Desired Skills and Experience
- Must have a minimum of 18 months experience in any of the following categories: Website Implementation, Website Technical Support and or Website Project Coordinator.
- Bachelor’s degree is preferred.
- Experience within Financial Technology industry is preferred.
- Experience with a Content Management Systems (CMS) is preferred.
- Implementation lead to an average of 30 client projects, in detail, through all various stages of implementation.
- Proactive & regular client communication through various channels; delivery and mange client expectations for project timelines throughout life of implementation.
- Administer CMS training with client on their site upon initial delivery.
- Serves as a leader and resource for the installation team members.
- Prepares customer for implementation. Conducts readiness reviews, ensuring all aspects of setup are complete.
- Establishes guidelines/time-frames to ensure a successful installation. Ensures milestones are met. Monitors all phases of the installation and escalates issues when necessary. May interact with project manager.
- Exercises the responsibility and authority to take steps to ensure a successful installation.
- Troubleshoots issues once implementation is complete.
- Conducts exit reviews. Documents issues, ensuring they are not repeated in subsequent conversions.
- May train installation team personnel. May reinforce training to customers and/or provide guidance in training customer personnel.
- May participate in new release activities.
- May identify items that are outside the scope of a standard installation and participate in project activities related to those items.
- May participate in sales turnover meetings to schedule and determine the scope of the project.
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