Sr Professional Services Specialist

LineLeader by ChildcareCRM; Irving (TX); Hybrid; USD 70,000 - 95,000; Full time

Benefits offered by this job

18 days of PTO

11 paid holidays

401(k) program with Principal

Comprehensive insurance plans

Quarterly company culture events

Paid parental leave

Continuing education support

Job summary

A fast-growing organization seeks a Sr Professional Services Specialist to support the implementation of its innovative CRM platform for the childcare industry. The role requires collaboration with clients to ensure optimal configuration and integration of services, with an emphasis on customer success and effective communication.

Qualifications

• 1-4 years supporting customers in a SaaS environment.
• Experience in implementation projects.
• Experience training individuals and teams virtually.

Responsibilities

• Ensure successful implementation of the LineLeader platform.
• Create and maintain project plans and documentation.
• Conduct regular customer web conferences.

Skills

Customer Relationship Management

Project Management

Implementation Support

Training

Communication Skills

Education

College degree or equivalent experience

Job description

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At LineLeader, our purpose is to support the growth of early learning centers by using our childcare industry knowledge and experience to create software that makes their sales and marketing operations simple.

LineLeader was founded to provide a comprehensive customer relationship management and marketing system designed specifically for the childcare industry. Our web-based software is the product of a combined 75+ years of management software and business consulting experience in the childcare industry. We make childcare relationship management simpler and more effective by automating communication, enhancing parent engagement, and managing leads to improve enrollment conversion.

We’re a fast-growing organization and we are looking for individuals who value teamwork, are customer-centric, and understand and get excited about doing what it takes to succeed at a fast-paced software company.

If you thrive in a high-energy, entrepreneurial environment, we invite you to share your ideas and excitement with us.

We are unable to sponsor or transfer visas for this position; all parties authorized to work in the US without sponsorship are encouraged to apply. Candidate must live in Texas.

Primary Purpose and Function:

The Professional Services Specialist will work with our newest customers, ensuring successful configuration of the LineLeader platform. The Specialist’s primary objective is to support optimal product configuration, data importation, and system integrations are set-up in an accurate and timely manner and that the customer has a thorough knowledge of the features, functionality and maintenance of the platform. To be successful in this role the Services Specialist should have knowledge of the LineLeader platform, including all features that transcend the customer base. As a Professional Services Specialist, you will work closely with the larger Services team, as well as Sales, to plan, coordinate and execute implementation activities including but not limited to:

• database creation
• reviewing workflows
• connecting or implementing client websites
• acting as the customer consultant as needed

Along with providing implementation services, the Specialist will meet both team and personal goals as defined by the Professional Services Leader to promote the optimization of the role and the Services team.

Essential Functions andResponsibilities:

• Create and maintain required implementation artifacts including project plans and schedules, proper documentation of progress in HubSpot, and customer configuration documentation.
• Demonstrate an expert level of knowledge over all LineLeader products and integrations.
• Follow the established policies, procedures, and workflows outlined for successful client implementation.
• Assist with the formal handoff from sales to professional services team.
• Conduct regular customer web conferences in order to achieve implementation goals and timelines.
• Continually strive to improve the Services Organization processes by enhancing best practices and proactively identifying areas of improvement.
• Consistently achieving monthly KPI performance goals.
• Contribute to ongoing internal content creation, documentation, and client account audits.
• Having great verbal and written communication skills with the ability to effectively communicate with all levels of staff within an organization, from center directors to top management.
• Maintaining professional and product knowledge.

Knowledge and Skill

(REQUIRED)

• 1-4+ years of supporting customers in a SaaS/Software environment
• Experience in implementation/onboarding projects
• Experience training individuals and teams virtually
• Experience using a Customer Relationship Management (CRM) system (e.g. HubSpot, Salesforce.com)
• Knowledgeable in the use of the internet (functions, navigating, researching, etc.)
• Proven ability to build relationships with Customers and internal teams.
• Demonstrates team-building style and has experience operating in a shared services model with proven ability to work effectively in a team-based environment
• Detailed-oriented with a positive and inquisitive attitude
• Ability to manage multiple projects and work under tight deadlines when necessary
• Demonstrated strong organizational skills and ability to meet high standards for quality and accuracy
• Ability to adapt to changing environments and priorities
• Living our culture of growth and opportunity, respecting others, a focus on the customer, going above and beyond and working as a team is essential for your success at LineLeader

(PREFERRED):

• College degree or an equivalent combination of training and experience
• Experience providing outstanding quality success to business clients

Why LineLeader?

At LineLeader, we understand that where you work is more than just a career decision—it's a life decision. We strive to create an environment where all employees feel a sense of belonging and are supported in all areas of their lives.

• 18 days of PTO, plus 11 paid holidays, paid charity days, and your birthday off.
• Comprehensive insurance plans covering 100% of medical, dental, and vision for employees.
• 401(k) program with Principal.
• 6-12 weeks of paid parental leave.
• Continuing education support, including time and reimbursements for professional development.
• Quarterly company culture events.
• Hybrid work environment with one day per month required in our Addison, TX office.

Equal Opportunity Employer

LineLeader is an Equal Opportunity Employer and prohibits discrimination and harassment of any kind. We are committed to the principle of equal employment opportunity for all employees and to providing a work environment free of discrimination and harassment. All applicants will be considered without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran, or disability status. LineLeader encourages applicants of all ages.

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Consulting, Information Technology, and Sales

• Industries

  Software Development

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