Implementation Specialist III (Must have a Utility background to qualify)

Overview of Role:

Retail Energy Enrollment & Billing Experience Required. The Implementation Specialist III is a senior-level individual contributor responsible for leading complex and strategic customer projects.

This role will lead our clients through the implementation process of our Solutions to analyze client business needs and translate them into functional and design specifications utilizing solution best practices. This customer-facing role involves managing multiple projects and relationships, supporting software development and configuration.

Key responsibilities include requirements analysis, system design coordination, workshops, testing, training, and maintaining system documentation.

The role also involves liaising with project managers and developers to address business and technical gaps.

The Implementation Specialist III brings deep experience in SaaS implementations, strong project management skills, and the ability to serve as a trusted advisor to both customers and internal stakeholders.

As a Retail specialist you will focus on the retail segment of the utility market overseeing the full enrollment to billing processes.

Essential Duties:

• Lead and guide clients through the implementation process taking full ownership of your specialized area from a business and technical perspective.
• Analyze and model business requirements to create technical requirements.
• Translate client’s business needs into functional and design specifications.
• Perform the required research to identify gaps between the business requirements and the current functionality.
• Develop and review requirements, business processes, and recommendations related to proposed solutions as well as functional and system design specifications.
• Lead team members and peers by fostering collaboration, clearly communicating ideas and perspectives to senior management, initiating and overseeing projects, managing resources effectively, resolving issues, and ensuring accountability for both personal and team performance.
• Liaise between clients/users and technology architects/developers to ensure precision and clarity in the documentation of business requirements and technology solutions.
• Prepare/Review System Functional Specifications and Business and Use Case documentation.
• Lead High Level Design and Best Practice sessions.
• Perform Use Case walkthroughs.
• Develop test cases and perform testing on changes and enhancements.
• Perform System, Functional and Integration Testing to ensure product quality remains at the highest level, including dealing with workload peaks without compromising quality/standards.
• Investigate production issues and assist with troubleshooting, re-creating, and resolving those.
• Support all phases of the Software Development Life Cycle, including requirements analysis, design, construction, testing, implementation, and monitoring.
• Work with third party vendors during requirements, design and testing phases.
• Escalate and communicate issues to VertexOne Management or Clients as needed.
• Work cooperatively in a team environment to meet the goals of the department and of the company.
• Contribute to the continuous improvement of implementation methodologies, tools, and documentation.
• Mentor junior team members and share knowledge across the implementation team.
• Partner with Sales, Product, Customer Success, and Support to ensure a seamless customer experience.
• Provide feedback to Product and Engineering teams based on customer needs and implementation trends.

• Client on-site meetings during key phases of the project (30% travel)

Qualifications:

• Energy Retailer or Energy Retailer Consulting experience and knowledge required.
• 6+ years working experience as a Business Analyst or Implementation Specialist in the Software Development industry, creating detailed Business and Technical documents such as Business Requirements Documents, Design Documents, Functional/Technical Specifications, Interfaces, Web User Interface (UI) and Workflows, Use Cases, User Guides, Defect Analysis Reports etc.
• Proficiency in SQL (SELECT Statements, Joins, Subqueries, Data filtering and sorting and Data Manipulation) is required
• Understanding software development process and IT project management methodologies (Agile/Waterfall, Hybrid) and relational database principles, data analysis and incident management tools (e.g., Jira).
• Proficient in common desktop applications (Microsoft Office, Microsoft Visio, etc.).
• Experience working with AI tools for data analysis, process automation is preferred.
• Demonstrated experience in business process design and requirements analysis.
• Knowledge of and experience with Web APIs and Batch Processes is preferred.

• Ability to promote and maintain a positive and inclusive work environment with project team members, co-workers, management, and vendors by behaving, collaborating, and communicating in a manner consistent with professional standards.

• Skills to identify, communicate, and resolve issues effectively.
• Strong ability to analyze issues and solve problems effectively.
• Ability to quickly grasp new concepts and manage change through innovation and flexibility.
• Ability to meet deadlines, manage multiple projects, and prioritize tasks efficiently.
• Excellent at multi-tasking while maintaining high standards and productivity.
• Ability to work well under pressure.
• Highly self-motivated and proactive.

• Strong understanding of SaaS platforms, APIs, data structures, and integration methods.
• Experience with tools such as Salesforce, Jira, project management software, and data tools (e.g., Excel, CSV, Postman).
• Excellent communication, stakeholder management, and problem-solving skills.
• Ability to manage multiple complex projects simultaneously and work independently.

Personal Attributes:

• Strategic project execution
• Technical fluency and problem-solving
• Customer relationship management
• Cross-functional collaboration
• Leadership and mentorship

JobFamily

Product Deployment

JobFunction

Individual Contributor

PayType

Salary

EmploymentIndicator

Regular

HiringMinRate

105000

HiringMaxRate

125000