Client Implementation Consultant (HYBRID OR REMOTE)
Equitable is a company dedicated to helping clients secure their financial well-being. The Client Implementation Consultant is responsible for managing client onboarding, project management, and process optimization while ensuring a high-quality implementation experience for clients.
Responsibilities
- Host meetings with external clients via video conferencing
- Provide email and verbal updates to key stakeholders, including internal and external Sales partners (ie: Sales Executives, Account Managers and brokers)
- Coordinate all implementation needs across departments and inter-departmentally
- 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
- Host regular status calls with internal and external stakeholders
- 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
- Understanding of Digital Onboarding platform so we can better assist with trouble shooting
- Build effective relationships with internal and external partners
- Work with downstream 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 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
- 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
Company H1B Sponsorship