Implementation Consultant
1 day ago
We are seeking a highly skilled Implementation Consultant to join our team at ePayPolicy. As an Implementation Consultant, you will be responsible for project managing new product implementations and delivering best-in-class onboarding experiences to our growing customer base.
Key Responsibilities:
- Initiate the project life cycle ownership to provide successful, efficient implementation and onboarding experiences for customers.
- Establish a rapport with customers, gain an understanding of their needs, and successfully guide them through the account setup and software implementation process launching them towards self-sufficiency and taking payments.
- Work closely with ePayPolicy's Sales, Product, Support, Integrations and Account Management teams to ensure seamless handoffs and internal communication that drives long-term customer adoption, retention, and satisfaction.
- Communicate implementation progress to internal teams and customers on a regular basis; identify and promptly raise any issues or delays as they arise with a mindset towards problem-solving and work with a sense of urgency to resolve.
- Independently oversee and manage multiple customer implementation projects in parallel and ensure all deliverables are achieved on time.
- Document onboarding projects in an organized and transparent way and be able to present progress of all accounts to leadership.
- Develop, execute, and improve upon customer onboarding playbooks and processes to eliminate internal inefficiencies.
- Implement best practices for tracking and monitoring metrics on the success of customer implementations to streamline key processes and make informed decisions about operational changes.
- Work closely with dev and product teams to provide insight into what customers' needs are to prioritize implementation tasks.
Requirements:
- 3+ years' experience in onboarding, implementation, or technical project management role, preferably within an enterprise SaaS company.
- First-hand experience working with large enterprise accounts and knowledge of the Insurtech industry is a BIG plus.
- PMP certification preferred.
- Sufficient technical aptitude to quickly learn ePayPolicy's applications and the business rules that govern insurance and payments to understand the context for integrations with customer systems.
- Strong customer focus and solutions-oriented mindset.
- Ability to independently manage multiple onboarding projects concurrently while addressing each customer's specific needs.
- Extensive experience using project management and customer relationship management systems such as Salesforce, Taskray, and Trello
- Strong training delivery and presentation skills with an ability to earn the trust of customers.
- Desire to exceed goals and achieve results; satisfaction derived from meeting deadlines and finishing projects.
- Strong organizational skills and a relentless attention to detail.
- Excellent written and verbal communication skills.
- Rolls up their sleeves, responds quickly and decisively, is flexible and open to change, and can productively work with the team to achieve company objectives.
- Thrives in the fast-paced, dynamic start-up environment inherent to a high-growth technology company like ePayPolicy
What We Offer:
- Competitive salary
- Comprehensive benefits package with employer-paid basic life and disability premiums
- 401K
- Unlimited PTO
- Company-sponsored quarterly "ePayItForward" initiatives
- Supportive and inclusive company culture with a focus on work/life balance
- Fully stocked kitchen
- Free lunch stipend when working onsite
- Open communication (We won't box you in If you have a cool idea for a product improvement or a suggestion on how to improve the customer experience, let's talk about it. We value everyone's ideas and opinions.)
- Huge opportunity for growth
We operate on a hybrid schedule for in-office employees. Standard schedules are three days per week in the office, however the cadence and days are determined by each team and manager.
ePayPolicy Hiring Practice
We value diversity at ePayPolicy. The company will hire, recruit, and promote without regard to race, color, religion, sex, sexual orientation, gender identity or expression, national origin, pregnancy or maternity, veteran status or any other status protected by applicable law. We understand the importance of creating a safe and comfortable work environment and encourage individualism and authenticity in every member of our team.
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