Duties and responsibilities of the implementation specialist

When a customer purchases a new hardware or software system from a company, the sales representative who sold it to them simply passes on to the next customer. This is where an implementation specialist comes in. Implementation specialists use their technical knowledge to install, monitor, and customize systems for clients after the initial purchase has already been made.

Essentially, Implementation Specialists are the people who make sure that a customer not only buys your company's product, but also has a positive experience with it. To do this, they talk to customers, collect data, customize features, define goals, and provide training sessions. They typically report to a senior member of staff, such as an engagement manager or implementation manager, while simultaneously working with a small team of other implementation specialists. While they spend most of their time in an office environment, implementation specialists may also have to travel to meet with clients or install hardware

Duties and responsibilities of the implementation specialist

To ensure that each customer's system is properly regulated and implemented, implementation specialists perform a wide range of tasks. We analyze a number of online job postings to identify these basic tasks and responsibilities.

Start deployment

Once a sales representative has brought a new customer on board, the implementation specialist is responsible for acting as the primary point of contact for that customer. Also, since the customer should never be left hanging, it is important that the implementation specialist start the implementation process as quickly as possible.

Assess customer needs

Once a customer's new system is configured and ready to go, the implementation specialist must speak with the customer to get a detailed picture of what they want, need, and want. For example, one customer may have purchased the new system to save time and money, while another may have purchased the same system with the primary goal of improving their cybersecurity. For this reason, it is imperative that the implementation specialist identifies the unique priorities of each customer.

Customize the system

After identifying a customer's primary objectives, the implementation specialist should use that information to tailor the customer's system to their individual needs. Typically this involves tasks such as importing legacy customer data, designing custom interfaces, editing metrics, and creating custom reports.

Demonstrate and train

When a customer's new system has been successfully customized, the implementation specialist must demonstrate the system and its features. If the customer likes what she sees, the implementation specialist will continue to teach her how to use the new system.

Install the system

Now that the customer has seen the finished product and has learned how to use it, the implementation specialist must perform the technical task of actually installing the system and all of its required components.

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