Implementation Coordinator

3Ci is seeking a B2B Integrations Specialist/Implementation Coordinator. As a B2B Integrations Specialist/Implementation Coordinator, you will be responsible for the successful onboarding of our financial sector Client's new clients post-sale and responsible for installing new payment processing accounts within the rapidly growing B2B vertical. You will work closely with the B2B Sales Team to coordinate efforts with end-user merchants and ensure successful installations. The Implementation Coordinator will be provided with a checklist and phone script to follow with new clients. Previous incumbents have transitioned to new roles within the Client company, indicating potential for conversion or extension past the initial 3 months. Join a growing team with ample opportunities for conversion or extension. Laptop required for work. Drive out installation and support of B2B solutions. Specific background/familiarity required with Sage Intacct.

Work Location

• Plano TX - 100% remote - any time zone is acceptable

General Requirements

• Excellent customer service skills

• Knowledge of SaaS product sales/service

• Keen attention to detail and ability to follow iterative processes

• Strong documentation skills

• PC literacy with proficiency in Microsoft Office Suite

• Strong problem-solving skills and accuracy in data entry

• Excellent verbal and written communication skills

• Experience in a business-related environment, preferably with ERP software installations

• Proficiency with Sage Intacct preferred; familiarity with other ERP platforms beneficial

Essential Functions

• Schedule installation of our Client payment integration software into customer's ERP software

• Manage merchant installations schedule to ensure completion as scheduled and within SLAs

• Act as Subject Matter Expert for internal teams on ERP software and our Client's payment integration functionality

• Provide customer-facing technical support before, during, and after installation process

• Collaborate with internal sales team to conduct demos of our Client's payments functionality

• Create training and product documentation for internal and external audiences

• Act as the liaison between the Client's team and new clients for onboarding processes

• Manage backlog of requests to set up new clients, ensuring completion of necessary steps and confirming install dates

• Follow a checklist for installation of our Client's payment software

• Provide excellent customer service throughout the onboarding process

• Complete documentation accurately and efficiently

• Perform other tasks as required