Implementation Specialist

WellRight

23h•Remote

About The Position

As an Implementation Specialist at WellRight, you will lead new clients through end-to-end implementation and help turn them into long-term WellRight partners. The successful candidate will collaborate with cross-functional teams to deliver customized wellness programs aligned with client needs, manage implementation timelines, and serve as the primary point of contact during the onboarding process. This role requires strong presentation skills to effectively communicate with diverse stakeholders; the ability to lead client meetings and steer discussions; critical thinking to develop effective solutions; creative problem-solving abilities; and comfort with navigating ambiguous situations. As WellRight continues to grow, the Implementation Specialist will play a key role in developing new standards and efficiencies for client success.

Requirements

2+ years of account/project management experience, SaaS experience preferred.
Technical competence with CRM systems and SaaS platforms.
Strong facilitation, presentation, and communication skills for both technical and non-technical audiences.
Demonstrated ability to lead meetings, drive discussions, and guide client decision-making.
Critical thinking and creative problem-solving abilities.
Comfort with ambiguity and adaptability in changing situations.
Customer-centric, goal-oriented self-starter who works well independently and cross-functionally.
Ability to handle deadlines and stressful situations effectively.
Highly organized with attention to detail.
Bachelor's degree required.

Responsibilities

Act as the primary point of support for assigned clients throughout implementation, ensuring smooth transitions from Sales to Customer Success.
Lead and facilitate client meetings, set agendas, guide discussions, present key information, and ensure alignment on next steps and dependency due dates.
Manage implementation timelines, project plans, and coordination between third-party vendors (clients, vendor partners, brokers, data integration providers).
Communicate technical concepts clearly to diverse audiences, applying strong presentation skills to build client confidence.
Use critical thinking to assess customer needs and align technology requirements with platform capabilities.
Develop creative solutions to complex implementation challenges through innovative approaches.
Serve as a product expert—configure platform settings, conduct effective system training, and optimize user experience.
Navigate ambiguous situations confidently while maintaining implementation progress despite changing requirements.
Proactively manage escalations, documenting key details and providing regular project updates.
Perform technical validation to ensure defect-free program delivery.
Contribute to cross-functional initiatives and support ad hoc customer success projects beyond core implementations, addressing evolving business needs while driving continuous improvement across processes, tools, team efficiency, and overall client experience