Implementation Specialist I
4 weeks ago
The Implementation Specialist I is responsible for the pre-vendor setup & post-implementation activities related to new/existing client contracts and setups for Resident Solution products such as ClickPay. This position reviews data for discrepancies or inaccuracies and corrects any incompatibilities in information in the system. The ISP enters customer and account data from source documents to import workbooks required by the vendor & to RealPage platforms. ISP drives implementation by providing quality control on new and existing clients to obtain KYC and legal documentation prior to setup and onboarding for ClickPay solutions. Collaborates with other internal stakeholders and notifies clients of the completion of the implementation. This position gathers & examines data from customers, creates system records, and submits for setup.
PRIMARY RESPONSIBILITIES
Responsibilities for this position include but are not limited to the following:
- Successfully setup clients' properties and accounts following ClickPay guidelines and in accordance with client's expectations.
- Maintain accurate records of all communication received for each client.
- Serve as quality control for Implementation Consultants and/or Solutions Consultants in submitting due diligence pre-requisites in compliance with risk management guidelines and vendor requirements.
- Ensure client satisfaction and retention through timely solution delivery.
- Remain engaged with internal stakeholders throughout the implementation process.
- Understand the processes surrounding ClickPay and how those products integrate with other solutions.
- Organize and maintain all files upon receipt of new/existing and complete orders.
- Assist with product/process testing when necessary.
- Gather & examine data from customers, create system records, and submit for setup.
- May be required to perform other duties as assigned.
REQUIRED/KNOWLEDGE/SKILLS/ABILITIES
- Bachelor's degree in a related field is preferred, or equivalent work experience is required.
- 1 - 2 years' experience in customer service and implementation.
- Excellent verbal and written communication and interpersonal skills required.
- Ability to learn and utilize new procedures and processes quickly.
- Intermediate to advanced knowledge of MS Office (Word, Excel, PowerPoint, Outlook, Teams, SharePoint); testing may be requested.
- Ability to work in a collaborative, flexible, team environment and meet aggressive timelines.
- Able to successfully prioritize and manage time effectively so that deadlines can be met.
- Experience in a fast-paced production environment.
- High level of organizational skills.
- Ability and desire to work within a team environment.
- Able to quickly analyze and troubleshoot problem issues.
- Ability to work after regular business hours as needed to guarantee deliverables are met.
- Ability to recognize and escalate issues and risks to your leaders.
- Ability to work discretely with confidential information.
PREFERRED KNOWLEDGE/SKILLS/ABILITIES
- Experience in Property Management, Payments industry is strongly preferred.
- Experience with underwriting, merchant onboarding, and payments facilitation.
- ACH (Automated Clearing House), Check21 banking experience preferred.
- Knowledge of Federal State, and Financial Institution Regulations preferred.
- Basic knowledge of Salesforce CRM (Customer Relationship Management) platform.
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