Customer Integration Analyst

Our client is seeking a highly organized and communicative Customer Integration Analyst to coordinate customer technology implementations from initial sales handoff through production readiness. This role is well suited for someone with strong project coordination skills who can keep implementations organized, ensure requirements are accurately documented, and maintain effective communication across internal teams, customers, and external technology partners., * Coordinate customer implementation projects from initial sales handoff through testing, approvals, and successful transition into production.

• Review new implementation requests to confirm proposed products and solutions can be successfully supported by the selected technology platform.
• Develop detailed implementation packages and build guides that provide external technology partners with the information needed to configure enrollment solutions accurately.
• Serve as a central point of coordination between sales teams, internal business partners, customers, and external technology providers throughout the implementation lifecycle.
• Track project activities, deadlines, outstanding items, and dependencies while proactively following up to keep implementations moving forward.
• Maintain accurate project documentation, status updates, reporting, and workflow activities within Salesforce and other internal systems.
• Coordinate implementation reviews, file testing, quality assurance activities, and required approvals prior to production.
• Identify missing or inaccurate information early in the process and collaborate with appropriate stakeholders to resolve issues and prevent delays.
• Prepare and maintain reports that provide visibility into implementation status, outstanding activities, and overall project progress.
• Provide responsive support to internal and external partners while escalating risks, unresolved issues, or extended project delays when appropriate.
• Support implementation-related issues after launch by helping internal teams identify potential causes and coordinate solutions.
• Identify opportunities to improve implementation processes, documentation, communication, and the overall customer experience.

• 3-5 years of experience in project management, implementation support, customer onboarding, business operations, or a similar role involving multiple stakeholders.
• Strong project coordination and organizational skills with the ability to manage multiple implementations, deadlines, and competing priorities simultaneously.
• Excellent written and verbal communication skills with the ability to effectively collaborate with both internal teams and external partners.
• Self-accountable and proactive approach with demonstrated ability to take ownership, follow through on commitments, and identify items requiring attention.
• Strong attention to detail with the ability to review requirements, project information, and documentation for accuracy and completeness.
• Experience creating, maintaining, or interpreting project and operational reports.
• Proficiency with Microsoft Office applications and comfort learning new business systems and technology platforms.
• Salesforce experience is preferred but not required.
• Experience supporting customer implementations, technology-enabled services, benefits administration, or insurance-related programs is a plus but not required.
• Bachelor’s degree in a related field or an equivalent combination of education and relevant professional experience.