Implementation Specialist - DocketManager

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.