Implementations Specialist

disa; United States; Presencial; USD 70.000 - 90.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

PTO

401k with match

11 paid holidays

Medical/Dental/Vision coverage

Life Insurance

EAP

Educational Assistance

Descripción de la vacante

DISA Global Solutions seeks a Specialist, Implementations to deliver timely, accurate implementations for new and existing accounts. You will coordinate with clients and internal teams to ensure services meet client needs and align with SOPs.

You will document activities in CRM, perform iterative product testing, and maintain strong knowledge of system workflows and configurations to support effective deployments.

Formación

• 5+ years of experience in account implementation, technical support, customer service, or related role.
• High School diploma or GED required; associates degree preferred.
• Experience with client-facing communication including requirements, timelines, and next steps.
• Experience in CRM, ticketing, implementation, or case-management systems with accurate records.
• Ability to engage internal/external stakeholders to clarify needs and unblock progress.
• Strong logical/analytical thinking and the ability to configure or troubleshoot workflows.
• Ability to work across teams to coordinate activities and resolve issues.
• Commitment to protecting PII/PHI per HIPAA and company policies.

Responsabilidades

• Evaluate and facilitate new account or account modification requests.
• Follow SOPs for new account setups and modifications.
• Identify unique setups and consult with multiple departments for best client solutions.
• Collaborate with Sales Executives and Account Managers to ensure complete client information for implementations.
• Track all communications and tasks in CRM (e.g., Salesforce) for audit and project tracking.
• Demonstrate meticulous testing to ensure functionality and product quality.
• Maintain understanding of system workflows, configuration options, and solutions.
• Perform other related responsibilities or projects as assigned by management.

Conocimientos

Client-facing

CRM proficiency

Analytical thinking

Cross-team collaboration

Effective communication

Attention to detail

HIPAA/data protection

Excel proficiency

Problem solving

Educación

High School Diploma or GED

Associates degree preferred

Herramientas

Salesforce

Microsoft Office (Outlook, Teams)

CRM systems

Descripción del empleo

DISA Global Solutions is a leading safety and compliance provider supporting more than 55,000 customers worldwide, including over 30% of the Fortune 500. With 1,600+ team members across 30+ locations, we've delivered innovative solutions since 1986 and process more than 20 million orders each year. As a multi-year Top Workplaces award winner, DISA offers competitive pay, robust benefits, and a collaborative, growth-focused culture. Employees enjoy ongoing training through our internal learning and development team, monthly appreciation events, and numerous opportunities for career advancement.

Position Summary

As a Specialist, Implementations you will provide timely and accurate implementation for all new accounts and updates to existing accounts. This position communicates with clients and/or internal stakeholders to understand requirements, translates the requirements, and then coordinates with multiple internal teams to ensure service the product is implemented to meet the client's needs.

Essential Functions

• Evaluate and facilitate new account or account modification requests.
• Follow all standard operating procedures for implementing new account setups and modifications.
• Identify unique setups and consult with multiple departments to provide the best solution for the client in a highly customizable application.
• Collaborate with Sales Executives and Account Managers to ensure all information provided for new or modified accounts and packages is complete and accurate to efficiently implement client requests.
• Track all communication and tasks within the designated customer relationship management (CRM) system (e.g., Salesforce) for audit, reporting, and project tracking purposes.
• Demonstrate attention to detail and persistence in executing comprehensive and iterative product testing to ensure functionality, quality, and a consistent product experience.
• Maintain a strong understanding of system workflows, configuration options, and available solutions to support accurate and effective client implementations.
• Perform other related responsibilities or projects as assigned by management.

Key Skills & Experience

• High school diploma or general education degree (GED) required; associates degree preferred.
• 5+ years of experience in account implementation, technical support, customer service, or a related operational role.
• Client-facing experience preferred, including communicating requirements, next steps, timelines, or standard system functionality.
• Experience working in CRM, ticketing, implementation, or case-management systems and maintaining accurate and complete records.
• Confidence initiating conversations with internal and external stakeholders to clarify needs, identify roadblocks, and move work forward.
• Effective active listening and communication skills, with the ability to ask clarifying questions, accurately interpret client or stakeholder information, capture complete intake requirements, reduce miscommunication, and support clean downstream handoffs.
• Strong logical and analytical thinking skills, with the ability to understand and apply basic conditional logic, including if -> then statements and AND/OR rules, when configuring or troubleshooting system workflows.
• Demonstrated ability to work collaboratively across teams and functions to coordinate activities, resolve issues, and support implementation outcomes.
• Ability to recognize when additional expertise or support is needed and proactively engage colleagues or elevate questions appropriately.
• Eagerness and ability to quickly learn a complex proprietary system, understand system structure and configuration options, and identify appropriate solutions to meet client needs.
• Demonstrated commitment to safeguard confidential client and sensitive individual data including personal identifiable information (PII) and protected health information (PHI) in accordance with company polices, data protection standards, applicable HIPAA requirements, and state and federal regulations.
• Proficient with Microsoft Office applications (specifically Outlook, Teams, and Excel), CRM system (e.g., Salesforce), and other business productivity and task management tools. Advanced Excel skills preferred.

Training/Working Hours

Training Schedule: Monday - Friday - 10a -6:30p EST
Work Schedule: Monday - Friday - Within the Operational Hours of 7a - 6p EST

Benefits

• Personal and Sick Paid Time Off.
• 401k with a highly competitive match.
• 11 Paid Holidays
• Medical/Dental and Vision.
• Group Life Insurance, HSA/FSA
• Employee Assistance Program
• Educational Assistance Program

Internal Mapping

This role aligns to the internal job profile of Specialist, Implementations within the Migrations & Implementations job family.

Physical Requirements

This position requires effective communication, including speaking and hearing, and the ability to perform close visual work. The role involves frequent sitting (typically up to 8 hrs. per day), occasional standing or walking, regular use