Implementation Specialist

NFP • Warrington, PA

1d • Remote

About The Position

The Implementation Specialist is responsible for leading client plan implementations and conversions from kickoff through completion. This role serves as the primary project owner and client-facing lead during implementation, ensuring plans are set up accurately, timelines are met, and clients receive a smooth, well-managed onboarding experience.

Requirements

• Strong project and time management skills with the ability to manage multiple priorities.
• Clear, confident written and verbal communication, including client-facing presentations.
• High attention to detail and strong documentation skills.
• Ability to explain complex plan concepts to varied audiences.
• Professional, client-focused mindset with strong ownership and accountability.

Nice To Haves

• Implementations are completed accurately, on time, and with minimal issues.
• Clients feel informed, supported, and confident throughout implementation.
• Internal partners and vendors experience clear communication and effective coordination.
• The Implementation Specialist operates independently while escalating risks appropriately.

Responsibilities

• Serve as the primary point of contact for clients during implementation and conversion.
• Lead weekly or bi-weekly client meetings (on camera), including agenda preparation, meeting facilitation, and call recaps.
• Manage implementation timelines, milestones, and deliverables.
• Independently manage multiple concurrent implementations (typically 5–6, with higher volume during peak periods).
• Lead new plan implementations and provider conversions.
• Review plan documents and support plan design discussions in collaboration with internal partners.
• Set up plans and parameters in internal systems.
• Maintain complete and organized client implementation files.
• Draft participant education materials, administrative guides, and required agreements.
• Ensure all documents are accurate, complete, and aligned with plan provisions and client expectations.
• Act as a liaison between clients, internal teams, and external vendors as needed.
• Proactively identify and resolve issues that may impact timelines or deliverables.

Benefits

• competitive salary
• PTO & paid holidays
• 401(k) with match
• exclusive discount programs
• health & wellness programs

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed