Client Implementation Sr Analyst
About The Position
The Client Implementation Sr Analyst works in Affinity Solutions' Client Experience & Operations department, leading the onboarding of new clients and implementation of program changes for existing clients. The role coordinates clients, strategic distribution partners, Sales, Account Executives, and internal business teams to deliver timely, high-quality implementations and a seamless client experience. The position manages implementation projects from initiation through onboarding, aligning people, processes, and technology while anticipating challenges and navigating operational complexity. It also contributes to modernizing client onboarding by embracing technologies such as AI-enabled solutions and identifying ways to simplify processes, improve transparency, and enhance client and partner experiences. The position's internal title at Securian Financial is Business Operations Sr. Analyst. The role is hybrid. Associates who live within a 90-minute commute work in the office three days each week, with flexibility for business and personal schedules.
Requirements
- Demonstrated project management experience leading cross-functional initiatives, managing competing priorities, and delivering results within established timelines.
- Strong client relationship management and interpersonal skills, including the ability to build trust and collaborate with diverse internal and external stakeholders.
- Excellent written and verbal communication skills, including explaining complex information, facilitating discussions, and adapting communication to different audiences.
- Strong analytical, critical-thinking, and problem-solving capabilities, including anticipating challenges, evaluating alternatives, and driving practical, customer-focused solutions.
- Ability to influence and achieve results through others without direct authority, with ownership, accountability, and a one-team mindset.
- Sound judgment and decision-making skills, including the ability to work independently, navigate ambiguity, and remain composed in challenging or sensitive situations.
- Strong organizational and prioritization skills, including managing multiple concurrent implementations in a fast-paced, deadline-driven environment.
- Adaptability, curiosity, and willingness to embrace change, learn new technologies, and improve existing processes.
- Proficiency with Microsoft Office applications and ability to use project management, collaboration, and digital tools effectively.
Nice To Haves
- Bachelor's degree or equivalent relevant experience.
- Experience leading client implementations, onboarding, or complex projects in financial services, insurance, or a related industry.
- Knowledge of Affinity Solutions products, markets, and operational processes, including credit protection products.
- Familiarity with project management methodologies, workflow automation, AI-enabled tools, or continuous improvement practices.
- Experience working with strategic distribution partners, financial institutions, or other business-to-business client relationships.
Responsibilities
- Lead client implementations from initiation through onboarding, managing project plans, timelines, milestones, deliverables, and cross-functional activities.
- Serve as a primary contact and trusted partner for clients, strategic distribution partners, and internal stakeholders throughout implementation.
- Coordinate teams across Sales, Account Management, Underwriting, Administration, Claims, Calculation Services, System Administration, Product Forms, and other business areas.
- Identify, assess, and resolve implementation risks, issues, and obstacles, engaging stakeholders and balancing client needs, operational capabilities, and compliance requirements.
- Facilitate client and internal meetings and communicate implementation status, decisions, action items, and next steps.
- Partner with Sales and Account Executives during sales and onboarding, including prospective client discussions, implementation guidance, and transition planning.
- Provide consultative guidance on products, operational processes, and system capabilities.
- Use project management tools, data, and technology to monitor progress, manage priorities, identify risks, and provide visibility into status and outcomes.
- Identify opportunities to streamline processes, reduce manual activities, improve quality, and enhance client and associate experiences through technology, automation, and AI-enabled capabilities.
- Contribute insights and recommendations to departmental and strategic initiatives that advance implementation practices and cross-functional partnerships.
Benefits
- Flexible paid time off, with additional PTO based on length of service.
- Flexible leave programs for parental, caregiver, bereavement, and military leave.
- Nine company-paid holidays.
- Company-funded pension plan.
- 401(k) retirement plan with company contributions tied to company performance, up to 10% of eligible earnings with a target of 5%.
- Medical, dental, and vision coverage for associates and eligible family members, available from the first day of employment.
- Paid volunteer time, company-sponsored volunteer events, and a dollar-for-dollar matching gift program.
- Associate Resource Groups for connection and professional relationships.
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What This Job Offers
Job Type
Full-time
Career Level
Senior
Education Level
No Education Listed
