Benefits / Healthcare Services - Client Implementation Specialist (SMB)
Duration: 3 months with possible extension
Location: Mason OH 45040 (Hybrid In-office Tuesday Wednesday and Thursday)
Pay Rate: $25.00/hr. W2 All Inclusive
Work Schedule: Monday Friday Full-Time 8:00 AM 4:30 PM (30-minute lunch)
Remote Requirement: Must have adequate WFH space 2nd monitor and follow all remote protocols
JOB OVERVIEW
- Client is seeking a detail-oriented and highly organized Implementation Specialist Support to join our team. This role plays a critical part in managing small to mid-market (SMB) client implementations with a focus on clients requiring simple to moderate plan setups. The ideal candidate will demonstrate strong project management written communication and cross-functional collaboration skills to ensure a smooth onboarding experience for our clients.
- This position is best suited for a recent college graduate or early-career professional looking to transition into a more specialized project-driven role beyond traditional support functions.
KEY RESPONSIBILITIES
- Lead and coordinate SMB client implementations from kick-off through completion ensuring key milestones are met on time
- Serve as the primary point of contact for clients and brokers during the implementation process
- Act as a liaison between clients and internal departments (Sales Operations etc.) to gather requirements and ensure accurate system setup
- Track project status and report progress issues and risks to the Implementation Manager
- Conduct virtual meetings with clients and internal teams to review implementation steps and resolve outstanding needs
- Document client requirements clearly and manage updates within project tracking tools (e.g. SAP Smartsheet)
- Ensure all clients standards and compliance procedures are followed throughout the implementation lifecycle
- Complete seamless transitions to account service teams upon implementation completion
- Collaborate with cross-functional teams to continuously improve the client onboarding process
Basic Qualifications
- Bachelors degree or equivalent work experience
- 2 years of experience in client operations customer support or client implementations
- Exceptional written and verbal communication skills
- Ability to manage multiple projects in a high-volume fast-paced environment
- Proficiency in Microsoft Office (especially Excel Word Outlook)
- Experience with SAP or other CRM / project tracking platforms preferred
- Strong organizational and problem-solving skills with a keen attention to detail
- Medium Advanced expertise with Microsoft Excel
- Familiar with cloud-based applications (e.g. OneDrive)
- Ability to multi-task perform data entry and work across multiple systems
- Ability to learn new processes quickly work autonomously and adapt in a high-paced environment
Benefits / Healthcare Services - Client Implementation Specialist (SMB) Duration: 3 months with possible extension Location: Mason OH 45040 (Hybrid In-office Tuesday Wednesday and Thursday) Pay Rate: $25.00/hr. W2 All Inclusive Work Schedule: Monday Friday Full-Time 8:00 AM 4:30 ...
Benefits / Healthcare Services - Client Implementation Specialist (SMB)
Duration: 3 months with possible extension
Location: Mason OH 45040 (Hybrid In-office Tuesday Wednesday and Thursday)
Pay Rate: $25.00/hr. W2 All Inclusive
Work Schedule: Monday Friday Full-Time 8:00 AM 4:30 PM (30-minute lunch)
Remote Requirement: Must have adequate WFH space 2nd monitor and follow all remote protocols
JOB OVERVIEW
- Client is seeking a detail-oriented and highly organized Implementation Specialist Support to join our team. This role plays a critical part in managing small to mid-market (SMB) client implementations with a focus on clients requiring simple to moderate plan setups. The ideal candidate will demonstrate strong project management written communication and cross-functional collaboration skills to ensure a smooth onboarding experience for our clients.
- This position is best suited for a recent college graduate or early-career professional looking to transition into a more specialized project-driven role beyond traditional support functions.
KEY RESPONSIBILITIES
- Lead and coordinate SMB client implementations from kick-off through completion ensuring key milestones are met on time
- Serve as the primary point of contact for clients and brokers during the implementation process
- Act as a liaison between clients and internal departments (Sales Operations etc.) to gather requirements and ensure accurate system setup
- Track project status and report progress issues and risks to the Implementation Manager
- Conduct virtual meetings with clients and internal teams to review implementation steps and resolve outstanding needs
- Document client requirements clearly and manage updates within project tracking tools (e.g. SAP Smartsheet)
- Ensure all clients standards and compliance procedures are followed throughout the implementation lifecycle
- Complete seamless transitions to account service teams upon implementation completion
- Collaborate with cross-functional teams to continuously improve the client onboarding process
Basic Qualifications
- Bachelors degree or equivalent work experience
- 2 years of experience in client operations customer support or client implementations
- Exceptional written and verbal communication skills
- Ability to manage multiple projects in a high-volume fast-paced environment
- Proficiency in Microsoft Office (especially Excel Word Outlook)
- Experience with SAP or other CRM / project tracking platforms preferred
- Strong organizational and problem-solving skills with a keen attention to detail
- Medium Advanced expertise with Microsoft Excel
- Familiar with cloud-based applications (e.g. OneDrive)
- Ability to multi-task perform data entry and work across multiple systems
- Ability to learn new processes quickly work autonomously and adapt in a high-paced environment
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