Position Overview
The Client Success Team is seeking an EDI Specialist who will work closely with clients to understand their business needs, provide exceptional support, and ensure a positive client experience throughout implementation and ongoing account management.
The ideal candidate will be a fast learner, comfortable adopting new technologies, and able to troubleshoot issues while managing client relationships in a fast-paced environment.
Key Responsibilities
Work closely with clients to understand their needs and deliver an exceptional client experience.
Manage new end-user client engagement and provide pre- and post-implementation support.
Learn and leverage company technology, tools, and best practices to successfully implement clients on the solution.
Manage and support client accounts throughout the relationship.
Establish and strengthen relationships with partners by understanding their business objectives and providing excellent support.
Support clients throughout the implementation process.
Apply strong problem-solving, troubleshooting, and data management skills to resolve client issues.
Proactively identify and address challenges and opportunities.
Maintain consistent communication and follow-up with clients and internal teams.
Required Qualifications
Bachelor’s degree or equivalent experience.
1–3 years of experience in HCM or working with a SaaS/web-based application.
Strong oral and written communication skills.
Excellent follow-up skills and strong attention to detail.
Comfortable learning and adopting new technologies.
Ability to take ownership and proactively address challenges.
Ability to work independently as well as collaboratively within a fast-paced environment.
Strong organizational skills with the ability to prioritize and manage multiple tasks.
Preferred Qualifications
1–3 years of experience in an Account Management-type role.
Experience with EDI and 834 files is preferred but not required.
Demonstrated ability to work effectively as an enthusiastic team player.
Experience supporting clients through implementation or onboarding processes is a plus.

Electronic Data Interchange Specialist

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