Sr. Client Implementation Specialist
Core
Support client implementation and effectiveness of products, services, and technical/business systems to help customers achieve desired outcomes.
Role type
Senior Client Implementation Specialist
Builds
Project plans, client configurations, training materials, and process workflows
Domain
Insurance agency services and business systems implementation
Deliverable
client delivery
Required skills
project planning, change management, client training, data analysis, root cause analysis, business process configuration, presentation skills, documentation
Preferred skills
pre-sales support, scoping projects, developing proposals, trend identification
Technologies
Microsoft Word, Excel, PowerPoint
Responsibilities
Identify and address client needs, develop configurations to support business processes, deliver training and education to clients, conduct online meetings to orient clients and present new functionality, document SOPs and process workflows, participate in pre-sales demonstrations and project scoping, present findings and lead discussions with internal teams and clients
Seniority
Senior, hands-on IC
