The Implementation Success Manager will manage implementation of new business sales. This position is responsible for leading and managing tasks from post-sale tasks to an active client. The Implementation Success Manager will focus on completing setup milestones, leading weekly group calls, and overall project management for the success related to a new Allied client. This position will also act as a liaison between the client/broker and Allied Sales Team and Operations.
Essential Functions
Provides a single point of contact for implementation efforts to ensure strong client relationships are developed and maintained
Performs discovery to gather all new client implementation requirements
Runs productive meetings with both internal and external stakeholders to ensure that all parties are up to date on project status and have clear actions for the next check-in that are aligned with project success
Develops detailed work plans, tracking schedules, resource plans, and status reports for each new client
Expertise in company’s solution offerings and represent these offerings in customer communications, scoping decisions and solution analysis and recommendations.
Manage reporting for support issues, communicating trends and learnings to leadership.
Ensures all new client implementation tasks are completed on time and with high quality
Manage onboarding of new clients by aligning on processes, data sharing requirements and standardized implementation procedures.
Acts as a liaison among various key departments at Allied to ensure all deliverables are completed within established turnaround times
Participate in onboarding of new clients; serve as representative for implementation, understand impact to implementation and ways to standardize processes.
Serves as a subject matter expert for Allied’s implementation processes and procedures
Interface and collaborate with Product, Technology, Business Partners to share learnings and potential efficiencies for future.
Identify, lead and implement process improvement initiatives, leaving a better foundation for the execution of similar projects in the future.
Other duties as assigned
EDUCATION
Bachelor’s degree in relevant field or equivalent work experience required.
Experience & Skills
Minimum of 4 years of employee medical benefit implementation experience required.
At least 2 years project management experience preferred
PMP or six sigma preferred.
Intermediate computer skills, including Microsoft Office Suite (Word, Excel, Access, Power Point).
Project planning and coordination skills.
Strong communication and presentation skills.
Experience working with many levels in an organization.
Skill to go into details for technical and daily contacts but also the ability to present and discuss concepts and solutions at a higher level to stakeholders.
Work independently on mid to large size projects.
Ability to work on multiple projects simultaneously.
Business Analysis and Project Management Experience.
Excellent at communicating and leading cross-functionally with both technical and non-technical customers.
POSITION COMPENTENCIES
Job Knowledge
Time Management
Accountability
Communication
Initiative
Customer Focus
PHYSICAL DEMANDS
This is a standard desk role – long periods of sitting and working on a computer are required.
WORK ENVIRONMENT:
Remote
The company has reviewed this job description to ensure that essential functions and basic duties have been included. It is not intended to be construed as an exhaustive list of all functions, responsibilities, skills and abilities. Additional functions and requirements may be assigned by supervisors as deemed appropriate.
Seniority level
Mid-Senior level
Employment type
Full-time
Job function
Management and Manufacturing
Industries
Insurance
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