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Implementation Specialist - Customer Onboarding

Implementation Specialist - Customer Onboarding

Envera SystemsDallas, TX, United States
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The Customer Onboarding Specialist role is to act as the main point of contact for our customers (Property Management companies, Homeowners / Condo / Property Associations, Community Developers) during the roll out of our security system to residents of our new communities. We are looking for a talented and hardworking individual to deliver an exceptional customer experience by managing assigned customer projects from start to completion.

Duties and Responsibilities

  • Review project documentation to become familiar with installation details
  • Format project deliverables and timeline to be presented to customer for review and approval
  • Create system logins and reference materials
  • Maintain project tasks in TaskRay project management software
  • Respond to emails, phone calls, and other forms of correspondence (internal and external)
  • Perform special projects and other duties as assigned
  • Participate in project meetings with internal departments to gather installation & implementation requirements
  • Host implementation conference call with customer to review project in its entirety and ensure expectations are aligned
  • Manage and facilitate creation of resident databases and subsequent upload of data into proprietary software
  • Create written communications (mailing / posting / email campaign) to introduce new system and provide details regarding on-site meetings and coordinate its distribution
  • Schedule and coordinate on-site meetings as well as create the presentation to train community residents on the new security system
  • Provide written communication to internal departments summarizing key project details and important dates
  • Schedule and provide training to community appointees on related software for systems installed
  • Provide signed job completion form to close out project
  • Conduct on-site presentations to train community residents on the new security system
  • Conduct on-site registration events to issue access control credentials to the community's residents
  • Provide an on-site presence for Gate System activations

Skills :

  • Excellent communication skills (both oral and written)
  • Strong presentation skills (small and large groups)
  • Computer literate and proficient with Microsoft Office Suite (Microsoft Project experience a plus) and other Web-Based Programs
  • Detail oriented and ability to work independently
  • Well-built skills in organization, prioritization and time management with ability to work in a fast-paced environment with changing priorities
  • Ability to learn technical products
  • Work efficiently to meet project deadlines while maintaining a high attention to detail
  • Must pass background check and drug screening.

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    Implementation Specialist • Dallas, TX, United States

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