Tasks

• Holding regular meetings with the Client Success Manager to overview any outstanding
  tasks from the client and action plans going forward
• Management of daily and weekly targets, ensuring that the respective team or team member
  completes them
• Effective coordination with the client/management when there is a delay on target
  completion in order to resolve the reason for the delay
• Keeping all teams involved informed of important deadlines, changes, target attainment and
  major milestone achievements, as well as delays
• Monitoring tasks and projects using Atlassian products (JIRA and Confluence)
• Client sign off on requirements and statements of work

Responsibilities

• Ensure coordination and communication exists between teams
• Responsible for hitting delivery dates for project tasks, and hitting major milestones
• Responsible for alerting teams if something is delayed and how this time can either be made
  up or not
• Responsible for relaying what was done last week and what will be done this week and future
  milestones to hit
• Facilitates communication between teams as needed

Service Teams | VPs

Overview 

Teamwork Commerce, like all organizations are made up of individuals, each of whom has been hired and trained for a particular “hat” or job to do.

Each hat works in tight coordination with one another, doing the required tasks that make up their hat (their job) for the business to not just operate, but be successful and continue to expand.

A Basic Hat lists the purpose of your role in addition to major job duties and responsibilities. A Full Hat will explain each task and exactly how to carry it out.

It is your responsibility to fully understand each part of your hat and be able to perform each of the functions of your hat.

Purpose

The Application Specialist (App Specialist) in coordination with other Service Team members, configures and manages client’s Teamwork environments, including but not limited to CHQ and Mobile Applications. The Application Specialist works closely with clients and internal teams to define the needs, requirements, and workflows to achieve frictionless commerce and ensure the client is extremely satisfied with their service.

Job Duties and Responsibilities

– Assess client requirements to determine and design proper retail/POS workflows

– Configure and maintain CHQ and mobile applications to support retail and integration requirements and workflows. This includes all settings, server and application updates/upgrades, and routine maintenance

– Creates and maintains documentation and supports client workflows and modifications to workflows

– Provides UAT Support to clients and internal teams for POS/Retail workflows and Integrations as needed

– Ad hoc client training

– Documenting, reporting, and escalating Development Support (DS) issues through the proper channels and processes

– Documenting and reporting client’s Change/Feature Requests through the proper channels and processes

– Monitor open support tickets to ensure movement and proper escalation, assist in resolution where applicable, assist in client communication

– Facilitate Reporting requests and support (including reports, printed documents, Mandrill, etc.)

– Supporting client with hardware analysis, configuration, and troubleshooting

– Work with Client Success Manager and clients to create go-live checklists

– Develop Training Plans for new implementations

– Facilitate client’s release schedule by raising server upgrade requests and communicating status of release to client.

– Provide clients with Release Notes and ad hoc training for features released in new versions Teamwork software.

Summary

The Application Specialist is a key role on the Service Teams that supports the client’s Teamwork environment and daily operations to ensure success on the Teamwork platform.

The Application Specialist reports for the Client Success Manager and can utilize the Operations Director and Technical Services Director as additional points of escalation.

DUTIES AND RESPONSIBILITIES

Responsibilities

• Preparing and developing presentations of products and functionality in terms that relate to the audience (technical and non-technical)
• Meet with prospects for sales presentations, and research prospect requirements.
• Perform gap analysis of required functionality and current functionality
• Effectively communicate client needs to the R&D teams for future product enhancements
• Participate In RFI and RFP, supporting the sales team.
• Work with prospects and customers along with any with 3rd party solutions to architect a full solution.
• Review integration requirements with prospects and existing clients, with their 3rd party vendors.
• Work with the delivery team to hand over the project once executed.
• Be the go-to product expert who can accurately respond to technical product questions from across the sales teams.
• Stay informed on product updates and incorporate the latest functionality into demos, as needed.
• Stay up to date with the latest functionality and roadmap plans.
• Maintain Demo environment, including logging any issues and ensuring the latest version and functionality is installed

DUTIES AND RESPONSIBILITIES

Marketing Activities

• Support the marketing team with planning, implementing, and monitoring marketing campaigns
• Assist with the production of marketing materials and collateral
• Evaluate data and create reports on key metrics to monitor campaign efficiency and analyze trends
• Write and edit content for different platforms such as social media, website, and press releases
• Provide administrative and project support for a variety of marketing projects
• Create and execute digital marketing campaigns: organic, paid, lead generation, engagement, retention, loyalty, email marketing, social media, and other digital channels.
• Copywriting for all activities consistent with brand messaging and standards

Tradeshow Activities

• Coordinating the design and production of trade show booths or displays, including selecting booth furniture and flooring materials
• Arranging travel accommodations and transportation to and from events
• Planning trade show schedules and determining booth space requirements based on needs
• Communicating with the sales team to ensure that all details of the event are handled properly
• Coordinating with the venue manager to determine the size of the event space and make other arrangements for the event to run smoothly
• Resolving problems with vendors or other attendees that arise during the event
• Preparing the exhibitor’s booth for the event, including ordering supplies and arranging furniture
• Planning social events where exhibitors can network with one another

IDEAL CANDIDATE: 

Education:

• Education: BA or BS (Marketing, Business Administration)

Experience: 

• 3+ years’ experience in a marketing function, with direct experience coordinating tradeshows

Competencies:

• Excellent written and oral communication skills
• Ability to work well with a team
• Resilient, Flexible, Curious, self-motivated, engaged, result-driven, and proactive.
• Knowledge of design and branding, creative talent, an eye for effective visual design, and someone who understands and implements brand guidelines
• Attention to detail
• Superior organizational and time management skills
• Knowledge of relevant marketing tools and applications is a plus, such as
• Adobe Creative Cloud (InDesign, Photoshop, Illustrator)
• Salesforce CRM
• Microsoft Suite (Word, PowerPoint, Excel)

We are looking for a sales marketing assistant who can support the sales and marketing team with lead management. The position is centered around learning our Salesforce CRM set up and completely managing and maintaining it. It’s a data entry driven position with an internet research aspect to keep leads up to date and learn how to make system edits.

Ideal candidate would have:

• Good understanding of the Salesforce CRM platform or be willing to learn how to use and manage the platform.
• Experience with accurate data entry and record keeping
• An ability to clearly communicate problems and solutions in a simple and logical manner.
• Ability to assign leads diplomatically based on the appropriate parameters
  Experience using Microsoft Outlook and setting appointments.

Activities

• Manage the sales and marketing Salesforce CRM
• Import sales department leads, contacts, and other data
• Organize, update, and maintain current lead lists
• Research contacts for updated and accurate information
• Schedule emails through Salesforce CRM (Pardot)
• Create and edit reports and dashboards based on teams needs
• Configuration and integration of tools and applications into Salesforce (ex. Outreach)
• Assist sales and marketing with various tasks

Skills

• Salesforce knowledge a plus
• Accurate data entry
• Internet research skills
• Microsoft Office Suite

Languages:
– English (Intermedium / Advanced)