The Implementations Analyst leads clients through the onboarding process by understanding their business needs, configuring the system to match those requirements, and ensuring a smooth, successful go-live. You’ll run project kickoff meetings, gather and translate requirements, build business process prototypes, configure forms and workflows, manage project timelines, and meet with clients weekly or biweekly throughout implementation.
You will also create client-specific documentation, demonstrate configured prototypes, and build reports using the system’s reporting tools. This role requires someone who is friendly, professional, organized, and confident in client-facing settings. You will be mentored by a Senior Consultant as you grow into the role.
Candidates familiar with HTML, CSS, XML, XSLT, JSON, or SQL will be well positioned for more advanced system tasks, but these skills are not required to configure the core application. AI tools will be part of your day-to-day work to accelerate documentation, analysis, testing, and prototype creation.
Key Responsibilities
Client Requirements & Business Process Analysis
- Participate in project kickoff sessions to understand each institution’s business processes and goals
- Meet with clients weekly or biweekly as part of the implementation plan
- Gather, clarify, and document business requirements and decision points
- Translate client needs into clear configuration steps and system settings
- Maintain a friendly, professional presence and strong client rapport
System Configuration & Workflow Building
- Configure business rules, settings, electronic forms, workflows, routing/approvals, and security/roles
- Build business process prototypes for client review and iterate based on feedback
- Demo configured prototypes and workflows during client sessions
Project Coordination & Timeline Management
- Manage client timelines and tasks to ensure milestones and go-live dates are met
- Track issues, decisions, progress, and artifacts using SharePoint (including document uploads and status)
- Surface risks, blockers, and dependencies early; coordinate resolutions and escalate when needed
- Keep internal and external stakeholders aligned with concise updates
Documentation & Training
- Write user guides tailored to each client’s processes and configuration
- Produce meeting notes, configuration records, workflow maps, and decision logs
- Support user acceptance testing (UAT): draft scenarios, organize evidence, track results, and triage defects
Reporting (Required)
- Build and maintain reports using the platform’s reporting tools
- Validate outputs and ensure reports meet client requirements (fields, filters, layout)
- Collaborate with clients to refine report logic and presentation
Advanced Tools (Preferred but Not Required for Core Configuration)
Minimum Qualifications
- Strong written and verbal communication skills
- Friendly, professional, client-facing demeanor
- Solid analytical and problem-solving ability
- Comfort facilitating meetings and documenting outcomes
- Organized and able to manage multiple client timelines concurrently
- Willingness to learn and use AI tools as part of daily work
- Interest in business processes, workflow logic, and system configuration
Preferred Skills (Not required for core configuration)
- Familiarity with HTML, CSS, XML, JSON, or XSLT
- Exposure to SQL or structured data concepts
- Experience with SharePoint or similar collaboration/project tracking tools
- Prior experience in implementation, business analysis, or systems support
- Ability to understand data flows, forms, workflow diagrams, and role/permission models
What We Offer
- Direct mentorship from a Senior Consultant
- Structured onboarding with hands-on implementation experience
- Opportunities to grow into advanced system capabilities and technical depth over time
- Exposure to AI-assisted tooling for analysis, documentation, testing, and planning
- A collaborative, supportive team environment
- Clear growth paths into Senior Implementations Analyst, Technical Consultant, or Project Lead roles
InfoEd Global takes pride in recruiting, developing and retaining highly talented individuals. In addition to competitive salaries, we offer a comprehensive benefits package including 401(K) plans with 100% matching contributions, life insurance at no cost to team members, reimbursement programs and more!
Job Type: Full-time
Pay: From $70,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Flexible schedule
- Health insurance
- Paid time off
- Vision insurance
Education:
Work Location: Remote
