Partnership Implementation Manager

Performance Outcomes 

Implementation Project Management 

• Serve as a primary point of contact for new partnerships during the onboarding and implementation process. 

• Develop and execute detailed implementation plans with clear timelines, milestones, and deliverables. 

• Manage multiple concurrent implementation projects, ensuring they stay on track, within scope, and aligned with partner expectations. 

• Facilitate kick-off calls, planning meetings, and weekly status updates with both internal teams and external partners. 

Cross-Functional Coordination 

• Collaborate with internal teams across Sales, Operations, Product, Legal, Billing, IT, and Customer Support to ensure readiness and alignment. 

• Translate partner and client requirements into actionable tasks for internal stakeholders. 

• Monitor progress, identify risks or delays, and drive resolution through effective communication and escalation. 

Partner & Client Relationship Management 

• Build and maintain strong, professional relationships with contacts and group clients. 

• Provide a high level of customer service, setting expectations and ensuring all inquiries and concerns are addressed promptly. 

• Serve as a trusted advisor throughout the onboarding process, ensuring a positive experience and setting the foundation for long-term success. 

Process Improvement & Documentation 

• Identify gaps, inefficiencies, or bottlenecks in the implementation process and recommend improvements. 

• Contribute to the creation and maintenance of internal documentation, playbooks, templates, and onboarding resources. 

• Participate in post-implementation reviews to gather feedback and drive continuous improvement. 

Post-Launch Support 

• Provide knowledge transfer, maintain documentation, and manage timeline of critical activities. 

• Remain available to support issues that arise post-launch, reinforcing a smooth ongoing operation. 

 Education, Knowledge, and Experience 

• Bachelor’s degree in business administration, Communications, Healthcare Administration, or a related field is required. Equivalent work experience may be considered in lieu of a degree. 

• Strong understanding of  industries such as insurance, employee benefits, healthcare, financial services, or SaaS. Familiarity with implementation lifecycles, group onboarding, and third-party administration processes is highly desirable. 

• Minimum of 3–5 years of experience in implementation, client onboarding, partner operations, or account management preferred. 

• Experience coordinating cross-functional projects with both internal teams and external stakeholders. 

• Proven track record of managing multiple projects simultaneously with varying timelines and complexities. 

• Prior experience working with brokers, consultants, or benefit administrators is a strong plus. 

• Proficient in project management and collaboration tools (e.g., Smartsheet, Asana, Monday.com, Microsoft Project). 

• Familiarity with CRM platforms such as Salesforce or HubSpot. 

• Strong working knowledge of Microsoft Office Suite, especially Excel, Word, and PowerPoint. 

• Exceptional communication, organizational, and problem-solving skills. 

• Ability to work independently and manage competing priorities in a deadline-driven environment. 

• Strong interpersonal skills with a customer-first mindset and the ability to build trusted relationships with partners and internal teams. 

• Detail-oriented and analytical, with a proactive approach to anticipating and resolving issues. 

FLSA Status 

Exempt 

Physical Requirements/ Work Environment  

 The work environment characteristics and physical demands described here are representative of these an employee encounters while preforming the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.  

•  This role is primarily performed in a remote or office-based professional setting, depending on company policy and location. 

• Must be able to sit or stand at a desk and work on a computer for extended periods of time. 

• Occasional travel (up to 15%) may be required for partner meetings, team gatherings, or training sessions. 

• Requires normal vision, hearing, and verbal communication abilities to interact with internal teams and external partners via phone, video conferencing, and email. 

• The work environment is fast-paced and may require managing multiple priorities and deadlines simultaneously.