Responsibilities
- Leads multiple implementations, varying in scope and size, simultaneously
- Provides subject matter expertise for implementations, products & services, and marketing & training directly to external clients and internal partners
- Orchestrate prioritizing and discovery sessions with client teams to gain accurate, reliable information about program needs, expectations, and processes
- Manages client and internal stakeholder expectations and translates client requirements and program characteristics to internal partners
- Provides timely status reporting and leads status meetings that ensure clear messaging, outline deliverables, and supervise ownership & status of open issues
- Builds order templates, user guides, and presentation materials
- Coordinates and conducts task request submissions and supervising on action items from other departments
- Provides implementation system configuration, QA testing, program launch, and hand-off
- Facilitates client demos and training
- Ensures all client-facing documents and information have been provided upon delivery
- Adheres to all Risk & Compliance policies and procedures
Requirements
- Bachelor's degree
- 5+ years of experience in a client-facing onboarding role using proven implementation or project management methodologies
- Proven understanding of best practices in project lifecycle methodology and project management principles
- Project Management tool/software experience (Smartsheet, MS Project, etc.)
- Excellent business writing and communication skills
- Knowledge of Microsoft programs including Word, Excel, and PowerPoint
Nice to Have
- PMP preferred but not required
Benefits
- medical
- dental
- vision
- wellness
- 401(k) matching
- unlimited PTO
- work from anywhere
- generous parental leave
- more
Work Arrangement
Hybrid — Chicago, Philadelphia, Dallas metro areas
Additional Information
- This role is hybrid that will work onsite 2 days per week at one of our locations: Chicago, Philadelphia or Dallas metro areas
- Occasional travel may be required as part of this role