Client Implementation Sr Analyst

Securian Financial•Saint Paul, MN
•Hybrid

About The Position

Affinity Solutions’ Client Experience & Operations department is seeking a collaborative, client-focused professional to lead onboarding for 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 combines project management, relationship-building, and problem-solving. It involves bringing people, processes, and technology together, anticipating and navigating challenges, and balancing client needs with operational capabilities and compliance requirements. The analyst will also help modernize client onboarding by adopting new technologies, including AI-enabled solutions, and identifying ways to simplify processes, improve transparency, and enhance experiences for clients, partners, and associates. The position is listed under Securian Financial’s internal title of Business Operations Sr. Analyst. The role follows Securian Financial’s hybrid work model: associates within a 90-minute commute are expected to 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 stakeholders.
  • Excellent written and verbal communication skills, including the ability to explain complex information, facilitate discussions, and adapt communication to different audiences.
  • Strong analytical, critical-thinking, and problem-solving capabilities, including the ability to anticipate challenges, evaluate alternatives, and drive customer-focused solutions.
  • Ability to influence and achieve results without direct authority, demonstrating ownership, accountability, and a one-team mindset.
  • Sound judgment and decision-making skills; ability to work independently, navigate ambiguity, and remain composed in challenging or sensitive situations.
  • Strong organizational and prioritization skills, including the ability to manage 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 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 cross-functional teams, clarify accountabilities, manage dependencies, and drive shared outcomes.
  • Identify, assess, and resolve implementation risks, issues, and obstacles; engage stakeholders and drive timely decisions and solutions.
  • Facilitate client and internal meetings, communicating status, decisions, action items, and next steps.
  • Partner with Sales and Account Executives during sales and onboarding, participate in prospective client discussions, provide implementation expertise, and support the transition from sale to implementation.
  • Provide consultative guidance on Affinity Solutions 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 work, improve quality, and enhance client and associate experiences through technology, automation, and AI-enabled capabilities.
  • Contribute insights, feedback, and recommendations to departmental and strategic initiatives that advance implementation practices and cross-functional partnerships.

Benefits

  • 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 from the first day of employment.
  • Paid volunteer time and a dollar-for-dollar matching gift program.
  • Associate Resource Groups.
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