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Implementation Consultant I

Roles & Responsibilities

  • At least 2 years of experience in Software Implementation and Training.
  • Excellent communication and interpersonal skills with the ability to train customers, empathetic, detail-oriented, and able to multitask in a fast-paced environment.
  • Strong product knowledge with the ability to stay up-to-date on new product releases and a basic understanding of Salesforce.
  • Willingness to work a fixed night shift and be flexible with work arrangements (on-site, remote, or hybrid); housing industry or sales experience preferred.

Requirements:

  • Oversee onboarding for new and existing customers, including kickoff calls, onboarding plan, go-live milestones, and graduation planning.
  • Assist with data import (manual or automated), perform data quality checks, and set expectations with a lightweight project plan.
  • Set up and train customers on add-on services; provide proactive training to reduce churn and improve adoption.
  • Build strong client relationships, advocate Propertyware/Buildium features to grow the customer’s business, and maintain up-to-date product knowledge.

Job description

Overview:

As an Implementation Consultant, you will be responsible for the onboarding experience for all Propertyware or Buildium’s newest and existing customers, assisting with data import and account setup, add-on services setup and training, and education on how to use the software and integrate Propertyware or Buildium into their business. You will work cross-functionally with the Product, Marketing, Sales, and Customer Care teams to help create a frictionless process for our customers. Lastly, you will also advocate the utilization of Propertyware or Buildium features and functionality to maximize their business’s growth potential.

Responsibilities:
  • Outreach to all new customers assigned, conducting kickoff calls and orientation to the onboarding program.
  • Create and execute a customized onboarding plan for customers, inclusive of setting accounting and go-live dates and an agreed-upon “graduation” plan.
  • Assist with data import (automated or manual) and quality check the customer’s data.
  • Set expectations for turnaround times and maintain a light “project plan” for the customer.
  • Set up and train on add-on services as applicable
  • Proactively provide additional training to new customers who are struggling or in danger of churning.
  • Maintain a current, in-depth knowledge of the functions and special features of Propertyware and be able to effectively transfer this knowledge to a wide range of users.
  • Build a connection with clients to promote client engagement and prevent them from churning.
  • Continue to iterate on the program using your personality and voice to create a memorable onboarding experience.
Qualifications:
  • With at least 2 years’ experience in Software Implementation and Training
  • High level of energy and enthusiasm, a desire to “wow” the customer, and a passion for being part of a hard-working team
  • Comfortable on the phone with training session
  • Experience working well in a team environment.
  • Strong attention to detail and highly accountable
  • Demonstrated empathy with the challenges our customers face.
  • Outstanding communication and interpersonal skills, verbal and written.
  • Ability to multitask in a fast-paced environment, balancing quality and progress.
  • Self-motivated, works independently, has good judgment, and consistent follow-through.
  • Strong product knowledge and ability to stay on top of new product releases.
  • Basic understanding of Salesforce.
  • Must be willing to work in a fixed Night Shift schedule.
  • Must be willing to be flexible in terms of Work Arrangement (Work on Site, Work from Home, or Hybrid Set Up)

 

Preferred Skills:

  • Four-year degree or equivalent work experience preferred. 
  • Affordable housing experience preferred. 
  • Experience working in a sales environment a plus; knowledge of the sales cycle. 

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