Pre Implementation Specialist

Join a team where your skills create measurable results, build lasting customer partnerships, and drive meaningful business outcomes every day.

The Pre-Implementation Specialist is responsible for guiding customers through the pre-implementation phase and preparing projects for successful onboarding. This role gathers and documents customer requirements, facilitates readiness discussions, coordinates project tasks, and supports Implementation Specialists throughout the delivery process.

As a customer-facing role, this position requires exceptional communication skills, strong organization, consistent follow-through, and the ability to manage multiple tasks in a fast-paced environment. 

What You'll Do: 

• Conduct customer readiness and kickoff calls to review scope and gather required information.
• Gather, validate, and document customer requirements and update internal project materials.
• Load customer data into Transaction Manager and validate accuracy.
• Provide introductory training on TrueCommerce software and workflows.
• Assist with customer questions, support calls, and pre-implementation inquiries.
• Coordinate project tasks, follow-ups, and cross-functional handoffs to support smooth delivery.
• Documents requirements and updates internal project materials for a smooth transition
• Identifies potential risks, readiness delays, or scope changes and proactively communicates with project managers and stakeholders
• Ensures all technical and business requirements are clarified before implementation begins, reducing rework and accelerating project timelines.
• Maintain project artifacts, checklists, and readiness documentation.
• Collaborate with Implementation Specialists and internal teams to ensure customer preparedness.
• Complete ongoing product training to maintain knowledge of TrueCommerce tools and processes

Requirements for Success: 

• Associate or Bachelor’s degree preferred or equivalent work experience
• 0–2 years experience in client services, business-to-business support, software/customer onboarding, call center, or related customer-facing environment.
• Experience working with high-volume customer interactions and managing multiple tasks simultaneously
• Strong customer service and communication skills
• Excellent organizational skills and attention to detail
• Ability to manage multiple tasks and follow structured processes
• Comfort working with data, documentation, and system tools
• Ability to learn technical concepts quickly

Bonus if you have:

• Experience with ERP business systems (QuickBooks, Sage, SAP, NetSuite, Microsoft Dynamics) preferred.
• Experience with EDI, SmartSheets, or system integrations a plus.

Who is TrueCommerce? 

TrueCommerce is a high-performing global supply chain network that provides fully integrated, end-to-end supply chain visibility and management. We’ve empowered some of the biggest brands in the world to improve their supply chain performance: Schneider Electric, Siemens, Ocean Spray, and many more. 

Please visit our careers website for additional information.