Sr Professional Services Specialist

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Join to apply for the Sr Professional Services Specialist role at Line Leader by ChildcareCRM

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At Line Leader, our purpose is to support the growth of early learning centers by using our childcare industry knowledge and experience to create software that makes their sales and marketing operations simple.

Line Leader was founded to provide a comprehensive customer relationship management and marketing system designed specifically for the childcare industry. Our web-based software is the product of a combined 75+ years of management software and business consulting experience in the childcare industry. We make childcare relationship management simpler and more effective by automating communication, enhancing parent engagement, and managing leads to improve enrollment conversion.

We’re a fast-growing organization and we are looking for individuals who value teamwork, are customer-centric, and understand and get excited about doing what it takes to succeed at a fast-paced software company.

If you thrive in a high-energy, entrepreneurial environment, we invite you to share your ideas and excitement with us.

We are unable to sponsor or transfer visas for this position; all parties authorized to work in the US without sponsorship are encouraged to apply. Candidate must live in Texas.

Primary Purpose and Function:

The Professional Services Specialist will work with our newest customers, ensuring successful configuration of the Line Leader platform. The Specialist’s primary objective is to support optimal product configuration, data importation, and system integrations are set-up in an accurate and timely manner and that the customer has a thorough knowledge of the features, functionality and maintenance of the platform. To be successful in this role the Services Specialist should have knowledge of the Line Leader platform, including all features that transcend the customer base.

As a Professional Services Specialist, you will work closely with the larger Services team, as well as Sales, to plan, coordinate and execute implementation activities including but not limited to:

• database creation
• reviewing workflows
• connecting or implementing client websites
• acting as the customer consultant as needed

Along with providing implementation services, the Specialist will meet both team and personal goals as defined by the Professional Services Leader to promote the optimization of the role and the Services team.

Essential Functions and Responsibilities:

• Create and maintain required implementation artifacts including project plans and schedules, proper documentation of progress in Hub Spot, and customer configuration documentation.
• Demonstrate an expert level of knowledge over all Line Leader products and integrations.
• Follow the established policies, procedures, and workflows outlined for successful client implementation.
• Assist with the formal handoff from sales to professional services team.
• Conduct regular customer web conferences in order to achieve implementation goals and timelines.
• Continually strive to improve the Services Organization processes by enhancing best practices and proactively identifying areas of improvement.
• Consistently achieving monthly KPI performance goals.
• Contribute to ongoing internal content creation, documentation, and client account audits.
• Having great verbal and written communication skills with the ability to effectively communicate with all levels of staff within an organization, from center directors to top management.
• Maintaining professional and product knowledge.

Knowledge and Skill

(REQUIRED)

• 1-4+ years of supporting customers in a SaaS/Software environment
• Experience in implementation/onboarding projects
• Experience training individuals and teams virtually
• Experience using a Customer Relationship Management (CRM) system (e.g. Hub Spot, )
• Knowledgeable in the use of the internet (functions, navigating, researching, etc.)
• Proven ability to build relationships with Customers and internal teams.
• Demonstrates…