Optavise, a CNO Financial Group Company, is hiring a Client Services Implementation Consultant to manage both client and internal teams through implementation of Optavise’s services, including personalized benefits education and enrollment, advocacy and transparency, strategic communications, and benefits administration technology. As the main contact for Optavise’s most complex implementation projects, Client Services Implementation Consultants build strong relationships with external stakeholders by managing high value project plans, maintaining regularly recurring meetings, aligning on near- and long-term client strategy, as well immediate operational deliverables. Client Services Consultants apply their expertise to improve Optavise implementations and train/mentor newer Client Services team members.

This is your opportunity to be a part of a high achieving team. You can build on your project management experience in an expanding industry. The field of Employee Benefits is growing and Optavise is growing with it.

As a Client Services Implementation Consultant, your responsibilities will include:

• Own primary accountability for project deliverables and client satisfaction of Optavise implementations for large, complex, and multi-solution projects.
• Create and manage project plans, including deliverables, tasks, milestones, resources, and timeline.
• Serve as the day-to-day contact for clients, responding to questions and ensuring completion of Optavise deliverables. Anticipate and prevent issues through proactive client expectation and workload management. Provide best practice guidance and consultative feedback to clients.
• Understand the Statement of Work and ensure Optavise delivery aligns with contract. Manage project scope and work closely with Account Manager when changes to project scope are required.
• Lead regular client and internal implementation meetings for discovery, planning and project status purposes. Organize and manage client working sessions as needed to complete discovery and requirement gathering phases of a project or facilitate agreement on open issues. Identify, understand and work through roadblocks to adoption as well as short term and long-term solutions.
• Manage multiple internal workstreams in a matrixed environment to ensure projects are delivered on schedule, within budget and meeting client requirements. Serve as the primary escalation point for internal project teams on client services. Foster communication ro manage and resolve internal service expectations, updating all stakeholders of project timelines and deliverables.
• Serve as the main point of contact from the Client for any escalations and/or service delivery problems.
• Monitor and report on KPIs to internal and external stakeholders.
• Partner closely with Account Manager to drive client satisfaction, retention, reference-ability, and identify opportunities for growth.
• Demonstrate a deep understanding of Optavise solutions and best practices. Provide expertise in core Optavise Services areas including benefits administration, personalized benefits education, comprehensive benefits advocacy, and strategic communications.
• Train and mentor less experienced Client Services team members on Optavise solutions, materials and expectations, and through complex situations.
• Contribute to best practices and internal initiatives to improve Optavise Services (supporting the Operations leadership team). Participate in internal projects in support of operational and strategic goals, including proactively seeking ways to improve efficiencies.

The Client Services Implementation Consultant position is well-suited for you if you:

• Demonstrate strong project management skills in employee benefits and technology-focused
• Deliver on multiple projects simultaneously and adapt quickly to changing or competing priorities.
• Build or reset client and team relationships in a positive manner.
• Collaborate effectively both with internal and client resources to identify problems and provide solutions.
• Communicate professionally in writing an in-person.
• Show strong technical aptitude: ability to learn and proficiently use internal systems that support the role.
• Work with large amounts of data in a detail oriented way.
• Exhibit excellent problem-solving and analytical skills.
• Persuade, influence and negotiate effectively
• Travel may be required, especially during the fourth calendar quarter of the year. Typically, less than 10%.

What you’ll need:

• Bachelor's Degree or 8 years of related professional experience
• 5 years of client or project management experience
• 3 years of experience managing multiple simultaneous projects or clients
• 5 years of employee benefits technology experience

What will set you apart:

• 7 years of client or project management experience
• 5 years of experience managing multiple simultaneous projects or clients
• 3 years of experience managing cross functional, virtual project teams in a matrixed reporting environment
• 2 serving as primary point of client contact for complex implementations involving multiple internal and external stakeholders
• 5 years of employee benefits technology experience
• Experience with Salesforce CRM

This role is full time work from home (WFH), also known as Remote. This role can be performed from any US based location within the central or eastern time zone. Associates who live within a 60-mile radius of a corporate office (Birmingham, Carmel, Chicago, Philadelphia, Orlando and Milwaukee) will have access to come into that Office up to 2 days/week, and work from home at least 3 days/week. Work cannot be performed from outside of the United States.

CNO provides life and health insurance, annuities, financial services, and workforce benefits solutions through our family of brands and supported by our associates and agents. Our customers work hard to save for the future, and we help protect their health, income and retirement needs with 3.2 million policies and more than $35 billion in total assets. Our 3,400 associates, 8,600 exclusive agents and independent partner agents guide individuals, families and businesses through a lifetime of financial decisions.

We are financially strong and well positioned for continued growth, and we are grounded in our core values of Diversity, Equity & Inclusion (DE&I); Integrity, Customer Focus, Excellence, and Teamwork. We have offices in more than 260 communities in the U.S., including our headquarters in Carmel, Indiana, and corporate offices in Birmingham, Chicago, Philadelphia, Orlando and Milwaukee.

At CNO Financial Group, we’re always looking forward—to the security and stability we help create for our insurance brands’ customers, and the growth we create within our own company. We're looking for ambitious people who want to do more. We'll provide you with opportunities to grow your skills through challenging professional experiences.

If you're looking for a culture that encourages development, helps you reach your potential, and rewards you for your contribution, then CNO Financial Group is right for you. For more information, visit CNOinc.com.

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