Service Consultant

Responsibilities

• Develop and maintain expertise with the Firstup platform, product, and features while conducting thorough assessments of customer requirements and business goals to tailor the product setup and configuration accordingly. Translate customer requirements into clear implementation plans and provide recommendations based on Firstup implementation best practices.

• Lead customers through the end-to-end onboarding and implementation process, offering expert guidance on setting up the product, configuring settings, and integrating with other systems. Coordinate implementation activities, milestones, timelines, customer responsibilities, and dependencies to keep implementations progressing toward launch. Work closely with customers to customize the product to align with their unique workflows and preferences.

• Serve as the primary point of contact for customers throughout implementation, providing clear communication on progress, next steps, risks, and outstanding actions. Proactively identify and manage implementation risks, blockers, and dependencies, coordinating with customer and internal stakeholders to drive them through resolution. Address questions, concerns, or technical issues encountered during setup and provide timely and effective support to ensure a successful implementation and customer experience.

• Create and maintain comprehensive implementation documentation, project plans, guides, and training materials to empower customers to utilize the product effectively. Lead customer working sessions and ensure key stakeholders are appropriately enabled ahead of launch. Share knowledge and best practices with colleagues to improve overall team performance and collaborate with internal teams to advocate for customer needs and drive continuous improvement initiatives.

• Guide customers in setting up and configuring the Firstup product, including authentication methods and integration with HRIS or other systems to ensure data consistency and accuracy. Coordinate technical requirements and dependencies between customer and Firstup teams, ensuring technical activities are completed in alignment with implementation timelines and launch requirements.

• Guide customers through email authentication protocols and provide technical support and troubleshooting assistance for authentication, data integration, email delivery, and mobile app functionality. Partner with customers to assess launch readiness, coordinate testing and outstanding implementation activities, and ensure key technical and functional requirements are completed ahead of launch. Support a structured transition from implementation into ongoing customer management following launch.