• Provides world-class remote and onsite training to enterprise customers. • Applies a consultative approach to software implementation projects to ensure the solution meets business needs. • Assists Project Managers in coordinating long, complex projects: Proactive Process Improvements to process and solutions. • Strong understanding of Project Management methodologies with the ability to manage projects within a structured manner. • Trains support teams on details of each enterprise account • Trains New hires and Support teams: software products, enhancements. • Understands and partners with foodservice operations to improve efficiency. • Subject Matter Expert for Enterprise software products that support the K-12 foodservice industry. • Resolves complex support issues for enterprise accounts. • Responds to customer concerns, complaints, or inquiries in a timely, professional, and responsive manner. • Collaborates with Tier 3, Product, R&D and leadership to implement and support customers. • Creates requirements for, submit, and manage the life of enhancement requests for customers. • Able to negotiate alternatives, knows when to escalate a problem, or when to ask for assistance in dealing with the various problems reported. • Highly qualified in problem-solving, troubleshooting, and customer service skills. • Professional presence with a calm, patient, listening demeanor that can thrive in high-stress environments Must be able to handle spirited customer conversations and diffuse conflict using appropriate communication skills and conflict resolution techniques. • Establishes and maintains good working relationships with school district food service personnel, school district IT representatives and technical consultants, internal first level personnel, peers, internal software developers, internal quality assurance personnel, and internal sales personnel. • Must employ clear, concise and grammatically correct verbal and written communication skills, as well as apply professional customer service skills during all interactions with customers. • Installs software and hardware both remote and at customer’s sites. • Facilitates and administer training, as necessary, at various company-sponsored training seminars; develops associated training curriculum and materials. • Works directly with Leadership to identify process improvement opportunities. • Maintains hyper-focus on customer satisfaction and notifies upper-level management of any challenges that could jeopardize the relationship with the customer. • 60% travel required. • Complies with and helps to enforce standard policies and procedures. • All other duties assigned.

This description is a summary of our understanding of the job description. Click on 'Apply' button to find out more. Role Description As an Implementation Specialist, you’ll play a vital role in setting new customers up for success by delivering services that enhance road safety and streamline back-office operations. By guiding clients through a seamless onboarding process, you’ll help them unlock the full potential of their fleet operations, building strong partnerships and ensuring their long-term satisfaction. You’ll be partnering with high-performing teams including other implementation specialists, account executives, customer success managers as well as subject matter experts across all services. The successful candidate will have exemplary communication and strong project management skills with an eye for detail. The candidate will need to be a self-starter, a problem solver and have the ability to apply concepts to a variety of situations to help customers reach their desired outcomes. Essential Duties and Responsibilities - New Account Implementation: - Collaborate with clients to understand stakeholder expectations and fleet operations while forming relationships with key team members. - Gather and organize data required for Fleetworthy services. - Set up new customer accounts. - Client and Internal Collaboration: - Partner with the sales team to align purchased services with client needs. - Coordinate with third-party partners, vendors, and agencies to establish client and Fleetworthy access. - Work with internal operational teams to ensure alignment on client expectations and service delivery. - Account Management and Communication: - Ensure services and billing are initiated promptly. - Document and participate in client meetings and conference calls. - Respond promptly to customer and internal communications, ensuring requests are addressed effectively. - Proactively communicate with clients to gather information and provide account updates. - Process Development and Maintenance: - Support the creation and maintenance of documented procedures for implementation processes. - Provide input on project estimates and timelines. - Maintain current work-in-progress records and archives. Qualifications - Bachelor’s or Associate’s degree in Business or Business Management, or equivalent work experience. - Minimum of 3 years of experience in client services or project management. - Proficiency in MS Office (including Excel) and CRM systems. - Strong communication, listening, and presentation skills. - Analytical thinking, problem-solving, and attention to detail. - Excellent organization and time management skills. Company Description Fleetworthy offers the only complete technology suite for fleet readiness, uniting safety and compliance, toll management, and weigh station bypass solutions. We help fleets streamline operations, control costs, and operate with confidence. Trusted by 75% of the top fleets in North America, Fleetworthy offers the most adopted toll management solution and largest weigh station bypass network. Going beyond regulatory requirements, our safety and compliance capabilities strengthen safety programs and enable proactive audit readiness. We support millions of vehicles and drivers and are recognized across the industry for innovation and leadership. Fleetworthy is shaping the future of fleet readiness with AI-enabled, connected fleet technology that keeps drivers safe, fleets compliant, and operations running at peak efficiency.

• Being a SME of multiple, if not all aspects of the application (i.e., Workflows, Calculations, Reports, Letters, Data, Interface etc) • Provide training and support to other EQ employees where required. • Obtaining, analysing, documenting, and estimating client requirements (internal and external) • Configuring and testing the Compendia Touch application • Enhancing, developing and promoting the Touch Model • Working closely with the development team to refine and improve the system • Supporting Project Management by leading a workstream to oversee Client deliverables and working with an Agile methodology. • Work collaboratively with customers throughout the full implementation lifecycle by leading or supporting with Client facing communications. • Support with visit customer sites when required, with the possibility of working on site for an extended period. • Supporting with training needs and deliver training to customers as part of project delivery. • Provide expertise and present demonstrations to prospective customers and colleagues from other parts of the business. • Support in establishing and maintaining excellent customer relationships and promoting the growth of new business from those customers. • Ensure AzureDev/JIRA boards are up to date inc updating PM/ leads with progress updates. • Attending 3 out of the 4 quarterly team meet ups.

• Collaborating with tax consultants and legal teams to implement tax planning strategies effectively. • Reviewing and preparing tax-related documents to ensure compliance with state and federal regulations. • Conducting research on tax laws and issues that may impact client tax strategies. • Assisting clients throughout the implementation process to ensure successful execution of tax plans. • Maintaining up-to-date knowledge of tax law changes and best practices. • Liaising with clients to gather necessary documentation and answer inquiries regarding the tax planning process. • Providing exceptional customer service and support to clients and stakeholders. • Utilizing paralegal skills to draft legal documents and reports related to tax planning.