Employee Benefits Implementation Consultant

Role Description

The Implementation Consultant (IC) is the critical professional responsible for initiating a client engagement and ensuring a successful launch and operational handoff. You are the "boots-on-the-ground" expert who takes a client’s vision from concept to practical reality.

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 own a portfolio of implementation projects, serving as the lead orchestrator during a client’s transition phase. You are responsible for making the projects operational.

You will translate a deal’s “end state” into a project plan, drive deliverables, and align internal and external stakeholders to ensure a rapid, successful launch. This role is the single source of truth for communication, data, and reporting during the transition phase.

Qualifications

• 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, or technical onboarding role (3+ years).
• Proven ability to manage complex B2B projects, ideally in a professional services, financial services, or Insurtech environment.
• Direct, hands-on experience in Employee Benefits insurance, including exposure to benefit plan administration, client servicing, and carrier coordination.
• 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.

Requirements

• Relevant insurance industry certifications.
• Experience with insurance industry-specific software.
• 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).

Benefits

• Competitive Salary / Benefits / PTO

Work Standards

• Interpersonal Skills: Demonstrates the ability to work well with Patra colleagues and clients and with external organizations.
• Promotes Culture of Respect and Safety: Demonstrates commitment to personal responsibility and value for safety and respect; communicates concerns; uses and promotes safe respectful behaviors based on training and lessons learned.
• Subject to and expected to comply with all applicable Patra Corp policies and procedures.

Equal Employment Opportunity

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