Implementation Consultant

Vision Service Plan   •  

Rancho Cordova, CA

Industry: Insurance


Less than 5 years

Posted 297 days ago

This job is no longer available.

General Summary

With minimal direction, provide leadership development, change management and training expertise in support of strategic business objectives for client implementations and Eyefinity software applications.


Essential Functions

Primary liaison with Account Executive to align with client’s business structure, processes and needs

Consult with clients to identify business practices and document workflow analysis

Work with clients to define and implement system design and configuration preferences, including lens and frame inventory, scheduling, etc.

Manage client expectations regarding application features and functionality

Investigate, track and resolve customer issues during implementation

Manage and resolve escalated client issues

Deliver documentation, processes and tools to ease implementation

Complete thorough and accurate documentation of training sessions and onsite consultations

Develop criteria for evaluating success of implemented programs; recommend program improvements and implement resulting changes

Proactively identifies new processes and solutions

Execute milestones and tasks assigned by the project manager to provide client discovery, training, system set up, equipment integration, conversion and Go Live.

Work with internal business partners to deliver a successful customer implementation

Provide post-mortem feedback to project stakeholders to ensure quality services, improve efficiencies and to ease the implementation process

Facilitate conferences, trade shows and other training sessions to address client’s business and organizational needs

Coordinate testing and transfer of knowledge of new version upgrades with internal business partners

Job Specifications

Typically has the following skills or abilities:

Bachelor’s degree from an accredited college or university or related experience

Minimum three years of experience implementing software and training for end users 

Minimum of three years of related professional experience

Strong interpersonal skills and a high standard for communication

Ability to be a team player and work effectively and prioritize customer satisfaction

Demonstrated experience implementing business or clinically oriented software solutions

Strong organizational and problem solving skills

Demonstrated leadership skills

Proven ability to motivate and work within a team environment

Multi-tasking across several projects

Excellent verbal and written communication and interpersonal skill with an ability to establish rapport, trust, confidence, credibility with business owners and staff

Demonstrated competency in communication, training, presentation, research, analysis, negotiation, organization and administration 

Demonstrated success working directly with customers to implement new products, achieving high customer satisfaction and efficient delivery of the software

Demonstrated ability to work with and teach varying degrees of abilities and experience levels using technology, software tools and hands-on training methods to address adult learning styles 

Knowledge of computer-based training software, word processing, presentation tools

Knowledge of web-based training and tracking tools 

Ability to delivery effective, clear and professional presentations, both virtually and in person to clients.

Preferred knowledge of tools – Word, Excel, OneNote, Salesforce, SharePoint

Ability to travel up to 25% of the time

Valid driver’s license

Perferred Skills

Prefer experience using, training, and implementing AquityLogic - Eyefinity Practice Management Software.