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Implementation Specialist, Forms

๐Ÿ”ฅ 18 hours ago
Digital Form CreationData EntrySalesforceCustomer Service
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๐Ÿ“œ Description

  • Convert customer-uploaded forms into digital forms in Weave.
  • Own Digital Forms account cases and manage project tasks in Salesforce.
  • Coordinate onboarding tasks with adjacent teams and communicate with managers and teammates.
  • Triage, troubleshoot, and prioritize implementation issues.
  • Use reports and data from multiple systems to guide decisions and manage a customer portfolio.
  • Meet service-level expectations while delivering a smooth customer experience.

๐Ÿ› ๏ธ Requirements

  • Bachelor's degree.
  • 1 year of data entry experience.
  • Basic familiarity with software and computers.
  • Strong written and verbal English communication, including explaining complex content simply.
  • Critical thinking and advanced problem-solving skills.
  • Ability to work in a fast-paced, KPI-driven environment and prioritize a pipeline of projects.
  • Ability to work independently and as part of a team.
Full job description

Weave is the all-in-one customer communication and engagement platform for small businesses.

The Weave Onboarding teams are dedicated to a white-glove client experience that allows our customer base to feel valued and heard throughout the software implementation process. Our Onboarders develop a specialized skill set that promotes high levels of customer satisfaction, best troubleshooting practices, and increased potential for small business advancements. Our teams provide direct attention to technical and relational details through a collaborative approach that is fun, nerdish, and emphasizes our positive relationship with the customer every step of the way!

At the core of Weave's growth are our people. We are passionate about providing an amazing workplace for accomplished people who demonstrate our core values: Stay Hungry, Care More, Think Creatively, Do the Right Thing, and the Customer is Everything.

The role of an Implementation Specialist is to build digital forms within the Weave software for our customers. They will be responsible for taking forms that are uploaded to Weave by an office and digitize them into Weave digital forms. This will need to be done with precision and a heavy emphasis on attention to detail.
They will be held to a standard SLA and expected to complete work on a timely basis and efficiently. A positive experience during the digitization process is critical to a customerโ€™s long-term success and Weave is committed to finding the right people to make that happen.

This position is responsible for creating:

  • This position will be REMOTE in India

  • Reports to: Manager, Implementation Form


    What You Will Own

    The duties and responsibilities of the role.

    • Complete ownership of Digital Forms account cases

    • Manage a portfolio of projects and tasks on Salesforce

    • Coordinate with adjacent teams on all tasks related to onboarding.

    • Communicate clearly with your direct manager and other team members.

    • Provide a smooth customer experience.

    • Triage, troubleshoot and prioritize issues as they arise during implementation.

    • Utilize reports and data from various systems to help guide decision-making and manage your portfolio of customers.

    What You Will Need to Accomplish the Job:

    The minimum qualifications for the role: education, experience, certifications, skills.

    • Basic familiarity with software & computers

    • Excellent communication skills, both written and verbal (ability to articulate complex content with a simplified explanation)

    • Bachelorโ€™s degree

    • 1 year of data entry experience

    • Critical thinking and advanced problem-solving skills

    • Ability to work in a fast-paced, KPI-driven environment

    • Ability to prioritize and manage a pipeline of projects

    • Ability to function independently and in a team environment

    • Fluency in English speaking/reading/writing.

    What Will Make Us Love You:

    Preferred qualifications - including personality traits and soft skills.

    • Strong technical aptitude.

    • Customer service mentality.

    • Understanding of frontline workflows where trust, accuracy, speed, and reliability directly affect customer experience.

    • Open to flexible work schedules.

Employment with Weave is contingent upon the successful completion of a background check, conducted in accordance with applicable laws.

At Weave, we use Artificial Intelligence (AI) tools to help us work more efficiently and create a smoother candidate experience. AI may assist with things like writing job descriptions, scheduling interviews, or reviewing applications against job-related criteria. For additional information, please review the External AI Policy Statement available on our Careers page.

Weave is an equal opportunity employer that is committed to fostering an inclusive workplace where all individuals are valued and supported. We welcome anyone who is hungry to learn, problem-solve and progress regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity, veteran status, or other applicable legally protected characteristics.ย If you have a disability or special need that requires accommodation, please let us know.

Beware of recruitment fraud. All official correspondence will occur through Weave branded email. We will never ask you to share bank account information, cash a check from us, or purchase software or equipment as part of your interview or hiring process.

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