Client Onboarding/Implementation Specialist (Hybrid)

ProPivotal; Hingham (MA); Híbrido; USD 52 000 - 74 000; Tempo integral

Resumo da oferta

ProPivotal is seeking an Implementation Specialist to support onboarding for client accounts and guide the transition from sale to service. This detail-driven role coordinates across teams, maintains accurate records, and ensures partners stay on track.

The position is a contract through May 2027 with hybrid work in Hingham, MA (onsite Tuesdays and Wednesdays). The pay rate is $46/hour and schedule is Mon-Fri 8:30am-4:30pm.

Qualificações

• 2+ years of experience in client onboarding, implementation, or account management.
• CRM proficiency with modern systems (Salesforce preferred).
• Comfortable navigating multiple systems and asking clarifying questions.

Responsabilidades

• Own end to end implementation and onboarding for new and existing accounts from kickoff through transition to the service team.
• Partner with brokers and internal teams to confirm sold plan details including plans rates group structure riders commissions and spending accounts.
• Coordinate implementation meetings and calls including third party vendors and enrollment partners.
• Maintain accurate account setup across internal systems including assigning account and group numbers and verifying configuration.
• Update and manage all implementation records and documentation in Salesforce including required forms agreements attachments amendments signatures and final distribution.
• Drive post go live steps including cancelling old group numbers coordinating ID card release and sending the formal transition communication about 30 days after the effective date.

Conhecimentos

Client Onboarding

Account Management

CRM Proficiency

Salesforce

Cross-functional Coordination

Ferramentas

Salesforce

Descrição da oferta de emprego

We are hiring an Implementation Specialist to support the onboarding of new and existing client accounts and help drive a smooth transition from sale to service. This is a detail-heavy, process-driven role for someone who enjoys coordinating across teams, keeping systems accurate, and ensuring partners stay on track.

Key Details

• Work Arrangement:Hybrid with Tuesdays and Wednesdays being onsite in Hingham MA
• Schedule: Monday -Friday 8:30am -4:30pm
• Type: Contract through May 2027with opportunity to extend
• Pay Rate:$46/hour

Why This Job is Awesome / Your Impact

• Own the implementation workflow from kickoff through handoff to the service team
• Serve as a key coordination hub across internal teams, brokers, and external partners
• Make a direct impact on the client onboarding experience through organization and follow-through

Responsibilities

• Own end to end implementation and onboarding for new and existing accounts from kickoff through transition to the service team
• Partner with brokers and internal teams to confirm sold plan details including plans rates group structure riders commissions and spending accounts
• Coordinate implementation meetings and calls including third party vendors and enrollment partners
• Maintain accurate account setup across internal systems including assigning account and group numbers and verifying configuration
• Update and manage all implementation records and documentation in Salesforce including required forms agreements attachments amendments signatures and final distribution
• Drive post go live steps including cancelling old group numbers coordinating ID card release and sending the formal transition communication about 30 days after the effective date

Required Qualifications

• At least 2 years of experience in client onboarding, implementation, or account management
• CRM proficiency, ideally Salesforce
• Comfortable navigating multiple systems and asking clarifying questions when needed

Preferred Qualifications

• Experience in insurance, healthcare, benefits, or enrollment environments
• Familiarity with group plans, riders, enrollment processes, underwriting, or contract workflows