Implementation Specialist, Forms

Overview

Build digital forms within the Weave software for customers by digitizing paper or office-uploaded forms with precision and attention to detail, as part of the onboarding team.

What you'll do

• Take forms uploaded to Weave by an office and digitize them into Weave digital forms.
• Take 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'll need

• Basic familiarity with software and computers.
• Excellent written and verbal communication skills, with the ability to articulate complex content in a simplified explanation.
• Bachelor'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 and writing.

Nice to have

• 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.

Details

• Remote, based in India.
• Reports to the Manager, Implementation Form.
• Employment is contingent on a successful background check.
• Held to a standard SLA with timely and efficient completion of work.