Senior Installation Manager

Valid8 Financial, Inc.; Austin (TX); Remote; USD 110,000 - 160,000; Full time

Benefits offered by this job

Generous PTO

401K plan

Remote work option

Job summary

Curative is seeking a Senior Installation Manager to lead end-to-end post-sale implementations for new and renewal health plans. You will own client setup platforms, oversee the installation lifecycle, and act as SME across installation workflows.

You will drive enrollment on ENav and EDI, coordinate with Account Executives and legal/compliance teams, and optimize operational processes in a fast-growing environment. Remote work option available.

Qualifications

• 5+ years in Health Plan Implementation, Onboarding, or Account Management.
• Experience leading operational workflows or client setup projects.
• Proficient with enrollment platforms ENav and EDI.
• Strong communication and diplomacy for escalations with brokers/executives.
• Fluent in English; Spanish bilingual is a plus.

Responsibilities

• Lead end-to-end post-sale implementations and onboarding milestones.
• Own group setups and data integrity in Overwrite and Mercury.
• Collaborate with Account Executives to align sales and installation.
• Drive enrollment across ENav and EDI; be technical contact for setup issues.
• Coordinate with Legal, Member Services, Care Navigation to resolve issues.

Skills

Health Plan Implementation

Account Management

CRM/Enrollment platforms

Communication & Diplomacy

Multitasking

Tools

ENav

EDI

HelpScout

Overwrite

Mercury

Job description

Curative is building the future of health insurance with a first-of-its-kind employer-based plan designed to remove financial barriers and make care truly accessible: one monthly premium with $0 copays and $0 deductibles*. Backed by our recent $150M in Series B funding and valuation at $1.275B, Curative is scaling rapidly and investing in AI-powered service, deeper member engagement, and a smart network designed for today’s workforce.

Our north star guides everything we do: healthcare only works when people can actually use it. That belief drives every decision we make: from how we design our plan, support our members, to how we collaborate as a team.

If you want to do meaningful work with a team that moves fast, experiments boldly, and cares deeply, Curative is the place to do it. We’re growing fast and looking for teammates who want to help transform health insurance for the better.

SUMMARY
The Senior Installation Manager serves as the operational lead responsible for driving end-to-end post-sale implementations for new and renewal business. This role takes direct ownership of key client management and setup platforms—including Overwrite and Mercury—while overseeing the entire installation lifecycle. The Lead Installation Manager will lead complex account setups, optimize operational processes, and serve as the primary subject matter expert (SME) across all installation workflows.
ESSENTIAL DUTIES AND RESPONSIBILITIES

Systems & Operations Leadership (Overwrite & Mercury)

• System Lead for Overwrite & Mercury: Take lead ownership of group setup, structural configuration, contact assignments, and workflow tracking within Overwrite and Mercury.
• Automation / Agent Optimization : Drive automation efforts and improvements utilizing Curative AI agents
• Setup Verification & Data Integrity: Ensure all group information, broker/producer assignments, and contract details are accurately entered
• Contracting Oversight: Monitor Ironclad agreement workflows and ensure all legal, stop-loss, and ACH documentation are completed prior to final installation handoff.

Implementation & Account Management

• End-to-End Implementation Lead: Lead discovery sessions to gather complete client requirements and establish clear onboarding milestones for complex, mid-market, or high-touch accounts.
• AE & Sales Support: Partner closely with Account Executives (AEs) throughout implementation, ensuring alignment between AE sales agreements and back-end installation execution.
• Enrollment & Platform Proficiency: Drive enrollment execution across ENav and EDI integrations, working as the main technical contact for setup issues.

Cross-Functional Collaboration

• Interdepartmental Alignment: Coordinate directly with Legal, Member Services, Care Navigation, and Medical Management to resolve high-priority onboarding issues without disrupting member care.
• Stakeholder Relationships: Nurture long-term, high-trust relationships with internal teams, brokers, and external group representatives.

Process Optimization & SME Guidance

• SME & SOP Ownership: Act as the definitive SME for installation SOPs.
• Process Improvement: Identify gaps in current installation workflows, refining HelpScout macros, tracking spreadsheets, and team templates to boost efficiency.

REQUIRED EXPERIENCE/SKILLS

• 5+ years of experience in Health Plan Implementation, Group Onboarding, Account Management, or Health Plan Sales.
• Proven Lead Experience: Prior experience leading operational workflows or managing client setup systems.
• Technical Proficiency: Deep working knowledge of CRM/implementation platforms, enrollment platforms (ENav, EDI), Microsoft Office Suite, Google Workspace, and HelpScout.
• Benefit & Network Knowledge: In-depth understanding of commercial health plan benefit design, TPA network structures
• Communication & Diplomacy: Superior verbal and written communication skills with strong diplomacy when managing high-stakes escalation calls with brokers and executive leadership.
• Adaptability: Proven ability to manage multiple competing deadlines in a high-growth, fast-paced environment.
• Language: Fluent in spoken and written English (Spanish bilingual is a plus).

PREFERRED EXPERIENCE/SKILLS

Bilingual in English and Spanish

WORK ENVIRONMENT

• Remote position
• Must have password protected, stable high speed internet access - stipend will be provided
• Must have a quiet place, with no distractions to perform duties for work from home
• Work location MUST be secure and private to maintain HIPAA compliance for work from home
• Office equipment will be supplied including: PC, monitor, keyboard, mouse, headset
• While performing the duties of this Job, the employee is regularly required to sit; use hands to handle or feel; talk; and hear.
• The employee is frequently required to reach with hands and arms.
• Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception and ability to adjust focus.
• We also request, with the exception of emergencies, that you do not request any time off within the first 120 days of employment. Any request within the first 120 days if approved will be unpaid
• For this position the percentage of expected Travel is: 0% of the time.

Curative Health Plan (100% employer-covered medical premiums for you and 50% coverage for dependents on the base plan.)

$0 copays and $0 deductibles (with completion of our Baseline Visit )

Preventive and primary care built in

Mental health support

Chronic condition programs (diabetes, weight, hypertension)

Maternity and family planning support

Employer-provided life and disability coverage with additional supplemental options

Flexible spending accounts

Generous PTO policy plus 11 paid annual company holidays

401K for full-time employees

Generous Up to 8–12 weeks paid parental leave, based on role eligibility.