Lead client implementations, training, data setup, conversions and professional services. Manage project plans, requirements gathering, status updates, software configuration, onboarding, UAT participation, and coordinate with product, QA, and Business Solutions teams to ensure on-time, on-budget delivery and client adoption.
As an Implementation Specialist, you will lead professional services engagements with our clients and partners, including implementations, training, conversions, data setup and other billable services. Through needs assessment and detailed project planning, the Implementation Specialist will develop strong business partnerships with customers by functioning as a system expert, successfully onboarding clients and completing projects on-time and within budget.
ESSENTIAL RESPONSIBILITIES & DUTIES:
- Implement a coordinated project plan to manage successful client implementations, conversions and other professional service engagements across the Lone Wolf platform suite
- Provide product training, pre-sales and post-sales application related activities and escalated application support in accordance with internal guidelines and policies for the Lone Wolf platform suite
- Perform thorough needs assessments and requirements gathering activities
- Provide regular internal and external status updates highlighting accomplishments and risks
- Work directly with key client leads to provide expertise around software configuration
- Use expertise of Lone Wolf software and customer environments to consult agencies on best practices
- Work closely with the Business Solutions Consultant team to ensure a smooth transition from implementation to feature adoption and utilization
- Provide clear guidance around data extracts from the Lone Wolf application so clients can take advantage of third-party APIs
- Track project work to ensure implementations are progressing on-time and within budget
- Maintain a comprehensive understanding of in-progress product development, product vision and Lone Wolf direction
- Participate in internal UAT activities as required
- Maintain a good knowledge of the real estate industry and trends within the industry
REQUIREMENTS:
- A degree in Advertising, Accounting, Business or a related field
- Exceptional project planning skills and ability to multi-task
- Proven track record in providing in-house and remote training
- Proven ability to meet and exceed service standards and KPIs
- Demonstrated ability to successfully and independently manage multiple projects and resolve issues
- Excellent written and verbal communication skills; excellent presentation skills
- Outstanding client relationship skills
- Experience working with Product and QA to troubleshoot, test and improve products
- Prior experience with agency systems or related software/applications preferred
QUALIFICATIONS:
- EDUCATION: A degree in Advertising, Accounting, Business or a related field.
- EXPERIENCE: 1-3 years of experience in client services, training, or consulting.
Similar Jobs
Hardware • Healthtech • Software • Analytics
Run onboarding and go-live implementations for senior living communities, managing multiple projects, training staff (in-person and remote), coordinating device setup, troubleshooting hardware/software, and providing ongoing client support to ensure successful transitions from legacy nurse call systems to Sage.
Fintech • Software
Lead enterprise customer onboarding and implementations for Karbon: manage project plans, data migrations, training, change management, and stakeholder communications to drive adoption and measurable ROI. Collaborate with Sales, Product, and Support and use AI tools to optimize processes.
Top Skills:
AIAi-Driven Workflow AutomationsChatgptExcelKarbon
Healthtech • Social Impact • Software
Execute end-to-end onboarding for Care Professionals and Clients: lead in-person and virtual training, verify compliance and documentation, conduct needs assessments and care-plan verification, evaluate and mitigate transition risks, liaise with franchise and internal teams, and travel to support onsite implementation activities.
What you need to know about the Boston Tech Scene
Boston is a powerhouse for technology innovation thanks to world-class research universities like MIT and Harvard and a robust pipeline of venture capital investment. Host to the first telephone call and one of the first general-purpose computers ever put into use, Boston is now a hub for biotechnology, robotics and artificial intelligence — though it’s also home to several B2B software giants. So it’s no surprise that the city consistently ranks among the greatest startup ecosystems in the world.
Key Facts About Boston Tech
- Number of Tech Workers: 269,000; 9.4% of overall workforce (2024 CompTIA survey)
- Major Tech Employers: Thermo Fisher Scientific, Toast, Klaviyo, HubSpot, DraftKings
- Key Industries: Artificial intelligence, biotechnology, robotics, software, aerospace
- Funding Landscape: $15.7 billion in venture capital funding in 2024 (Pitchbook)
- Notable Investors: Summit Partners, Volition Capital, Bain Capital Ventures, MassVentures, Highland Capital Partners
- Research Centers and Universities: MIT, Harvard University, Boston College, Tufts University, Boston University, Northeastern University, Smithsonian Astrophysical Observatory, National Bureau of Economic Research, Broad Institute, Lowell Center for Space Science & Technology, National Emerging Infectious Diseases Laboratories



