(Hybrid) Implementation Specialist

Implementation Specialist

The Implementation Specialist is responsible for leading client plan implementations and conversions from kickoff through completion. This role serves as the primary project owner and client-facing lead during implementation, ensuring plans are set up accurately, timelines are met, and clients receive a smooth, well-managed onboarding experience.

Key Responsibilities

Client & Project Leadership

• Serve as the primary point of contact for clients during implementation and conversion.
• Lead weekly or bi-weekly client meetings (on camera), including agenda preparation, meeting facilitation, and call recaps.
• Manage implementation timelines, milestones, and deliverables.
• Independently manage multiple concurrent implementations (typically 56, with higher volume during peak periods).

Implementation & Conversion Execution

• Lead new plan implementations and provider conversions.
• Review plan documents and support plan design discussions in collaboration with internal partners.
• Set up plans and parameters in internal systems.
• Maintain complete and organized client implementation files.

Documentation & Deliverables

• Draft participant education materials, administrative guides, and required agreements.
• Ensure all documents are accurate, complete, and aligned with plan provisions and client expectations.

Cross-Functional & Vendor Coordination

• Act as a liaison between clients, internal teams, and external vendors as needed.
• Proactively identify and resolve issues that may impact timelines or deliverables.

Required Skills & Competencies

• Strong project and time management skills with the ability to manage multiple priorities.
• Clear, confident written and verbal communication, including client-facing presentations.
• High attention to detail and strong documentation skills.
• Ability to explain complex plan concepts to varied audiences.
• Professional, client-focused mindset with strong ownership and accountability.

Success in This Role Looks Like

• Implementations are completed accurately, on time, and with minimal issues.
• Clients feel informed, supported, and confident throughout implementation.
• Internal partners and vendors experience clear communication and effective coordination.
• The Implementation Specialist operates independently while escalating risks appropriately.

What We Offer:

We're proud to offer a competitive salary, PTO & paid holidays, 401(k) with match, exclusive discount programs, health & wellness programs, and more. Our PeopleFirst culture focuses on building and nurturing lifelong relationships with our employees because, at the end of the day, we exist to be there for others. The base salary range for this position is $52,000 $75,000. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.

NFP is an inclusive Equal Employment Opportunity employer.