Onboarding Consultant

🕒 6 dias atrás

🌾 Iowa – Remoto

🌾 Iowa – Remote

⏰ Tempo Integral

🟡 Pleno

🟠 Sênior

💼 Consultor

👻 Score fantasma 10%

O que significa: a chance de ninguém estar realmente contratando para esta vaga.Como ler: 60% ou mais significa que achamos que é uma vaga fantasma. Pontuações mais baixas preocupam menos.Como pontuamos: tempo em aberto, republicações, vagas abertas vs tamanho do time, rapidez para fechar vagas, e se o salário está divulgado.Observação: é uma estimativa de dados públicos, não um julgamento da empresa. Vagas reais podem ter pontuação alta, então use como uma dica, não como um fato.

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51 - 200 funcionários

🛡️ Seguros

🏥 Saúde

💰 Private Equity Round em 2021-10

Insurance • Healthcare

A Plataforma de Crescimento nº 1 Recomendada para a Indústria de Seguros

Descrição

• Serve as the primary point of contact for clients during onboarding from kickoff through go-live. • Assess client business goals, systems, and operational maturity to develop tailored onboarding plans. • Lead client meetings to gather requirements and validate alignment with project objectives. • Manage timelines, deliverables, and risks; resolve conflicts to maintain project momentum and quality. • Evaluate go-live readiness and coordinate handoffs to Customer Success. • Analyze commission structures, VOIP/integration needs, and data environments to recommend and configure AMS+. • Diagnose and resolve complex configuration, integration, and data challenges. • Recommend process improvements aligned with insurance-industry best practices. • Train clients on AMS+ features according to their sophistication and needs. • Partner with internal technical teams on complex challenges and determine when to escalate. • Collaborate with Customer Success for post-go-live transition. • Provide feedback on client needs, product gaps, and process improvements. • Refine onboarding templates, playbooks, and documentation. • Participate in post-implementation reviews.

🎯 Requisitos

• 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 preferred). • Proven expertise in AMS+ or comparable agency management software. • Demonstrated ability to exercise independent judgment and discretion when addressing complex, ambiguous, or client-specific challenges without significant oversight. • Experience successfully consulting with and managing clients across a range of sizes and complexity levels, including cross-segment accounts. • Strong understanding of insurance operations, including commissions, VOIP setup, and workflow automation. • Applicants for employment in the US must have work authorization that does not now or in the future require sponsorship of a visa for employment authorization in the United States.

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