Implementation Specialist Support

Overview

We are seeking an organized and detail-oriented Implementation Specialist Support to manage small-to-mid-market (SMB) client implementations. This role supports onboarding for clients requiring simple to moderately complex plan setups. Ideal for a recent graduate or early-career professional looking to grow in project coordination and client implementation.

You will drive implementation activities from kickoff to completion while collaborating with cross-functional teams and ensuring a seamless transition to ongoing service teams.

Key Responsibilities

• Lead, coordinate, and track SMB client implementations from initiation to completion.
• Serve as the primary contact for clients and brokers during onboarding.
• Gather requirements and ensure accurate plan setup by partnering with Sales, Operations, and internal teams.
• Document client requirements and maintain updates in SAP, Smartsheet, and other tracking tools.
• Host virtual meetings with clients and internal teams to review steps, address issues, and track milestones.
• Identify and report project risks, issues, and progress to the Implementation Manager.
• Ensure compliance with EyeMed standards, HIPAA, and all onboarding procedures.
• Execute smooth transition to account management teams after implementation.
• Contribute to process improvements for the client onboarding experience.

Required Qualifications

• Bachelor’s degree or equivalent work experience.
• 2 years in client operations, customer support, or client implementation roles.
• Strong written and verbal communication skills.
• Ability to manage multiple implementations in a high-volume, fast-paced environment.
• Proficiency with Microsoft Office (Excel, Word, Outlook).
• Experience with SAP, CRM platforms, or cloud tools (e.g., OneDrive) preferred.
• Strong organizational, analytical, and problem-solving skills with high attention to detail.
• Ability to work independently, remotely, and adapt quickly to new processes.
• Data entry experience and ability to work across multiple systems simultaneously.

Ideal Candidate Traits

• Quick learner; adaptable to new systems and workflows.
• Comfortable in high-volume, deadline-driven environments.
• Strong multitasking and prioritization skills.
• Excellent written communication and documentation capabilities.
• Medium-to-advanced Excel skills.
• Ability to clearly articulate findings, issues, or items requiring resolution.