Client Implementation Consultant (HYBRID OR REMOTE)

Equitable•Syracuse, NY

2d•$56,000 - $70,000•Hybrid

About The Position

At Equitable, we help clients secure their financial well-being so they can pursue long and fulfilling lives- a mission we’ve honed since 1859. The Client Implementation Consultant is responsible for managing and executing a variety of tasks that support client onboarding, project and time management, process optimization, consulting with external facing clients and providing an exceptional experience during the implementation process. This role requires excellent communication skills, the ability to adapt and learn, and a strong understanding of business impacts. The specialist will work closely with internal teams and external clients to ensure seamless operations and maintain high-quality standards. This position offers a flexible work schedule: it may be fully remote or hybrid. If you are located near one of our offices (e.g., Charlotte, NC; New York, NY; Syracuse, NY), a hybrid schedule with 2–3 days on-site per week is expected to foster collaboration and connection.

Requirements

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

Nice To Haves

Experience in a similar role or industry
Knowledge of EB products and digital onboarding systems
Familiarity with project management tools, processes and techniques

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