Company Information
Job Description
Position Summary:
The Implementation Coordinator is responsible for successfully connecting, guiding and managing new clients through the implementation lifecycle and into the myCOI program. This position is focused on personal interactions in a fast-paced environment with multiple projects going simultaneously. You will be responsible for building a positive business relationship with clients, completing a successful onboarding experience for them while delivering results that meet the established expectations. Strong interpersonal skills and the ability to work cross-functionally are key in this role. The ideal candidate will demonstrate a genuine interest in both the agenda of the business and the client’s need to deliver a smooth implementation process overall.
What Makes this a Great Opportunity:
Represent a leading SaaS company with the most innovative technology in the industry and a 95% client retention rate
Work for a 2022 Indy Star Top Workplaces winner and 2022 TechPoint #MiraAwards Exceptional Employer Award nominee.
Great work-life balance, company culture and benefits (including 401k & Paternity leave).
Work with supportive leadership and with co-workers focused on helping you succeed.
Professional growth & learning opportunities
Essential Responsibilities:
Own and manage customer relationships from the point of sale through hand-off to Client Success Manager
Coordinate multiple customer implementations simultaneously
Train customers and their staff on myCOI features and functionality
Respond to internal staff and customer emails, chats, and calls regarding implementation
Work with customer service tools such as Jira, Salesforce, Zendesk, etc.
Work alongside senior team members to support large client initiatives
Manage or deliver services required to meet implementation goals on time and with high quality
Basic Qualifications:
Commercial insurance experience (property & casualty, General Liability, etc. not personal, life, etc.)
Experience interpreting contract requirements
Intermediate knowledge of Salesforce
2+ years of experience in an implementation, project management or similar role
Able to work autonomously, but also be collaborative with teammates
Excellent organizational, project and time management skills
Experience managing multi-faceted projects from inception to launch
Ability to react calmly to curveballs, prioritize competing initiatives, make judgment calls, and pivot as needed under pressure in an evolving environment
Strong verbal, listening, written and interpretive skills
Strong computer, technical, and presentation skills
Intermediate to expert level of proficiency with Microsoft Office applications, primarily Excel
March 6, 2023
