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Onboarding Implementation Specialist

The role of an Implementation Specialist is to help each customer successfully implement the Weave platform during the onboarding process. Implementation Specialists are responsible for managing the relationship with each customer while ensuring a high quality experience and timely implementation. Each Implementation Specialist has a portfolio of customers in various stages of the implementation process and is required to prioritize, balance and manage both planned and unplanned work. 

A positive experience during the implementation process is critical to a customer’s long-term success and Weave is committed to finding the right people to make that happen.

  • Hybrid position: M/T/W in office and Th/F are WFH

  • Reports to: Onboarding Manager

What You Will Own

  • Develop and manage relationships with customers throughout the implementation process.

  • Manage a portfolio of customers in various stages of implementation.

  • Act as the project manager/point contact for each customer.

  • Keep the customer informed throughout the process and set clear expectations.

  • Teach and train customers how to maximize the value of the Weave platform.

  • Provide a five-star customer experience with each customer.

  • Triage, troubleshoot and prioritize issues as they arise during implementation.

  • Coordinate with adjacent teams on all tasks related to onboarding.

  • Utilize reports and data from various systems to help guide decision-making and manage your portfolio of customers.

  • Aid offices with installing their Weave software and hardware

  • Handle escalations with customers

  • Daily documentation of all completed and uncompleted work

  • Manage your calendar and scheduled events

What You Will Need to Accomplish the Job

  • 2+ years of experience in Account Management / Implementation

  • Drives Results: Consistently achieving results, even under tough circumstances. 

    • Persists in accomplishing objectives despite obstacles and setbacks.

  • Ensures Accountability: Holding self and others accountable to meet commitments. 

    • Takes personal responsibility for decisions, action, and failures.

  • Manages Complexity: Making sense of complex. high quantity, and sometimes contradictory information to effectively solve problems.

    • Uncovers root causes to difficult problems.

  • Resourcefulness: Securing and deploying resources effectively and effectively and efficiently.

    • Orchestrates multiple activities simultaneously to accomplish a goal.

  • Being Resilient: Rebounding from setbacks and adversity when facing difficult situations.

    • Handles and manages crisis effectively.

  • Organizational Savvy: Maneuvering comfortably through complex policy, process, and people-related organizational dynamics.

    • Anticipates land mines and plans approach accordingly

  • Situational Adaptability: Adapting approach and demeanor in real time to match the shifting demands of different situations.

    • Understands that different situations may call for different approaches.

    • Can Act differently depending on the circumstances.

  • Customer Focus: Building strong customer relationships and delivering customer-centric solutions.

    • Builds and delivers solutions that meet customer expectations.

  • Communicates Effectively: Developing and delivering multi-mode communications that convey a clear understanding of the unique needs of different audiences.

    • Adjusts to fit the audience and the message.

  • Collaborates with Others/Interpersonal Savvy: Building partnerships and working collaboratively with others to meet shared objectives.

    • Work cooperatively with others across the organization to achieve shared objectives.

    • Partners with others to get work done.

  • Strong technical aptitude

What Will Make Us Love You 

  • Knowledge of basic computer networking and how an average home/office network is configured

  • Ability to have fun and interact with the team (during the appropriate times)

  • Self-driven

  • Vision - ability to see beginning to end

  • Ability/Desire to build relationships (with co-workers and customers)

Weave is an equal opportunity employer that is committed to diversity and inclusion. We welcome anyone who is hungry to learn, problem-solve and progress regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity, veteran status, or other applicable legally protected characteristics. If you have a disability or special need that requires accommodation, please let us know.

All official correspondence will occur through Weave branded email. We will never ask you to share bank account information, cash a check from us, or purchase software or equipment as part of your interview or hiring process.

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Average salary estimate

$70000 / YEARLY (est.)
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$60000K
$80000K

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What You Should Know About Onboarding Implementation Specialist , Weave

Are you a problem-solver with a knack for building relationships? Join Weave as an Onboarding Implementation Specialist in Lehi, where you will play a pivotal role in ensuring that our customers have a seamless experience using the Weave platform. In this exciting hybrid position, you will spend three days in the office and work from home for the remainder of the week, all while reporting directly to the Onboarding Manager. Your primary responsibility will be to manage a portfolio of customers who are at various stages of the implementation process. As their point of contact, you'll keep them informed, set clear expectations, and guide them through the intricacies of our software and hardware systems. Your organizational skills will help you prioritize tasks efficiently, balancing planned and unexpected work. With a focus on delivering a five-star customer experience, you’ll teach clients how to maximize the value of Weave’s services while also troubleshooting any issues that arise. To thrive in this role, you need to have at least two years of experience in account management or implementation, along with a proactive approach to driving results and effective communication skills. At Weave, we value resilience, resourcefulness, and the ability to adapt to changing situations. If you're enthusiastic about helping customers succeed and are ready to collaborate with a vibrant team, we would love to have you on board!

Frequently Asked Questions (FAQs) for Onboarding Implementation Specialist Role at Weave
What are the key responsibilities of the Onboarding Implementation Specialist at Weave?

As an Onboarding Implementation Specialist at Weave, you will be responsible for managing customer relationships throughout the implementation process. This includes developing strong bonds with clients, acting as their project manager, and ensuring a seamless onboarding experience. You'll also teach customers how to use the Weave platform effectively, troubleshoot rising issues, and document all activities to maintain transparency.

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What qualifications do I need to become an Onboarding Implementation Specialist at Weave?

To qualify for the Onboarding Implementation Specialist position at Weave, candidates should have a minimum of two years of experience in account management or implementation roles. A strong technical aptitude, excellent communication skills, and a customer-focused mindset are essential for succeeding in this role. Additionally, resourcefulness and adaptability to changing situations will be a great benefit.

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What does the onboarding process look like for clients at Weave?

During the onboarding process at Weave, the Onboarding Implementation Specialist plays a crucial role in guiding clients through every step. From initial setup, software installations, to ongoing training and support, you will ensure clients are informed and can make the most out of the Weave platform. Your expertise will help mitigate issues and provide an exceptional customer experience throughout.

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How important is relationship management for the Onboarding Implementation Specialist role at Weave?

Relationship management is critical for the Onboarding Implementation Specialist role at Weave. Building and maintaining strong relationships with customers contributes significantly to their overall satisfaction and long-term success with our platform. As their main point of contact, you will work to understand their unique needs and provide tailored support to foster a positive and effective onboarding experience.

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What is the working environment like for an Onboarding Implementation Specialist at Weave?

The working environment for an Onboarding Implementation Specialist at Weave is dynamic and collaborative. You'll enjoy a hybrid work model that allows for flexibility, spending three days in the office and working remotely for the rest of the week. This setup fosters teamwork and allows for a healthy work-life balance, while still delivering top-notch service to our clients.

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Common Interview Questions for Onboarding Implementation Specialist
How do you prioritize tasks when managing multiple customers during the implementation process?

When managing multiple customers, I prioritize tasks by assessing the urgency and complexity of each client’s needs. I utilize tools and data to track progress and set clear timelines for each project, ensuring clients are informed throughout. I also communicate openly with customers regarding their expectations and any potential challenges.

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Can you explain how you would handle a customer escalation during the onboarding process?

Handling a customer escalation involves staying calm and actively listening to the customer's concerns. I would gather all necessary information to understand the issue fully, then work collaboratively with the relevant teams to resolve it swiftly. Keeping the customer updated throughout the process is key to restoring their confidence and satisfaction.

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What strategies do you use to build strong relationships with customers?

Building strong relationships with customers requires genuine communication and a focus on their individual needs. I make it a point to regularly check in, actively listen to their feedback, and provide tailored solutions. Building trust and demonstrating that I genuinely care about their success fosters lasting partnerships.

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How do you stay organized while managing a portfolio of clients?

I stay organized by maintaining a robust calendar and using project management tools to track deadlines and milestones. I also make it a habit to document every interaction with clients, which helps me to follow up effectively and keep all relevant information at my fingertips, ensuring nothing falls through the cracks.

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Describe a time when you had to adapt your approach to meet customer demands.

I once had a customer whose needs significantly shifted midway through the implementation process. I adapted by reassessing their goals, then restructured the project timeline while keeping them informed every step of the way. This proactive approach led to a successful outcome and reinforced their trust in our team.

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What is your method for teaching customers to use a new platform or tool?

My method involves a combination of hands-on training and providing clear, accessible resources. I tailor the training sessions to the customer's experience level, ensuring that they feel confident in using the platform. I follow up with them after training to answer any questions and support their learning further.

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How do you ensure accountability in your role as an Onboarding Implementation Specialist?

I ensure accountability by setting clear expectations with customers and adhering to timelines. I document all activities and maintain open communication, making it easy for customers to understand the progress and any challenges we might encounter along the way.

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What are your techniques for resolving conflicts with customers?

My approach to conflict resolution involves active listening to fully understand the customer's perspective. I empathize with their concerns and work towards a solution that addresses both their needs and any technical limitations. Keeping a calm demeanor and remaining solution-focused helps to alleviate tension.

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What is the most challenging aspect of being an Onboarding Implementation Specialist?

The most challenging aspect can be managing differing expectations among various customers simultaneously. I address this by maintaining clear lines of communication, ensuring every customer understands the implementation timeline, and providing consistent updates to lower the chances of miscommunication.

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Why do you want to work as an Onboarding Implementation Specialist for Weave?

I want to work as an Onboarding Implementation Specialist for Weave because I believe in the transformative potential of the Weave platform for businesses. I am particularly excited about the opportunity to help customers unlock this potential while building lasting relationships. The culture of support and teamwork at Weave aligns with my professional values.

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Full-time, hybrid
DATE POSTED
December 21, 2024

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