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Karmak · 1 month ago

Associate Implementation Services Specialist

Full-time

Hybrid

New Grad, Entry Level

Karmak is a company focused on providing business solutions, and they are seeking an Associate Implementation Services Specialist. This role involves assisting customers in implementing Karmak's business system, including software configuration, data conversion, and comprehensive training.

Business IntelligenceSoftware

Responsibilities

Guide and assist customers through the transition from their previous business system to Fusion by providing the following:

Enterprise and Business Strategy/Data Discussion calls. Includes explanation of data load-sheet requirements

Converting setup, sandbox and live data and communicating necessary changes and feedback to the customer

Configuring the new Karmak business system with input from the customer

Webinar training prior to Bring Live

Remote assistance during Customer recreation

On-site or Remote training during Bring Live

Documenting and communicating notes at every step for all necessary parties' visibility and understanding. Including, but not limited to:

Business Strategy Emails/Notes

Setup Checklists: internal and customer-facing

Training Module Master Workbooks

Session Recordings

Recap emails

Clockify

GuideCX

Salesforce

Karmak-licensed AI tools

Complete configuration and training portions of Branch Adds, Module Adds and/or Merger/Acquisitions based on the customer request. This includes:

Completing the assigned item(s) by the date provided by the customer and/or the Karmak Operations Coordinator

Notifying the Resource Coordinator or Operations Coordinator of any time or additional meetings which need to be scheduled

Maintaining communication with the customer and internal teams regarding needs and status of the assigned

Completing all documentation, cases and follow-up items related to the assigned as outlined in the Implementation Services Standard Operating Procedures (SOPs) and/or process documents

Seeking out necessary resources to discuss any business-process related issues/items which may present themselves during the process

Conducting webinar training and/or remote/onsite training based on assigned services

Conduct additional services webinars for existing customer base

Understand Karmak's implementation process and the departments that impact the process. Able to work with each of the necessary departments in a positive and accountable manner

Understand Karmak's Branch Add, Module Add and Merger/Acquisition processes and the departments involved in those services. Able to work with each of the departments positively and professionally

Be able to understand Salesforce and how it relates to Implementation Services projects. Able to find customer information and to read and understand all applicable documentation (Sales Orders, Cases, etc.). Able to professionally complete assigned cases and to close those cases within set timeframe

Have a basic understanding of business processes and their impact on the setup of the Karmak business system software

Adherence to all Department and Team policies and processes as identified in written SOP documents

Qualification

Karmak software configurationData conversionWebinar trainingSalesforceMicrosoft OfficeCustomer service skillsTime managementCommunication skillsDetail orientedTeamwork