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Implementation Specialist Client Onboarding Jobs in Racine, WI

As an Analyst on the Implementation team, you will lead the onboarding of mid-size employer clients ... client sites required. What you will do * Lead onboarding for HSA and spending account products ...

As an Analyst on the Implementation team, you will lead the onboarding of mid-size employer clients ... client sites required. What you will do * Lead onboarding for HSA and spending account products ...

As an Analyst on the Implementation team, you will lead the onboarding of mid-size employer clients ... client sites required. What you will do * Lead onboarding for HSA and spending account products ...

As an Enterprise Implementation Specialist, you will play a key role in onboarding our largest ... You will serve as the primary contact during the initial implementation phase, owning the client ...

Sup. - Client Implementation

Milwaukee, WI · On-site +1

$80K - $107K/yr

Job Responsibilities and Requirements The Supervisor - Client Implementation will be responsible for the have Supervisory Accountability over a designed group of Implementation Specialists supporting ...

Specialist, Client Integrations Title: Data Specialist About BetaNXT BetaNXT is a leading provider ... with onboarding new broker-dealer and vendor data onto BETA's platform. Position Summary: * Serve ...

Supports client onboarding, documentation, and service delivery. * Escalates complex or unresolved client situations and complaints. * Develops solid product knowledge and financial expertise for an ...

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Implementation Specialist Client Onboarding information

See Racine, WI salary details

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How much do implementation specialist client onboarding jobs pay per hour?

As of Jun 15, 2026, the average hourly pay for implementation specialist client onboarding in Racine, WI is $31.96, according to ZipRecruiter salary data. Most workers in this role earn between $23.65 and $32.69 per hour, depending on experience, location, and employer.

What are some common challenges faced by Implementation Specialists during client onboarding, and how are they typically addressed?

Implementation Specialists in client onboarding often encounter challenges such as aligning client expectations with technical realities, managing tight project timelines, and ensuring seamless integration with clients' existing systems. Effective communication and proactive project management are key to addressing these issues. Specialists usually collaborate closely with clients, internal technical teams, and account managers to clarify requirements, identify potential roadblocks early, and provide regular status updates, ensuring a smooth and efficient onboarding process.

What are the key skills and qualifications needed to thrive as an Implementation Specialist Client Onboarding, and why are they important?

To thrive as an Implementation Specialist Client Onboarding, you need strong project management, problem-solving, and client-facing skills, usually backed by a bachelor’s degree in business, IT, or a related field. Familiarity with CRM platforms, onboarding software, and data integration tools is often required, along with knowledge of relevant industry standards. Exceptional communication, organization, and relationship-building abilities help you effectively coordinate with clients and internal teams. These skills ensure seamless onboarding processes, high client satisfaction, and successful adoption of products or services.

What is an Implementation Specialist for Client Onboarding?

An Implementation Specialist for Client Onboarding is a professional responsible for guiding new clients through the process of setting up and integrating a company's products or services. They work closely with clients to understand their needs, configure systems, provide training, and ensure a smooth transition. Their goal is to deliver a seamless onboarding experience, address any technical or operational issues, and help clients achieve early success with the company's offerings.

What is the difference between Implementation Specialist Client Onboarding vs Implementation Specialist Customer Support?

AspectImplementation Specialist Client OnboardingImplementation Specialist Customer Support
Primary FocusOnboarding new clients, ensuring smooth implementation of products/servicesProviding ongoing support, troubleshooting, and resolving client issues
Work EnvironmentProject-based, client-facing, often in a consulting or technical settingHelp desk, call center, or support ticket system
Required SkillsTechnical knowledge, project management, communication skillsProblem-solving, technical troubleshooting, customer service skills

While both roles involve technical knowledge and client interaction, Implementation Specialist Client Onboarding primarily focuses on guiding new clients through the setup process, whereas Implementation Specialist Customer Support handles ongoing client issues and troubleshooting after onboarding.

Sr Associate, Client Onboarding/Implementation

Sr Associate, Client Onboarding/Implementation

HSA Bank

Milwaukee, WI • Remote

$23 - $25/hr

Full-time

Posted 25 days ago


Job description

At HSA Bank, we're working toward a world where everyone is empowered to save for a healthy future. Our offerings in the healthcare savings space drive down healthcare costs, increase access, and assist with decision-making for consumers, health plans, partners, and advisors.


Are you ready to join us?

As a Senior Associate on the HSA Bank Implementation team, you will manage a high volume of employer onboarding projects focused primarily on Health Savings Account (HSA) products as well as some spending account products, including Flexible Spending Accounts (FSAs), Commuter Benefits, Health Reimbursement Arrangements and Dependent Care. You will manage new client implementations as well as renewals, while ensuring accurate setup and client satisfaction. In addition, you will guide clients in selecting appropriate enrollment and contribution methods, provide training on these processes, and offer support during the initial data loading phase. This remote-only role requires strong organizational, communication and consultative skills to ensure accurate setup and high client satisfaction.

What you will do

  • Manage end-to-end onboarding for employer HSA and spending account products, including plan setup, configuration validation, and client training.

  • Consult with clients to determine appropriate enrollment and contribution methods based on their organizational needs

  • Deliver virtual training sessions and onboarding materials to employer contacts.

  • Provide support and troubleshooting during the initial data loading of enrollments and contributions.

  • Maintain accurate documentation and project tracking across multiple concurrent implementations.

  • Collaborate with internal teams to resolve setup issues and ensure timely and accurate execution.

  • Manage annual renewals for spending account clients.

  • Provide proactive communication and status updates to employer clients and internal stakeholders.

  • Ensure quality and consistency in client interactions through adherence to implementation protocols


Skills and Abilities

  • Strong organizational skills and ability to manage multiple projects simultaneously.

  • Excellent written and verbal communication skills, with a customer-first mindset.

  • Proficiency in Microsoft Office Suite; experience with CRM or implementation tracking tools a plus.

  • Ability to work independently and collaboratively in a fast-paced environment.

  • Remote work only; no travel required.


Education Qualifications

  • H.S. Diploma or General Education Degree (GED) required

  • Bachelor's Degree in Arts/Sciences (BA/BS) Business, Healthcare Administration, or related field preferred preferred


Experience Qualifications

  • 0-2 years Experience in healthcare operations, benefits administration, or client onboarding preferred

The estimated salary range for this position is $23.00USD to $25.00USD. Actual salary may vary up or down depending on job-related factors which may include knowledge, skills, experience, and location. In addition, this position is eligible for incentive compensation.

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Webster Financial Corporation and its subsidiaries ("Webster") are equal opportunity employers that are committed to sustaining an inclusive environment. All qualified applicants will receive consideration for employment without regard to race, color, religion, age, marital status, national origin, ancestry, citizenship, sex, sexual orientation, gender identity and/or expression, physical or mental disability, protected veteran status, or any other characteristic protected by law.