The Client Onboarding Implementation Specialist Provides tactical implementation support and configuration expertise through ticket management, system configuration, and quality assurance activities to ensure seamless client onboarding and ongoing operational excellence. Serves as the technical execution partner supporting, Solutions Engineering, Implementation Consultants and Project Managers across multiple client implementations simultaneously. \n
Responsibilities: Ticket Management & Client Support Monitors and responds to Included Access tickets within established SLA timeframes Triages incoming tickets and routes to appropriate team members when necessary Owns tickets from assignment to closure Provides detailed documentation and status updates for all ticket activities Maintains comprehensive ticket logs and resolution tracking Ensures all direct client and internal communications are professional, accurate, and timely Follows up on open tickets to ensure timely resolution and client satisfaction Cross-Functional Issue Management & Escalation Opens JIRA tickets and other internal tracking systems for issues requiring cross-functional support Actively follows up on all internal tickets through to resolution, maintaining accountability for outcomes Drives collaboration across departments for timely issue and ticket resolution Escalates tickets that are not receiving appropriate action within reasonable timelines to management Maintains detailed tracking of escalated issues and communicates status updates to relevant stakeholders internally and externally Identifies tickets requiring client-facing activities, consulting expertise, or larger project planning and moves these tickets to appropriate queues for reassignment to Implementation Consultants or Project Managers Ensures proper handoff documentation when assigning tickets to other teams or specialists Monitors reassigned tickets to ensure appropriate progress toward resolution System Configuration & Technical Support Performs system configurations using the HUB and other internal tools as assigned Executes configuration changes based on Implementation Consultant and Project Manager specifications Creates and manages tasks in project management tools to ensure comprehensive documentation and tracking Supports technical integrations and data setup activities Maintains accuracy and attention to detail in all system configuration work Documents configuration changes and maintains system setup records Troubleshoots issues and coordinates resolution with appropriate teams Ensures all configurations meet client
requirements and internal standards Annual Enrollment
Benefits Reviews (AEBR) Support Manages AEBR-related tasks and workflows throughout the annual enrollment cycle Coordinates AEBR activities with internal stakeholders Maintains AEBR documentation and tracks completion status Ensures AEBR deliverables meet quality standards and client expectations Communicates AEBR status and updates to relevant team members Identifies and escalates AEBR-related issues that require strategic intervention Quality Assurance & Testing Support Conducts peer quality assurance reviews for team members' work products Performs pre-launch testing activities to ensure system functionality and data accuracy Documents testing results and identifies issues requiring resolution Maintains testing protocols and ensures consistent application across implementations Validates system configurations and data integrity before client launches Cross-Functional Collaboration & Support Provides operational support to Implementation Consultants on strategic initiatives Assists Project Managers with tactical execution activities and deliverable preparation Coordinates with internal teams to ensure timely completion of client
requirements Serves as a resource for technical questions Participates in team meetings and provides input on process improvements Supports knowledge transfer activities and documentation maintenance Documentation & Knowledge Management Maintains accurate and comprehensive documentation for all activities Contributes to knowledge base articles and troubleshooting guides Ensures all client interactions are properly documented in appropriate systems Maintains organized records of configurations, changes, and resolutions Supports training materials development and process standardization efforts Performance Management & Continuous Improvement Consistently meets individual and team goals for ticket resolution times and quality metrics Maintains high accuracy rates in system configurations and client communications Contributes to team goals for client satisfaction and internal stakeholder satisfaction scores Identifies opportunities for process improvement and efficiency gains Participates in process improvement initiatives and implements recommended changes Stays current with system updates and new functionality Provides feedback on tools and processes to enhance team effectiveness Operational Excellence Manages workload effectively to ensure consistent service delivery across multiple clients Maintains professional demeanor and service quality during high-volume periods Follows established processes and procedures while identifying improvement opportunities Ensures compliance with internal policies and client
requirements Supports training and onboarding of new team members Participates in team activities and contributes to positive team culture Demonstrates flexibility and adaptability to changing business needs and priorities
Qualifications: 3+ Years of experience in SAAS client support or technical implementation (healthcare/healthcare tech preferred) 2+ Years hands-on experience with system configuration and client ticketing systems High School Diploma required (Associate's or Bachelor's degree preferred) Experience in healthcare and/or employee
benefits administration is preferred Knowledge of
benefits enrollment processes and healthcare data management is preferred Experience working with internal configuration tools and client support platforms Strong technical aptitude with ability to learn proprietary systems quickly Experience with quality assurance processes and testing procedures is preferred \n The United States hourly range for this full time, contract position is $35.00/hour - $45.00/hour. Below is additional information on Included Health's commitment to maintaining transparent and equitable
compensation practices across our distinct geographic zones. Starting hourly rate for you will depend on several job-related factors, unique to each candidate, which may include education; training; skills; years and depth of experience; certifications and licensure; our needs; internal peer equity; organizational considerations; and understanding of geographic and market data.
Compensation structures and ranges are tailored to each zone's unique market conditions to ensure that all contractors receive fair and great
compensation based on their roles and locations. Your Recruiter can share your geographic zone upon inquiry. About Included Health Included Health is a new kind of healthcare company, delivering integrated virtual care and navigation. We’re on a mission to raise the standard of healthcare for everyone. We break down barriers to provide high-quality care for every person in every community — no matter where they are in their health journey or what type of care they need, from acute to chronic, behavioral to physical. We offer our members care guidance, advocacy, and access to personalized virtual and in-person care for everyday and urgent care, primary care, behavioral health, and specialty care. It’s all included. Learn more at includedhealth.com . ----- Included Health is an Equal Opportunity Employer and considers applicants for employment without regard to race, color, religion, sex, orientation, national origin, age, disability, genetics or any other basis forbidden under federal, state, or local law. Included Health considers all qualified applicants with arrest or conviction records in accordance with the San Francisco Fair Chance Ordinance, the Los Angeles County Fair Chance Ordinance, and California law.
