Strategic Sales Implementation Lead

PINNACLE CLAIMS MANAGEMENT INC; Irvine (CA); On-site; USD 90,000 - 120,000; Full time

Job summary

Pinnacle Claims Management Inc is seeking a Sales Implementation Analyst to own the sales-to-implementation transition for new business onboarding and upsells. You will coordinate with Sales, Account Management, brokers, and clients to validate scope, timelines, and dependencies, ensuring accurate and compliant implementation documentation.

You will translate complex client requirements into actionable instructions, lead requirements discovery, and drive readiness across multiple product lines

Qualifications

• Translate broker/client requirements into clear implementation steps.
• Validate scope, timelines, and dependencies for onboarding.
• Ability to review proposals, RFPs, and service commitments for gaps.
• Strong communication with Sales, Account Management, Installation, and clients.

Responsibilities

• Own the front-end sales-to-implementation transition for new business groups.
• Lead onboarding calls with brokers, employers, Sales, and Account Management.
• Review and validate implemented scope against proposals and fee exhibits.
• Coordinate cross-functional teams to ensure timely, compliant onboarding.
• Monitor readiness and resolve gaps to prevent delays and rework.

Skills

Requirements gathering

Analytical thinking

Project management

Cross-functional collaboration

Written and verbal communication

Education

Bachelor’s degree in Business or related field

Tools

CRM software

CPQ tools

Document management systems

Job description

Pinnacle Claims Management Inc is seeking a Sales Implementation Analyst to own the sales-to-implementation transition for new business onboarding and upsells. You will coordinate with Sales, Account Management, brokers, and clients to validate scope, timelines, and dependencies, ensuring accurate and compliant implementation documentation.

You will translate complex client requirements into actionable instructions, lead requirements discovery, and drive readiness across multiple product lines