New Job Opening: Operations & Client Implementation Lead in Charlotte, NC

Job Description

Operations & Client Implementation Lead

Job Summary

Seeking a highly motivated Operations & Client Implementation Lead to join a team. This role offers a unique opportunity to shape the foundation of an implementation processes while leading client onboarding and deployment efforts. If you thrive in a fast-paced, ambiguous environment and enjoy building scalable systems, this is the perfect opportunity for you to make a significant impact.

Compensation Package

• Base Salary: $85,000 - $100,000


• Equity Opportunity: Meaningful ownership in the company


• Additional Benefits: Competitive benefits package

Responsibilities

Client Implementations

• Lead all client onboarding and implementation activities from kickoff to go-live.


• Manage project timelines, milestones, deliverables, and stakeholder communications.


• Conduct client meetings and presentations independently.


• Ensure a seamless transition from sales to implementation.

Client Relationship Management

• Serve as the primary point of contact for clients during the implementation phase.


• Build trusted relationships with HR, Benefits, Finance, and Operations leaders.


• Provide consultative guidance and proactive problem-solving.


• Maintain a high-touch, client-centric experience throughout the onboarding process.

Data, Integrations & Operations

• Oversee eligibility data collection, validation, and reconciliation.


• Coordinate carrier connections, enrollment feeds, and third-party integrations.


• Work with APIs, file transfers, spreadsheets, and benefits administration systems.


• Identify and resolve data discrepancies and operational challenges.


• Maintain accurate implementation documentation and reporting.

Process Development & Scale

• Design and document implementation workflows and best practices.


• Identify opportunities for automation and operational efficiency.


• Build repeatable processes to enable future growth.


• Contribute to the development of the company's implementation strategy and infrastructure.

Qualifications/Requirements

Required Qualifications

• 2-5 years of professional experience in implementation, consulting, operations, client success, benefits administration, or related fields.


• Proven ability to manage multiple client-facing projects simultaneously.


• Strong relationship management and communication skills.


• Confidence in leading client meetings and presentations.


• Highly organized with exceptional attention to detail.


• Comfortable working with complex datasets, spreadsheets, and operational workflows.


• Ability to thrive in a fast-paced, ambiguous startup environment.


• Willingness to travel as needed for client implementations.

Preferred Experience

• Background in employee benefits as an Account Manager or Benefits Consultant.


• Experience with HR technology or benefits administration platforms.


• Familiarity with managing eligibility files, enrollment data, and integrations.


• Exposure to APIs, data feeds, and implementation project management.

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