Implementation Specialist Support

I3 INFOTEK INC

Mason (OH)

On-site

USD 62,000 - 66,000

Full time

14 days+

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Job summary

A technology services company is seeking an organized and detail-oriented Implementation Specialist Support to manage client implementations. The role involves collaborating with multiple teams to ensure a smooth onboarding process for clients. Ideal candidates will possess strong communication skills and a bachelor's degree or equivalent experience. This position requires managing multiple projects efficiently within a fast-paced environment, offering a salary between $62,000 and $66,000.

Qualifications

2+ years in client operations, customer support, or client implementation roles.
Proficiency with Microsoft Office (Excel, Word, Outlook).
Strong written and verbal communication skills.

Responsibilities

Lead and track SMB client implementations from initiation to completion.
Serve as the primary contact for clients during onboarding.
Gather requirements for accurate plan setup.

Skills

Organizational skills

Analytical skills

Communication skills

Problem-solving skills

Multitasking

Education

Bachelor's degree or equivalent work experience

Tools

SAP

Microsoft Office

CRM platforms

Job description

We are seeking an organized and detail-oriented Implementation Specialist Support to manage small-to-mid-market (SMB) client implementations. This role supports onboarding for clients requiring simple to moderately complex plan setups. Ideal for a recent graduate or early-career professional looking to grow in project coordination and client implementation.

You will drive implementation activities from kickoff to completion while collaborating with cross-functional teams and ensuring a seamless transition to ongoing service teams.

Key Responsibilities

Lead, coordinate, and track SMB client implementations from initiation to completion.
Serve as the primary contact for clients and brokers during onboarding.
Gather requirements and ensure accurate plan setup by partnering with Sales, Operations, and internal teams.
Document client requirements and maintain updates in SAP, Smartsheet, and other tracking tools.
Host virtual meetings with clients and internal teams to review steps, address issues, and track milestones.
Identify and report project risks, issues, and progress to the Implementation Manager.
Ensure compliance with EyeMed standards, HIPAA, and all onboarding procedures.
Execute smooth transition to account management teams after implementation.
Contribute to process improvements for the client onboarding experience.

Required Qualifications

Bachelor’s degree or equivalent work experience.
2+ years in client operations, customer support, or client implementation roles.
Strong written and verbal communication skills.
Ability to manage multiple implementations in a high-volume, fast-paced environment.
Proficiency with Microsoft Office (Excel, Word, Outlook).
Experience with SAP, CRM platforms, or cloud tools (e.g., OneDrive) preferred.
Strong organizational, analytical, and problem-solving skills with high attention to detail.
Ability to work independently, remotely, and adapt quickly to new processes.
Data entry experience and ability to work across multiple systems simultaneously.
Quick learner; adaptable to new systems and workflows.
Strong multitasking and prioritization skills.
Excellent written communication and documentation capabilities.
Medium-to-advanced Excel skills.
Ability to clearly articulate findings, issues, or items requiring resolution.