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Equitable · 7 hours ago

Client Implementation Consultant (HYBRID OR REMOTE)

United States

Full-time

Hybrid

Entry, Mid Level

$56K/yr - $70K/yr

Equitable is a company dedicated to helping clients secure their financial well-being. The Client Implementation Consultant is responsible for managing client onboarding, project management, and process optimization while ensuring a high-quality implementation experience for clients.

BankingConsultingFinancial Services

H1B Sponsor Likely

Responsibilities

Host meetings with external clients via video conferencing

Provide email and verbal updates to key stakeholders, including internal and external Sales partners (ie: Sales Executives, Account Managers and brokers)

Coordinate all implementation needs across departments and inter-departmentally

Organize and maintain project plans

Ensure all necessary milestones and requirements of implementation process are met timely

Provide weekly status reports and feedback on processes to leadership

Host regular status calls with internal and external stakeholders

Review and map census files in Excel

Upload census data and effectively communicate with external parties to resolve errors

Update Salesforce with all applicable fields for accurate reporting

Review group level documentation to ensure accuracy of group setup

Understanding of Digital Onboarding platform so we can better assist with trouble shooting

Build effective relationships with internal and external partners

Work with downstream partners, including GRP, Solstice, Full Scope, Claims, Certificates, etc

Collaborate with Sales Executives on unique requests and with Underwriters on requotes

Qualification

ExcelSalesforceDigital OnboardingProject ManagementEffective CommunicationOrganizational SkillsProblem SolvingCollaboration Skills

Required

Excellent communication skills, both verbal and written

Ability to adapt and learn quickly

Strong organizational and time management skills; Extremely detail oriented

Proficient in Excel and other relevant software (Salesforce, PAR, Midas, EB360)

Ability to critically think and anticipate needs of key stakeholders

Effective leadership presence

Strong collaboration skills and ability to build strong and effective relationships

Quick problem-solving abilities

Preferred

Experience in a similar role or industry

Knowledge of EB products and digital onboarding systems

Familiarity with project management tools, processes and techniques

Benefits

Medical

Dental

Vision

A 401(k) plan

Paid time off

Company

Equitable

Glassdoor3.6

Equitable provides consulting services to secure the financial well-being and retirement strategies for individuals and families.

Founded in 1859

New York, New York, USA

5001-10000 employees

https://equitable.com/

H1B Sponsorship

Equitable has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)

Distribution of Different Job Fields Receiving Sponsorship

Represents job field similar to this job

Trends of Total Sponsorships

2025 (31)

2024 (18)

2023 (26)

2022 (37)

2021 (20)

2020 (12)