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ClassWallet is a leading fintech company serving public agencies, school districts, and state/local governments with digital wallet and fund distribution solutions. The company has processed over $6.7 billion across 39 states, completed 12M+ transactions, and serves 300+ agency clients with a team of 280+ employees.
The Implementation Specialist role is a consultative, customer-facing position responsible for leading successful integrations of ClassWallet's solutions for key partners. This is not a support checklist role but rather a strategic leadership position where you own the entire project lifecycle from initial onboarding through adoption.
Key responsibilities include:
- Serve as primary lead during the critical first phase of customer lifecycle, providing expert guidance on platform configuration and best practices
- Proactively identify expansion and upselling opportunities by recognizing unmet customer needs and collaborating with Client Success teams
- Anticipate and resolve potential roadblocks in onboarding, proposing creative, scalable solutions to keep projects on track
- Manage complex, multi-stakeholder implementations for new and existing clients, ensuring all deliverables meet timelines and quality standards
- Act as the "voice of the customer" to Product and Engineering teams, synthesizing feedback into actionable insights
- Contribute to scalable deployment playbooks, applying proven approaches across implementations
- Design and deliver high-impact training webinars and on-site sessions that drive user adoption and understanding
- Maintain detailed records in HubSpot and internal tools for seamless handoff to support teams
You will work with school districts, state agencies, and foundations, leveraging deep understanding of their unique challenges to propose solutions that align workflows with ClassWallet's technology. The goal is transforming complex onboarding into a seamless, value-driven experience that secures revenue and mitigates churn.
Required qualifications: 3+ years in client-facing implementation, consulting, or strategic account management (SaaS preferred); strong analytical skills with ability to interpret complex data; high proficiency in Microsoft Excel and Google Suite; proven track record managing high-stakes projects with multiple stakeholders; BA/BS degree preferred; Project Management Professional certification highly preferred.
