Implementations Specialist

DISA Global Solutions, Inc.; United States; Remote; USD 45,847,000 - 68,770,000; Full time

Benefits offered by this job

Personal and Sick Paid Time Off

401k with a highly competitive match

11 Paid Holidays Medical/Dental and_V

Group Life Insurance

HSA/FSA

Educational Assistance Program

Job summary

DISA Global Solutions, Inc. is seeking a Specialist, Implementations to rapidly implement new accounts and updates, coordinating with sales, accounts, and internal teams.

The role emphasizes accuracy, client communication, and cross-functional collaboration to meet client needs. The position requires a strong background in CRM, ticketing, and process-driven implementations, with attention to data integrity and proper handoffs, while maintaining HIPAA-conscious practices where applicable.

Qualifications

• High school diploma or GED; associate degree preferred.
• 5+ years of experience in account implementation, technical support, customer service, or related operational role.
• Experience in CRM, ticketing, implementation, or case-management systems and maintaining accurate records.
• Ability to initiate conversations with internal/external stakeholders to clarify needs and move work forward.

Responsibilities

• Evaluate and facilitate new account or modification requests.
• Follow procedures for new account setups and modifications.
• Coordinate with multiple departments to implement client requirements.
• Collaborate with Sales and Account Managers to ensure complete information for implementations.
• Track communications and tasks in CRM (e.g., Salesforce) for audit and reporting.
• Test configurations to ensure reliable functionality and product experience.
• Understand system workflows and configuration options to support implementations.

Skills

CRM experience

Client-facing

Excel

Office tools

Education

HS diploma/GED

Tools

Salesforce

Job description

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 of hands and fingers for handling and reaching, and occasional lifting (up to 15 lbs.). Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of this role: Ability to communicate effectively, including speaking and hearing. Ability to perform work that requires close visual attention, including viewing computer screens and written materials.

Ability to sit for extended periods of time (typically up to 8 hours per day), with occasional standing or walking. Ability to use hands and fingers to operate a computer, keyboard, mouse, and other office equipment. Ability to reach with hands and arms as needed. Ability to occasionally lift or move objects weighing up to 15 lbs.

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of this role: Ability to communicate effectively, including speaking and hearing. Ability to perform work that requires close visual attention, including viewing computer screens and written materials. Ability to sit for extended periods of time (typically up to 8 hours per day), with occasional standing or walking. Ability to use hands and fingers to operate a computer, keyboard, mouse, and other office equipment. Ability to reach with hands and arms as needed. Ability to occasionally lift or move objects weighing up to 15 lbs.

Compensation

Compensation for this role is determined by factors such as skills, experience, education, training, and internal equity. Pay may also vary based on geographic location in accordance with our compensation practices. Job Pay Range $16- $24 EEO/M/F/Vet/Disability

ABOUT DISA GLOBAL SOLUTIONS

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.