FormAssembly
Description
As an Implementation Specialist, you will engage with customers to ensure successful adoption and implementation of FormAssembly. An Implementation Specialist acts as the main point of contract during the onboarding period.
Responsibilities/What You’ll Do:
- Guide customers through their onboarding experience, including:
- Primary point of contact for the duration of the onboarding period.
- Determine a clear vision of what the client needs and how they can achieve their goals.
- Outline a suggested timeline for the client’s initial project and provide assistance to keep them on track.
- Conduct product training for the client team.
- Conduct weekly calls with the client to drive product adoption and implementation.
- Maintain communication with the client throughout the onboarding period.
- Create and improve new customer onboarding processes and documentation, as needed.
- Collaborate across all teams to give the client a great experience as a FormAssembly customer, including but not limited to customer success management, customer support, sales, and product.
Requirements
Requirements/What You Need To Be Successful:
- Customer Service – Since the majority of an Implementation Specialist’s time will be spent directly interacting with clients, it’s important to have excellent verbal and written customer service and communication skills.
- Experience – Have at least two years experience with customer onboarding, or a similar position (Customer Success Management, Account Management, Project Management).
- Extensive Technical Knowledge – In order to be able to meet each client’s needs and help customers get onboarded with FormAssembly, Implementation Specialists need to have experience working with SaaS products, and be comfortable guiding clients through various integration setups.
- Troubleshooting – During the process of getting the client onboarded and using their system, it’s typical to run into a few bumps along the way.Implementation Specialists need to have good problem solving and troubleshooting skills. .
- Interpersonal Skills – In helping customers set up their system and initial forms, at times it will demand the efforts of an entire team. Implementation Specialists need to be able to effectively communicate and work with all necessary team members.
- Flexibility – FormAssembly has a variety of use cases, which leads to a slight variation in necessities during the onboarding period. Implementation Specialists should be comfortable making small adjustments to the onboarding experience for each client to ensure successful adoption for each individual customer.
Bonus points for:
- Experience using FormAssembly
- Experience using Salesforce
- Experience with HTML, CSS, & JavaScript
Benefits
FormAssembly offers several benefits that help to facilitate a healthy team, personal growth, and a work-life balance, all of which contribute to creating a more engaged and passionate workforce.
- Health benefits (health, dental, vision) for team members based in the United States
- 401(k) with 4% company match for team members based in the United States
- Unlimited paid vacation and 9 company holidays
- Flexible work schedule
- Paid parental leave
- Charitable contribution match
- Budget for professional development
- Company provided Mac laptop
You’ll be joining a talented and fun team, working together to build something great!