Implementation Specialist

• Gather, analyze, and document business requirements for insurance product implementations, enhancements, and system changes.
• Partner with Product Managers, Actuaries, Compliance, and Engineering to translate product specifications, underwriting rules, and regulatory requirements into clear business and system requirements.
• Configure and support the implementation of insurance products, including coverages, rating structures, forms, and underwriting rules within internal systems.
• Review product configuration, rating algorithms, and rate tables to help ensure accuracy, completeness, and alignment with approved filings.
• Research and analyze policy forms, endorsements, and regulatory filings to support compliant product implementation.
• Develop, execute, and document test cases and test scenarios for system, integration, and user acceptance testing.
• Validate rating calculations, coverage rules, policy forms, and system functionality; identify defects, document findings, and partner with technical teams through resolution and retesting.
• Maintain accurate implementation documentation and support knowledge sharing for new product launches and system enhancements.
• Collaborate effectively with cross-functional partners to support timely and accurate delivery of product initiatives.
• Continuously build knowledge of Branch products, insurance concepts, system functionality, and regulatory requirements to increase individual effectiveness and contribution over time.

Senior Implementation Specialist

Onboarding Specialist

• Providing tailored services for paid implementation clients including but not limited to consulting, building and graphic design
• Providing clients with creative direction and solutions to problems via tickets and phone calls and screen sharing
• Working closely with the client to curate their onboarding journey and see that apps pass internal review in six weeks or less from signup
• Reviewing client apps for quality assurance
• Working with your team on new projects and ideas to better the client experience
• Troubleshooting complex issues

Customer Onboarding Specialist

Customer Success Manager

• Own 20–40 client accounts end-to-end
• You are the single point of accountability for client results and retention
• Run onboarding, set strategy, deliver results, retain the account — the full lifecycle
• 2-hour response time during business hours, no exception
• Analyze brands' performance and profitability weekly
• Diagnose problems before the client notices them
• Translate numbers into clear, confident client communication
• Build and follow structured processes for every account (audits, keyword research, campaign architecture, optimization cycles)
• Log every change. Document every decision. Nothing slips through the cracks.
• Coordinate with PPC strategists daily — you own the relationship, they own execution, and both of you own the result
• Flag and escalate within hours, not days
• We don’t do slow. Scaling decisions get 2–3 weeks to play out, then we adjust. Every week has a purpose.
• When something breaks, you fix it the same day or escalate by EOD
• You’ll manage 1,000+ Slack messages a day with structure and discipline — unread = your to-do list
• If performance is flat for 3 weeks, you’re already pitching the strategic pivot

Client Success Manager

• Lead the timely and successful onboarding execution according to customer needs
• Manage day-to-day communication and collaboration with customers and internal teams
• Partner with Customers to understand their business issues
• Perform Broker and Diversion plan implementations to fit customer needs
• Manage and update internal workflows to track customer activities

Customer Success jobs in Wyoming

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Senior Implementation Specialist

Customer Onboarding Specialist

Client Success Manager

Implementation Specialist