Operations & Client Implementation Lead

Operations & Client Implementation Lead

Job Summary

Seeking a highly motivated Operations & Client Implementation Lead to join a team. This role offers a unique opportunity to shape the foundation of an implementation processes while leading client onboarding and deployment efforts. If you thrive in a fast-paced, ambiguous environment and enjoy building scalable systems, this is the perfect opportunity for you to make a significant impact.

Compensation Package

• Base Salary: $85,000 - $100,000
• Equity Opportunity: Meaningful ownership in the company
• Additional Benefits: Competitive benefits package

Responsibilities

Client Implementations

• Lead all client onboarding and implementation activities from kickoff to go-live.
• Manage project timelines, milestones, deliverables, and stakeholder communications.
• Conduct client meetings and presentations independently.
• Ensure a seamless transition from sales to implementation.

Client Relationship Management

• Serve as the primary point of contact for clients during the implementation phase.
• Build trusted relationships with HR, Benefits, Finance, and Operations leaders.
• Provide consultative guidance and proactive problem-solving.
• Maintain a high-touch, client-centric experience throughout the onboarding process.

Data, Integrations & Operations

• Oversee eligibility data collection, validation, and reconciliation.
• Coordinate carrier connections, enrollment feeds, and third-party integrations.
• Work with APIs, file transfers, spreadsheets, and benefits administration systems.
• Identify and resolve data discrepancies and operational challenges.
• Maintain accurate implementation documentation and reporting.

Process Development & Scale

• Design and document implementation workflows and best practices.
• Identify opportunities for automation and operational efficiency.
• Build repeatable processes to enable future growth.
• Contribute to the development of the company's implementation strategy and infrastructure.

Qualifications/Requirements

Required Qualifications

• 2-5 years of professional experience in implementation, consulting, operations, client success, benefits administration, or related fields.
• Proven ability to manage multiple client-facing projects simultaneously.
• Strong relationship management and communication skills.
• Confidence in leading client meetings and presentations.
• Highly organized with exceptional attention to detail.
• Comfortable working with complex datasets, spreadsheets, and operational workflows.
• Ability to thrive in a fast-paced, ambiguous startup environment.
• Willingness to travel as needed for client implementations.

Preferred Experience

• Background in employee benefits as an Account Manager or Benefits Consultant.
• Experience with HR technology or benefits administration platforms.
• Familiarity with managing eligibility files, enrollment data, and integrations.
• Exposure to APIs, data feeds, and implementation project management.

#LI-CS2