The Client Implementation Manager is responsible for all the operational aspects of client performance and experience. The selected candidate will ensure an excellent on-boarding and ongoing experience for our clients.
Duties:
Manage the acquisition and on-boarding process for new clients to ensure a successful launch event and high-quality client experience throughout the launch.
Requirements:
- Ensure a consistent and efficient client on-boarding transition to ongoing account administration
- Responsible for managing on-boarding timeline and communicating adjustments or changes to all parties
- Proactively identify and research on-boarding problems or trends and develop and implement resolutions
- Will provide ongoing platform changes of in-force clients through collaboration with multiple internal partners such as fulfillment teams and Account Executives
- Responsible for tactical set up of new clients.
- Identify client process efficiency measures, provide analysis and partner with other business areas to find solutions that make it easy for our clients to do business
- Facilitate the removal of process barriers such as bottlenecks, technology constraints, or resource constraints through directing and influencing the activities of other internal areas
Qualifications:
- Bachelor’s degree or equivalent business experience required
- 5+ years’ experience in B2B client on-boarding & servicing
- Project Management experience required
- Operates with an external view - understands markets, competitors, clients
- Full understanding of employee benefits, underwriting and risk concepts; track record in servicing and onboarding clients
- Strong collaboration skills; demonstrated ability to partner at all levels with cross-functional business areas on both strategic and tactical levels to achieve results with multiple and diverse priorities
- Demonstrate sound judgment, problem solving, decision making, and execution skills
- Strong requirements gathering and translation for business processes.
- Experienced understanding of file transfer methods
- Understanding of pivot table and v-lookups in excel a plus
- Strong knowledge of file layouts structure and how to communicate to clients regarding the specifications and details
