Own the launch. This role is all about taking a client from “signed” to “fully operational” with clean timelines, tight communication, and a smooth handoff to Operations.
About Patra
Patra is an insurance back-office and account management BPO that helps insurance organizations lower cost and risk by outsourcing operational work like policy checking, certificates, eligibility processing, and quality control.
Schedule
- Remote (United States only)
- Travel: as needed for relationship coverage and governance cadences
- Home internet: minimum 6 Mbps download and 3 Mbps upload, direct connection to modem, no satellite
What You’ll Do
- Own implementation projects from kickoff through close, including scope, milestones, timelines, and communications
- Lead client onboarding and kickoff meetings, setting expectations and guiding stakeholders through change management
- Drive operational readiness by aligning and documenting SOPs and coordinating system configuration
- Train and enable internal teams, including global/offshore teams when applicable
- Manage the formal handoff to Operations and account management with complete documentation
- Identify, document, and mitigate risks; control scope creep and escalate critical issues
- Track success measures tied to implementation outcomes and client satisfaction
- Feed implementation learnings back to internal teams to improve playbooks, project plans, and delivery assets
- Identify potential expansion opportunities and route them to account management
What You Need
- 3+ years in client-facing implementation consulting, project management, or technical onboarding
- Proven ability to manage complex B2B projects in professional services, financial services, or insurtech environments
- Direct, hands-on experience in Employee Benefits insurance (plan administration, client servicing, carrier coordination)
- Strong client communication skills and ability to train diverse stakeholders
- Highly organized, methodical, and effective at managing multiple moving parts
- Collaborative mindset with strong problem-solving instincts
- Ability to work cross-functionally and know when to escalate or seek guidance
Benefits
- Competitive salary, benefits, and PTO
Move fast and make it real. If you like being the point person who turns the “end state” into an actual operating system, this is that role.
Happy Hunting,
~Two Chicks…