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

• Implement and deliver ALEX to customers
• Troubleshoot customer issues and resolve them delightfully
• Collaborate with internal teams to find helpful solutions
• Analyze customer benefit packages and customer-specific software builds to determine fit with Jellyvision’s proprietary software
• Document and communicate any customer-product fit issues you identify both internally and externally and propose ways to resolve them
• Build excellent rapport with customers
• Communicate project schedules and progress to customers so that they always know where we are in completing each release
• Think at least two steps ahead to try to make everyone’s lives smoother and happier
• Document process and product issues and ideas for improvement so that we are continually getting better at what we do and how we do it

Implementation Manager

• Project manage the onboarding and implementation of Catholic customers, manage a pipeline, and meet or exceed KPI’s.
• Become an expert in the Pushpay product suite and set appropriate expectations with the customer.
• Deliver results, provide high quality customer interactions, drive product adoption, and effectively manage multiple/simultaneous implementations.
• Coordinate with Product, Service Delivery, and Customer Success teams to execute on implementation.
• Build and effectively execute account plans and strategies unique to each account.
• Regularly review assigned accounts to highlight key results, analyze metrics, demonstrate value, and emphasize the ROI, as well as, recommend process/procedure changes to better utilize Pushpay services.
• Help develop existing customer relationships with the company; in-line with the company service process and ensure maximum customer retention is achieved.
• Maintain knowledge of market conditions and competitive activities.
• Achieve monthly, quarterly, and annual goals and provide accurate, timely reports and forecasts as needed for management.
• Receive direction from the VP, Director of Implementation, and guidance from Customer Success Team Leads.

Implementation Specialist 2

• Own Customer implementations from the Sales handoff through to Support handover
• Own project plans, manage deliverables, report on the status of milestones and proactively identify project risks to internal team members and the Customer
• Manage internal resources in alignment with the project budget
• Provide a consultative approach by building and maintaining great customer relationships to make each project successful for both the client and Unifyr
• Lead customer workshops, prepare requirements and user documentation for project delivery
• Unifyr platform configuration.
• Document configuration environments for handover to Unifyr technical support to address questions and issues that arise post launch.
• Set and reinforce expectations and deadlines with clients and ensure follow-through on any commitments made by the Sales, Customer Success or Service Delivery teams
• Ensure that the delivered solution makes the best use of the capabilities of the Unifyr products and meets the customers’ specified requirements
• Quality assure that the delivered solution meets specification
• Manage customer expectations, identifying and communicating issues and risks, as well as resolving to ensure customer success
• Be involved in, and where applicable, develop and lead initiatives to improve internal processes, documentation, customer satisfaction and speed of delivery
• Develop and maintain a deep knowledge of Unifyr products, the business processes involved in partnering automation and best practices in partner management
• Maintain a current knowledge of best practice in business analysis and project management to maintain your professional skills to the highest level.

Implementation Specialist jobs in South Carolina

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Senior Implementation Specialist

Implementation Manager

Implementation Specialist 2

Implementation Consultant