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Customer Project Lead

4 months ago

Remote, Oregon, United States Applied Systems Full time

Job Description
Applied Systems, Inc., a worldwide leader in insurance technology, is currently searching for a Project Lead to join our Implementation team. As the leader for implementation projects and migrations to our systems, you will work directly with customers to identify the necessary activities required to complete each customer's implementation and follow through to ensure that the activities are performed on time and with high quality. You will own the customer relationship from the point of sale through the completion of the implementation and subsequent hand-off to our Technical Support team. You will be responsible for sustaining the highest level of customer satisfaction with the end-to-end implementation process.
The Implementation Team is responsible for project managing implementations of agency/broker management systems and ancillary products, following the point of sale. The Project Lead interacts with the customer to create a shared sense of direction and establish a trusted working relationship.
What You'll Do

  • Develop project plans and revise as needed to meet changing needs and requirements.
  • Complete various setup, configuration, and activation tasks.
  • Manage or deliver services required to meet implementation goals on time and with high quality.
  • Monitor customer issues to ensure resolution in a timely manner.
  • Communicate project information, including difficult/sensitive information, to customer, team, and management.
  • Perform other duties as assigned by immediate supervisor or upper management.
  • Maintain intermediate knowledge of product functionality.
  • Manage complex implementations where multiple source systems are coordinated/converted.
  • Mentor employees by shadowing and providing timely and constructive feedback on performance.
  • Facilitate/participate in special committees between divisions/departments.


What You'll Need to Succeed
We're looking for someone who:

  • Can work remotely or from an Applied Systems office


Your experience should include some or all of the following:

  • Bachelor's Degree or equivalent work experience
  • 3+ years of Customer Service experience
  • Ability to conduct intermediate troubleshooting for product installation and other product issues
  • Proficient with Microsoft Office
  • Excellent problem-solving skills


Additionally, you may have:

  • PMP Certification
  • Insurance industry knowledge
  • Implementation experience
  • Data conversion experience


What You'll Gain
Benefits from Day One

  • Health insurance plans, dental, and vision
  • Wellness incentives
  • 401(k) and/or RRSP retirement savings plans with employer match


Work-Life Balance

  • Competitive paid vacation time and a free day for your birthday
  • Personal/sick time
  • Paid holidays
  • Flex Time
  • Paid parental leave (U.S. candidates)
  • Volunteer time off


Empowering Career Growth and Success - We invest in talent, care about our people and are empowered by the results of our work. We grow our teams from within and give our employees opportunities to advance.
What We Value
We strive for excellence at every turn to be the best at what we do. We invest in talent, care about our people and are empowered by the results of our work. We fulfil the promise of insurance - safeguarding and protecting what matters most in people's lives. And there is no more important job than that.
Our focus on the workforce, workplace and marketplace gives us a qualified individual in an environment in which they can be productive while we maintain our position in the industry. To help drive that change toward a vibrant, modern workplace, we have employee-driven networks with commonalities in ethnicity, gender, sexual orientation and military status.
Who We Are
For more than 35 years, Applied Systems has created innovative technology for the global insurance industry. Today, we are a rapidly growing software leader that is revolutionizing the way agencies and brokerages succeed.
We are smart and curious people in a tech-first environment that champions bold and powerful thinking. We are transforming a complex industry through digitization, automation, and innovative new partnerships. Together we are driving the industry fearlessly forward.
It's an exciting time at Applied. You can do big things here, in an environment that supports creative thinking and bold ideas. Visit for more information on how you can challenge what's possible.
EEO Statement
Applied Systems is proud to be an Equal Employment Opportunity and Affirmative Action Employer. Diversity and Inclusion is a business imperative and is a part of building our brand and reputation. At Applied, we don't discriminate, and we are committed to recruit, develop, retain, and promote regardless of race, religion, color, national origin, sexual orientation, gender identity, disability, age, veteran status, and other protected status as required by applicable law.
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