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

Job Description - 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.


#LI-CS2


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