or SaaS industries preferred, working in B2B,client-facing roles related to onboardingย
Minimum of two (2) years in a project management capacityย
Proficient in Microsoft Office, project management software or CRMย
Strong Organizational, project, and time management skills, able to address multiple projects/requests and meet tight deadlines with ownership and accountability โ and finesseย
Superb written and oral communication skillsย
Empathetic to clients and challenges they face within their practices, ability to develop relationships quicklyย
BA or BS degree preferredย
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ย What success will look like for you in the first 90 days:ย
โ You will participate in developing an Onboarding playbook for Onboardingย
โ Complete Online training modules (self)ย
โ Accomplish 100% of assigned clients with all purchased solutions to go liveย
within the first 60 daysย
โ Complete Salesforce user online basic training (self)ย
โ Upon receipt, please schedule your 90-day review meeting with your directย
supervisor for the beginning of your 4th month in this role.ย
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Salary and compensation
$30,000 — $50,000/year
How do you apply?
send your resume and a 2-3 minute video introduction to: [email protected]ย
Bonus points if you answer the 2 questions that follows:
"Tell us about a time you managed a client onboarding from start to finish. What challenges did you face, and how did you ensure the client went live successfully?"
"How do you typically communicate expectations and timelines to clients who are new to a software platform?"
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