What are the responsibilities and job description for the Client Onboarding and Implementation Manager position at TALON?
This position is fully on-site, in a fast-paced environment that requires initiative, flexibility, and strong collaboration. Please note: Remote or hybrid work options are not available for this role.
About TALON
As the industry pioneer in transparent healthcare pricing, we are experts in leveraging price transparency and consumer-centric principles to produce optimal outcomes. We've built the ultimate suite of software services designed to protect healthcare consumers from overpaying for care. Our innovative tools deliver a market-driven healthcare system, empowering consumers to make smart decisions and control their financial and physical well-being.
Recognized for rapid growth and industry leadership, TALON ranked #4 on the Boston Globe’s “New England’s 50 fastest-growing companies” and earned placement on the Inc. 5000 list in 2024 and
2025.
About the Role
As an Implementation Lead at TALON, you’ll take full ownership of client onboarding and implementation from kickoff through go-live. Acting as the primary point of contact for our client and internal stakeholders, you’ll drive successful deployments of our healthcare technology solutions, ensuring every engagement is delivered on time, within scope, and with exceptional client satisfaction.
Responsibilities
- Own the end-to-end implementation lifecycle for assigned clients, from kickoff through full go-live, ensuring timelines, deliverables, and outcomes are met.
- Plan, manage, and execute onboarding projects directly, including defining scope, coordinating with internal and external teams, and driving tasks to completion.
- Maintain clear and accurate project documentation within Rocketlane, Jira, Confluence, and related tools—establishing standards and ensuring consistency across implementations.
- Create and deliver client-facing materials, including timelines, onboarding guides, integration requirements, and progress updates.
- Monitor milestones and proactively identify risks, blockers, and dependencies, driving resolution and escalating when necessary to keep implementations on track.
- Lead recurring client and internal project meetings, set agendas, document decisions, and ensure all action items are captured and followed through.
- Serve as the primary implementation point of contact for clients, ensuring a smooth handoff into Client Support post-go-live.
- Collaborate closely with Product, Engineering, Client Success, and third-party partners to ensure alignment on technical requirements, integration work, and data readiness.
- Drive continuous improvement in onboarding workflows, playbooks, templates, and implementation best practices.
Qualifications
- Bachelor’s degree in Business, Communications, Healthcare Administration, Information Systems, or a related field (or equivalent professional experience).
- 3–5 years of experience leading client-facing projects or implementations in SaaS, healthcare, consulting, or a similar environment.
- Proven ability to own complex onboarding or implementation projects—including timelines, scope, data readiness, integrations, and cross-functional coordination.
- Demonstrated experience using project and collaboration tools such as Rocketlane, Jira, Confluence, or equivalent platforms.
- Familiarity with CRM and client lifecycle tools (e.g., Salesforce, HubSpot, Pipedrive) and their role in supporting onboarding workflows.
- Exceptional organizational and time-management skills, with the ability to prioritize, sequence, and drive multiple projects simultaneously.
- Excellent written and verbal communication skills, including the ability to lead client meetings, articulate requirements, and translate technical concepts.
- Strong problem-solving abilities and a proactive, ownership-oriented mindset—comfortable navigating ambiguity and driving outcomes independently.
- Experience working within or alongside healthcare, compliance-heavy, or data-intensive environments is highly valuable.
- A genuine interest in healthcare technology, process improvement, and delivering high-quality client experiences.
Company Benefits
- Incentive Stock Options in a high-growth, “scale-up” company
- Paid Time Off and Company Holidays
- Medical Insurance with a fully funded individual or family Health Savings Account (HSA)
- 401(k) retirement plan
Join us on our mission to educate, empower, and incentivize the American healthcare consumer to meaningfully reduce costs and create a healthier ecosystem.