• Manage the product configuration workstream for enterprise onboarding projects from requirements through implementation readiness.
• Facilitate configuration calls and translate client business requirements into clear, actionable product configuration requirements.
• Configure workbooks, locations and other product settings to reflect the client operating model and approved implementation requirements.
• Implement and validate tax rates, user roles and permissions, CRM workflows, dictionary changes, bulk updates and other system configuration requirements.
• Configure and support the Onboarding Portal, dashboards and other client-facing implementation assets, including creation of demo dashboards and dashboard audits.
• Use Looker and other designated reporting tools to support membership mapping and validate implementation outputs.
• Support Member App configuration, including CBA-related setup, terms and conditions and related customer-facing settings.
• Coordinate and execute client-facing communications and marketing material through designated tools such as SendGrid when assigned.
• Create, maintain and deliver software demonstrations and brand-specific onboarding content, both virtually and in person, as required.
• Provide specialized product training, support customer questions during webinars and office hours, and reinforce effective use of ABC Glofox solutions.
• Prepare and maintain implementation deliverables for project review, validation and signoff.
• Participate in pre- and post-migration audits, pre- and post-go-live calls, and other quality-control activities to validate configuration and data readiness.
• Partner with the Onboarding Project Manager and Senior Onboarding Project Manager on configuration dependencies, risks, issues, client decisions and changes that may affect scope, schedule or quality.
• Collaborate with internal teams to resolve configuration and product issues, escalating complex or critical items to the appropriate leadership and technical teams.
• Collaborate with Product and Software Development to identify product gaps, provide feedback, and contribute to improving implementation processes and support experiences
• Maintain accurate PIM-specific documentation, including updates to project knowledge base and other designated project documentation.
• Support pre-sales activities, product demonstrations and prospect/customer questions when requested.
• Maintain strong working knowledge of ABC Glofox client-facing products, features, configuration options and implementation best practices.
• Maintain timely administrative records, including project updates, expenses and other required documentation.
• Perform pre and post migration configuration audits.
• Perform other duties as assigned by manager or management.
• Regular and reliable attendance required.