Hybrid Client Implementation Consultant

Posted 23 hours ago

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About the role

  • Client Implementation Consultant responsible for client onboarding and process optimization at Equitable. Managing projects and ensuring exceptional client experiences during implementation.

Responsibilities

  • Host meetings with external clients via video conferencing
  • Provide email and verbal updates to key stakeholders
  • Coordinate all implementation needs across departments
  • Organize and maintain project plans
  • Ensure all necessary milestones and requirements of implementation process are met timely
  • Provide weekly status reports and feedback on processes to leadership
  • Review and map census files in Excel
  • Upload census data and effectively communicate with external parties to resolve errors
  • Update Salesforce with all applicable fields for accurate reporting
  • Review group level documentation to ensure accuracy of group setup
  • Build effective relationships with internal and external partners

Requirements

  • Excellent communication skills, both verbal and written
  • Ability to adapt and learn quickly.
  • Strong organizational and time management skills; Extremely detail oriented
  • Proficient in Excel and other relevant software (Salesforce, PAR, Midas, EB360)
  • Ability to critically think and anticipate needs of key stakeholders
  • Effective leadership presence
  • Strong collaboration skills and ability to build strong and effective relationships
  • Quick problem-solving abilities

Benefits

  • medical
  • dental
  • vision
  • a 401(k) plan
  • paid time off

Job title

Client Implementation Consultant

Job type

Experience level

Mid levelSenior

Salary

$56,000 - $70,000 per year

Degree requirement

No Education Requirement

Location requirements

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