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

• Performs administration duties for the Identity and Authentication platforms
• Develops and maintains detailed technical documentation related to the Customer Authentication and Identity platforms including on-premise and cloud-based deployments
• Serves as support for architecture, support, engineering, and application development issues related to Customer Authentication and Identity
• Analyzes, troubleshoots, and develops third-party integrations for related authentication and identity tools
• Assists with establishes plans and protocols to protect data and information systems against unauthorized access, modification, and/or destruction
• Assists with compiling technical reports on daily activities
• Analyzes and advises on new authentication technologies and program conformance
• Maintains knowledge of current and emerging technologies and advancements associated with Omni-channel and Digital Authentication and Identity offerings including Cyber Crime related activities
• Analyzes security scenarios and provides data-driven solutions and recommendations to management
• Ensures compliance with risk management programs, rules and regulations, and cybersecurity practices; identifies opportunities for and supports process improvements; applies disciplined change management practices

Customer Authentication Engineer

• Configure system as needed and work within the team to meet client deliverables; including, but not limited to: Configuring system as needed based on client provided requirements
• Testing new and existing system functionality to ensure accuracy of client system configuration with integration, regression and acceptance test plans
• Develop expertise building the technology solutions
• Maintain thorough understanding of all internal systems to respond to general and specialized client requests
• Verify technical reference information, including user guides, training manuals, and system requirements
• Provide resolution of client issues by responding to questions and concerns about the use of HUB International products; ability to leverage research to find resolution
• Train clients on the use of system and provide demonstrations as needed
• Update sites as requirements change each plan year or as needed throughout the plan year (this includes benefit class matrix, requirements document, rates, permissions, field options, site text)
• Provide open communication to HUB International customers in a pleasant, professional manner with a can-do attitude
• Stay up to date on industry trends and best practices and perform additional responsibilities as assigned.

Employee Benefits Implementation Specialist

• Lead NetSuite ERP implementations in several industries (with an emphasis on Manufacturing and Distribution) from discovery through post-go-live support.
• Manage project scope, timelines, budgets, and deliverables while ensuring successful client outcomes.
• Gather and document business requirements related business processes.
• Facilitate requirements workshops, solution design discussions, and user acceptance testing sessions.
• Configure NetSuite modules including General Ledger, Accounts Payable, Accounts Receivable, Revenue Recognition, and multi-entity financial consolidations.
• Implement operational modules including Procurement, Order Management, Inventory, Demand Planning, and Manufacturing; with working knowledge of project-based or subscription billing for services clients.
• Support manufacturing processes including bill of materials, work orders, production planning, and shop floor operations.
• Configure workflows and reporting using SuiteFlow, SuiteAnalytics, and other NetSuite platform capabilities.
• Collaborate with technical teams implementing integrations with WMS, ecommerce, logistics, and supply chain systems.
• Identify opportunities to improve operational efficiency through process optimization and automation.
• Mentor consultants and analysts while supporting knowledge sharing across implementation teams.
• Ensure successful client transition to post-implementation support or managed services teams.
• Support pre-sales activities including solution design, scoping discussions, and proposal development.
• Contribute to internal practice development including methodologies, accelerators, and delivery best practices.
• Build strong client relationships while ensuring successful delivery of consulting engagements.

NetSuite Implementation Manager

• 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

• Assist in the management of the Pharmacy Client Services Operations organization with implementation and service of new and renewing clients
• Responsible for delivering the overall client implementation strategy for each assigned client while aligning with the Cigna Pharmacy Management strategy and Client Services Operations goals
• Manage client installation and executes the client specific claims processing strategy to ensure consistent and effective products and services
• Partner with Sales and Enterprise Operations with rules of engagement when presenting client operational strategy
• Ensure client retention through supporting the client relationship and effectively managing customer issues and meeting their expectations
• Create solutions and improves processes to support the Sales team as they address client issues, risk points and client requirements
• Clarify client intent regarding benefit plan design, account structure, reporting and communications
• Gather, translate, and input client requirements into Cigna operating systems
• Serve as Subject Matter Expert for (RFP) Response for Proposals
• Produce implementation metrics, such as effective date implementation, client implementation survey scores, 100% referenceable clients, and reduction of implementation set-up reliability tickets
• Adhere to Client Enterprise Operations policies and procedures to ensure optimal productivity as well as ensure client and customer-centricity

Pharmacy Implementation Manager – Client Account Support Advisor

• Manage CRM and ERP software implementation projects for clients with 5-500 users.
• Participate in functional and technical working groups and progress meetings.
• Identify business needs, document requirements, and ensure a smooth delivery through our Best Practices Playbooks while supporting clients through the implementation process.
• Work closely with the Implementation Team, including Project Managers, Principal Consultants and Technical Services resources.
• Design and deliver key stakeholder training on system configuration as well as end user training.
• Basic project management tasks including the following: creation of onsite agendas, project task list follow up, escalation of issues to Project Manager & Leadership in order to keep the project within defined scope and timeline.

Implementation Consultant

• As an Implementation Manager, you will lead end-to-end client implementations, owning both the client experience and the technical delivery of our cloud-based payment and digital disbursement solutions.
• You will operate at the intersection of client engagement, technical configuration, and operational execution, guiding clients through onboarding, translating business requirements into system configurations, and ensuring successful deployment of APIs, webhooks, funding models, and bank integrations.
• You will serve as the central point of coordination across clients, Product, Engineering, and Operations, ensuring implementations are delivered efficiently, accurately, and with a high-quality client experience.
• Success in this role means clients are onboarded with minimal friction and a clear understanding of platform capabilities, implementations are delivered on time with accurate configurations and successful testing, and clients are set up for long-term success with scalable payment workflows.
• You will also ensure internal teams have clear visibility into progress, risks, and next steps throughout the implementation lifecycle.
• This role is critical to ensuring our cloud-based payment and digital disbursement solution is implemented in a way that is technically sound, operationally scalable, and client-friendly, directly impacting client satisfaction, time-to-live, and long-term platform adoption.
• Own end-to-end client implementations, leading projects from kickoff through successful go-live and post-launch transition.
• Facilitate discovery workshops to assess client payment workflows, business processes, technical requirements, and success criteria.
• Serve as a strategic advisor to clients, providing expert guidance on platform capabilities, implementation strategy, and industry best practices.
• Build and maintain trusted relationships with key client stakeholders, driving alignment, proactive communication, and confidence throughout the implementation lifecycle.
• Translate client business requirements into scalable system configurations across cloud-based payment and digital solutions.
• Configure and manage platform components, including account structures, funding models, API settings, webhooks, and payment processing workflows.
• Design, coordinate, and support file-based and API-driven integrations between client systems and platform services.
• Oversee configuration deployment and validation across testing, staging, and production environments to ensure successful implementation outcomes.
• Partner with banking, payment, and technical stakeholders to support network connectivity, certification processes, and onboarding requirements.
• Conduct end-to-end testing and configuration validation to ensure solution accuracy, performance, and compliance with client requirements.
• Diagnose and resolve implementation issues related to integrations, transaction processing, data flows, and platform configuration logic.
• Collaborate with product, engineering, and operations teams to identify root causes, implement solutions, and drive successful project delivery.
• Develop and manage implementation plans, including project milestones, deliverables, timelines, and success criteria.
• Lead client and internal status meetings to drive alignment, accountability, and project progress.
• Identify and mitigate project risks, dependencies, and blockers, escalating issues as needed.
• Coordinate cross-functional teams across Product, Engineering, Client Experience, and Operations to ensure successful delivery.
• Track project activities and go-live readiness to ensure implementations are completed on time and within scope.
• Lead end-to-end user acceptance testing (UAT), validating payment workflows, funding processes, integrations, and webhook/event delivery.
• Verify successful transaction processing across multiple payment rails, including ACH, card, RTP, and other supported payment methods.
• Ensure all system configurations, integrations, and operational processes are tested, validated, and production-ready.
• Coordinate go-live activities, driving a seamless launch and successful transition to support and operations teams.
• Develop and maintain implementation documentation, solution designs, and workflow diagrams to support successful client onboarding and adoption.
• Create clear, user-friendly training materials and client guides that simplify complex technical and operational processes.
• Deliver client training and enablement sessions, educating users on platform functionality, payment operations, reconciliation processes, and best practices.

• 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

• Assess clinical practices, state reporting, and patient treatment requirements; develop collaborative solutions and present recommendations
• Lead new customer implementations from kickoff through go-live, ensuring a smooth and efficient process
• Resolve client inquiries promptly, maintaining ownership through resolution
• Maintain project documentation and communicate updates via agendas, minutes, and project management tools
• Build and sustain positive, productive relationships with customers and internal teams
• Apply consultative techniques to identify configuration requirements and implement best practices
• Review and validate software configurations with customer implementation teams
• Ensure quality of configured features and prepare customers for effective end-user training
• Complete product training and demonstrate adaptability across multiple EHR platforms
• Creatively resolve and assess a wide range of issues, suggesting alternative approaches as needed
• Document and track all customer state and reporting requirements to ensure compliance
• Record all customer interactions in CRM according to established standards
• Participate in on-site visits as needed to gather data and understand workflows

Clinical Implementation Specialist – EHR Platform

• Spearhead the configuration of e-Builder for high-profile clients, modeling sophisticated business processes to drive maximum organizational efficiency.
• Champion software adoption by designing and delivering engaging training programs that empower client teams to master new digital workflows.
• Architect comprehensive process and data flows by analyzing complex business requirements and conducting strategic gap analysis.
• Drive continuous improvement by uncovering hidden barriers to software usage and implementing innovative solutions to overcome them.
• Partner closely with stakeholders to deliver high-impact status reports and evaluations that ensure project transparency and success.

Implementation Consultant – Managed Services

• Take ownership of customer implementation projects from Kick-Off to Go-Live, ensuring all tasks are executed efficiently, timelines are met, project goals are achieved, and expectations are exceeded
• Create and maintain comprehensive project documentation, including project plans, status reports, and user guides, to ensure transparency and knowledge sharing
• Collaborate with customers to understand their specific requirements and objectives, translating them into appropriate product configurations
• Train customers on the use of the software, including best practices and workflow optimization
• Establish and maintain strong and effective relationships with customers, serving as the main point of contact throughout the implementation process
• Coordinate collaboratively with internal teams to meet project milestones
• Ensure a smooth transition from implementation to Customer Success

Implementation Specialist jobs in Tennessee

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Senior Implementation Specialist

Customer Authentication Engineer

Employee Benefits Implementation Specialist

NetSuite Implementation Manager

Implementation Manager

Pharmacy Implementation Manager – Client Account Support Advisor

Implementation Consultant

Implementation Manager

Implementation Specialist 2

Clinical Implementation Specialist – EHR Platform

Implementation Consultant – Managed Services

Implementation Specialist – SaaS Healthcare