Client Implementation Consultant

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.

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

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 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

Key skills/competency

• Client Onboarding
• Project Management
• Process Optimization
• Client Communication
• Data Analysis
• Salesforce
• Excel Proficiency
• Relationship Building
• Problem Solving
• Financial Services