Customer Implementation Specialist

1 month ago

Remote, Oregon, United States Applied Systems Full time

Job Description
Applied Systems, Inc., the worldwide leader in insurance technology, is currently searching for a Customer Implementation Specialist to join our Activation Services team. As the Customer Implementation Specialist, you will excel at working directly with clients to implement and configure extended solution products. In this role, you will work independently with clients to deliver a positive customer onboarding experience. You will have the opportunity to cultivate, maintain, and grow relationships with new and existing customers to provide a smooth implementation of our products. In addition, you will have the opportunity to contribute to internal projects and collaborate with team members to achieve department goals that align with Applied's Values in Action. This position requires excellent communication and project management skills, as well as the ability to work collaboratively with cross-functional teams.
What You'll do:

  • Manage extended solution implementation projects, including project planning, execution, and timely communication with customers and internal teams to deliver high-quality implementations.
  • Identify and manage customer expectations, including communicating difficult/sensitive information to customer, project team, and management.
  • Work with customers to gather requirements, assess needs, and provide guidance on best practices and workflows to meet business needs.
  • Develop and maintain project plans, timelines, and dashboards to ensure that implementation milestones are met.
  • Form strong and productive working relationships with customers, managing to keep customers on track toward achieving mutual goals.
  • Partner with product and project team members to ensure the completion of all deliverables across the project.
  • Maintain thorough documentation of customer interactions, tasks completed, project status, and action items.
  • Continually seek feedback from customers and internal stakeholders to identify opportunities for improvement in our implementation process.
  • Manage multiple priorities and perform well in a fast-paced environment while maintaining a high level of quality and client satisfaction.
  • Assist clients with making product related configuration decisions.
  • Develop and maintain excellent knowledge of company products, usage, features, etc.
  • Manage projects that include data migration of extended solutions products when the management system has a data migration. This includes a thorough data review.
  • Occasional Shift Hours (1-2 times per month): Friday Nights and/or Saturdays to meet customer needs


What You'll Need to Succeed
We're looking for someone who:

  • Can work remotely or from an Applied Systems office


Your experience should include some or all of the following:

  • 3+ years of project management or software implementation experience
  • Demonstrated communication, analytical and problem-solving skills to develop creative solutions
  • Experience or interest in data conversions
  • Bachelor's degree or equivalent work experience
    • We proudly support and encourage people with military experience, as well as military spouses, to apply


Additionally, you may have:

  • A background in the insurance industry
  • Knowledge or use of Applied Systems products and services


What You'll Gain
Benefits from Day One

  • Health insurance plans, dental, and vision
  • Wellness incentives
  • 401(k) and/or RRSP retirement savings plans with employer match


Work-Life Balance

  • Competitive paid vacation time and a free day for your birthday
  • Personal/sick time
  • Paid holidays
  • Flex Time
  • Paid parental leave (U.S. candidates)
  • Volunteer time off


Empowering Career Growth and Success - We invest in talent, care about our people and are empowered by the results of our work. We grow our teams from within and give our employees opportunities to advance.
What We Value
We strive for excellence at every turn to be the best at what we do. We invest in talent, care about our people and are empowered by the results of our work. We fulfil the promise of insurance - safeguarding and protecting what matters most in people's lives. And there is no more important job than that.
Our focus on the workforce, workplace and marketplace gives us a qualified individual in an environment in which they can be productive while we maintain our position in the industry. To help drive that change toward a vibrant, modern workplace, we have employee-driven networks with commonalities in ethnicity, gender, sexual orientation and military status.
Who We Are
For more than 35 years, Applied Systems has created innovative technology for the global insurance industry. Today, we are a rapidly growing software leader that is revolutionizing the way agencies and brokerages succeed.
We are smart and curious people in a tech-first environment that champions bold and powerful thinking. We are transforming a complex industry through digitization, automation, and innovative new partnerships. Together we are driving the industry fearlessly forward.
It's an exciting time at Applied. You can do big things here, in an environment that supports creative thinking and bold ideas. Visit for more information on how you can challenge what's possible.
EEO Statement
Applied Systems is proud to be an Equal Employment Opportunity and Affirmative Action Employer. Diversity and Inclusion is a business imperative and is a part of building our brand and reputation. At Applied, we don't discriminate, and we are committed to recruit, develop, retain, and promote regardless of race, religion, color, national origin, sexual orientation, gender identity, disability, age, veteran status, and other protected status as required by applicable law.
#LI-Remote

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