Configuration Specialist
OmegaFi
Configuration Specialist (SMB)
Location: Remote
We are looking for a Configuration Specialist to serve as a key internal delivery function within our Professional Services & Onboarding organization. This role is responsible for executing accurate, timely, and standardized system configuration activities that support customer onboarding and implementation engagements. The Configuration Specialist partners closely with Onboarding Consultants, Solution Consultants, Project Managers, and delivery leadership to ensure configuration work is completed to defined requirements, quality standards, and delivery timelines—enabling customer-facing teams to deliver exceptional experiences at scale.
What you'll do:
Configuration Execution
- Execute system configuration tasks based on documented requirements, implementation plans, and defined standards
- Apply established configuration patterns, templates, and best practices to ensure consistency and quality across all deliverables
- Validate configurations for accuracy, completeness, and alignment with documented specifications prior to handoff
- Maintain a high bar for output quality, minimizing rework and post-handoff corrections
Delivery Support & Coordination
- Partner with Onboarding Consultants, Solution Consultants, and Engagement Managers to support customer onboarding and implementation engagements
- Complete configuration work within assigned timelines to support broader delivery milestones and customer go-live dates
- Surface configuration risks, dependencies, or discrepancies to delivery leads in a timely manner for resolution
- Operate within PMO governance frameworks, delivery standards, and Performance Insights reporting models
Documentation & Quality
- Maintain accurate configuration documentation, records, and internal delivery artifacts throughout the project lifecycle
- Follow defined processes, checklists, and quality controls to ensure repeatable, consistent outcomes
- Contribute feedback to improve configuration standards, templates, and internal documentation over time
- Track and report progress against individual delivery commitments and quality metrics
AI-Enabled & Data-Driven Ways of Working
- Leverage approved AI tools and automation to improve configuration efficiency, accuracy, and throughput
- Use data, dashboards, and task-level metrics to manage workload and delivery commitments
- Continuously build AI literacy and apply AI-enabled practices to day-to-day execution
- Contribute to a culture of continuous improvement by identifying opportunities to streamline configuration workflows
What you'll bring:
- High school diploma
- Technical aptitude for system configuration and software setup
- Strong attention to detail and execution discipline
- Ability to follow defined processes, standards, and technical requirements with consistency
- Effective written and internal communication skills
- Comfort working within structured delivery frameworks and task-based workflows
- Ability to document configuration steps, changes, and outcomes clearly and accurately
- Analytical and problem-solving skills
- A self-starter with the ability to work with people in a team capacity and independently
- A high degree of attention to detail
- Proficient with Windows, Microsoft Office and Adobe Acrobat applications
- Excellent written and oral communication skills
Why This Role:
- Play a foundational role in enabling successful customer onboarding and implementation across Togetherwork's SMB segment
- Work at the intersection of technology and operations, building deep expertise in system configuration and delivery excellence
- Operate in an AI-forward environment with access to modern tools that amplify your efficiency and impact
- Contribute directly to measurable outcomes—configuration quality, delivery timeliness, and reduced rework—that matter to the business
The Company offers a comprehensive employee benefits program, including:
- Medical, dental, and vision insurance options
- 100% Employer paid short/long term disability
- Basic Life
- 401(k) option with 100% company match up to 4%
- Non-Exempt employees have a generous accrual policy
- 10 sick days annually
- 10 company paid holidays
- 6 weeks paid parental leave
Inclusion and Diversity: Togetherwork is an Equal Employment Opportunity Employer. We are a company where diverse backgrounds, experiences and viewpoints are valued. Togetherwork does not make hiring or employment decisions on the basis of race, color, religion, gender, gender identity, sex, sexual orientation, disability, veteran status, age, ethnic or national origin, or any other basis protected by all local, state or federal laws.
Togetherwork provides integrated software and financial solutions to a wide range of communities and organizations including associations, camps, unions, fraternities & sororities, gyms, dance studios, religious congregations, pet services, and more.
Our mission-critical tools help our customers manage and grow their communities, and enhance the depth and breadth of their member engagement. Our team is united in its desire to help our clients better serve and empower their communities.
Interview Process & Expectations Our interviews are designed to be interactive and conversational. Candidates are expected to respond based on their own experience and thinking during live interviews.
To ensure a fair and consistent interview experience, the use of real-time AI tools or other external assistance to generate or guide interview responses is not permitted. Interviews are intended to reflect an individual's judgment, problem-solving approach, and communication.
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