Implementation Consultant II (Sales & Marketing Automation) Position Available In Fulton, Georgia

Implementation Consultant II (Sales & Marketing Automation) Intercontinental Exchange United States, Georgia, Atlanta 5660 Northside Drive Northwest (Show on map) Jun 18, 2025
Overview Job Purpose The implementation consultant is responsible for leading client onboarding activities and configuration for the Surefire CRM platform and/or other ICE solutions. The consultant provides project oversight, technical direction, and functional support while guiding clients through the implementation process. Consultants conduct client implementation and training on ICE products and systems for: clients
Existing clients who require refresher training or need to train new employees
ICE employees who support the product Responsibilities Leads the onboarding of new clients to the Surefire CRM or other designated platform(s)
Manages and completes all aspects of implementation projects including:
Review of Statement of Work and other contractual client documents relevant to training services for assigned projects
Communication with clients
Works with sales and client relationship teams to understand client’s business needs, adapts training context and content accordingly
Follow-up and issue resolution
Works collaboratively with sales, product, integration, and technical teams to configure platform to meet client goals
Defines and delivers training necessary for the customer’s successful launch of the platform
Collaborates with Customer Success Managers to onboard existing clients to new products and features
Leads group trainings on key topics
Contributes to the documentation of implementation processes, onboarding best practices, and educational resources
Responds to and manages client inquiries and support cases as needed during onboarding
Ensures that critical milestones are being hit during the onboarding process and manage the process for assessing and addressing risk
Acts as a customer advocate to inform Product, Sales, Technology, and Customer Success teams of common themes, successes, and challenges with initial set-up, adoption, and product/solution feedback
Collaborates with customers to build and execute project plans to implement platform by validating and exceeding customer and internal expectations
Reviews system/software documentation from product development teams, such as release notes, system requirements, system design specifications, technical and functional system design, configuration control requirements, etc. to understand and stay current on systems changes
Stays current on relevant trends within the financial services industries (e.g., mortgage, banking, wealth management, insurance, regulatory) as they pertain to ICE products and services and specific assignments
Performs other related duties as assigned. May perform special projects upon request Knowledge and Experience Minimum of 4 years Sales/Marketing automation support experience
Experience in implementing and onboarding customers to new software
Working knowledge of enterprise software applications
Expertise with Surefire and/or Velocify products or platforms is preferred
Knowledge of ICE systems, products, and procedures is preferred
Understanding of mortgage, banking and financial services industries and products preferred
Strong verbal and written communication skills with the ability to present both technical and non-technical information
Customer service skills; understanding and focusing on clients’ needs; establishing credibility; and building positive, professional, relationships with clients to become a trusted and value-added business partner
Team and interpersonal skills, including ability to establish and maintain effective working relationships with all levels within organization, internally and externally
Strong time management, organization, analytical, problem-solving, and negotiation skills
Strong project management skills, particularly in managing customer delivery project and timelines
Attention to detail
Flexibility, versatility, dependability, and resourcefulness
Ability to quickly adapt to changing priorities
Willingness to travel up to 10% #LI-SF1