Client Implementation Consultant (HYBRID OR REMOTE) at Equitable

Syracuse, New York, United States -

Full Time

Start Date

Immediate

Expiry Date

13 Apr, 26

Salary

70000.0

Posted On

13 Jan, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Communication Skills, Project Management, Process Optimization, Data Management, Excel, Salesforce, Collaboration, Problem Solving, Attention to Detail, Leadership, Organizational Skills, Time Management

Industry

Financial Services

Description

About the Role At Equitable, we help clients secure their financial well-being so they can pursue long and fulfilling lives- a mission we’ve honed since 1859. The Client Implementation Consultant is responsible for managing and executing a variety of tasks that support client onboarding, project and time management, process optimization, consulting with external facing clients and providing an exceptional experience during the implementation process. This role requires excellent communication skills, the ability to adapt and learn, and a strong understanding of business impacts. The specialist will work closely with internal teams and external clients to ensure seamless operations and maintain high-quality standards. This position offers a flexible work schedule: it may be fully remote or hybrid. If you are located near one of our offices (e.g., Charlotte, NC; New York, NY; Syracuse, NY), a hybrid schedule with 2–3 days on-site per week is expected to foster collaboration and connection. What We Are Looking For Client Interaction and Communication: · Host meetings with external clients via video conferencing · Provide email and verbal updates to key stakeholders, including internal and external Sales partners (ie: Sales Executives, Account Managers and brokers) · Coordinate all implementation needs across departments and inter-departmentally. Process Optimization: · Organize and maintain project plans · Ensure all necessary milestones and requirements of implementation process are met timely. · Provide weekly status reports and feedback on processes to leadership · Host regular status calls with internal and external stakeholders. Data Management and Analysis: · Review and map census files in Excel · Upload census data and effectively communicate with external parties to resolve errors · Update Salesforce with all applicable fields for accurate reporting · Review group level documentation to ensure accuracy of group setup. · Understanding of Digital Onboarding platform so we can better assist with trouble shooting. Collaboration and Relationship Building: · Build effective relationships with internal and external partners · Work with downstream partners, including GRP, Solstice, Full Scope, Claims, Certificates, etc. · Collaborate with Sales Executives on unique requests and with Underwriters on requotes The base salary range for this position is $56,000 - $70,000. Actual base salaries vary based on skills, experience, and geographical location. In addition to base pay, Equitable provides compensation to reward performance with base salary increases, spot bonuses, and short-term incentive compensation opportunities. Eligibility for these programs depends on level and functional area of responsibility. For eligible employees, Equitable provides a full range of benefits. This includes medical, dental, vision, a 401(k) plan, and paid time off. For detailed descriptions of these benefits, please reference the link below. Equitable Pay and Benefits: Equitable Total Rewards Program What You Will Bring · Excellent communication skills, both verbal and written · Ability to adapt and learn quickly. · Strong organizational and time management skills; Extremely detail oriented · Proficient in Excel and other relevant software (Salesforce, PAR, Midas, EB360) · Ability to critically think and anticipate needs of key stakeholders · Effective leadership presence · Strong collaboration skills and ability to build strong and effective relationships · Quick problem-solving abilities Preferred Qualifications: · Experience in a similar role or industry · Knowledge of EB products and digital onboarding systems · Familiarity with project management tools, processes and techniques Skills Accuracy and Attention to Detail: Understanding the necessity and value of accuracy; ability to complete tasks with high levels of precision. Effective Communications: Understanding of effective communication concepts, tools and techniques; ability to effectively transmit, receive, and accurately interpret ideas, information, and needs through the application of appropriate communication behaviors. Managing Multiple Priorities: Knowledge of effective self-management practices; ability to manage multiple concurrent objectives, projects, groups, or activities, making effective judgments as to prioritizing and time allocation. Statistics and Actuarial Modeling: Knowledge of statistical and actuarial modeling tools and techniques; ability to apply modeling processes and techniques to facilitate risk management decisions. Connection & Engagement Opportunities: We strive to cultivate an environment where our diverse global workforce can connect and thrive by treating everyone with respect and dignity, ensuring all voices are heard and advocating for change. About Equitable At Equitable, we’re a team committed to helping our clients secure their financial well-being so that they can pursue long and fulfilling lives. We turn challenges into opportunities by thinking, working, and leading differently – where everyone is a leader. We encourage every employee to leverage their unique talents to become a force for good at Equitable and in their local communities. We are continuously investing in our people by offering growth, internal mobility, comprehensive compensation and benefits to support overall well-being, flexibility, and a culture of collaboration and teamwork. We are looking for talented, dedicated, purposeful people who want to make an impact. Join Equitable and pursue a career with purpose. Click Careers at Equitable to learn more ********** Equitable is committed to providing equal employment opportunities to our employees, applicants and candidates based on individual qualifications, without regard to race, color, religion, gender, gender identity and expression, age, national origin, mental or physical disabilities, sexual orientation, veteran status, genetic information or any other class protected by federal, state and local laws. NOTE: Equitable participates in the E-Verify program. If reasonable accommodation is needed to participate in the job application or interview process or to perform the essential job functions of this position, please contact Human Resources at (212) 314-2211 or email us at TalentAcquisition@equitable.com.

Responsibilities

The Client Implementation Consultant manages and executes tasks that support client onboarding and project management. This role involves coordinating implementation needs and ensuring high-quality standards during the implementation process.