Patra Corporation · 19 hours ago
Employee Benefits Implementation Consultant - Remote
United States
Full-time
Remote
Mid Level
3+ years expPatra Corporation is the worldwide leader in insurance back-office and account management business process outsourcing. The Implementation Consultant is responsible for initiating client engagement and ensuring a successful launch and operational handoff, managing a portfolio of implementation projects to drive adoption and maximize impact.
Insurance
Responsibilities
Lead Project Execution: Own and manage the complete implementation project plan, from kickoff to closure. Define, track, and obtain consensus from both the client and internal teams on timelines, milestones, project scope, and communication strategies
Manage Client Onboarding: Serve as the main point of contact for clients during their onboarding process. Lead kickoff meetings to establish clear expectations, communicate requirements and dependencies, and offer guidance to the client’s team throughout the project, including all operational setup and training. Support client stakeholders through the change management process by helping them manage internal resistance and achieve organizational alignment, ensuring that the solution is fully adopted rather than simply installed
Drive Operational Readiness: Develop and ensure mutual alignment on Standard Operating Procedures (SOPs), train and enable internal teams on SOPs (including APAC-based staff) and engage technical specialists to ensure all system configuration is complete
Lead Transition to Operations: Manage the formal handover from the implementation phase to client account management and Operations, ensuring all documentation is complete, contractual milestones are understood, and the client is operationally ready
Manage Scope & Risk: Proactively identify, document, and mitigate project risks. Manage any scope creep and escalate critical issues to ensure project timelines are met
Process Improvement & Feedback: Channel feedback from implementations back to the Growth, Sales Solution Architecture, Client Experience, and Operations teams to improve solution design, SOW accuracy, and delivery playbooks
Develop Delivery Assets: Create and maintain standard project plans, training materials, and implementation documentation to improve the efficiency and consistency of future projects
Identify Expansion Opportunities: While working with the client, identify potential needs or pain points that could lead to new growth opportunities and pass them to client account management teams
Qualification
Required
Exceptional project management skills: Highly organized, methodical, and able to manage multiple moving parts to ensure a high-quality result
Experience in a client-facing implementation consultant, project management, or technical onboarding role (3+ years)
Proven ability to manage complex B2B projects, ideally in a professional services, financial services, or Insurtech environment
Direct, hands-on experience in Employee Benefits insurance, including exposure to benefit plan administration, client servicing, and carrier coordination
Strong client-facing communication skills: Ability to build trust, manage expectations, and train diverse stakeholders
A highly collaborative, cross-functional mindset to balance client demands with internal operational considerations
A 'hands-on' problem solver who can navigate business challenges
Preferred
Relevant insurance industry certifications. Experience with insurance industry-specific software
PMP or other project management certification. Experience with common project management tools and platforms
Proven experience working with global or offshore teams (APAC-based a strong plus)
Benefits
Competitive Salary
Benefits
PTO
Company
Patra Corporation
Technology-enabled insurance outsourcing partner to retail agencies, MGAs, wholesalers, and carriers.
5001-10000 employees
Funding
Current Stage
Late StageTotal Funding
$146MKey Investors
FTV Capital
2022-09-13Private Equity· $146M
Leadership Team
Simon Davis
Chief Financial Officer
Drew Davies
Vice President, Infrastructure Engineering
Recent News
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