Senior Implementation Specialists are responsible for onboarding new middle market customers onto TravelBank’s solution.

Responsibilities include: consultation to determine the best configurations for the client’s business needs; configuring the software with and for the customer; working with internal teams on complex technical integrations; tracking, managing and providing regular
updates on the progress of an implementation project; ongoing communication with client-side and internal stakeholders throughout the process.

What you'll do:
● Provide deep, consultative experience to your clients
● Leverage your deep product expertise to share best practices on how your customers
may maximize value from their investment in TravelBank
● Acquire technical product knowledge through training, self-directed research and testing,
and internal consultation
● Lead client-facing kick-offs, requirement gathering sessions and configuration review
meetings
● Partner with internal and external technical teams to coordinate custom integration work
● Report on project status and blockers to Customer Success leadership during weekly
meetings
● Train clients to a point where they are able to operate self-sufficiently and confidently on
TravelBank’s platform
● Conduct webinars and group training sessions to onboard our smaller, more
independent customers
● Share innovative ideas with peers and leadership on how to further enhance our thinking
and focus on operational efficiency and innovation
● Cross-functionally collaborate with the Customer Success Management team to
understand the client needs and requirements to ensure a timely and complete
implementation process

What we're looking for:
● 3+ years of implementation, customer success, or customer support experience, preferably within the travel industry
● Meticulous attention to detail such as workflow and processes

● Strongly motivated to stretch outside of comfort zone to tackle new tasks and situations
● Knowledge of accounting/finance systems (e.g., Netsuite, Sage, QuickBooks) and
accounting practices (e.g., monthly close, expense management, audit processes)
preferred. If the prior knowledge isn’t there, this role must have the drive and aptitude to
quickly get up to speed on core accounting concepts and processes.
● Strong interpersonal skills including clear communication and collaboration; ability to
coach and train customers effectively
● Competence and comfort presenting to C-level executives
● Highly organized individual with the ability to handle multiple projects simultaneously on
tight timelines
● Growth mindset with drive to continuously improve