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Implementation Specialist

2 months ago

Salt Lake, Utah, United States Outbound Funnel Full time
About Outbound Funnel

We are a premier strategic agency specializing in Sales Engagement, Automation, and CRM Platforms. Our team of experts offers expert implementation, integration, training, and managed services to a diverse clientele ranging from hyper-growth startups to Fortune 100 companies.

Role Overview

We are seeking an Implementation Specialist who will be responsible for managing the successful implementation of Sales Engagement, Automation, and CRM Platforms in a company. The ideal candidate will work closely with the IT and business teams to ensure that the project is completed on time, within budget, and meets the company's requirements.

Key Responsibilities
  • Plan, coordinate, and execute the implementation of Sales Engagement, Automation, and CRM Platforms, including gathering requirements, creating a project plan, and managing the project team to ensure that milestones are met on time and within budget.
  • Communicate effectively with technical and non-technical stakeholders, including working with the IT team to ensure that the technology is implemented correctly and with business leaders to ensure that the project meets the company's strategic objectives.
  • Provide training and support to end-users after the implementation is complete, including creating user guides, conducting training sessions, and providing ongoing support to ensure that the system is used effectively.
  • Analyze the effectiveness of the system and identify areas for improvement, as well as identify new technologies that can be implemented to improve the company's operations.
  • Serve as a subject matter expert for the company's software products.
  • Lead the implementation process from kickoff to completion.
  • Create, update, and maintain project plans, timelines, and resource allocation documents.
  • Develop, test, and deploy customized solutions for clients.
  • Identify and troubleshoot technical issues encountered during various phases of the implementation process.
  • Collaborate with internal teams to provide timely resolution of technical issues.
  • Manage project-related invoices and client communication.
  • Provide training for client staff on the usage of new systems and software.
Requirements
  • Minimum of 4 years of professional experience in project management or implementation.
  • Experience in SalesTech (Gong, Outreach, Salesloft, HubSpot) and/or CRM/MarTech (HubSpot) is highly preferred.
  • Ability to work from our Lehi, Utah office is strongly preferred; however, remote work is possible for the right candidate.
  • Remote candidates must have a private, quiet workspace, high-speed internet, and a reliable computer.
  • Exceptional time management skills, with the ability to manage multiple schedules and project timelines.
  • Ability to translate technical insights into clear executive summaries.
  • Highly responsive with excellent communication skills, able to engage effectively with clients and internal stakeholders.
  • Strong communication skills and ability to work in a cross-functional team.
  • Ability to thrive in a fast-paced, dynamic environment.
  • Knowledge of software development life cycle and project management methodologies.
  • Experience with project management tools such as Asana.
Compensation and Benefits
  • Full Time (Contract 1099)
  • Base Salary + Bonus
  • Bonus performance-based compensation up to 20% (5% business performance, 15% individual performance)