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IT Project Specialist
Job Description
Implementation Specialists are responsible for onboarding new customers onto TravelBank s solution. Responsibilities include: consultation to determine the best configurations for the client s business needs;configuring the software with and for the customer;working with internal teams on complex technical integrations;tracking, managing and providing regular updates on the progress of an implementation project;ongoing communication with client-side and internal stakeholders throughout the process.
Provide excellent customer service to your customers
Leverage your deep product expertise to share best practices on how your customers may maximize value from their investment in TravelBank
Acquire technical product knowledge through training, self-directed research and testing, and internal consultation
Lead client-facing kick-offs, requirement gathering sessions and configuration review meetings
Partner with internal and external technical teams to coordinate custom integration work
Report on project status and blockers to Customer Success leadership during weekly meetings
Train clients to a point where they are able to operate self-sufficiently and confidently on TravelBank s platform
Conduct webinars and group training sessions to onboard our smaller, more independent customers
Share innovative ideas with peers and leadership on how to further enhance our thinking and focus on operational efficiency and innovation
Cross-functionally collaborate with the Customer Success Management team to understand the client needs and requirements to ensure a timely and complete implementation process
What we're looking for:
5+ years of implementation, customer success, or customer support experience
Meticulous attention to detail such as workflow and processes
Knowledge of accounting/finance systems (e.G., Netsuite, Sage, QuickBooks) and accounting practices (e.G., monthly close, expense management, audit processes)
preferred. If the prior knowledge isn t there, this role must have the drive and aptitude to quickly get up to speed on core accounting concepts and processes.
Strong interpersonal skills including clear communication and collaboration;ability to coach and train customers effectively
Competence and comfort presenting to C-level executives
Highly organized individual with the ability to handle multiple projects simultaneously on tight timelines
Growth mindset with drive to continuously improve
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LanceSoft is proud to announce that its Chief Executive Officer, Anju Abel, has been honored with the prestigious "Staffing Leader of the Year" award at the 2025 TIARA Staffing Awards US. The award recognizes her visionary leadership and significant contributions to improving staffing processes, employee engagement, and workforce outcomes.
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