Client Implementation Consultant (HYBRID OR REMOTE)

Equitable is a company dedicated to helping clients secure their financial well-being. The Client Implementation Consultant is responsible for managing client onboarding, project management, and process optimization while ensuring a high-quality implementation experience for clients.

Responsibilities

• Host meetings with external clients via video conferencing
• Provide email and verbal updates to key stakeholders, including internal and external Sales partners (ie: Sales Executives, Account Managers and brokers)
• Coordinate all implementation needs across departments and inter-departmentally
• Organize and maintain project plans
• Ensure all necessary milestones and requirements of implementation process are met timely
• Provide weekly status reports and feedback on processes to leadership
• Host regular status calls with internal and external stakeholders
• Review and map census files in Excel
• Upload census data and effectively communicate with external parties to resolve errors
• Update Salesforce with all applicable fields for accurate reporting
• Review group level documentation to ensure accuracy of group setup
• Understanding of Digital Onboarding platform so we can better assist with trouble shooting
• Build effective relationships with internal and external partners
• Work with downstream partners, including GRP, Solstice, Full Scope, Claims, Certificates, etc
• Collaborate with Sales Executives on unique requests and with Underwriters on requotes

Skills

• Excellent communication skills, both verbal and written
• Ability to adapt and learn quickly
• Strong organizational and time management skills; Extremely detail oriented
• Proficient in Excel and other relevant software (Salesforce, PAR, Midas, EB360)
• Ability to critically think and anticipate needs of key stakeholders
• Effective leadership presence
• Strong collaboration skills and ability to build strong and effective relationships
• Quick problem-solving abilities
• Experience in a similar role or industry
• Knowledge of EB products and digital onboarding systems
• Familiarity with project management tools, processes and techniques

Benefits

• Medical
• Dental
• Vision
• A 401(k) plan
• Paid time off

Company Overview

Company H1B Sponsorship