Manage routine client configurations and non-complex updates.
Support onboarding and integration for new clients.
Collaborate with internal teams to ensure configuration changes align with workflow requirements.
Reduces configuration errors and minimizes rework.
Maintains system reliability through standardized procedures.
Define and execute configuration specifications for new and existing customers.
Collaborate with Sales, Client Success, and Implementation teams to ensure a streamlined onboarding process.
Help create, document, and maintain configuration processes and templates.
Communicate key insights and findings to Operations, Product, and Client Success teams.
Work with Client Success and Support teams to effectively communicate any configuration updates.
Participate in meetings regularly with managers and cross-functional teams to assess issues and identify improvements.
Troubleshoot and resolve configuration issues.
Provide technical support to clients and internal teams for configuration-related issues or challenges.
Provide regular reports on configuration progress, issues, and resolutions to management and Client Success team.
Identify and implement improvements to configurations to enhance efficiency and reduce errors.

Previous experience working in application support, implementation and/or configuration roles.
Previous experience working within Salesforce or other CRM software.
Bachelor’s Degree in related field plus 1 year of experience within the industry or equivalent.
Strong oral, written, and phone communication skills.
Ability to problem-solve with a sense of urgency.
Strong technical aptitude and attention to detail.
Ability to prioritize and meet critical deadlines in a fast-paced environment.
Outstanding interpersonal skills with peers, superiors, customers, clients, and other partner.
Ability to handle private health information confidentially and in line with company policies and procedures in compliance with HIPAA.

Applications Onboarding – Configuration Analyst

Key skills