Implementation Specialist - Remote Eligible

Implementation & Data Specialist

Business Unit: Charter Software

Position Summary

We are seeking a detail-oriented, tech-savvy, and customer-focused Implementation and Data Specialist to join our team. This role is crucial in ensuring the smooth onboarding of new clients and the accurate migration and management of their data into our systems. You will collaborate closely with internal teams and external stakeholders to deliver successful implementations that align with client expectations and organizational goals.

Job Responsibilities:

• Lead the onboarding and implementation of new clients, ensuring milestones are achieved according to project timelines

• Collaborate with Sales, Product, and Support teams to gather requirements and understand customer goals

• Configure software systems based on client needs, including workflows, permissions, and reporting

• Provide hands-on support during implementation, including demonstrations, testing, and post-launch reviews

• Clean, transform, and migrate client data from legacy systems into our platform with high accuracy

• Perform data audits to ensure data integrity and resolve inconsistencies or anomalies

• Create scripts, templates, or data-mapping guides to streamline future migrations

• Partner with the engineering or technical teams for complex migrations or system integrations

• Act as a subject matter expert during and after implementation to ensure clients are effectively using the platform

• Conduct training sessions for end-users and administrators

• Serve as the first point of contact for technical questions during the onboarding phase

• Develop and maintain implementation guides, data templates, and process documentation

• Identify opportunities to improve internal implementation processes or tools

• Report and analyze implementation metrics and client satisfaction trends

• Work directly with manufacturers, OEMs, and third-party vendors to enable and configure integrations, data feeds, or feature-specific setup (e.g., inventory sync, pricing updates, or warranty services)

• This role requires up to 25% travel across North America, that will consist of visiting customers, tradeshows, conferences, and in person team meetings

Competencies

• Data Cleaning & Transformation: Proficient in preparing, cleansing, and formatting data for accurate import

• SQL or Scripting Knowledge: Ability to query databases or use scripts for data extraction and manipulation

• Data Mapping: Understands how to translate and align data from legacy systems to new platforms

• System Configuration: Can configure software platforms to align with unique client workflows

• API Understanding (Basic): Familiarity with APIs for system integrations is advantageous

Qualifications

• 5+ years of experience in software implementation, data management, or a related client-facing role

• Knowledge of Accounting practices, or a related accounting field

• F amiliarity with or previous experience using enterprise software with integrated accounting functionality is an asset

• Proficiency in Excel, SQL, and data transformation tools

• Exceptional verbal and written communication skills

• Ability to interact effectively with employees at various levels throughout the organization

• Strong interpersonal skills

• Strong organizational skills

• Highly analytical, comfortable with large data sets, and able to extract insights from analysis to help drive future decisions

• Proficient with Microsoft Tools (i.e. Outlook, PowerPoint, Excel, Teams, etc.)

• Be able to travel up to 25% freely across North America

Exempt The estimated base salary range for this role in the United States is $60,000.00 - $90,000.00 per year. For compliance with local legislation, and to provide greater transparency to applicants, we share salary ranges on all job postings regardless of the desired hiring location or whether the position is remote. The posted range is an estimate and reflects many factors which are subject to change. Final offer amounts may vary from the amounts listed above, based upon geographic location, candidate experience and expertise, and other relevant factors. This role will also be eligible for participation in a Company profit sharing bonus plan. Plan details will be provided to you upon hire. Full time employees will also be eligible for enrollment in a wide range of choices of benefits , including medical, dental, vision, basic life insurance, short/long term disability, 401(k) participation (with company match). The Company provides a minimum of 10 days of vacation for new employees , sick time based on state requirements, 8 Company-paid holidays and 2 personal holidays per year. We recognize the value and importance of diversity and inclusion in our communities and in the workplace. We celebrate diversity and one of our goals as an employer is to create an inclusive work environment for all employees. We are an equal opportunity employer and do not discriminate against any employee or applicant because of race, religion, sex, sexual orientation including gender identity or expression, pregnancy, national origin, age, marital status, veteran status, disability status, or any other category or characteristic protected by law. Applicants with disabilities who would like to require a reasonable accommodation related to any part of the application process may contact us at Perseus_HR@constellationhbs.com. NOTE: If an applicant is selected to receive a conditional offer of employment, and in accordance with applicable law, a criminal background check may be conducted before the offer becomes final and employment begins. Pursuant to the San Francisco Fair Chance Ordinance, and other applicable laws, we will consider for employment qualified applicants with arrest and conviction records. #LI-HP1 #DealerGroup