Client Onboarding/Implementation Specialist (Hybrid) – Hingham, Massachusetts

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Sales & Account Management

Direct hire icon

Temporary

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Hingham, Massachusetts

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Hybrid

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$46

Category Icon

Sales & Account Management

Worksite Arrangement Icon

Hybrid

Asset-Management-Icon-Green-18-Matched

$46

Location Icon

Hingham, Massachusetts

Direct hire icon

Temporary

We are hiring an Implementation Specialist to support the onboarding of new and existing client accounts and help drive a smooth transition from sale to service. This is a detail-heavy, process-driven role for someone who enjoys coordinating across teams, keeping systems accurate, and ensuring partners stay on track. 

Key Details
* Work Arrangement: Hybrid with Tuesdays and Wednesdays being onsite in Hingham MA 
* Schedule: Monday - Friday 8:30am - 4:30pm
* Type: Contract through May 2027 with opportunity to extend
* Pay Rate:  $46/hour

Why This Job is Awesome / Your Impact
* Own the implementation workflow from kickoff through handoff to the service team
* Serve as a key coordination hub across internal teams, brokers, and external partners
* Make a direct impact on the client onboarding experience through organization and follow-through

Responsibilities
* Own end to end implementation and onboarding for new and existing accounts from kickoff through transition to the service team
* Partner with brokers and internal teams to confirm sold plan details including plans rates group structure riders commissions and spending accounts
* Coordinate implementation meetings and calls including third party vendors and enrollment partners
* Maintain accurate account setup across internal systems including assigning account and group numbers and verifying configuration
* Update and manage all implementation records and documentation in Salesforce including required forms agreements attachments amendments signatures and final distribution
* Drive post go live steps including cancelling old group numbers coordinating ID card release and sending the formal transition communication about 30 days after the effective date

Required Qualifications
* At least 2 years  of experience in client onboarding, implementation, or account management
* CRM proficiency, ideally Salesforce
* Comfortable navigating multiple systems and asking clarifying questions when needed

Preferred Qualifications
* Experience in insurance, healthcare, benefits, or enrollment environments
* Familiarity with group plans, riders, enrollment processes, underwriting, or contract workflows

Disclaimer: There are no costs for candidates utilizing our services as our clients pay for all related hiring fees. All ProPivotal job postings are either actual positions we had available at the time of posting and/or are representative of positions we typically fill or expect to fill. If you see a job that interests you, respond to the ad or give us a call so that we can help you find a job you'll love. As one of the area's largest staffing firms, we help 2,500 people find jobs a year so chances are good that we can help you too.

ProPivotal is an equal opportunity employer and considers qualified applicants for employment regardless of race, gender, gender identity, gender expression, age, color, religion, disability, veteran's status, sexual orientation, or any other protected factor.

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About ProPivotal

ProPivotal (formerly Professional Staffing Group - PSG) has proudly served the Boston area for 30 years and specializes in Healthcare, Asset Management & Financial Services, Higher Education, Accounting & Finance, Professional & Administrative, and Technology staffing. Recognized as a 16-year honoree of ClearlyRated's Best of Staffing Awards, our team has supported over 4,250 companies, placed 95,000 successful hires, and billed more than 21 million talent hours. With every placement, we live out our commitment to be a trusted partner you can count on.