Implementation Partner Lead - Contract - Remote Only

Diagram; Canada; Remote; CAD 70,000 - 100,000; Full time

Job summary

A leading company specializing in embedded insurance solutions is seeking a proactive Project Manager for a maternity leave contract position. This role involves managing the implementation of programs and ensuring successful delivery to partners while maintaining strong, long-term relationships. The ideal candidate will possess strong communication and analytical skills with a background in SaaS account management and project delivery. This position may evolve into a permanent role based on performance.

Qualifications

• Minimum of 5 years in a client-facing account or business development role, preferably for a SaaS company.
• Strong analytical and problem-solving skills required.
• Experience with project management software is essential.

Responsibilities

• Manage end-to-end implementation process for partner programs.
• Serve as primary liaison for assigned partner accounts.
• Lead and facilitate daily team scrums to ensure project alignment.

Skills

Communication

Problem-solving

Analytical skills

Negotiation

Time management

Multi-tasking

Tools

Jira

Asana

SQL

Slack

Google Suite

Job description

Walnut Insurance, https://www.gowalnut.com, is the leader in embedded insurance with investors from leading institutions like National Bank, TELUS and ATB Financial. We partner with leading brands to power and seamlessly integrate insurance products that are aligned with customer needs and relevant journeys.

In alignment with our expansion, we are actively seeking a highly proactive, communicative and experienced candidate looking to take ownership and work in a fast-paced environment. You’ll be spearheading the successful delivery of products to our Partners, working with them to optimize and grow Programs delivered through the best insurance infrastructure in North America. This is a Partner-facing role that will require the successful candidate to be flexible and at times work irregular hours to meet deadlines and deliverables.

Please note that this is a maternity leave replacement contract role for a maximum period of 12 months with the potential to convert to a full-time permanent role based on individual and company performance.

Primary Duties and Responsibilities

Program Implementation (50%)

• Manage and be accountable for the the end-to-end implementation process, ensuring timely and successful deployment of new Programs and products to both new and existing Partners

• Lead the project management function for delivering and implementing new programs, including but not limited to: defining project requirements, establishing clear timelines, coordinating with both internal and external teams, effective and regular communications, maintaining detailed project plans and tracking milestones and risks

• Provide expert advice on best practice deployments, offering guidance on system capabilities as part of the Program Implementation

• Ensure proper documentation and knowledge transfer to support teams post-implementation

Account Management (30%)

• Serve as the primary liaison and point of contact between Walnut and assigned Partner accounts for implementation

• Develop and maintain strong, long-term relationships with key stakeholders that support the success and launch of the program together

• Understand client needs and business solutions to identify opportunities to optimize Programs

• Lead and coordinate timely partner meetings and communications so support the successful implementation of the program

• Collaborate with internal teams, specifically the Engineering team, to address Partner requirements, issues and bugs, owning these to remediation to ensure ongoing success

• Monitor account health and proactively address potential issues

• Prepare and present reports, coordinate quarterly reviews and be involved in strategic account plans

Internal Operational Management (20%)

• Own deliverables related to new implementations and Partner needs, working closely with Engineering, Product and Sales to execute and deliver

• Lead and facilitate the daily morning engineering team scrum, ensuring clear communication of priorities, blockers, and progress updates to keep the team aligned and productive.

• Maintain an organized and up-to-date list of both partner and end customer requests, ensuring all incoming work is properly documented, categorized, and prioritized for triage.

• Collaborate with cross-functional teams to assess request feasibility, allocate engineering resources efficiently, and drive timely resolution of high-priority tasks.

• Gather user feedback and evaluate user needs in collaboration with engineering, product, and business teams

• Maintain documentation for capabilities, features, and program specifications

Required Qualifications

• Strong time management skills and a self-starter

• Minimum of 5 years professional experience in a Client facing account or business development role, preferably for a SaaS based company

• Excellent communication, negotiation and problem-solving skills

• Proven experience managing multiple simultaneous accounts and tasks, with an ability to effectively prioritize for success

• Strong analytical skills and the ability to interpret client data, systems and operations

• Strong creative, decision-making, multi-tasking, verbal/written communication, and analytical skills

• Ability to adapt to changing client needs, evolving project scope and adjustments to implementation based on macroeconomic factors

• Experience with project management software like Jira, Asana, Shortcut, Linear or similar; messaging tools like Slack and Teams chat; use of the Office and Google Suite for documents, slides, spreadsheets, and email; design tools like Figma

• Technical experience with the comfort and ability to read and have conversations around API documentation and technical integrations

Bonus Points if you have:

• Verbal and written French language expertise

• Proven track record in a dynamic startup environment

• Proven success in a SaaS company

• Digital marketing and conversion optimization experience

• Strong understanding of the insurance industry, trends, pain points and innovation areas is desired

• Verbal and written French language expertise

• Knowledge of the insurance industry

• Interest and experience leveraging AI to improve efficiency and outcomes in past roles

• SQL knowledge is also a big plus

*Note this role is Remote, however there may be travel at times to partner locations to support the implementation of a program. Although we do not see this as often, this may occur through the tenure.