Onboarding Consultant

This is a fully remote position, open to applicants in Iowa.

📋 Description

• Act as the main point of contact for clients throughout the onboarding process, from kickoff to go-live.

• Evaluate client business objectives, systems, and operational maturity to create customized onboarding strategies.

• Facilitate client meetings to collect requirements and ensure alignment with project goals.

• Oversee timelines, deliverables, and risks; resolve conflicts to sustain project progress and quality.

• Assess go-live readiness and manage transitions to Customer Success.

• Analyze commission structures, VOIP/integration requirements, and data environments to recommend and set up AMS+.

• Identify and resolve intricate configuration, integration, and data issues.

• Suggest process enhancements that adhere to best practices within the insurance industry.

• Educate clients on AMS+ functionalities based on their expertise and needs.

• Collaborate with internal technical teams on complex issues and decide when to escalate matters.

• Work alongside Customer Success for the transition after go-live.

• Offer insights on client requirements, product deficiencies, and opportunities for process improvement.

• Update onboarding templates, playbooks, and documentation.

• Engage in post-implementation evaluations.

⛳️ Requirements

• Bachelor's degree in Business, Information Systems, or a related area; or equivalent work experience.

• 3–5+ years of experience in software implementation, onboarding, or professional services (SaaS experience preferred).

• Proven knowledge of AMS+ or similar agency management software.

• Demonstrated capability to exercise independent judgment and discretion when tackling complex, ambiguous, or client-specific issues without extensive oversight.

• Experience in successfully consulting with and managing clients of various sizes and complexities, including cross-segment accounts.

• Strong comprehension of insurance operations, encompassing commissions, VOIP configuration, and workflow automation.

• Candidates for employment in the US must possess work authorization that does not currently or will not in the future necessitate visa sponsorship for employment authorization in the United States.

🏝️ Benefits

• Competitive salary and performance-based bonuses.

• Comprehensive health and wellness benefits.

• Opportunities for professional development and career advancement.

• Flexible working hours and remote work options.

• Collaborative and innovative work environment.