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.
Automotive
Implement and manage A/B, multivariate, and personalization tests using Optimizely or similar platforms. Ensure site functionality and performance during experiments, troubleshoot CRO tool issues, maintain integrations with analytics, and collaborate with developers, designers, and marketers to deploy tests effectively.
Top Skills:
CSSGoogle OptimizeHTMLJavaScriptOptimizely
Automotive
Support dealership onboarding, wholesale takeovers, and F&I/product training; provide finance and accounting expertise, troubleshoot dealer systems, deliver onsite and remote Ford Credit application support, and develop consulting playbooks to improve dealer performance and F&I customer satisfaction.
What you need to know about the NYC Tech Scene
As the undisputed financial capital of the world, New York City is an epicenter of startup funding activity. The city has a thriving fintech scene and is a major player in verticals ranging from AI to biotech, cybersecurity and digital media. It also has universities like NYU, Columbia and Cornell Tech attracting students and researchers from across the globe, providing the ecosystem with a constant influx of world-class talent. And its East Coast location and three international airports make it a perfect spot for European companies establishing a foothold in the United States.
Key Facts About NYC Tech
- Number of Tech Workers: 549,200; 6% of overall workforce (2024 CompTIA survey)
- Major Tech Employers: Capgemini, Bloomberg, IBM, Spotify
- Key Industries: Artificial intelligence, Fintech
- Funding Landscape: $25.5 billion in venture capital funding in 2024 (Pitchbook)
- Notable Investors: Greycroft, Thrive Capital, Union Square Ventures, FirstMark Capital, Tiger Global Management, Tribeca Venture Partners, Insight Partners, Two Sigma Ventures
- Research Centers and Universities: Columbia University, New York University, Fordham University, CUNY, AI Now Institute, Flatiron Institute, C.N. Yang Institute for Theoretical Physics, NASA Space Radiation Laboratory



