Lead and manage implementation projects for clients, from planning and resource allocation to execution and delivery.
Develop and maintain detailed project plans, timelines, and budgets.
Ensure projects are completed on time, within scope, and meet client expectations.
Ensure clients receive appropriate training.
Coordinate cross-functional teams, including hosted phones, capture, analytics, support, and sales, to ensure seamless execution and exceptional client experiences.
Serve as the primary point of contact for clients throughout the implementation process. Maintains proactive communication and addresses inquiries and concerns promptly.
Conduct discovery sessions to understand client needs and tailor implementations accordingly.
Set clear expectations with clients and stakeholders and provide regular updates on project progress.
Maintain detailed records in CRM and Implementation systems, ensuring accuracy and completeness.
Ensure all implemented solutions meet quality standards and client expectations.
Perform post-implementation reviews to identify areas for improvement and optimize future processes.
Other duties as assigned.
Requirements
Excellent interpersonal and communication skills, with the ability to build rapport and manage relationships effectively.
Strong organizational and time management skills and attention to detail.
Capable of managing multiple projects simultaneously and adapting to changing priorities and shift focus as needed.
Proficiency in learning and navigating software applications and tools.
Ability to work independently and as part of a team in a fast-paced, dynamic environment.
Experience in client-facing roles, preferably in implementation or support, training, or customer success.
Knowledge of call tracking and analytics software and telephony solution is advantageous.
Bachelor's degree or equivalent experience preferred.
Ability to align to CallRevu’s Mission, Vision, Values, and goals.