Operations & Client Implementation Lead
Charlotte, NC - USA
Job Summary
Operations & Client Implementation Lead
Seeking a highly motivated Operations & Client Implementation Lead to join a team. This role offers a unique opportunity to shape the foundation of an implementation processes while leading client onboarding and deployment efforts. If you thrive in a fast-paced ambiguous environment and enjoy building scalable systems this is the perfect opportunity for you to make a significant impact.
- Base Salary: $85000 - $100000
- Equity Opportunity: Meaningful ownership in the company
- Additional Benefits: Competitive benefits package
- Lead all client onboarding and implementation activities from kickoff to go-live.
- Manage project timelines milestones deliverables and stakeholder communications.
- Conduct client meetings and presentations independently.
- Ensure a seamless transition from sales to implementation.
- Serve as the primary point of contact for clients during the implementation phase.
- Build trusted relationships with HR Benefits Finance and Operations leaders.
- Provide consultative guidance and proactive problem-solving.
- Maintain a high-touch client-centric experience throughout the onboarding process.
- Oversee eligibility data collection validation and reconciliation.
- Coordinate carrier connections enrollment feeds and third-party integrations.
- Work with APIs file transfers spreadsheets and benefits administration systems.
- Identify and resolve data discrepancies and operational challenges.
- Maintain accurate implementation documentation and reporting.
- Design and document implementation workflows and best practices.
- Identify opportunities for automation and operational efficiency.
- Build repeatable processes to enable future growth.
- Contribute to the development of the companys implementation strategy and infrastructure.
- 2-5 years of professional experience in implementation consulting operations client success benefits administration or related fields.
- Proven ability to manage multiple client-facing projects simultaneously.
- Strong relationship management and communication skills.
- Confidence in leading client meetings and presentations.
- Highly organized with exceptional attention to detail.
- Comfortable working with complex datasets spreadsheets and operational workflows.
- Ability to thrive in a fast-paced ambiguous startup environment.
- Willingness to travel as needed for client implementations.
- Background in employee benefits as an Account Manager or Benefits Consultant.
- Experience with HR technology or benefits administration platforms.
- Familiarity with managing eligibility files enrollment data and integrations.
- Exposure to APIs data feeds and implementation project management.
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About Company
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