You'll play a key role in driving business growth, building strong client and broker relationships ... Lead all implementation activities from contract execution through account setup, first payroll ...
You'll play a key role in driving business growth, building strong client and broker relationships ... Lead all implementation activities from contract execution through account setup, first payroll ...
Manager, Technical Implementation
Stevens Point, WI · On-site +1
Develop and maintain implementation documentation, runbooks, and client-facing technical artifacts ... Use AI tools to enhance existing process, documentation and support culture of AI tool adoption.
Manager, Technical Implementation
Stevens Point, WI · On-site +1
Develop and maintain implementation documentation, runbooks, and client-facing technical artifacts ... Use AI tools to enhance existing process, documentation and support culture of AI tool adoption.
Evaluate client readiness for conversion activities and document implementation decisions, requirements, and action items. * Support client training, workflow assessments, and system setup to align ...
Evaluate client readiness for conversion activities and document implementation decisions, requirements, and action items. * Support client training, workflow assessments, and system setup to align ...
Employer Implementation Lead
Milwaukee, WI · Hybrid
$53K - $90K/yr
Employer Implementation Lead Join our team at Alegeus, where you'll experience unmatched ... Ensure smooth transitions to service , maintaining high client satisfaction, mitigating risks, and ...
Employer Implementation Lead
Milwaukee, WI · Hybrid
$53K - $90K/yr
Employer Implementation Lead Join our team at Alegeus, where you'll experience unmatched ... Ensure smooth transitions to service , maintaining high client satisfaction, mitigating risks, and ...
Evaluate client readiness for conversion activities and document implementation decisions, requirements, and action items. * Support client training, workflow assessments, and system setup to align ...
Evaluate client readiness for conversion activities and document implementation decisions, requirements, and action items. * Support client training, workflow assessments, and system setup to align ...
Evaluate client readiness for conversion activities and document implementation decisions, requirements, and action items. * Support client training, workflow assessments, and system setup to align ...
Evaluate client readiness for conversion activities and document implementation decisions, requirements, and action items. * Support client training, workflow assessments, and system setup to align ...
CLA is currently seeking a Senior Acumatica Implementation Consultant to join our growing CLA ... Strong client service skills, strong communication skills, * Enjoys consulting and wants to move ...
CLA is currently seeking a Senior Acumatica Implementation Consultant to join our growing CLA ... Strong client service skills, strong communication skills, * Enjoys consulting and wants to move ...
Employer Implementation Analyst
Milwaukee, WI · Hybrid
$21.06 - $35.82/hr
Provide responsive service by analyzing and resolving client, plan, and customer escalations within a 3-5-day window, including card and claim issues. * Identify process gaps, recommend and implement ...
Employer Implementation Analyst
Milwaukee, WI · Hybrid
$21.06 - $35.82/hr
Provide responsive service by analyzing and resolving client, plan, and customer escalations within a 3-5-day window, including card and claim issues. * Identify process gaps, recommend and implement ...
CLA is currently seeking a Senior Acumatica Implementation Consultant to join our growing CLA ... Strong client service skills, strong communication skills, * Enjoys consulting and wants to move ...
CLA is currently seeking a Senior Acumatica Implementation Consultant to join our growing CLA ... Strong client service skills, strong communication skills, * Enjoys consulting and wants to move ...
Point of Sale Implementation Specialist - Hybrid
Madison, WI · On-site
$20 - $30/hr
Analyze client needs by collaborating with Sales and your Implementation Manager * Deliver a consistently excellent client experience -- every time What We're Looking For * Experience in the ...
Quick apply
Point of Sale Implementation Specialist - Hybrid
Madison, WI · On-site
$20 - $30/hr
Analyze client needs by collaborating with Sales and your Implementation Manager * Deliver a consistently excellent client experience -- every time What We're Looking For * Experience in the ...
Treasury Consultant, Healthcare and Core CRE
Milwaukee, WI · On-site
$74K - $138K/yr
Manages complex client sales inquiries related to product offerings, pricing, and implementation, ensuring clear communication and timely responses to facilitate the sales process. * Conducts sales ...
Treasury Consultant, Healthcare and Core CRE
Milwaukee, WI · On-site
$74K - $138K/yr
Manages complex client sales inquiries related to product offerings, pricing, and implementation, ensuring clear communication and timely responses to facilitate the sales process. * Conducts sales ...
National Client Executive
Milwaukee, WI · On-site
$101K - $135K/yr
Achieves or exceeds assigned metrics (such as service, client persistency, implementations and customer satisfaction). Strategy Development * Develops an effective, efficient strategy and workflow ...
National Client Executive
Milwaukee, WI · On-site
$101K - $135K/yr
Achieves or exceeds assigned metrics (such as service, client persistency, implementations and customer satisfaction). Strategy Development * Develops an effective, efficient strategy and workflow ...
WI · On-site
$95 - $176/hr
Serve as a primary integration interface with client tax professionals * Lead business and user ... Must have technical experience implementing ORACLE and/or Add-on Solutions with external tax ...
New
WI · On-site
$95 - $176/hr
Serve as a primary integration interface with client tax professionals * Lead business and user ... Must have technical experience implementing ORACLE and/or Add-on Solutions with external tax ...
New
Senior Specialist, Payroll
Appleton, WI · On-site +1
$28.75 - $39.25/hr
Manage new client implementation projects, ensuring timely completion and client satisfaction * Train clients on payroll processes as necessary Individual and Team Development * Be a resource to new ...
Senior Specialist, Payroll
Appleton, WI · On-site +1
$28.75 - $39.25/hr
Manage new client implementation projects, ensuring timely completion and client satisfaction * Train clients on payroll processes as necessary Individual and Team Development * Be a resource to new ...
Senior Specialist, Payroll
Janesville, WI · On-site +1
$29 - $39.50/hr
Manage new client implementation projects, ensuring timely completion and client satisfaction * Train clients on payroll processes as necessary Individual and Team Development * Be a resource to new ...
Senior Specialist, Payroll
Janesville, WI · On-site +1
$29 - $39.50/hr
Manage new client implementation projects, ensuring timely completion and client satisfaction * Train clients on payroll processes as necessary Individual and Team Development * Be a resource to new ...
Managing and leading the client implementation process and hotel sourcing process for assigned accounts within defined timelines. * Acting as main point of contact for the client, providing ...
Quick apply
Managing and leading the client implementation process and hotel sourcing process for assigned accounts within defined timelines. * Acting as main point of contact for the client, providing ...
Specialist, Payroll - Vantagen
Janesville, WI · On-site
$23 - $31.50/hr
Manage new client implementation projects, ensuring timely completion and client satisfaction * Train clients on payroll processes as necessary Individual and Team Development * Be a resource to new ...
Specialist, Payroll - Vantagen
Janesville, WI · On-site
$23 - $31.50/hr
Manage new client implementation projects, ensuring timely completion and client satisfaction * Train clients on payroll processes as necessary Individual and Team Development * Be a resource to new ...
Senior Specialist, Payroll
Milwaukee, WI · On-site +1
$29 - $39.75/hr
Manage new client implementation projects, ensuring timely completion and client satisfaction * Train clients on payroll processes as necessary Individual and Team Development * Be a resource to new ...
Senior Specialist, Payroll
Milwaukee, WI · On-site +1
$29 - $39.75/hr
Manage new client implementation projects, ensuring timely completion and client satisfaction * Train clients on payroll processes as necessary Individual and Team Development * Be a resource to new ...
Senior Specialist, Payroll
Appleton, WI · On-site +1
$28.75 - $39.25/hr
Manage new client implementation projects, ensuring timely completion and client satisfaction * Train clients on payroll processes as necessary Individual and Team Development * Be a resource to new ...
Senior Specialist, Payroll
Appleton, WI · On-site +1
$28.75 - $39.25/hr
Manage new client implementation projects, ensuring timely completion and client satisfaction * Train clients on payroll processes as necessary Individual and Team Development * Be a resource to new ...
Senior Specialist, Payroll
Eau Claire, WI · On-site +1
$29.25 - $39.75/hr
Manage new client implementation projects, ensuring timely completion and client satisfaction * Train clients on payroll processes as necessary Individual and Team Development * Be a resource to new ...
Senior Specialist, Payroll
Eau Claire, WI · On-site +1
$29.25 - $39.75/hr
Manage new client implementation projects, ensuring timely completion and client satisfaction * Train clients on payroll processes as necessary Individual and Team Development * Be a resource to new ...
Client Implementation information
What are the typical daily responsibilities in a client implementation role?
In a Client Implementation position, your daily tasks often include coordinating with clients to understand their requirements, managing project timelines, and delivering onboarding or training sessions. You’ll work closely with internal teams such as sales, product, and support to ensure a seamless setup and address any client questions or technical issues that arise. Documenting progress, troubleshooting problems, and providing feedback to improve processes are also common activities. This means you’ll balance client interaction, internal collaboration, and hands-on project execution every day.
What is a client implementation?
A Client Implementation job involves onboarding new clients and ensuring they successfully integrate a company's products or services into their operations. This role requires coordinating between internal teams and clients to manage timelines, troubleshoot issues, and customize solutions based on client needs. Strong project management, communication, and problem-solving skills are essential. The goal is to ensure a smooth transition and a positive client experience, leading to long-term satisfaction and retention.
What are the key skills and qualifications needed to thrive in the client implementation position?
To thrive in a Client Implementation role, you need strong project management abilities, problem-solving skills, and experience in customer onboarding, often supported by a degree in business, IT, or a related field. Familiarity with CRM software, project management tools (like Asana or Jira), and sometimes industry-specific certifications can be highly beneficial. Exceptional communication, attention to detail, and the ability to manage expectations set top performers apart. These skills are essential to ensure smooth client transitions, maintain satisfaction, and drive successful adoption of services or products.

Other
Re-posted 5 days ago
Job description
Employee Benefits Corporation is hiring for a Sales and Implementation Representative II. In this role, you will serve as a strategic partner to our Regional Sales Directors while leading clients through a successful onboarding and implementation experience. You'll play a key role in driving business growth, building strong client and broker relationships, and ensuring a seamless transition from sale through operational launch and ongoing service.
LocationWork where you work best - either hybrid from our Middleton, WI office or remotely from Wisconsin, Arizona, Florida, Indiana, Minnesota, North Carolina, Oklahoma, or Texas. Occasional travel (about 15% nationally) is expected for meetings, training, and client engagements.
Who We AreEmployee Benefits Corporation (EBC) is a trusted, national third-party administrator with decades of experience delivering consumer-driven benefit solutions. We combine deep industry expertise and exemplary service with a bold vision for the future-where technology is thoughtfully applied to enable an intuitive user experience and elevate how consumers engage with their benefits.
What You'll Do- Partner with Regional Sales Directors to support business development activities, including pipeline management, lead generation, broker engagement, and sales opportunity tracking.
- Collaborate with clients, brokers, and internal teams to develop client-focused solutions, support proposals and presentations, and guide plan design discussions.
- Lead all implementation activities from contract execution through account setup, first payroll, first funding cycle, and successful transition to Client Services.
- Manage onboarding projects by coordinating cross-functional teams, facilitating implementation meetings, monitoring timelines, and ensuring all milestones are achieved.
- Provide consultative guidance on products, services, system functionality, and implementation best practices while proactively identifying and resolving onboarding challenges.
- Build and maintain strong relationships with clients, brokers, and internal stakeholders to support client satisfaction, retention, and long-term success.
- Bachelor's degree in Business, Communications, Human Resources, or a related field; equivalent education and experience may be considered.
- Five or more years of experience in client onboarding, implementation, account management, client success, or a related field.
- Experience serving as a primary client contact and leading customers through onboarding, implementation, and transition activities.
- Strong project management, organizational, analytical, and problem-solving skills with the ability to manage multiple priorities and deadlines.
- Excellent verbal, written, and interpersonal communication skills, including the ability to build relationships and influence stakeholders.
- Proficiency with CRM platforms, Microsoft Office applications, and virtual meeting and collaboration tools.
- Willingness and ability to travel up to 15%.
- Knowledge of COBRA and tax-advantaged benefit programs.
- Experience in benefits administration, the health insurance industry, or working with insurance brokers and carriers.
- Experience supporting complex client implementations in a highly regulated environment.
- A welcoming, collaborative team culture where every voice matters.
- Competitive pay and comprehensive benefits, including employee ownership.
- A culture built on clarity, empathy, and continuous improvement.
- Continuous learning and career development to help you grow as we invest in future-ready solutions and seamless user experiences.
- Flexible work options designed to support a healthy work-life balance.
Ready to make an impact? Apply now. We're excited to meet you.
About EMPLOYEE BENEFITS
Sourced by ZipRecruiter
Industry
Insurance services
Company size
51 - 200 Employees
Headquarters location
Middleton, WI, US
Year founded
1989