Grow More. Keep More. Live More.
ClickUP Implementation Specialist
Location
Philippines
Posted
5 days ago
Salary
A$250 - A$300 / month
Seniority
Senior
Job Description
ClickUP Implementation Specialist
Wingman Group
• Review current workflows and project management processes. • Facilitate stakeholder workshops. • Recommend best-practice agency workflows and system architecture. • Design and configure ClickUp spaces, folders, lists, templates, statuses, and custom fields. • Build end-to-end workflows for client onboarding, briefing and intake processes, marketing campaign delivery, creative and content production, recurring and retainer work, internal projects. • Implement project tracking and delivery processes. • Configure workload and resource management. • Improve visibility of project status, priorities, and team capacity. • Set up timesheets and time-tracking processes. • Create dashboards and reporting for project status, team workload, capacity planning, time utilisation, delivery performance. • Build automations to reduce manual administration. • Document processes and system architecture. • Deliver training and handover sessions to ensure team adoption.
Job Requirements
- Proven experience implementing ClickUp for agencies or professional services businesses.
- Strong understanding of project management, workflow design, and process improvement.
- Experience with ClickUp automations, dashboards, templates, and reporting.
- Ability to lead workshops and translate business requirements into practical solutions.
- Excellent communication and stakeholder management skills.
Benefits
- 20 Paid Time Off
- Referral Bonus – 70 AUD per successful referral to the Wingman platform (paid at 1st month mark with a client contract).
- Annual Trip – connect with the broader Wingman community in person.
- Dedicated Support Contact (CSM) – someone to help you succeed and stay connected.
- Access to a Network – collaborate with fellow contractors and onshore specialists.
- Opportunities to Upskill – optional sessions, peer learning, and developmental pathways.
- More Work, More Opportunity – potential for additional contracts, Statements of Work, or expanded workloads.
- High-Impact Projects – work alongside top-tier Australian partners on meaningful assignments.
- Flexibility First – deliver your work in your way, with full autonomy on how you achieve outcomes.
- Advisory Support – HR, Tax, and setup guidance available to make contracting seamless.
- 100% Work-From-Home Contracts – all engagements designed for remote delivery.
Related Guides
Related Job Pages
More Implementation Specialist Jobs
Procedures Development Specialist I
Kentucky Personnel CabinetThe Cabinet for Health and Family Services (CHFS) is one of the largest agencies in Kentucky state government, with nearly 6,000 full- and part-time employees located across the Commonwealth focused on improving the lives and health of Kentuckians. The Division of Regulated Child Care (DRCC) is responsible for licensing and certification of child-care providers, as well as residential child caring facilities and child placing agencies. DRCC investigates complaints against these facilities, ensuring that proper regulatory action is in place. This Division plays an intricate part in the health, safety, and welfare of Kentucky's children.
Role Description This is an exciting opportunity to have direct impact on access to healthcare in Kentucky within the Kentucky Department for Public Health (KDPH). The Kentucky Prescription Assistance Program (KPAP) in the Health Care Access Branch is looking for a highly qualified Procedures Development Specialist I to provide technical assistance in the interpretation of program policies and procedures for the Kentucky Prescription Assistance Program. This position will also provide assistance to the public regarding complex issues regarding prescription assistance and other government services. Responsibilities and Duties: - Recruit individuals or organizations to become KPAP advocates in an assigned region of the Commonwealth. - Through community outreach, identify community stakeholders. - Attend and seek opportunities to promote the program across the Commonwealth. - Provide virtual and in-person presentations and trainings on KPAP procedures and guidelines. - Train advocates to use program-specific software and provide training on guidelines and procedures of general Patient Assistance Programs (PAPs), privacy policy, and HIPAA compliance. - Provide technical assistance to all existing KPAP advocates and organizations. - Analyze and evaluate PAP's policies, guidelines, and procedures for compliance training purposes. - Provide technical assistance on application procedures for specialized populations, hardship situations, and additional documentation requirements. - Analyze and evaluate the need for policy, guidelines, or procedures changes related to the program. - Research for updates and information on new programs. - Provide technical assistance for local grant applications and reports. - Provide additional reports as requested. Qualifications - Graduate of a college or university with a bachelor's degree. - Two years of professional experience in public or business administration, political science, statistics, policy analysis, economics, or a related field. - Professional experience in public or business administration, political science, statistics, policy analysis, economics, or a related field will substitute for the required education on a year-for-year basis. Requirements - Leadership abilities working as an individual and as a team. - Excellent written and verbal communication skills. - Outstanding organizational and planning abilities. - Analytical and critical thinking skills. - Working knowledge of MS Office. - Program management and creating reports. Benefits - DPH has the ability to be competitive with compensation. Company Description The Cabinet for Health and Family Services (CHFS) participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S. CHFS will only use E-Verify once you have accepted a job offer and completed the Form I-9.
Implementation Partner, Director
Lincoln FinancialWe help people confidently plan for their version of a successful financial future.
Role Description We are excited to bring on an Implementation Partner to join our Retirement Plan Services organization supporting Workplace Solutions in a work from home environment. As an Implementation Partner, you will play a key role in the successful onboarding and setup of retirement plans within the Director product. In this client-facing role, you will: - Lead and project manage the implementation of plan onboarding activities, partnering with third-party providers to support specific client needs, primarily within the Group Plan space (e.g., PEPs and MEPs). - Collaborate with external customers and internal teams to develop and execute effective implementation timelines through both proactive and responsive engagement. - Build, enhance, and maintain strong relationships with client contacts, ensuring overall service requirements and expectations are met. - Serve as a subject matter resource to internal stakeholders on complex implementation solutions that optimize client requirements and drive desired business outcomes. - Develop, maintain, and execute complex onboarding activities that support client service needs while contributing to business objectives, profitability, and client retention within the retirement services organization. - Identify, recommend, and champion process improvements and organizational initiatives to positively influence team performance and quality. Qualifications - 4 Year/Bachelor's degree or equivalent work experience (4 years of experience in lieu of Bachelor's). - 3 – 5+ Years of experience in implementation/relationship management and onboarding of retirement plans that directly aligns with the specific responsibilities for this position. - Demonstrated ability to communicate clearly and concisely, both verbally and in writing, including through presentations. - Demonstrated skills in project management, organization, negotiation, persuasion, presentation, and problem-solving. - Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook). Requirements - Strong analytical and problem-solving skills. - Ability to operate in a consultative manner with internal and external stakeholders at all levels. - Demonstrated strong relationship management skills and a proven ability to develop collaborative approaches. - Strong project management experience. Benefits - Clearly defined career tracks and job levels, along with associated behaviors for each of Lincoln's core values and leadership attributes. - Leadership development and virtual training opportunities. - PTO/parental leave. - Competitive 401K and employee benefits. - Free financial counseling, health coaching and employee assistance program. - Tuition assistance program. - Work arrangements that work for you. - Effective productivity/technology tools and training.
Implementation Manager
Steer HealthThe All-In-One Growth & Automation platform that helps healthcare organizations grow and amaze their patients.
• Own end-to-end implementation delivery for assigned clients, from kick-off through go-live and hypercare • Lead technical integration workstreams including EHR connectivity, HL7/FHIR data exchange, and workflow configuration via Steer Studio and Mirth Connect • Maintain detailed project plans, risk logs, and status reports; proactively surface and resolve blockers • Serve as the primary point of contact for client stakeholders (IT, clinical operations, C-suite) throughout the implementation lifecycle • Coordinate cross-functionally with Engineering, Product, and Customer Success to ensure seamless handoffs and issue resolution • Manage 10+ concurrent implementations without letting quality slip • Contribute to and maintain implementation playbooks, onboarding templates, and lessons-learned documentation • Participate in weekly operating cadences with clear metrics, accountability, and issue resolution • Track and report key implementation KPIs — time-to-go-live, adoption rates, integration success rates — to leadership weekly • Travel to customer sites as needed to lead implementation workshops, executive stakeholder meetings, end-user training, and go-live support activities • Serve as Steer's onsite implementation lead during key project milestones and customer launches • Build trusted relationships with client stakeholders through both virtual and in-person engagement.
• Own end-to-end ERP implementations for Burkland clients, including chart of accounts design, module configuration, workflow automation, and user acceptance testing. Document implementation decisions and maintain project trackers throughout each engagement. • Evaluate existing ERP environments and identify gaps, inefficiencies, or misconfigurations. Recommend and execute improvements to reporting structures, dashboards, and custom workflows to align the system with each client's business model. Deliver training sessions, create user documentation, and proactively surface system improvements that align with client growth milestones • Support the monthly close process within client ERP systems including journal entries, reconciliations, revenue recognition (ASC 606), and financial reporting. Ensure the system accurately reflects the client's accounting policies and audit requirements. • Manage data migrations from legacy systems (QuickBooks, Xero, spreadsheets) into modern ERP platforms. Collaborate with tech and product teams to scope and oversee third-party integrations (Stripe, Brex, Ramp, Salesforce, etc.) using native automation tools or iPaaS solutions. • Identify opportunities to streamline financial workflows through automation and cross-functional collaboration. Stay current with platform releases, best practices, and the evolving startup finance tech stack.



