Jobs search

Associate Implementation Services Specialist

Karmak • Full-time • US • 4d ago

The Associate Implementation Services Specialist is responsible for assisting a Karmak customer to seamlessly and productively implement the Karmak business system from first engagement to after the Bring Live. This includes configuring Karmak's software based on the customer's needs, to help the customers implement strategic business processes, to convert the customer's data for setup, sandbox and live and by providing comprehensive training that gives our customers and their businesses the tools and knowledge to utilize the Karmak software effectively and efficiently.

The Associate Implementation Services Specialist must be able to set up and train on one specific major module, as well as to be able to convert data for setup, sandbox and Bring Live. The Associate Implementation Specialist also must be able to complete Branch Adds, Module Adds and Merger/Acquisition setup and training for their specific module.

Essential Job Functions

Guide and assist customers through the transition from their previous business system to Fusion by providing the following:
- Enterprise and Business Strategy/Data Discussion calls. Includes explanation of data load-sheet requirements.
- Converting setup, sandbox and live data and communicating necessary changes and feedback to the customer.
- Configuring the new Karmak business system with input from the customer.
- Webinar training prior to Bring Live.
- Remote assistance during Customer recreation.
- On-site or Remote training during Bring Live.
- Documenting and communicating notes at every step for all necessary parties' visibility and understanding. Including, but not limited to:
  - Business Strategy Emails/Notes
  - Setup Checklists: internal and customer-facing
  - Training Module Master Workbooks
  - Session Recordings
  - Recap emails
  - Clockify
  - GuideCX
  - Salesforce
  - Karmak-licensed AI tools
Complete configuration and training portions of Branch Adds, Module Adds and/or Merger/Acquisitions based on the customer request. This includes:
- Completing the assigned item(s) by the date provided by the customer and/or the Karmak Operations Coordinator.
- Notifying the Resource Coordinator or Operations Coordinator of any time or additional meetings which need to be scheduled.
- Maintaining communication with the customer and internal teams regarding needs and status of the assigned.
- Completing all documentation, cases and follow-up items related to the assigned as outlined in the Implementation Services Standard Operating Procedures (SOPs) and/or process documents.
- Seeking out necessary resources to discuss any business-process related issues/items which may present themselves during the process.
- Conducting webinar training and/or remote/onsite training based on assigned services.

Conduct additional services webinars for existing customer base.
Understand Karmak's implementation process and the departments that impact the process. Able to work with each of the necessary departments in a positive and accountable manner.
Understand Karmak's Branch Add, Module Add and Merger/Acquisition processes and the departments involved in those services. Able to work with each of the departments positively and professionally.
Be able to understand Salesforce and how it relates to Implementation Services projects. Able to find customer information and to read and understand all applicable documentation (Sales Orders, Cases, etc.). Able to professionally complete assigned cases and to close those cases within set timeframe.
Have a basic understanding of business processes and their impact on the setup of the Karmak business system software.
Adherence to all Department and Team policies and processes as identified in written SOP documents.

Essential Knowledge, Skills and Abilities

Valid US Driver's License.
Ability to travel inside and outside of United States.
Proficient in Microsoft Office products: Outlook, Word, Excel.
Basic understanding of Karmak-licensed AI tools and comfortability in their usage.
Ability to learn at least one major module of Karmak software.
Ability to complete data load-sheet conversations and to complete data conversion.
Ability to learn and work both independently and within the framework of a team.
Basic understanding of the business and industry of our customers.
Basic knowledge of various learning styles and how to apply them.
Customer service skills. Ability to maintain a professional attitude.
Ability to maintain focus and be detail oriented.
Have excellent time management and organizational skills.
Be able to work well within the framework of a team and to follow documented processes and procedures.
Possess exceptional communication skills.
Ability to accept and build on constructive criticism, both from team members and from customers.
Assumes ownership and accepts responsibility for all actions.
Note for Accounting Implementation Services Specialists - Have an Associate's degree in accounting OR equivalent experience.

The above statements describe the general nature and level of work being performed in this job. They are not intended to be an exhaustive list of all duties. Additional responsibilities may be assigned by Karmak.

Related Jobs

Program Manager, Electronic Warfare & Electromagnetic Spectrum Ops

Torch Technologies • Full-time • Warner Robins, GA, US • 17h ago

Project Management

Torch Technologies Thank you for your interest in employment with Torch Technologies. We are a 100% employee-owned, Certified Great Place To Work and named Best Places to Work in Huntsville/Madison County, headquartered...

17h ago

Apply

Project Manager (Electrical or Mechanical)

Smith Seckman Reid, Inc. • Full-time • Dallas, TX, US • 22h ago

Construction Project Management

A leading comprehensive engineering design and consulting firm, SSR provides innovative solutions for clients with facility and infrastructure challenges. To achieve client needs, SSR has multiple locations across the US...

22h ago

Apply

Project Manager

ServiceMaster • Full-time • Hialeah, FL, US • $75k - $90k / year • 22h ago

Construction Project Management

Benefits: 401(k) 401(k) matching Company car Competitive salary Dental insurance Free uniforms Health insurance Paid time off Vision insurance Wellness resources Project Manager- Estimator/ Property Adjuster/Xactimate Mi...

22h ago

Apply

Senior Project Manager

Brown and Caldwell • Full-time • Seattle, Washington, United States • 23h ago

Construction Project Management

Brown and Caldwell (BC) has an opportunity for a Senior Project Manager with experience managing and executing work involving projects for the wastewater industry. You will have an essential role in our Northwest Area b...

23h ago

Apply

Construction Project Manager I

Roeslein & Associates • Louisville, US-CO, US • 1d ago

Construction Project Management

Servtech, a Roeslein Company, specializes in creating essential industrial equipment for various sectors such as energy, mining, industrial power, and bio-energy solutions. We have extensive experience in designing and m...

1d ago

Apply

Construction Project Manager II

Roeslein & Associates • Louisville, US-CO, US • 1d ago

Construction Project Management

1d ago

Apply

Sr Project Manager - Water Resources/Stormwater

AE2S • Full-time • Sioux Falls, SD, US • 1d ago

Engineering Project Management

Senior Project Manager - Water Resources / Stormwater AE2S is seeking a Water Resources / Stormwater Senior Project Manager for our Sioux Falls, SD office to join our water-focused consulting firm helping our clients sol...

1d ago

Apply

Project Manager

ServiceMaster • Full-time • Valley Stream, NY, US • $75k - $100k / year • 1d ago

Construction Project Management

Benefits: 401(k) 401(k) matching Bonus based on performance Competitive salary Opportunity for advancement Paid time off Training & development Position Overview Project Managers oversee field production activities f...

1d ago

Apply

⭐️Director of Rehab - Program Manager ⭐️

Symbria • Full-time • Lisle, IL, US • 1d ago

Project Management Program Manager

Overview We are seeking a motivated and experienced professional to join our EMPLOYEE-OWNED TEAM in Lisle, IL! As the Director of Rehab , you will be responsible for leading and managing our rehabilitation department, e...

1d ago

Apply

Bridge Project Manager - Guaranteed Sign-On Bonus

Smith Seckman Reid, Inc. • Full-time • Nashville, GA, US • 1d ago

Construction Project Management

At SSR, we’re more than a leading engineering design, consulting, and planning firm—we’re a team of owners committed to solving complex projects and delivering innovative solutions for facility and infrastructure challen...

1d ago

Apply