Sr. Client Implementation Specialist

Posted Yesterday
Be an Early Applicant
Hiring Remotely in Irving, TX
In-Office or Remote
74K-99K Annually
Senior level
Insurance • Real Estate
The Role
Lead client implementations by managing project plans, configuring solutions, delivering training and onboarding, running client meetings and demos, documenting SOPs and workflows, analyzing data to identify trends and recommend improvements, and supporting pre-sales scoping as needed to ensure timely, on-budget, successful deployments.
Summary Generated by Built In
Who We AreJoin a team that puts its People First! First American's Agency Division is dedicated to providing our policy-issuing agents with resources, services and underwriting guidance needed to achieve new levels of success. Since 1889, First American (NYSE: FAF) has held an unwavering belief in its people. They are passionate about what they do, and we are equally passionate about fostering an environment where all feel welcome, supported, and empowered to be innovative and reach their full potential. Our inclusive, people-first culture has earned our company numerous accolades, including being named to the Fortune 100 Best Companies to Work For® list for ten consecutive years. We have also earned awards as a best place to work for women, diversity and LGBTQ+ employees, and have been included on more than 50 regional best places to work lists. First American will always strive to be a great place to work, for all. For more information, please visit www.careers.firstam.com.

What We DoProvides support for the implementation and effectiveness of products, services and technical or business systems, software, or solutions so that customers reach their desired outcomes using FA products. Assists in the development of project plans to define success for customers, manage change and resources, and ensure that implementations are completed on time, within budget and meet client expectations. Train customers in best practices and participate in onboarding activities to help customers maximize FA products and services. May be involved in the coordination and communication of timelines and status to clients, external partners, internal teams, management, and impacted groups.

What You'll Do:

  • Provide a wide range of support to proactively identify, support and address client needs.
  • May act as the team’s resource and subject matter expert.
  • Work closely with management and internal teams to identify client implementation needs and develop configurations which support business and client processes.
  • Identify, develop, and deliver training and education to clients
  • Conduct online meetings/conference calls to orient clients, present new functionality, deliver training, and collaborate with clients about concerns.
  • May be involved in pre-sales product demonstrations or provide assistance in scoping projects or developing proposals.
  • Document and organize SOPs, process workflows and statistical data.
  • Participate in a range of presentations, gather information, create materials, present findings, lead discussions with internal teams and clients
  • Identify trends, share customer insights, and provide recommendations for solutions to management.

What You'll Bring:

  • Bachelor’s degree or equivalent combination of education and experience
  • 5+ years of related experience
  • Strong analytical skills to determine root cause of problems and apply creative and effective solutions
  • Ability to analyze a situation, interview, formulate questions, and probe for deeper knowledge/ understanding
  • Strong customer service skills
  • Data management skills to analyze data and provide recommendations on findings
  • Knowledge of general business, production, and/or operation environment and general cost benefit awareness
  • Strong written and oral communication skills to define parameters to meet business requirements; creates documents which define build requirements
  • Presentation skills
  • Proficient in Microsoft Word, Excel and PowerPoint

Pay Range: $73,900.00 - $98,500.00 Annually
This hiring range is a reasonable estimate of the base pay range for this position at the time of posting. Pay is based on a number of factors which may include job-related knowledge, skills, experience, business requirements and geographic location.
What We OfferBy choice, we don’t simply accept individuality – we embrace it, we support it, and we thrive on it! Our People First Culture celebrates diversity, equity and inclusion not simply because it’s the right thing to do, but also because it’s the key to our success. We are proud to foster an authentic and inclusive workplace For All. You are free and encouraged to bring your entire, unique self to work. First American is an equal opportunity employer in every sense of the term.Based on eligibility, First American offers a comprehensive benefits package including medical, dental, vision, 401k, PTO/paid sick leave and other great benefits like an employee stock purchase plan.

Top Skills

Excel
Microsoft Word
PowerPoint
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The Company
HQ: Santa Ana, CA
13,104 Employees
Year Founded: 1889

What We Do

First American provides financial services through its Title Insurance and Services segment and its Specialty Insurance segment. The First American Family of Companies’ core business lines include title insurance and closing/settlement services; title plant management services; title and other real property records and images; valuation products and services; home warranty products; property and casualty insurance; and banking, trust, and investment advisory services.

First American Title Insurance Company provides comprehensive title insurance protection and professional settlement services for homebuyers and sellers, real estate agents and brokers, mortgage lenders, commercial property professionals, homebuilders and developers, title agencies and legal professionals to facilitate real estate purchases, construction, refinances or equity loans.

First American's thorough title searches, title clearance and title insurance policies help to produce clear property titles and enable the efficient transfer of real estate.

As one of the largest title insurance companies in the nation, First American offers title insurance and settlement services through its direct operations and an extensive network of agents throughout the United States and internationally.

First American Title Insurance Company traces its history to 1889 and is the largest subsidiary of First American Financial Corporation (NYSE: FAF).

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