Solutions Specialists work with clients and internal teams to support the successful delivery of solutions that meet client needs. They serve as a key operational and client-facing resource throughout the delivery lifecycle, helping coordinate solution execution, maintain communication, support testing efforts, and ensure a positive client experience.
Solutions Specialists collaborate closely with Solutions Advisors, engineering teams, platform teams, and other internal departments to ensure work is progressing effectively and within established timelines. They assist with solution research, process coordination, client communication, User Acceptance Testing (UAT), and documentation activities related to new and existing solutions.
This role requires strong organizational skills, attention to detail, problem-solving abilities, and a client-first mindset. Solutions Specialists help promote high-quality delivery standards while maintaining the company’s professional image and keeping leadership informed of client activities and significant concerns.
Support the delivery of client solutions through coordination, tracking, follow-up, and communication activities.
Assist with gathering and organizing business and user requirements for solutions and enhancements.
Help document workflows, processes, solution details, and delivery-related information.
Monitor assignment progress and help ensure timelines and deliverables remain on track.
Coordinate internal and client touchpoints as needed throughout the delivery process.
Research solution options, enhancements, and operational recommendations for clients.
Assist with solution setup, validation, testing coordination, and implementation-related activities.
Collaborate with Solutions Advisors and technical teams to support successful solution outcomes.
Participate in software and solution testing from the perspectives of functionality, usability, reliability, integration, and performance.
Assist with documenting testing activities, defects, validation steps, and outcomes.
Support User Acceptance Testing (UAT) coordination and client readiness activities.
Work proactively with engineering and delivery teams to promote quality throughout the delivery process.
Identify issues and escalate concerns appropriately to ensure timely resolution.
Maintain functional knowledge of supported solutions, products, and delivery processes.
Develop an understanding of client objectives, operational needs, and delivery expectations.
Provide guidance, support, and best-practice recommendations related to solution usage and delivery processes.
Maintain effective communication with clients throughout the delivery lifecycle.
Support positive client relationships through responsiveness, professionalism, and follow-through.
Act as a resource for clients by assisting with questions, coordination, and delivery-related concerns.
Collaborate with internal departments to ensure work is progressing effectively and efficiently throughout the organization.
Participate in client discussions, delivery meetings, overview sessions, and project-related conversations as assigned.
Partner with Solutions Advisors, engineering teams, and platform teams to support successful solution delivery.
Assist in guiding clients through testing, validation, and implementation activities.
Foster a cooperative and team-oriented work environment.
Keep leadership informed of delivery progress, risks, client concerns, and significant issues.
Utilize appropriate communication tools and follow company communication standards.
Maintain professional and effective communication with clients and internal stakeholders.
Keep work area clean, secure, and well maintained.
Complete assigned documentation in an accurate and timely manner.
Complete special projects as assigned.
Attend and participate in meetings and conference calls as required.
Job descriptions assist organizations in ensuring that the hiring process is fairly administered and that qualified employees are selected. They are also essential to an effective appraisal system and related promotion, transfer, layoff, and termination decisions. Well-constructed job descriptions are an integral part of any effective compensation system.
All descriptions have been reviewed to ensure that only essential functions and basic duties have been included. Peripheral tasks, only incidentally related to each position, have been excluded. Requirements, skills, and abilities included have been determined to be the minimal standards required to successfully perform the positions. In no instance, however, should the duties, responsibilities, and requirements delineated be interpreted as all inclusive. Additional functions and requirements may be assigned by supervisors as deemed appropriate.
