Implementation Consultant

ePayPolicy

Implementation Consultant managing onboarding and project management for ePayPolicy. Providing support to ensure customer satisfaction and platform adoption.

Posted 7/30/2026full-timeAustin • Texas • 🇺🇸 United StatesMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in customer onboarding and implementation processes, with a strong focus on project management and customer relationship management. Proficient in utilizing metrics to drive operational improvements and enhance customer satisfaction in a fast-paced SaaS environment.

Highest-signal resume keywords

Onboarding Project ManagementCustomer Relationship ManagementPMP CertificationSalesforce ExperienceInsurtech Industry Knowledge

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Project ManagementImplementation ProcessesTechnical AptitudeMetrics TrackingCustomer Onboarding Playbooks

Soft Skills

Strong Customer FocusSolutions-Oriented MindsetOrganizational SkillsAttention to DetailExcellent Communication Skills

Tools & Technologies

SalesforceTaskrayTrello

Certifications & Qualifications

PMP Certification

Industry Keywords

SaaSInsurtechEnterprise Accounts

Tech Stack

Tools & technologies

PMP

About the role

Key responsibilities & impact

Initiate the project life cycle ownership to provide successful, efficient implementation and onboarding experiences for customers.
Establish a rapport with customers, gain an understanding of their needs, and successfully guide them through the account setup and software implementation process launching them towards self-sufficiency and taking payments.
Work closely with ePayPolicy’s Sales, Product, Support, Integrations and Account Management teams to ensure seamless handoffs and internal communication that drives long-term customer adoption, retention, and satisfaction.
Communicate implementation progress to internal teams and customers on a regular basis; identify and promptly raise any issues or delays as they arise with a mindset towards problem-solving and work with a sense of urgency to resolve.
Independently oversee and manage multiple customer implementation projects in parallel and ensure all deliverables are achieved on time.
Document onboarding projects in an organized and transparent way and be able to present progress of all accounts to leadership.
Develop, execute, and improve upon customer onboarding playbooks and processes to eliminate internal inefficiencies.
Implement best practices for tracking and monitoring metrics on the success of customer implementations to streamline key processes and make informed decisions about operational changes.
Work closely with dev & product teams to provide insight into what customers’ needs are in order to prioritize implementation tasks.

Requirements

What you’ll need

3+ years’ experience in onboarding, implementation, or technical project management role, preferably within an enterprise SaaS company
First-hand experience working with large enterprise accounts and knowledge of the Insurtech industry is a BIG plus.
PMP certification preferred.
Sufficient technical aptitude to quickly learn ePayPolicy's applications and the business rules that govern insurance and payments to understand the context for integrations with customer systems.
Strong customer focus and solutions-oriented mindset.
Ability to independently manage multiple onboarding projects concurrently while addressing each customer's specific needs.
Extensive experience using project management and customer relationship management systems such as Salesforce, Taskray, and Trello
Strong training delivery and presentation skills with an ability to earn the trust of customers.
Desire to exceed goals and achieve results; satisfaction derived from meeting deadlines and finishing projects.
Strong organizational skills and a relentless attention to detail.
Excellent written and verbal communication skills.
Rolls up their sleeves, responds quickly and decisively, is flexible and open to change, and can productively work with the team to achieve company objectives.
Thrives in the fast-paced, dynamic start-up environment inherent to a high-growth technology company like ePayPolicy

Benefits

Comp & perks

Competitive salary
Comprehensive benefits package with employer-paid basic life and disability premiums
401K
Flexible Paid Time Off Policy (FTO)
Company-sponsored quarterly “ePayItForward” initiatives
Supportive and inclusive company culture with a focus on work/life balance
Fully-stocked kitchen
Lunch stipend when working onsite
Open communication