Insurance Implementation Jobs in Boynton Beach, FL

Position Summary

The Implementation Specialist plays a pivotal role in ensuring the smooth deployment and successful implementation of the Foundation family of products. This position requires a client-focused professional who is passionate about delivering outstanding service, providing top-tier consulting, and ensuring clients achieve optimal outcomes. In addition to assisting clients with onboarding and troubleshooting, the role also involves travel for onsite client needs and presenting at client events and webinars. The Implementation Specialist will maintain strong relationships with clients, support internal teams, and contribute to the growth and success of our software solutions.

Estimating Edge A Foundation Software Company provides all-in-one takeoff and estimating software for the roofing, fireproofing, interior walls and ceilings, and interior/exterior finishing trades. Designed to help contractors prepare estimates with greater accuracy and consistency, Estimating Edge offers the most robust features in the construction industry. Products are not only customized for trades but also for the needs of each business.

Essential Functions and Responsibilities

• Deliver high-quality, customized training sessions to clients both online and onsite, ensuring clients understand and maximize the use of the software.
• Oversee the successful initial setup and implementation of clients' software, ensuring it meets their unique needs and objectives.
• Provide expert-level consulting services to both new and existing clients. Offer tailored guidance to help clients optimize their use of the product and achieve their business goals.
• Proactively identify and address client issues, questions, and concerns throughout the implementation process. Escalate critical issues to management for swift resolution.
• Foster long-term relationships with clients, ensuring their satisfaction with the software and the implementation process. Respond promptly to inquiries, offering professional and efficient support.
• Travel to client sites (up to 20% of time) to facilitate onsite meetings, training, and support.
• Prepare and present relevant content and product demonstrations during client events and webinars. Engage clients with impactful presentations, showcasing best practices and real-world examples of how to use the software.
• Work closely with internal departments, including product and technical teams, to address and resolve any technical challenges clients may encounter during implementation.
• Maintain accurate records of client progress, issues, and communication. Ensure thorough documentation of client interactions and keep systems updated with relevant information.
• Stay up to date with the latest product features, industry trends, and best practices. Actively participate in internal training and professional development opportunities.
• Serve as a professional representative of the company by maintaining a positive and solutions-oriented attitude. Demonstrate exceptional communication skills and empathy with clients, fostering an environment of trust and collaboration.

Required Skills and Experience

• Proven ability to independently manage and address complex client situations while adhering to established protocols.
• Excellent time management skills, with the ability to prioritize and handle multiple tasks efficiently.
• Strong communication and interpersonal skills, with a positive, customer-focused attitude and the ability to convey technical information in an accessible manner.
• Superior organizational skills, with a keen eye for detail and accuracy.
• Ability to maintain a high level of professionalism and empathy, even in challenging situations.
• Experience with Microsoft Word and Excel; working knowledge of other productivity tools (e.g., PowerPoint) is a plus.
• Strong analytical skills, with basic accounting knowledge being an advantage.
• Reliable and dependable, with proven punctuality and consistent work performance.
• A valid driver's license with a clean driving record acceptable to the company's insurance standards.
• Ability to travel up to 20% of the time to client locations for in-person training, meetings, and events.
• Experience in a similar client-facing role, particularly in software implementation, customer success, or IT consulting.
• Background in a relevant field, such as project management, business consulting, or technical support.

Foundation is constantly recognized as one of Northeast Ohio's top workplaces. We are a 20-time winner of the NorthCoast 99 award, a multi-year winner of The Plain Dealer's Top Workplaces award, and have been recognized multiple years on the Inc. 5000 list of fastest-growing private companies in the U.S.

Let us start your future at Foundation!

Foundation Software is an Equal Opportunity Employer.