Implementation Specialist

  • Date posted

    Jul 19, 2021

  • Job location


  • Level of education


  • Years of experience

    3+ years

  • FLSA status


If you’re looking for a company that is dedicated to Doing Good Things for others, has a fun culture, and offers plenty of professional development opportunities, this might be the role for you. At Navigate, we are on a mission to spark a cascade of positive change by applying our technological capabilities to the field we believe enables us to make the most impact: health and wellbeing. Our online, customized wellbeing programs bring together teams of friends, families, employees, and communities to create a lifestyle of healthy habits.

Job description

The Implementation Specialist serves as the primary post-sale contact for the client during Navigate’s implementation process (first 90 days) and is responsible for the experience, satisfaction, and product configuration of the platform/program purchased. The Implementation Specialist will create a consistent implementation experience while also understanding unique client needs and customizations of Navigate product levels.

We are searching for someone who is not afraid to bring fresh ideas and perspectives to the table while being hyper-focused on client satisfaction. This role will focus on, but is not limited to, the following key aspects of the customer journey:

  • Implementation/onboarding
  • Assessment of client needs
  • Configuration
  • Demonstrating and training
  • Testing and launching

Job responsibilities

  • Work together with the Account Manager, and other internal Navigate teams, to effectively and efficiently execute strategic goals during implementation.
  • Ensure purchased products meet the client's and program’s technical needs, as well as support overall program goals.
  • Serve as the additional client contact/project lead for all implementation meetings and projects.
  • Provide team members and company stakeholders with consistent information for overall awareness and understanding of expectations regarding all projects.
  • Assist in establishing relationships with multiple client account stakeholders at various organizational levels. Participate in face-to-face meetings and relationship-building events as needed during the implementation process.
  • Identify trends in the client and participant experience that we could improve through operational changes or enhancements.
  • Handle the successful transition of client responsibilities to the Account Manager after the portal/program launch.
  • Share implementation best practices with the Client Services team and provide shared learning and application of best practices across the organization.
  • Report to the director, providing regular input on all account activity including status, progress, issue resolution, escalations, and successes every week.
  • Provide tools to Customer Service team to successfully support ongoing client/participant needs.

Experience & skills required

  • 3+ years of software implementation or equivalent work experience.
  • BA/BS degree or related equivalent experience.
  • Wellbeing industry experience preferred but not required.
  • Exceptional communication skills both written and verbal.
  • An analytical mindset and interest in using data to optimize results.
  • Excellent organizational skills to manage projects with many moving parts.
  • Ability to confidently present/sell your concepts, work, and ideas.
  • Strong collaborator with the ability to work across various departments and teams to create results.
  • Positive, open, and curious individual who thrives on working in a high-performing team environment.
  • Operates with a low ego and shows a willingness to jump in and help where it's needed most.

Benefits & perks

  • Competitive salary and bonus program
  • Medical, dental, and vision coverage
  • 401k match
  • Remote work opportunities
  • Wellness incentives
  • Great company culture
  • Casual dress code
  • Paid paternity leave
  • Paid time off and holidays

Physical & working environment

  • Standard mental and visual attention is required. Normal office working conditions requiring continuous use of both hands. Sitting most of the time. May involve brief periods of walking or standing.
  • Position requires occasional bending, squatting, twisting, and climbing stairs. There are minimal exposures to workplace hazards.
  • Individual must be able to perform each essential function satisfactorily. Reasonable accommodations may be made to enable a qualified individual with a disability to perform the essential functions.
  • Position is available for remote workers
Interested? We’d love to hear from you. Send your resume and cover letter to

Navigate Wellbeing Solutions is an Equal Opportunity Employer. In compliance with the Americans with Disabilities Act, Navigate Wellbeing Solutions will provide reasonable accommodations to qualified individuals with disabilities and encourages prospective employees and incumbents to discuss potential accommodations with Navigate.