Client Implementation Sr Analyst

Securian Financial Group; United States; Híbrido; USD 59 000 - 109 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

PTO

Pension plan

401(k)

Health insurance

Holidays

Volunteer time

ARGs

Resumo da oferta

Securian Financial Group is seeking a Client Implementation Sr Analyst to lead onboarding of new clients and the implementation of program changes, coordinating across Sales, Account Executives, and internal teams. The role emphasizes project management, relationship-building, and delivering seamless client experiences.

You will guide cross-functional teams, identify risks, and ensure timely, high-quality execution while exploring AI-enabled tools to streamline processes and transparency for

Qualificações

• Proven project management experience leading cross-functional initiatives within a corporate setting.
• Strong client relationship management and interpersonal skills for diverse stakeholders.
• Excellent written and verbal communication, with ability to tailor messages to different audiences.
• Analytical, critical-thinking and problem-solving skills to anticipate challenges and drive solutions.
• Ability to influence and drive results without direct authority.
• Strong organizational and prioritization abilities in a fast-paced, deadline-driven environment.

Responsabilidades

• Lead client implementations from initiation through onboarding, developing and managing project plans, timelines, milestones, deliverables, and cross-functional activities to ensure timely, accurate, and high-quality execution.
• Serve as a primary contact and trusted partner for clients, strategic distribution partners, and internal stakeholders throughout the implementation lifecycle, ensuring clear communication and alignment.
• Orchestrate cross-functional teams across Sales, Account Management, Underwriting, Administration, Claims, Calculation Services, System Administration, Product Forms, and other areas to establish accountabilities and dependencies.
• Identify, assess, and resolve implementation risks, issues, and obstacles, balancing client needs, operations, and compliance requirements.
• Facilitate effective client and internal meetings, communicating status, decisions, actions, and next steps clearly.
• Partner with Sales and Account Executives during sales/onboarding, providing implementation expertise and ensuring a smooth transition from sale to implementation.
• Provide consultative guidance on Affinity Solutions products and processes, helping clients navigate options and implement effective solutions.
• Leverage PM tools, data, and technology to monitor progress, manage priorities, and provide visibility into status and outcomes.
• Champion continuous improvement to streamline processes, reduce manual activities, and enhance the client and associate experience through technology and AI-enabled capabilities.

Conhecimentos

Project management

Client relationship management

Cross-functional collaboration

Communication

Analytical thinking

Problem-solving

Formação académica

Bachelor's degree or equivalent relevant experience

Ferramentas

Microsoft Office

Project management tools

Descrição da oferta de emprego

Overview

An exciting opportunity exists within Affinity Solutions' Client Experience & Operations department for a Client Implementation Sr Analyst. We are seeking a collaborative, client-focused professional who brings strong project management, relationship-building, and problem-solving skills, along with a passion for delivering exceptional client experiences. In this role, you will lead the successful onboarding of new clients and implementation of program changes for existing clients, serving as a key point of coordination across clients, strategic distribution partners, Sales, Account Executives, and other internal business teams. You will bring people, processes, and technology together to deliver timely, high-quality implementations while proactively anticipating challenges, navigating complexity, and ensuring a seamless client experience. As Affinity Solutions continues to grow and modernize how we work, you will also have the opportunity to help shape the future of client onboarding by embracing new technologies, including AI-enabled solutions, and identifying opportunities to simplify processes, improve transparency, and enhance the experience for clients and partners.

Responsibilities

• Lead client implementations from initiation through successful onboarding, developing and managing project plans, timelines, milestones, deliverables, and cross-functional activities to ensure timely, accurate, and high-quality execution.
• Serve as a primary point of contact and trusted partner for clients, strategic distribution partners, and internal stakeholders throughout the implementation lifecycle, ensuring clear communication, alignment, and a positive client experience.
• Orchestrate cross-functional teams across Sales, Account Management, Underwriting, Administration, Claims, Calculation Services, System Administration, Product Forms, and other business areas to establish clear accountabilities, manage dependencies, and achieve shared outcomes.
• Proactively identify, assess, and resolve implementation risks, issues, and obstacles, exercising sound judgment, engaging appropriate stakeholders, and driving timely decisions and solutions while balancing client needs, operational capabilities, and compliance requirements.
• Facilitate effective client and internal meetings, providing clear communication of implementation status, decisions, action items, and next steps while ensuring stakeholders have the information needed to deliver on commitments.
• Partner with Sales and Account Executives during the sales and onboarding process, including participating in prospective client discussions, providing implementation expertise, and helping establish clear expectations and a smooth transition from sale to implementation.
• Provide consultative guidance on Affinity Solutions products, operational processes, and system capabilities, helping clients and partners navigate requirements, evaluate options, and implement effective solutions.
• Leverage project management tools, data, and technology to monitor implementation progress, manage priorities, identify emerging risks, and provide timely visibility into status and outcomes.
• Champion continuous improvement and modernization, identifying opportunities to streamline processes, reduce manual activities, improve quality, and enhance the client and associate experience through technology, automation, and AI-enabled capabilities.
• Contribute to departmental and strategic initiatives, sharing insights, feedback, and recommendations to advance implementation practices, strengthen cross-functional partnerships, and support Affinity Solutions' continued growth.

Qualifications

• Demonstrated project management experience, including successfully leading cross-functional initiatives, managing competing priorities, and delivering results within established timelines.
• Strong client relationship management and interpersonal skills, with the ability to establish trust, build productive partnerships, and collaborate effectively with diverse internal and external stakeholders.
• Excellent written and verbal communication skills, including the ability to clearly convey complex information, facilitate productive discussions, and tailor communication to different audiences.
• Strong analytical, critical-thinking, and problem-solving capabilities, with demonstrated ability to anticipate challenges, evaluate alternatives, and drive practical, customer-focused solutions.
• Ability to influence and achieve results through others without direct authority, demonstrating ownership, accountability, and a one-team mindset.
• Sound judgment and decision-making skills, with the ability to work independently, navigate ambiguity, and remain composed in challenging or sensitive situations.
• Strong organizational and prioritization skills, with the ability to effectively manage multiple concurrent implementations in a fast-paced, deadline-driven environment.
• Demonstrated adaptability, curiosity, and willingness to embrace change, learn new technologies, and challenge existing processes to improve outcomes.
• Proficiency with Microsoft Office applications and ability to effectively leverage project management, collaboration, and digital tools.

Preferred Qualifications

• Bachelor's degree or equivalent relevant experience.
• Experience leading client implementations, onboarding, or complex projects within financial services, insurance, or a related industry.
• Knowledge of Affinity Solutions products, markets, and operational processes, including credit protection products.
• Familiarity with project management methodologies, workflow automation, AI-enabled tools, or continuous improvement practices.
• Experience working with strategic distribution partners, financial institutions, or other business-to-business client relationships.

Internal Title

At Securian Financial the internal title for this position is Business Operations Sr. Analyst.

Work Arrangement

Securian Financial believes in hybrid work as an integral part of our culture. Associates get the benefit of working both virtually and in our offices. If you’re in a commutable distance (90 minutes) you’ll join us 3 days each week in our offices to collaborate and build relationships. Our policy allows flexibility for the reality of business and personal schedules.

Compensation

The estimated base pay range for this job is: $59,400.00 - $109,200.00 Pay may vary depending on job-related factors and individual experience, skills, knowledge, etc. More information on base pay and incentive pay (if applicable) can be discussed with a member of the Securian Financial Talent Acquisition team.

Benefits

• Paid time off: We want you to take time off for what matters most to you. Our PTO program provides flexibility for associates to take meaningful time away from work to relax, recharge and spend time doing what’s important to them. And Securian Financial rewards associates for their service by providing additional PTO the longer you stay at Securian.
• Leave programs: Securian’s flexible leave programs allow time off from work for parental leave, caregiver leave for family members, bereavement and military leave.
• Holidays: Securian provides nine company paid holidays.
• Company-funded pension plan and a 401(k) retirement plan: Share in the success of our company. Securian’s 401(k) company contribution is tied to our performance up to 10 percent of eligible earnings, with a target of 5 percent. The amount is based on company results compared to goals related to earnings, sales and service.
• Health insurance: From the first day of employment, associates and their eligible family members – including spouses, domestic partners and children – are eligible for medical, dental and vision coverage.
• Volunteer time: We know the importance of community. Through company-sponsored events, volunteer paid time off, a dollar-for-dollar matching gift program and more, we encourage you to support organizations important to you.
• Associate Resource Groups: Build connections, be yourself and develop meaningful relationships at work through associate-led ARGs. Dedicated groups focus on a variety of interests and affinities, including: Environmental Health & Sustainability; Mental Wellness and Disability; Pride at Securian Financial; Securian Young Professionals Network; Securian Multicultural Network; Securian Women and Allies Network; Servicemember Associate Resource Group.

EEO and Accommodations

Securian Financial Group, Inc. does not discriminate based on race, color, religion, national origin, sex, gender, gender identity, sexual orientation, age, marital or familial status, pregnancy, disability, genetic information, political affiliation, veteran status, status in regard to public assistance or any other protected status. If you are a job seeker with a disability and require an accommodation to apply for one of our jobs, please contact us by email at [e-mail], by telephone [phone] (voice), or 711 (Relay/TTY). Securian Financial is a drug‑free workplace.

Company Culture

Be you. With us. We’re a bright‑thinking, hard‑working team focused on growth with purpose. And with large company resources and a small company feel, it means each of us is a name, not a number. Here, every voice matters — bring us your ideas and curiosity. Discover the best you— with us. We are a Great Place to Work-Certified company for the eighth year in a row, based on company‑provided data and the results of the Great Place to Work Trust Index survey administered to our employees.