Implementation Specialist

• Support discovery sessions led by a Project Manager to understand customer requirements
• Install and configure Square 9 software in a Windows Server / IIS environment
• Connect and configure solution databases using Microsoft SQL Server
• Customize solutions using built-in tools (no coding required)
• Configure document capture workflows for scanners, MFPs, and email servers
• Provide project updates using project management tools
• Assist with documentation of system configurations
• Shadow senior specialists to build skills across the product suite

Implementation Specialist – Software

• Execute technical implementation tasks supporting new client onboarding across Go Local Interactive's digital product suite.
• Configure websites, analytics platforms, advertising accounts, call tracking, and other client technologies.
• Validate client requirements and implementation details prior to launch.
• Partner with internal stakeholders to resolve onboarding dependencies and technical blockers.
• Support client kickoff meetings, launch calls, and implementation discussions as needed.
• Configure, maintain, and update client technology platforms.
• Manage user permissions, account access, and platform configurations.
• Troubleshoot technical issues and coordinate resolution with internal subject matter experts.
• Execute platform updates while maintaining accuracy and minimizing client impact.
• Maintain working knowledge of Go Local Interactive's evolving technology stack and product offerings.
• Perform comprehensive quality assurance prior to product launches.
• Validate configurations, tracking, integrations, and client deliverables against established standards.
• Execute launch checklists and verify production environments following deployment.
• Identify risks, inconsistencies, or defects before they impact clients.
• Support post-launch verification and issue resolution.
• Respond to internal and client support requests within established service-level expectations.
• Prioritize work based on client impact, urgency, and departmental priorities.
• Document work completed and maintain accurate records within internal systems.
• Escalate issues appropriately while maintaining ownership through resolution.
• Deliver a consistent, professional support experience across every client interaction.
• Identify opportunities to improve workflows, documentation, automation, and operational efficiency.
• Contribute to process improvements that increase scalability and improve the client experience.
• Maintain and improve internal documentation, knowledge bases, and standard operating procedures.
• Participate in testing, rollout, and adoption of new tools, technologies, and processes.
• Support departmental initiatives that improve quality, consistency, and operational performance.

Digital Implementation Specialist

• Configure and customize HubSpot CRM to align with business processes and organizational needs.
• Set up and manage contacts, companies, deals, tickets, pipelines, properties, and custom fields.
• Create, configure, and optimize sales and marketing automation workflows.
• Build email templates, landing pages, forms, and lead capture systems.
• Configure reporting dashboards, KPIs, and performance metrics.
• Import, clean, organize, and migrate data from existing systems into HubSpot.
• Set up lead scoring, segmentation, and lifecycle stages.
• Integrate HubSpot with third-party applications and business tools.
• Establish user roles, permissions, and account settings.
• Train team members on HubSpot best practices and effective platform usage.
• Document processes, workflows, system configurations, and best practices.
• Analyze existing processes and recommend improvements to CRM efficiency and marketing performance.
• Support ongoing optimization and troubleshooting of the HubSpot platform.

HubSpot CRM Implementation Specialist

• Take ownership of customers from contract signing through implementation, go-live, adoption, retention, and expansion
• Independently configure AI agents, including prompts, workflows, actions, transfer rules, notifications, and integrations
• Troubleshoot customer issues and provide solutions before escalating to engineering
• Work with APIs, credentials, authentication, 2FA, webhooks, and third-party systems
• Handle healthcare/EHR/scheduling integrations as needed
• Conduct end-to-end testing of implementations to ensure they function correctly
• Run onboarding, implementation, troubleshooting, check-in, and escalation calls with customers
• Proactively identify and address issues with unhappy or inactive customers
• Document recurring problems and develop repeatable processes/playbooks
• Adapt to new AI workflows as Central evolves its product offerings
• During the first 30 days, learn the product, understand assigned customers, run customer conversations, and configure/test standard workflows
• By 60 days, independently own implementations and diagnose most configuration/integration problems before escalating
• By 90 days, manage a customer book with minimal supervision, proactively identify churn risks, and begin identifying expansion opportunities

Implementation Specialist jobs in Philippines

Implementation Specialist – Software

Digital Implementation Specialist

HubSpot CRM Implementation Specialist

Implementation & Customer Success Specialist – AI Agents