Client Onboarding Specialist

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Temp Role

Job Title: Implementation Specialist Support

Location: Mason, OH (Hybrid – In-office Tuesday, Wednesday, and Thursday)

Must have adequate WFH space, access to a 2nd Monitor and follow all remote protocol.

Duration: 4-6 months, possible extensions or temp to hire

WORKING HOURSWe will have an update soon on the actual shift timings and when the resource will start. Please make sure the candidates are flexible. Usually it will be regular 8am to 5pm but will confirm

• We are in need of someone with stronger written and communication skills to take on more of a specialist role versus a the support model
• Ability to learn and adopt new processes quickly and with ease
• Ability to learn and work remotely and autonomously
• Accustomed to working in a high-paced, high-volume environment
• Ability to successfully multi-task and effectively prioritize work
• Strong attention to detail
• Strong written and verbal communication skills
• Medium-Advance level of expertise with Microsoft Excel
• Proficient with Outlook
• Familiar with Cloud-based applications (i.e. OneDrive)
• Ability to multi-task and perform duties using multiple sources or systems; Data Entry experience preferred
• Ability to clearly articulate findings, issues or concerns requiring resolution
  
  

Job Summary:

The ideal candidate will demonstrate strong project management, written communication, and cross-functional collaboration skills to ensure a smooth onboarding experience for our clients.

This position is best suited for a recent college graduate or early-career professional looking to transition into a more specialized, project-driven role beyond traditional support functions.

Key Responsibilities:

• Lead and coordinate SMB client implementations from kickoff through completion, ensuring key milestones are met on time.
• Serve as the primary point of contact for clients and brokers during the implementation process.
• Act as a liaison between clients and internal departments (Sales, Operations, etc.) to gather requirements and ensure accurate system setup.
• Track project status and report progress, issues, and risks to the Implementation Manager.
• Conduct virtual meetings with clients and internal teams to review implementation steps and resolve outstanding needs.
• Document client requirements clearly and manage updates within project tracking tools (e.g., SAP, Smartsheet).
• Ensure all EyeMed standards and compliance procedures are followed throughout the implementation lifecycle.
• Complete seamless transitions to account service teams upon implementation completion.
• Collaborate with cross-functional teams to continuously improve the client onboarding process.
  
  

Basic Qualifications:

• Bachelor's degree or equivalent work experience.
• 2 years of experience in client operations, customer support, or client implementations.
• Exceptional written and verbal communication skills.
• Ability to manage multiple projects in a high-volume, fast-paced environment.
• Proficiency in Microsoft Office (especially Excel, Word, Outlook).
• Experience with SAP or other CRM/project tracking platforms preferred.
• Strong organizational and problem-solving skills with a keen attention to detail.