Overall responsibility:
Pre-Implementation Coordinator is the primary liaison for new Cubex clients; responsible for client relationship related to pre-implementation strategy and management thereof for specific clients. This role requires exceptional customer relationship skills with a passion and tenacity for coordination of multiple projects, deliverables, and timely execution thereof. Strong organizational skills are a must.
Key areas of responsibility include but are not limited to:
- Participating in Sales Order Review meetings
- Equipment and Logistics coordination within Webinar-based Pre-Implementation meetings with customers
- Collection/verification of pre-implementation data
- Strategic Planning and coordination delivery/implementation of Customer Hardware and Software technology – internal and client-facing
- Client Education and discovery on workflows, process management, and technology utilization
- Coordination and Scheduling of Implementation Team for client facilities
- Internal Coordination with Integration Team and Account Manager(s) related to client Integration technology and Post-Account Management/Support needs
- Strategy and Process development participation as it relates to Pre-Implementation, Implementation and Post-Implementation Support
- Identification and escalation of customer challenges to Professional Services and Sales Team
- Provide client-facing written/verbal report of client expectations, deliverables, documented key contacts, and system management workflow to client and internal Cubex team
Requirements:
Skills:
- Strong communication and presentation skills
- Ability to operate independently, and comfortable interacting within all levels of an organization
- Very strong organization and time management skills
- Ability to participate in the development of effective Customer Services, policy and procedures, and best practices
- Training and Development Acumen
- Demonstrates a high level of integrity.
Technical:
- Knowledge SaaS-based inventory management technology solutions
- Knowledge of Microsoft Suite- Word, PowerPoint, Excel, Outlook
- Ability to review data, format, and manage in Excel
- Demonstratable ability to conduct Microsoft Teams/Zoom Meetings
- Knowledge of Salesforce CRM required
- Knowledge of GuideCX Onboarding Software a plus
Experience Requirements
- 2+ years in Project Management related role
Education/Licenses/Certifications Required:
- Bachelor’s degree (BA or BS) in related field
- PMP certification preferred
Job location(s):
- Remote (during COVID)
- Company headquarters located in Phoenix, AZ
Other
- Travel required during onboarding process then <5% travel to customer locations post-onboarding within USA
Benefits
- Open PTO
- Health, Dental, Vision, Life, Disability, etc.
- 401k with Company match