Implementation Specialist - DocketManager

Reposted 9 Days Ago
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London, ON
In-Office
70K-80K Annually
Mid level
Software
The Role
The Implementation Specialist ensures successful onboarding of customers, configures the DocketManager platform, provides training, and collaborates with various teams to ensure effective software use.
Summary Generated by Built In

Banyan Software provides the best permanent home for successful enterprise software companies, their employees, and customers. We are on a mission to acquire, build and grow great enterprise software businesses all over the world that have dominant positions in niche vertical markets. In recent years, Banyan was named the #1 fastest-growing private software company in the US on the Inc. 5000 and amongst the top 10 fastest-growing companies by the Deloitte Technology Fast 500. Founded in 2016 with a permanent capital base setup to preserve the legacy of founders, Banyan focuses on a buy and hold for life strategy for growing software companies that serve specialized vertical markets.

Company Overview:

DocketManager is cloud based and has been built from the ground-up by printers for printers. Manage your entire company from one system and start leveraging flexible and comprehensive tools needed to maximize efficiency, and stay comprehensive in today's fast-pace marketplace.

  • Location: Remote (Canada)
  • Compensation: CAD 70,000–80,000 annual salary (Subject to candidate's experience/location/expertise)
  • Benefits: Provided through Banyan Software’s benefits program
  • Reporting To:  Director of Training
  • Work Environment: Collaborative, customer-facing role working closely with cross-functional teams.
Implementation Specialist – DocketManager

The Implementation Specialist at DocketManager is responsible for ensuring a smooth and successful onboarding experience for new and existing customers. This role involves configuring the DocketManager platform to meet customer requirements, guiding them through implementation and training, and ensuring optimal use of the software to drive business outcomes. The ideal candidate will be a strong communicator with technical aptitude, customer empathy, and an understanding of print or manufacturing workflows.

Key Responsibilities

  • Lead customer onboarding and software implementation projects from kickoff to go-live.
  • Configure the DocketManager platform based on client requirements, including user roles, workflows, and integrations (e.g., accounting, freight, W2P, CRM).
  • Collaborate closely with customers to analyze business needs and translate them into optimized system configurations.
  • Provide remote and onsite training sessions to ensure customer teams are confident and self-sufficient in using the platform.
  • Serve as a primary customer contact throughout the implementation phase, ensuring consistent communication and progress updates.
  • Collaborate with internal teams - including Support, Product Development, and Sales—to resolve configuration issues, address feedback, and ensure successful delivery.
  • Assist with data migration, testing, and validation to ensure system accuracy and functionality.
  • Develop and maintain detailed project documentation, including implementation plans, configuration notes, and progress reports.
  • Contribute to continuous improvement by identifying opportunities to enhance the onboarding process and client experience.

Qualifications

  • Experience implementing ERP/MIS or SaaS platforms, ideally within the printing, manufacturing, or production industries.
  • Strong understanding of business workflows such as estimating, production, scheduling, and inventory.
  • Excellent verbal and written communication skills, with the ability to manage customer relationships effectively.
  • Proven ability to manage multiple projects concurrently and meet deadlines in a dynamic environment.
  • Technical aptitude- comfortable working in SQL, API integrations, and cloud-based software (Azure experience a plus).
  • Experience creating reports or analyzing implementation data in Excel or other tools (bonus).
  • Strong problem-solving skills and attention to detail.

A proactive, customer-first attitude with the ability to represent the company professionally.

Diversity, Equity, Inclusion & Equal Employment Opportunity at Banyan: Banyan affirms that inequality is detrimental to our Global Teams, associates, our Operating Companies, and the communities we serve. As a collective, our goal is to impact lasting change through our actions. Together, we unite for equality and equity. Banyan is committed to equal employment opportunities regardless of any protected characteristic, including race, color, genetic information, creed, national origin, religion, sex, affectional or sexual orientation, gender identity or expression, lawful alien status, ancestry, age, marital status, or protected veteran status and will not discriminate against anyone on the basis of a disability. We support an inclusive workplace where associates excel based on personal merit, qualifications, experience, ability, and job performance.


Beware of Recruitment Scams

We have been made aware of individuals fraudulently posing as members of our Talent Acquisition team and extending fake job offers. These scams may involve requests for personal information or payment for equipment. 

Protect yourself by following these steps:

  • Verify that all communications from our recruiting team come from an @banyansoftware.com email address.
  • Remember, employers will never request payment or banking information during the hiring process.
  • If you receive a suspicious message, do not respond — instead, forward it to [email protected] and/or report it to the platform where you received it.

Your safety and security are important to us. Thank you for staying vigilant.

Top Skills

APIs
Azure
Cloud-Based Software
Erp
Excel
Mis
SaaS
SQL
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The Company
HQ: Atlanta, GA
118 Employees
Year Founded: 2016

What We Do

Banyan Software provides the best permanent home for successful enterprise software businesses, their employees, and customers to preserve the legacy of founders, while helping grow the business into the future.

We are on a mission to acquire, build and grow great software businesses that have dominant positions in niche markets all over the world. Today Banyan has over 750 employees throughout the US, Canada, UK, Europe, Australia and New Zealand. Founded in 2016 with permanent capital to preserve the legacy of founders, Banyan focuses on a buy, hold and grow for life strategy. For more information on Banyan Software, Inc. visit: http://www.banyansoftware.com

What We Look For:
- Great enterprise software businesses that have dominant positions in niche markets
- We work with owners who are thinking about an exit today or further down the road
- We are flexible and can be creative when we find a business that is a good fit
- The businesses in the Banyan family all share a similar profile:
- Annual revenues in excess of $2M-$30M
- A high percentage of recurring revenue
- Positive operating margins and cash flow
- High customer retention and satisfaction
- Happy and committed employees

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