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Technical Configuration Specialist
2 weeks ago
WelcomeHome is a cutting-edge SaaS startup based in Atlanta, dedicated to developing the most advanced Customer Relationship Management (CRM) platform for the senior living space. Since its launch in 2019, the company has experienced rapid growth and achieved profitability from day one. The team prioritizes client results over external reporting and internal politics, focusing on delivering exceptional support to clients.
Key to this success is the Customer Implementation Specialist, who works closely with the Customer Success team to migrate new clients from their legacy CRM onto WelcomeHome's platform. This role is based in our Atlanta office, with opportunities for remote work after six months of full-time employment.
The ideal candidate will be an organized, thoughtful, and detail-oriented individual with a passion for innovation and customer success. Key responsibilities include:
- Managing configuration processes for all new clients, ensuring seamless transitions to the WelcomeHome platform
- Becoming an expert on WelcomeHome's configuration options, understanding when each option should be used to meet client needs and optimize performance
- Delivering custom-configured CRMs for review during client onboarding, tailored to each client's specific requirements
- Configuring API integrations between WelcomeHome and complementary platforms, including marketing tools, websites, and EHR and property management applications
- Importing and formatting data from client legacy systems and integrating it into WelcomeHome's CRM
- Collaborating with the client success and product teams to streamline and improve onboarding and maintenance processes
- Providing technical guidance and consulting on configuration questions as needed during sales and onboarding processes
About You
The successful candidate will possess strong analytical skills, including the ability to troubleshoot functional software configurations and apply technical knowledge to new systems. They will also have a high level of attention to detail, organization, and drive to deliver results. Additional requirements include:
- 2+ years of experience in software implementation or technical project management
- Strong communication skills, both internal and client-facing, with the ability to translate technical information into understandable language
- Comfort in a dynamic startup environment, ready to adapt quickly and wear multiple hats
- Technical aptitude to learn quickly and build product knowledge; understanding of web applications and complex software
- Hyper-organized and able to prioritize multiple competing projects and timelines effectively
What You'll Get
WelcomeHome values its employees, offering a competitive compensation package that includes health, vision, and dental coverage, 401(k) matching, and unlimited PTO. Join a team that cares deeply about delivering exceptional results and helping you succeed.