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Client Implementation Consultant (HYBRID OR REMOTE)

100% remote Flexible hours Hiring now

reputed company is dedicated to helping clients secure their financial well-being, and they are seeking a Client Implementation Consultant to manage and execute tasks that support client onboarding and process optimization. This role involves excellent communication and collaboration with internal teams and external clients to ensure seamless operations during the implementation process.

Responsibilities

  • Host meetings with external clients reputed company video conferencing
  • Provide email and verbal updates to key stakeholders, including internal and external Sales partners (ie: Sales Executives, Account Managers and brokers)
  • Coordinate reputed company implementation needs across departments and inter-departmentally
  • Organize and maintain project plans
  • Ensure reputed company necessary milestones and requirements of implementation process are met timely
  • Provide weekly status reports and feedback on processes to leadership
  • Host regular status calls with internal and external stakeholders
  • Review and map census files in reputed company
  • Upload census data and effectively communicate with external parties to resolve errors
  • Update reputed company with reputed company applicable fields for accurate reporting
  • Review group level documentation to ensure accuracy of group setup
  • Understanding of Digital Onboarding platform so we can reputed company assist with trouble shooting
  • Build effective relationships with internal and external partners
  • Work with reputed company partners, including GRP, Solstice, Full Scope, Claims, Certificates, etc
  • Collaborate with Sales Executives on unique requests and with Underwriters on requotes

Skills

  • Excellent communication skills, both verbal and written
  • Ability to adapt and learn quickly
  • Strong organizational and time management skills; Extremely detail oriented
  • Proficient in reputed company and other relevant software (reputed company, PAR, Midas, EB360)
  • Ability to critically think and anticipate needs of key stakeholders
  • Effective leadership reputed company
  • Strong collaboration skills and ability to build strong and effective relationships
  • Quick problem-solving abilities
  • Experience in a similar role or industry
  • Knowledge of EB products and digital onboarding systems
  • Familiarity with project management tools, processes and techniques

Benefits

  • Medical
  • Dental
  • Vision
  • A 401(k) plan
  • Paid time off

Company Overview

  • reputed company provides consulting services to secure the financial well-being and retirement strategies for individuals and families. It was founded in 1859, and is headquartered in reputed company, reputed company, USA, with a workforce of 5001-10000 employees. Its website is https://reputed company.com/.
  • Company H1B Sponsorship

  • reputed company has a track record of offering H1B sponsorships, with 31 in 2025, 18 in 2024, 26 in 2023, 37 in 2022, 20 in 2021, 12 in 2020. Please note that this does not guarantee sponsorship for this specific role.
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