Engagifii

Implementation Specialist

• Lead discovery across membership structures, dues, individuals and organizations, chapters, committees, boards, events, CE/accreditation, communications, billing, permissions, websites, reporting, data, and staff workflows
• Identify underlying objectives, exceptions, dependencies, and better future-state processes
• Translate association operations into thoughtful Engagifii configuration and learn to configure the platform
• Manage project plans, responsibilities, decisions, risks, deadlines, and multiple concurrent implementations
• Help customers prepare and validate legacy data, coordinate integrations, test configured systems, and prepare for launch
• Train customers around real workflows
• Determine whether issues are configuration, data, training, product, or engineering related and coordinate the appropriate response
• Build customer trust through responsiveness, empathy, clarity, patience, and follow-through

Implementation Manager, Association Solutions

• Guide new customers from signed agreement through discovery, configuration, data migration, testing, training, and successful launch
• Lead discovery across people and organizations, membership, groups, events, professional development, communications, revenue, advocacy, data, integrations, and reporting
• Ask questions to uncover underlying problems, dependencies, exceptions, and better future-state processes
• Translate business requirements and desired outcomes into Engagifii configuration
• Manage implementation plans, milestones, responsibilities, decisions, scope, dependencies, risks, and deadlines across multiple concurrent implementations
• Define data migration requirements and mappings, validate results, and coordinate payments, SSO, email, LMS, accounting, and website integrations
• Train administrators on workflows and system configuration
• Coordinate user acceptance testing, distinguish configuration, data, training, and product issues, prepare customers for go-live, and support transition
• Build customer confidence through responsive, empathetic, transparent, patient, and proactive support
• Surface product gaps and risks, document decisions and workflows, and transition customers to the long-term Customer Experience team