JOB OVERVIEW:

HCIactive is looking for a Junior Implementation Specialist who will guide clients through the onboarding process and ensure the successful deployment of software solutions. This role focuses on understanding client needs, configuring the platform to meet their requirements, and providing ongoing support throughout the implementation lifecycle. The Implementation Specialist will collaborate closely with clients, project managers, and technical teams to ensure smooth transitions, deliver customized solutions, and build strong relationships.

QUALIFICATIONS:

• EDUCATION:Bachelor’s degree in Business, Information Technology, or a related field. Equivalent experience may be considered.
• Experience:
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• 1-3 years of experience in software implementation, client success, or technical support, preferably within the insurance or Insurtech industry.

• Experience with SaaS platforms, including cloud-based technology solutions.
• Skills:
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• Strong technical aptitude, with the ability to understand software platforms and their configuration.

• Excellent communication and interpersonal skills, with the ability to explain complex technical concepts to non-technical users.
• Highly organized and detail-oriented, with project management skills to manage multiple client implementations simultaneously.
• Proficient with implementation tools, project management software, and CRM platforms.
• Problem-solving skills and the ability to troubleshoot issues and offer quick solutions.
• Strong customer service orientation, with a commitment to client success.

• CLIENT ONBOARDING:Serve as the primary point of contact during the onboarding process, ensuring clients are set up correctly and all necessary steps are taken for a smooth implementation.
• SOLUTION CONFIGURATION:Customize and configure the company’s platform based on client specifications, ensuring that all solutions are tailored to meet each client’s unique needs.
• PROJECT COORDINATION:Collaborate with project managers and technical teams to establish timelines and milestones for each implementation. Track progress, manage expectations, and address any issues that arise during the process.
• CLIENT TRAINING & SUPPORT:Provide comprehensive training to clients on how to effectively use the platform. Conduct virtual or in-person sessions, and offer ongoing support to answer questions or troubleshoot issues.
• REQUIREMENTS GATHERING:Work closely with clients to gather their business needs and requirements. Translate these into actionable technical specifications for the product team and developers.
• QUALITY ASSURANCE & TESTING:Ensure that all implemented solutions are thoroughly tested before going live. Identify and resolve any issues that could impact the performance or functionality of the platform for the client.
• DOCUMENTATION:Maintain detailed documentation of the implementation process, including client requirements, configurations, timelines, and any challenges encountered. Provide handover notes to support teams for post-implementation assistance.
• CLIENT RELATIONSHIP MANAGEMENT:Build strong, long-term relationships with clients by providing exceptional service throughout the implementation process. Act as an advisor, ensuring clients maximize the value of the platform.
• FEEDBACK LOOP:Collect feedback from clients regarding the implementation process and the platform’s functionality. Share insights with product and development teams to continuously improve the software.