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.
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
Skills
- 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
- 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 Overview
Equitable provides consulting services to secure the financial well-being and retirement strategies for individuals and families. It was founded in 1859, and is headquartered in New York, New York, USA, with a workforce of 5001-10000 employees. Its website is https://equitable.com/.Company H1B Sponsorship
Equitable has a track record of offering H1B sponsorships, with 31 in 2025, 18 in 2024, 26 in 2023, 37 in 2022, 20 in 2021, 12 in 2020. Please note that this does not guarantee sponsorship for this specific role.
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