Onboarding & Implementation Specialist

Role Overview

We are seeking a Product Onboarding and Implementation Specialist to drive onboarding for Enterprise customers, ensuring smooth transitions and high satisfaction. In this role, you will analyze customer needs, provide product expertise, and deliver tailored solutions. This position combines technical acumen and strategic thinking, working closely with Sales and Product teams.

Key Responsibilities

• Develop solutions and organize, plan, create, and deliver compelling proof-of-concept demonstrations.
• Ensure solutions stated in the Statement of Work (SOW) follow best practices and align with client requirements.
• Manage the sales bid process by responding to RFIs and RFPs.
• Work closely with Sales teams to ensure the successful closure of the sales process.
• Liaise with Product Managers to provide client feedback on product requirements.
• Stay updated on market trends, competitor landscape, and product innovations.
• Hands-on experience with CRM platforms like Salesforce or Zoho.

Requirements
Required Skills & Qualifications

Essential Skills:

• Strong communication, coordination, and negotiation skills.
• Ability to ask the right questions to understand customer needs.
• Knowledge of organizational offerings with strong analytical skills.
• Attention to detail and ability to manage time-bound deliverables.
• Customer-facing skills with strong problem-solving abilities.
• Ability to work effectively in a team-oriented environment.
• Proficiency in presentation and solution delivery.
• Ability to provide technical consultation to prospects and customers.
• Hands-on experience with CRM platforms like Salesforce or Zoho.
• Experience in people management.

Desired Skills:

• Business-oriented approach with a strategic mindset.
• Experience working with partners and other channels.
• Strong customer relationship-building abilities.

Benefits
What Will Drive Your Success?

To succeed in this role, you will need a flexible skill set, including the ability to think strategically, execute tactically, and collaborate across teams, levels, and situations.

Key Success Factors:

• Utilize technical expertise to help customers determine if SMS-Magic is the right solution for their business.

• Prepare and deliver product messaging to highlight value propositions and unique differentiators, using:

• Whiteboarding sessions

• Slide presentations
• Product demonstrations
• Trial management

• RFI (Request for Information) response documents

• Work hands-on with SMS-Magic products to demonstrate and prototype integrations in customer/partner environments.

• Provide recommendations on:

• Integration strategies

• Enterprise architectures

• Platform and application infrastructure

• Offer best practice guidance to customers to maximize SMS-Magic's effectiveness.

• Administer onboarding and product implementation support for new and existing clients, ensuring:

• Proper documentation of solution configurations.

• Capturing of diagrams and solution architecture for future reference.

• Collaborate with Salesforce architects to design solutions that align with SMS-Magic's product and business requirements.

• Provide input on Salesforce configuration and customization to align with SMS-Magic's needs.

• Strong knowledge of Salesforce administration, including:

• Creating Flows

• Optimizing Page Layouts

• Implementing Customizations to enhance user experience and business processes

• Maintain accurate and up-to-date documentation throughout the project lifecycle.

• Work closely with Sales & Marketing to respond to technical RFI/RFP questions.
• Contribute to the creation of product training and documentation materials.
• Demonstrate expertise in learning validation and online proctoring solutions, while influencing customer technical requirements.
• Stay updated with industry trends and product innovations through ongoing training, seminars, and certifications.
• Salesforce Admin Certification is a plus.
• Success in this role will require strong business acumen and a passion for driving operational excellence.