Client Implementation Consultant responsible for client onboarding and process optimization at Equitable. Managing projects and ensuring exceptional client experiences during implementation.
Responsibilities
Host meetings with external clients via video conferencing
Provide email and verbal updates to key stakeholders
Coordinate all implementation needs across departments
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
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
Build effective relationships with internal and external partners
Requirements
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
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