As an Implementation Specialist, you don’t just follow a checklist; you own the project lifecycle. You will act as a trusted advisor to school districts, state agencies, and foundations, leveraging a deep understanding of their unique challenges to propose "out-of-the-box" solutions that align their workflows with our technology. Your goal is to turn complex onboarding into a seamless, value-driven experience that secures revenue and mitigates churn before it starts. This is a role for someone who is equally comfortable building relationships and rolling up their sleeves to get things done.

Responsibilities

• Serve as the primary lead during the critical first phase of the customer lifecycle, providing expert guidance on best practices for platform configuration.
• Proactively identify opportunities for expansion and up-selling during the implementation phase by recognizing unmet customer needs and collaborating with the Client Success team to capture new revenue streams.
• Anticipate potential roadblocks in the onboarding process. When issues arise, you don’t just report them—you propose creative, scalable solutions that keep the project on track.
• Manage complex, multi-stakeholder implementations, including new and existing clients, ensuring all deliverables are met with precision and within established timelines.
• Act as the "voice of the customer" for the Product and Engineering teams, synthesizing customer feedback into actionable insights for future platform enhancements.
• You contribute to a scalable deployment playbook — finding ways to apply what's worked before rather than reinventing the wheel with each new customer.
• Design and deliver high-impact training webinars and on-site training sessions that go beyond "how-to" and focus on "why," driving deep user buy-in.
• Maintain meticulous records in HubSpot and other internal tools, ensuring a seamless hand-off to the post-implementation support teams.

What You Bring

• Consultative Mindset: You don’t just take orders; you ask "why" and offer a better way.
• Proactive Ownership: You see around corners and solve problems before the customer even notices them.
• Exceptional Communicator: You can command a room (or a Zoom call) and translate technical jargon into business value.
• Creative Agility: You think outside the box to solve "unsolvable" workflow hurdles.
• Revenue-Focused: You understand that customer success is the primary engine for company growth.

Requirements

• Experience: 3+ years in a client-facing implementation, consulting, or strategic account management role (SaaS experience preferred).
• Analytical Prowess: Ability to interpret complex data and translate it into a compelling narrative for customers.
• Tech Savvy: High proficiency in Microsoft Excel (data analysis) and Google Suite.
• Proven Track Record: Demonstrated ability to manage high-stakes projects with multiple moving parts and demanding stakeholders.
• Education: BA/BS degree preferred. Project Management Professional certification is highly preferred.

Benefits

ClassWallet is a positive, family-oriented team environment. Our focus is on encouragement, positive reinforcement, and gratitude. We work hard and are highly motivated to win but with a healthy perspective on life.

We offer an excellent salary and benefits commensurate with experience.

ClassWallet.com is proud to be an Equal Opportunity Employer. Applicants are considered for all positions without regard to race, color, religion, sex, national origin, age, disability, sexual orientation, marital or veteran status.

Originally posted on Himalayas