What are the responsibilities and job description for the Implementation Specialist position at WelcomeHome Software?
About WelcomeHome
WelcomeHome is an Atlanta-based SaaS startup with the mission to build the best Customer Relationship Management (CRM) platform in the senior living space.
Since launch in 2019, we have experienced incredibly rapid growth.
Profitable from day one, we’ve hit hypergrowth with a team that prioritizes client results over external / VC reporting and internal politics.
WelcomeHome’s differentiation extends beyond providing the most technologically advanced, easiest to use software in the space. Clients receive white glove support, from the migration from their legacy CRM platform to ongoing day to day training and troubleshooting.
About the Role
As a Customer Implementation Specialist, you will work directly with our Customer Success team to migrate new clients from their legacy CRM onto WelcomeHome. This position is based in our Atlanta office. While Welcome Home supports remote work, employees for this role are only eligible after 6 months of full-time employment.
Responsibilities include:
- Managing configuration process for all new clients, and routinely updating configurations for current clients as they add services
- Becoming an expert on WelcomeHome’s configuration options, understanding when each option should be used to meet client needs and optimize performance
- For each client, delivering a custom-configured CRM for review during client onboarding
- Configuring API integrations between WelcomeHome and the client’s complementary platforms, including marketing tools, websites, and EHR and property management applications
- Importing and formatting data from client’s legacy systems and importing into Welcome Home’s CRM
- Streamlining and improving onboarding and maintenance processes in collaboration with client success and product teams
- Consulting on technical or configuration questions as needed during the sales and onboarding processes
About You
The ideal candidate is an organized, thoughtful, and detail-oriented individual who is inspired by innovation and our customer’s success. In addition, you will have:
- 2 years software implementation experience, or technical project management experience
- Strong analytical skills, including understanding and troubleshooting functional software configurations and ability to apply your technical knowledge to new systems
- High level of attention to detail, organization, and drive to get things right the first time.
- Hyper-organized and strong multitasker with an ability to intelligently prioritize multiple competing projects and timelines
- Technical aptitude to learn quickly and rapidly build product knowledge; understanding of web applications and complex software
- Excellent verbal and written communication skills, both internal and client-facing, with an ability to translate technical information into language understandable and digestible by non-technical audiences
- Comfort in a dynamic startup environment, ready to move quickly and wear many hats
Technical skills
- Formal development experience is not required, but you have done HTML work, and you know how to find the information you need
- Experience with API integrations
- Comfortable reading and understanding code to use data translation tools effectively
- Microsoft Excel proficiency, including understanding of
- formulas/functions
What You'll Get
WelcomeHome values all of its employees and strives to provide a competitive compensation package. Benefits include health, vision and dental coverage, 401(k) matching, and unlimited PTO.
But, on top of that, you'll be surrounded by awesome people who care deeply about what they do and will do whatever it takes to help you succeed.