Implementation Manager

Posted Yesterday
Be an Early Applicant
San Antonio, TX, USA
In-Office
Mid level
Fintech • Insurance
The Role
Lead client product onboarding and implementations, manage projects and stakeholder communication, analyze processes for improvements, train clients, identify risks and mitigation plans, maintain partner relationships, and report on project KPIs to drive continuous improvement.
Summary Generated by Built In

SWIVEL is a seeking a highly skilled Implementation Manager to join our team

Why you'll love this role:

A pivotal role in driving the successful execution of new and existing client product onboarding. Operating at the highest caliber, you will lead the onboarding and implementation of various products, ensuring seamless integration and maximum efficiency across all departments.

Essential duties include the following:

  • Leads onboarding tasks, project meetings, track progress, communicate updates to relevant stakeholders to ensure alignment and accountability, and perform software training to all clients within your respective pipeline.
  • Serves as the primary point of contact for all implementation-related matters, providing guidance and support to stakeholders at all levels.
  • Conducts thorough analyses of current processes and systems to identify areas for improvement and optimization.
  • Develops and implements strategies to drive change and improve efficiencies, leveraging best practices and innovative solutions.
  • Proactively identify risks and issues that may impact project delivery and develop mitigation plans to address them.
  • Establishes and maintains strong relationships with internal and external partners to facilitate collaboration and achieve project objectives.
  • Provides regular reporting and analysis on project performance, including key metrics and KPIs, to inform decision-making and drive continuous improvement efforts.

Serious candidates will possess the minimum qualifications:

  • Bachelor’s Degree in General Business or business administration, project management, information technology, or a related field.
  • Minimum of three (3) years of general experience in project management, account management, or related fields required.
  • Working knowledge of IT project management.
  • Expert in Microsoft Project.
  • Proficient Adobe Acrobat skills.
  • Proficient Microsoft Office skills, including Outlook, Word, and Excel.
  • Strong troubleshooting skills.
  • Strong listening and interpersonal skills.
  • Excellent organizational skills.
  • Excellent multi-tasking skills.
  • Excellent client engagement skills.
  • Excellent problem resolution and problem analysis skills.
  • Excellent verbal and written communication skills.
  • Able to use basic office equipment, including copy machine, personal computer, and fax.
  • Able to type 35 WPM.
  • Able to travel locally or nationally by car or plane.
  • Able to sit for long periods of time performing sedentary activities.
  • Able to stand, stoop, and kneel to file for long periods of time.
  • Able to push, pull, and lift up to 20 lbs. of files, supplies, documents, or other related items.

SWBC offers*:  

  • Competitive overall compensation package
  • Work/Life balance 
  • Employee engagement activities and recognition awards 
  • Years of Service awards
  • Career enhancement and growth opportunities 
  • Leadership Academy and Mentor Program
  • Continuing education and career certifications 
  • Variety of healthcare coverage options
  • Traditional and Roth 401(k) retirement plans 
  • Lucrative Wellness Program

*Based upon employee eligibility 

     

Additional Information:

    

SWBC is a Substance-Free Workplace and requires pre-employment drug testing.

    

Please note, SWBC does not hire tobacco users as allowed by law.

    

To learn more about SWBC, visit our website at www.SWBC.com. If interested, please click the appropriate apply button.

Skills Required

  • Bachelor's Degree in Business, Project Management, IT, or related field
  • Minimum of three (3) years experience in project management, account management, or related fields
  • Working knowledge of IT project management
  • Expert in Microsoft Project
  • Proficient Adobe Acrobat skills
  • Proficient Microsoft Office skills (Outlook, Word, Excel)
  • Strong troubleshooting skills
  • Strong listening and interpersonal skills
  • Excellent organizational skills
  • Excellent multi-tasking skills
  • Excellent client engagement skills
  • Excellent problem resolution and analysis skills
  • Excellent verbal and written communication skills
  • Able to use basic office equipment (copy machine, PC, fax)
  • Able to type 35 WPM
  • Able to travel locally or nationally by car or plane
  • Able to sit for long periods performing sedentary activities
  • Able to stand, stoop, and kneel to file for long periods
  • Able to push, pull, and lift up to 20 lbs.
  • Pass pre-employment drug testing (substance-free workplace)
  • Non-tobacco user as permitted by employer policy
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The Company
HQ: San Antonio, TX
1,531 Employees
Year Founded: 1976

What We Do

Since 1976, SWBC has been providing a wide range of insurance, mortgage, and investment services to financial institutions, individuals, and businesses. Company Overview Headquartered in San Antonio, SWBC is a diversified financial services company providing a wide range of insurance, mortgage, and investment services to financial institutions, businesses, and individuals. With offices across the country, SWBC is committed to providing quality products, outstanding service, and customized solutions in all 50 states.

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