Manage new customer implementations from kickoff through launch.
Serve as the primary point of contact for club leadership during onboarding.
Establish clear timelines and guide clients step by step through the process.
Work closely with club executives, accounting teams, and IT contacts to ensure a smooth and successful rollout.
Integrate client data from Jonas Club Software systems into MetricsFirst dashboards.
Configure and organize financial and operational data so it displays clearly and accurately.
Review financial reports and reconcile numbers to ensure dashboards align with official statements.
Partner with client IT teams and vendors to support system connections, with internal support as needed.
Test dashboards before launch to confirm accuracy and clarity.
Host engaging training sessions for senior management and executive teams.
Teach clients how to navigate dashboards and interpret their data with confidence.
Help leadership teams understand how analytics can support better decision making.
Encourage adoption by demonstrating the practical value of data visibility.

2 to 5 years of experience in implementation, consulting, accounting, finance, analytics, or a client-facing business role.
Comfort working with financial reports and understanding how numbers connect.
Strong communication skills and confidence presenting to leadership teams.
Excellent attention to detail and organizational skills.
Ability to manage multiple projects and deadlines.
A client-focused mindset and a desire to build strong professional relationships.

Implementation Specialist

Key skills