Sales Onboarding & Implementation Specialist

Pinnacle Claims Management; Irvine (CA); On-site; USD 75,000 - 110,000; Full time

Job summary

Pinnacle Claims Management in Irvine, CA seeks a Sales Implementation Analyst who owns the sales-to-implementation transition for new business onboarding and client upsells. You will be the SME for implementation requirements, documentation, and readiness across sales, account management, brokers, and clients.

You will lead discovery calls, confirm scope, translate complex client expectations into actionable instructions, and guide teams through onboarding while protecting timelines, compliance,

Responsibilities

• Own the front-end sales-to-implementation transition for new business groups and upsold groups.
• Lead onboarding and requirements discovery calls with brokers, employer groups, Sales, and Account Management.
• Serve as the primary broker/client-facing contact for onboarding documentation and readiness.
• Review sales documents to validate scope and alignment with operational capabilities.
• Translate broker/client requirements into actionable implementation instructions across product lines.

Job description

Pinnacle Claims Management in Irvine, CA seeks a Sales Implementation Analyst who owns the sales-to-implementation transition for new business onboarding and client upsells. You will be the SME for implementation requirements, documentation, and readiness across sales, account management, brokers, and clients.

You will lead discovery calls, confirm scope, translate complex client expectations into actionable instructions, and guide teams through onboarding while protecting timelines, compliance,