Implementations Specialist (Customer Onboarding Specialist)

• Boldr is the first global B-Corp dedicated to delivering world-class Client experiences while creating access to dignified, meaningful work in communities around the world.
• We are a global team, united by our desire to connect diverse people with common values for boldr impact.
• We employ just over a thousand team members across five countries and we want to employ over 5,000 people by 2027, if not sooner.

• Meaningful connections start with AUTHENTICITY
• We do our best work by being CURIOUS
• We grow by remaining DYNAMIC
• Our success combines AMBITIOUS VISION with OPERATIONAL EXCELLENCE
• At the heart of great partnerships we'll always find EMPATHY

• Collaborate with project managers to create and maintain project schedules, task lists, and timelines.
• Assist in developing project plans, objectives, deliverables, and resource allocation.
• Assist implementation projects while partnering closely with our clients' technical sponsors on configuration and testing.
• Guide clients through the onboarding process, ensuring a clear understanding of system capabilities and functionalities.
• Complete technical setup of Blaze workflows including integrating their social media accounts, websites, and email providers with Blaze.
• Adhere to detailed project plan schedules and contribute to weekly status reports to ensure accountability for milestone dates and work quality.
• Maintain updated and accurate configuration workbook templates and documentation of configuration settings for customers.
• Proactively identify implementation risks and mitigate them effectively and efficiently
• Tailor and facilitate User Acceptance Testing (UAT) specific to customer configuration.
• Support the customer success plans, by assisting in product and phased rollouts, supporting value-driven conversations with the customer to increase adoption and introducing new product functionality that will deliver results.
• Create and maintain detailed documentation related to client configurations, customizations, and

• Quickly establish/nurture rapport and a positive relationship with customer stakeholders.
• Fostering strong relationships with Customer Success and cross-functional teams to holistically address customer issues and provide additional insights from a customer perspective.
• Reporting and tracking bugs and enhancement requests affecting users.
• Participate in training and development opportunities to enhance project management skills.
• Seek guidance from project managers and contribute to continuous improvement initiatives.

• Curious and authentic, just like us! #beboldr

• An analytical and critical thinker, with an eye for even the most minute of details
• Passionate about client satisfaction

• Bachelors in Arts/Bachelors in Science or equivalent degree.
• 2-3 years of relevant work experience in a related role (which may include technical support, project management/coordination, product implementation, account management, customer success, among others).
• Background and strong interest in B2B Enterprise SaaS Implementation and HR domain experience.
• Proficiency in configuring and customizing platforms.
• Excellent communication skills, both written and verbal.
• Proficiency in Microsoft Office Suite (particularly Excel) and Google Apps.
• Organization and efficiency in time management and an ability to juggle many ongoing initiatives with grace.
• Strong organizational and time management skills with the ability to juggle multiple projects.
• Proficiency for data analysis and process/operations improvement.
• Detail-oriented with a proactive approach to problem-solving.
• Ability to work collaboratively within a team and adapt to changing project requirements.

• Expertise in social media and SEO marketing
• Previous experience working in or with small businesses
• Previous experience working with software engineering teams to develop product

• Private Health Insurance
• Paid Time Off
• Training & Development

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