Remote Senior Client Implementation Lead

First American; United States; Remote; USD 74,000 - 99,000; Full time

Benefits offered by this job

Medical benefits

Dental benefits

Vision benefits

401k

PTO / paid sick leave

Employee stock purchase plan

Job summary

First American is seeking an experienced client-focused professional to support the implementation and effectiveness of products and services for policy-issuing agents. You will help define success, manage timelines, train clients, and collaborate with internal teams to ensure solutions meet client needs.

You will identify trends, deliver trainings, and provide recommendations to management while documenting SOPs and processes. A bachelor’s degree and strong communication skills are required.

Qualifications

• Bachelor’s degree or equivalent combination of education and experience
• 5+ years of related experience
• Strong analytical skills to determine root cause of problems and apply creative and effective solutions
• Ability to analyze a situation, interview, formulate questions, and probe for deeper knowledge/understanding
• Strong customer service skills
• Data management skills to analyze data and provide recommendations on findings
• Knowledge of general business, production, and/or operation environment and general cost benefit awareness
• Strong written and oral communication skills to define parameters to meet business requirements; creates documents which define build requirements
• Presentation skills
• Proficient in Microsoft Word, Excel and PowerPoint

Responsibilities

• Provide a wide range of support to proactively identify, support and address client needs.
• May act as the team’s resource and subject matter expert.
• Work closely with management and internal teams to identify client implementation needs and develop configurations which support business and client processes.
• Identify, develop, and deliver training and education to clients.
• Conduct online meetings/conference calls to orient clients, present new functionality, deliver training, and collaborate with clients about concerns.
• May be involved in pre-sales product demonstrations or provide assistance in scoping projects or developing proposals.
• Document and organize SOPs, process workflows and statistical data.
• Participate in a range of presentations, gather information, create materials, present findings, lead discussions with internal teams and clients.
• Identify trends, share customer insights, and provide recommendations for solutions to management.

Skills

Client support

Cross-functional collaboration

Training delivery

SOP documentation

Education

Bachelor’s degree

Tools

Microsoft Word

Microsoft Excel

PowerPoint

Job description

First American is seeking an experienced client-focused professional to support the implementation and effectiveness of products and services for policy-issuing agents. You will help define success, manage timelines, train clients, and collaborate with internal teams to ensure solutions meet client needs.

You will identify trends, deliver trainings, and provide recommendations to management while documenting SOPs and processes. A bachelor’s degree and strong communication skills are required.