We’re looking for…

An Client Onboarding Consultant that will be responsible for onboarding, offboarding, software configuration, training, and troubleshooting for new clients. You will perform pre, during, and post-implementation support, training, and development of knowledge transfer materials for customers as well as drive and maintain the implementation timeline.

What’s the role?

You will be responsible for:

• Client Service Management: Set expectations and deliver service for a portfolio of clients who are onboarding, offboarding, or making changes to their healthcare benefits.
• Requirements Gathering: Collect and document requirements for each client’s plan design.
• Project Planning: Develop work plans, schedule estimates, resource allocation plans, and implementation priorities.
• Progress Tracking: Monitor progress, communicate project status regularly, and identify and resolve issues related to implementation.
• Implementation Management: Ensure timely, factual, and quality tracking, analysis, reporting, and communication throughout the implementation process.
• Expectation Management: Proactively manage plan expectations and commitments by partnering with all project stakeholders.
• Account Management Collaboration: Work with Account Management to track, document, and close items according to the communicated plan and client specifications.
• Business Partner Engagement: Collaborate closely with key business partners throughout the project lifecycle.
• Testing Support: Support and monitor testing activities during client engagements, including system configuration testing and troubleshooting.
• Client Service Management: Set expectations and deliver service for a portfolio of clients who are onboarding, offboarding, or making changes to their healthcare benefits.
• Requirements Gathering: Collect and document requirements for each client’s plan design.
• Project Planning: Develop work plans, schedule estimates, resource allocation plans, and implementation priorities.
• Progress Tracking: Monitor progress, communicate project status regularly, and identify and resolve issues related to implementation.
• Implementation Management: Ensure timely, factual, and quality tracking, analysis, reporting, and communication throughout the implementation process.
• Expectation Management: Proactively manage plan expectations and commitments by partnering with all project stakeholders.
• Account Management Collaboration: Work with Account Management to track, document, and close items according to the communicated plan and client specifications.
• Business Partner Engagement: Collaborate closely with key business partners throughout the project lifecycle.
• Testing Support: Support and monitor testing activities during client engagements, including system configuration testing and troubleshooting.
• Challenge Resolution: Provide feedback on implementation challenges, identify potential delays, and escalate issues as needed.
• Documentation Maintenance: Maintain comprehensive documentation of all client and project-related activities, requirements, and status updates.
• Adherence to Project Plans: Follow the project plan for onboarding and offboarding, assisting clients with deliverables at each step to ensure adherence to the timeline.
• Material Updates: Update and maintain materials for client use to support effective utilization of the platform.
• Client Support: Offer support to clients during and after the implementation process.
• Post-Implementation Analysis: Analyze each completed implementation to update the project plan, review opportunities for improvement, and provide feedback to the team and business partners.
• Challenge Resolution: Provide feedback on implementation challenges, identify potential delays, and escalate issues as needed.
• Documentation Maintenance: Maintain comprehensive documentation of all client and project-related activities, requirements, and status updates.
• Adherence to Project Plans: Follow the project plan for onboarding and offboarding, assisting clients with deliverables at each step to ensure adherence to the timeline.
• Material Updates: Update and maintain materials for client use to support effective utilization of the platform.
• Client Support: Offer support to clients during and after the implementation process.
• Post-Implementation Analysis: Analyze each completed implementation to update the project plan, review opportunities for improvement, and provide feedback to the team and business partners.