Onboarding Consultant

AgencyBloc • Cedar Falls, IA

2d

About The Position

The PS Onboarding Consultant leads clients of any size, from small agencies to large, cross-segment accounts, through AgencyBloc’s AMS+ onboarding journey from contract signature through go-live. The role requires tailoring onboarding to each client’s distinct business, data environment, and operational needs rather than following a standardized process. The Consultant uses independent judgment to determine an appropriate approach, combining product expertise, project management, and client relationship skills.

As an AMS+ subject matter expert, the Consultant advises clients on system configuration, data migration strategy, and workflow design. The role involves diagnosing and resolving complex, often ambiguous implementation issues, evaluating different viable approaches, and making recommendations that affect client outcomes, satisfaction, time-to-value, and long-term product adoption.

Requirements

• Bachelor’s degree in Business, Information Systems, or a related field, or equivalent experience.
• 3–5+ years of experience in software implementation, onboarding, or professional services; SaaS experience preferred.
• Expertise in AMS+ or comparable agency management software.
• Ability to exercise independent judgment and discretion when addressing complex, ambiguous, or client-specific challenges without significant oversight.
• Experience consulting with and managing clients of varying sizes and complexity, including cross-segment accounts.
• Strong understanding of insurance operations, including commissions, VOIP setup, and workflow automation.
• For US employment, must have work authorization that does not now or in the future require visa sponsorship.

Responsibilities

• Serve as the primary client contact during onboarding, managing communications from kickoff through go-live.
• Assess each client’s business goals, systems, and operational maturity and develop and execute a tailored onboarding plan.
• Lead client requirements meetings and interpret ambiguous or incomplete information to validate alignment with project objectives.
• Manage timelines, deliverables, and risks, resolving conflicts to maintain project momentum and quality.
• Evaluate go-live readiness and coordinate handoffs to Customer Success.
• Analyze client commission structures, VOIP and integration needs, and data environments; recommend and configure an appropriate AMS+ solution.
• Diagnose and resolve complex, non-routine configuration, integration, and data challenges.
• Recommend process improvements aligned with insurance-industry best practices, selecting approaches suited to each client.
• Train clients on AMS+ features and adapt training to their needs and level of sophistication.
• Partner with internal technical teams on complex challenges and determine when and how to escalate them.
• Collaborate with Customer Success to ensure a smooth post-go-live transition and consistent client experience.
• Provide internal teams with feedback on client needs, product gaps, and process improvements based on analysis across the client portfolio.
• Help refine onboarding templates, playbooks, and documentation, applying them appropriately to each engagement.
• Participate in post-implementation reviews to identify learnings and improvement opportunities.

What This Job Offers

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