SMB Implementation Specialist

Title: SMBImplementation Specialist

Location: Mason, OH (Hybrid In-office Tuesday, Wednesday, and Thursday)

Schedule: 8:00 AM to 5:00 PM

Pay Rate: $26.31/hr paid weekly! on W2

Start Date: 08/03/2026

Contract Length: 6 months | Extension + Conversion Opportunities Available



GENERAL FUNCTION:

• Fix excel membership files, Group Portal client setup and email transition letters.
• This includes a significant level of interaction with our external customers.
• Other responsibilities include routine and advanced administrative support as well as project/process management.
• This position is expected to be a team player who acts as a role model for other staff by demonstrating high-level performance, taking a leadership role and maintain the utmost professional demeanor and highest level of confidentiality and trust.

SUMMARY OF KEY ROLE(S) AND ESSENTIAL JOB FUNCTIONS:

• Provide support to the Client Service Team to create client presentations, industry events/conferences, etc.
• This will include the coordination of client visits to our facility.
• Responsible for routine correspondence, travel arrangements, maintaining calendars, organizing and scheduling meetings, coordinating special events and answering calls.
• Uses independent knowledge and judgment to complete assignments consisting of numerous steps that vary in nature and sequence.
• Research data and prepares response for requesting person/department. Communicates data in a clear and concise manner to the requester and may recommend appropriate action to be taken.
• Develops, generates, and updates reports (routine and non-routine) to assist management in making decisions (i.e. renewal status reports).
• Completes and updates appropriate records and files. Performs special projects as requested by management.
• Ensures confidentiality of privileged information.
• Personally respond to requests for information concerning office procedures. Determine which requests to be handled by management, professional staff or other department.
• Review outgoing materials and correspondence for internal consistency with approved procedures and ensure appropriate authorization is obtained.
• Develop and maintain non-routine reports (i.e., reference).
• Serves as a backup to other Client assistants. Physical Requirements of the job

Works in an office environment.

• Financial Accountabilities: No direct cost center responsibility but needs to understand the correlation of sales office costs to company overall performance and be able to recommend appropriate strategies to management.
• Decision Making Authority and Impact of Decisions: Works closely with management in making recommendations for improvements, refinements or changes with regard to office equipment, procedures, and budget issues. Human Resource Accountabilities: No direct reports.

KEY RELATIONSHIPS:
Customers (brokers, accounts, consultants): Frequent interactions with outside clients/brokers/consultants as support liaison, planning, scheduling. Client Service Management: Assists in performance management, administrative support, coordination, communication, event planning. Executive Leadership Team: Frequent interaction with Client Leadership Team. Outside vendors: May assist in the planning, scheduling, and communication with vendors.



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