Implementation Consultant

Implementation Consultant

The Implementation Consultant (IC) is a critical professional responsible for initiating client engagements and enabling successful launch and operational handoff. You serve as a "boots-on-the-ground" expert, translating a client's vision for property and casualty account servicing support into practical, effective solutions.

Your ultimate responsibility is to plan and execute the rapid, high-quality implementation of client solutions that drive adoption and maximize impact for our Clients and Patra.

You will contribute to a portfolio of implementations as a key partner during a client's transition phase. You are responsible for helping make solutions operational across retail and wholesale service environments, including policy checking, certificate issuance, renewal prep, statement posting and reconciliation, by translating a deal's "end state" into clear process designs and comprehensive documentation. This role owns process documentation, leads process training, and supports effective solution configuration and installation, while collaborating with stakeholders on requirements, data, communication, and reporting to enable successful client outcomes.

Your success will be measured by your ability to deliver a rapid, impactful, and high-quality experience:

• Accuracy of Projected Annual Recurring Revenue (PARR) and in-year realization of PARR.
• Accuracy and completeness of Standard Operating Procedures (SOPs), successful team enablement, and quality of handoff to Operations.
• Client Satisfaction (CSAT) based on client feedback post-implementation.

You will be expected to understand, monitor, and analyze these KPIs, using them to track success and identify corrective actions as appropriate.

Required (Must-Haves):

• Direct, hands-on experience in property and casualty policy servicing workflows within an agency, broker, wholesale, or carrier environment, as well as insurance accounting, operations, Insurtech, financial services, or business process management; familiarity with agency management systems, accounting platforms, workflow tools, and other insurance-specific technologies.
• Exceptional project management skills: Highly organized, methodical, and able to manage multiple moving parts to ensure a high-quality result.
• Experience in a client-facing implementation consultant, project management, technical onboarding, employee benefits administration, or insurance operations (retail and wholesale) role.
• Proven ability to manage complex B2B projects, ideally in retail or wholesale insurance operations, accounting services, professional services, financial services, Insurtech, or business process outsourcing environments.
• Strong client-facing communication skills: Ability to build trust, manage expectations, and train diverse stakeholders.
• A highly collaborative, cross-functional mindset to balance client demands with internal operational considerations.
• A "hands-on" problem solver who can navigate business challenges.

Preferred (Nice-to-Haves):

• PMP or other project management certification. Experience with common project management tools and platforms.
• Proven experience working with global or offshore teams (APAC-based a strong plus).

Role Context:

• Level: Individual Contributor
• Decisions drive implementation momentum and shape the client experience by coordinating project plans, managing expectations, and designing processes that ensure a reliable transition into ongoing service.
• Travel: As needed for relationship coverage and governance cadences
• Location: Remote

Job Classification:

• Job class: Professional
• FLSA: Exempt
• EEOC: Professional
• Equal Employment Opportunity

Patra corporation is an equal opportunity employer committed to celebrating diversity and creating a safe and inclusive environment for all employees.