Implementation Specialist

InsCipher • Pleasant Grove, UT

3d • $70,000 - $85,000

About The Position

InsCipher is seeking a client-focused, detail-oriented Implementation Specialist to onboard new Filing Services, Tax API, Diligent Search API, and Connect partners. Reporting to the Implementation Manager, the specialist serves as a product subject matter expert for partners and internal departments, using project management skills and surplus lines knowledge to deliver a seamless client experience. The role calls for critical thinking, organizational discipline, commitment to client outcomes, independent work, and close collaboration with teammates across the organization.

The position also supports broader department and company goals and may include other duties as requested, directed, or assigned.

Requirements

• At least 2 years of SaaS implementation experience.
• At least 2 years of customer service experience, preferably in a client-facing implementation or support role.
• Strong project management and organizational skills, including the ability to manage multiple implementations simultaneously.
• Excellent verbal and written communication skills and the ability to manage client relationships professionally and clearly.
• Ability to work independently in a supported environment while collaborating across teams.

Nice To Haves

• Bachelor's degree or equivalent experience.
• Knowledge of surplus lines tax filing, compliance, or general insurance.
• Experience with CRM tools and client-facing support ticketing software.

Responsibilities

• Guide partners through end-to-end onboarding and serve as their primary point of contact during implementation.
• Collaborate with Filing Services and Customer Success Managers to support smooth partner handoffs and a consistent client experience.
• Manage site configurations and data imports using an understanding of InsCipher portal functions and workflow logic.
• Manage implementation timelines and milestones, and keep stakeholders informed.
• Apply knowledge of surplus lines insurance, tax filing requirements, and state-specific rules to guide clients and support implementation decisions.
• Assist with client outreach and collection of state information, and advise clients about changes to state requirements.
• Drive post-implementation Net Promoter Scores and meet department KPIs for implementation timelines, effort, and efficiency.
• Work independently, take initiative, and collaborate across functions to support department and company goals.
• Perform other duties as requested, directed, or assigned.

Benefits

• Health, dental, and vision plans.
• Four weeks of paid time off.
• 10 paid company holidays and 2 floating holidays.
• 401(k) program with employer match.
• Personal assistance programs supporting personal and work life.
• A dynamic, inclusive work environment that values flexibility, innovation, and personal growth.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level