Implementation Specialist

Implementation Specialist

Role Type:
Full-Time Contract

Hours:
Must be willing to work US Hours

About The Methodical Group

The Methodical Group ) is a leading global provider of IT Services, Consulting, and Specialized Staffing Solutions, operating with a systematic, high-quality approach for over 25 years. Headquartered in St. Petersburg, Florida, we use proprietary frameworks, such as ExactTalent, to provide specialized workforce solutions, including permanent placement and contract staffing, across industries such as IT and Healthcare. Simultaneously, our IT and Business Services division offers expert solutions in Software Development, Data & Analytics, and IT Operations, aiming to help organizations worldwide drive digital transformation, improve efficiency, and maintain a competitive edge.

Job Description

As a Client Onboarding Specialist, you play a vital role in our growing company. You are the primary point of contact for clients during the onboarding process from start to finish. You conduct online software training sessions covering areas such as revenue management, accounting, housekeeping, etc. The Training Specialist is the "go-to" person for problems concerning "how to" perform specific tasks within the software, ensuring the client is fully trained in the software before they go-live.

We have an innovative, fast-moving team that continuously pushes out new features, always striving to learn and innovate. If you like this kind of environment, we would love to have you on the Streamline team.

We are looking for a highly motivated, polished self-starter with an engaging personality who thrives on personal and professional development. We want someone yearning for longevity and loyalty to our growing company. This position has endless growth opportunities.

Functions and Responsibilities

• Responsible for coaching new clients in understanding how to set up and use our software
• Attends welcome calls and introduces the client to our onboarding learning platform
• Creates initial system shells for new clients
• Manages and educates clients how to navigate our online learning platform to find their onboarding content and instructions
• Schedules/facilitates coaching calls accordingly (based on contract expectations) to get clients' software live on schedule, or as applicable based on progress.
• Communicates regularly with clients to ensure they stay on track
• Actively participates in internal team meetings
• Works cohesively with other onboarding team members to deliver an optimal onboarding experience
• Updates clients after each training call accordingly with call recording details & other relevant content discussed
• Conducts a review of each system at the end of training in preparation for activation
• Escalates & documents any issues or challenges that may arise during onboarding
• Participates actively in all team & company meetings
• Asks questions and provides suggestions as needed
• Responsible for client administration inside our online learning platform & CRM
• Works independently to understand and deliver accurate training that educates clients on our products and services
• Responds to and troubleshoots client's questions throughout their onboarding
• Identifies training gaps and recommends changes to management team as necessary
• Updates and sometimes creates new content such as: courses, guides, articles, presentations or any educational materials internal/external as needed

Minimum Qualifications

Preferred:

• 3 + years technical/software training experience and/or
• 2 + years of vacation rental industry experience and/or
• 2 + years vacation rental software experience

Required:

• Enthusiastic, strong work ethic, and positive "can-do" attitude above all
• Self-starter attitude with the ability to think creatively and achieve scheduled deadlines
• Professionalism and clarity in your verbal, written, and presentation skills
• Excellent listener, communicator, and collaborative team player
• Friendly, approachable, and eager to learn

Education Requirements

• Bachelor's degree or comparable experienceBottom of Form