Account Implementation Manager

Job Summary: The Account Implementation Manager will be focused on using analytics to improve the customer experience for our many insurance carrier and agency customers. A strong attention to detail and passion for delivering accurate results to clients will be key. This role will have a strong balance between quantitative / data analysis and customer-focused management. 

Key Responsibilities: 

• Data Interpretation: Analyze data and provide insights to support business decisions and strategies. 
• Client Implementation: Assist product owners in implementing new clients, ensuring smooth transitions and successful onboarding.
• Client Communication: Serve as a key point of contact for clients, effectively communicating their needs and feedback to internal teams. 
• Project Management: Support project management activities, ensuring that projects are completed on time and meet client expectations. 
• Cross-Functional Communication: Act as a liaison between product owners and developers, ensuring clear and concise communication. 
• Documentation: Prepare and maintain project documentation, including requirements, specifications, and user guides. 
• Quality Assurance: Conduct QA testing to ensure the quality and functionality of products and solutions.

1-Year Markers of Success: 

• Ownership of technical support for at least one client account 
• Supporting role in a successful implementation/launch 
• Comfortability critically analyzing large amounts of commissions-related data Familiarity navigating configuration pages within Evolve 
• Able to troubleshoot common data issues present in the ETL process

Ideal Qualifications: 

• Education: Bachelor’s degree in Finance, Accounting, Business Administration, Information Technology, Data Science, or a related field 
• Work Experience: 1 – 3 years of prior work experience 
• Technical Skills: 
  • Strong Excel skills with a deep bench of data analysis experience and interest is a must Familiarity with SQL is a bonus 
  • Experience in writing documentation and user guides 
  • Knowledge of QA testing methodologies and practices 
• Soft Skills: 
  • Independence, bias towards action, ownership-mindset and ability to work effectively in a fast-paced start-up environment 
  • Excellent organizational and time-management skills 
  • Strong communication skills, with the ability to convey complex information to both technical and non-technical stakeholders 
  • Basic understanding of project management principles 
  • Detail-orientation with strong analytical skills 
  • Ability to collaborate on cross-functional teams and manage multiple tasks simultaneously 
• Bonus Points: Experience in the (Medicare) Insurance Industry

Benefits: 

• Competitive salary and annual bonus 
• Equity eligibility with tenure 
• Comprehensive health, dental, and vision insurance 
• Retirement savings plan with company match 
• Paid time off plus 10 Company holidays

About Us:

EvolveNXT is an enterprise software company that builds transformative technologies to help insurance companies and brokerage agencies more effectively manage their policies, brokers, and policyholders, all in an efficient and compliant fashion. Since 2011, the Company has become the health care industry’s leading sales channel management and incentive compensation software platform, providing a one-stop solution for all lines of business. EvolveNXT has recently partnered with Silversmith, a Boston-based growth equity firm with $3.3 billion under management. Silversmith's mission is to partner with and support the best entrepreneurs in growing, profitable technology and healthcare companies.

Company Principles:

• Achieve the extraordinary. Because life is too short – and the opportunity cost for our time is too high – to settle for ordinary. We strive to take pride in our work and set the bar high to deliver what few get to achieve 
• Work ahead of the curve. Innovate product, solve problems, and anticipate customer trends even before our customers voice them. Become the de facto brand of choice for all parties in the insurance industry to partner with 
• Be a dream team. Because we can make a bigger mark collectively than individually if we all pull more weight than expected. Because we want to share the journey, the setbacks, the successes, and the memories together. Because the biggest impact we can make is by working together to better the lives of our customers and each other