• Design, implement and refine systems, processes and playbooks throughout the client onboarding lifecycle to elevate the client experience. • Develop metrics to measure client onboarding success, gather client feedback, and continuously refine processes based on learnings. • Advise on industry best practices and tools to ensure deliverables are met and client objectives are achieved. • Guide and provide leadership to members of the Client Onboarding team including but not limited to Implementation Engineers who will be responsible for the file extract and data validation efforts. • Provide regular reporting on onboarding status, risk, trends, and opportunities for improvement. • Ensure continuity and seamless handoff(s) between the Sales and Client Success teams. • Positively and deliberately engage with colleagues - external and internal - to foster collaborative and productive relationships. • Comply with and hold with utmost regard all compliance requirements to protect patient privacy and confidentiality. • Stay curious, kind and contribute positively to the Revology culture. The health + harmony of the team is everybody’s responsibility at Revology.

• Lead a client services team promoting a environment focused on accountability, continuous improvement, and professional growth. • Mentor team members to expand capabilities and prepare high performers for increased responsibility. • Manage team performance through goal setting, performance evaluation, and ongoing development, ensuring agreement on operational goals and service expectations. • Oversee delivery of client work from intake through completion, ensuring agreement on scope, timelines, and client expectations. • Ensure accurate onboarding of client data, integrations, and campaign readiness, and coordinate campaign preparation, audience delivery, and execution support across teams. • Partner with Sales to support pre-sale activities including requirements gathering, feasibility assessment, and solution agreement. • Provide consultative input to help shape solutions and align delivery with client needs. • Oversee delivery of custom and non-standard client solutions and support client onboarding enablement. • Identify risks, gaps, and dependencies, and lead resolution. • Ensure documentation, tracking, and visibility of client work in Salesforce and internal systems. • Establish and uphold standards and procedures for delivery, communication, and client engagement, ensuring and scalable execution. • Implement process improvements that increase efficiency, scalability, and service quality. • Support enterprise clients through coordinated, high-touch service. • Partner across our teams, including marketing execution, data, and delivery partners, to ensure understanding, clear handoffs, and client experience. • Promote understanding and outcomes across teams without direct authority, exercising prioritization, and escalation. • Develop and deliver executive-level reporting and presentations that provide visibility into operational performance, risks, and main programs. • Support delivery efforts that impact client performance, campaign effectiveness, and revenue-generating opportunities.

Role Description The Sr Implementation Manager is responsible for the strategic organization and execution of all tactical tasks related to the implementation, including funding arrangements, plan design, and technical integration associated with each deployment. This person should possess great cross-functional leadership and teamwork skills while providing exceptional customer service to internal and external clients. - Onboard midsize clients and develop a plan design to meet their business requirements. - Create and maintain a formal project plan, delivering quality execution and employer satisfaction. - Move projects forward amidst ambiguous client expectations. - Assist with the standardization of tools and processes used by the team. - Contribute to team trainings, documentation, and lead departmental initiatives. - Utilize product, program, and system knowledge, interpersonal communication, and a strong sense of initiative to complete tasks. Qualifications - 3+ years of client service experience within the benefits industry. - 1+ years of experience with special projects, possessing project management skills and effective project tracking. - Bachelor’s degree or equivalent work experience. - Experience with project management tools required, such as Workfront and Monday.com. - Direct client-facing and implementation/project management delivery experience. - Ability to work in a fast-paced, high-stress environment. - Multi-tasking ability with attention to detail. - Capable of developing and maintaining strong relationships. - Passionate about making a difference for clients in their health plans. - Adept at learning new products and services. - Active listener with the ability to influence. - Effective in written and verbal communications. - Self-motivated, organized, and capable of problem-solving complex issues. - Prioritizes work to accomplish tasks in a timely manner. Requirements - Identify client nuances, plan requirements, and contractual commitments to create non-standard solutions. - Coordinate and plan with all levels of internal and external partners. - Lead client advocacy throughout the implementation while maintaining project management standard methodologies. - Develop unique project specifications and objectives for implementation projects of moderate complexity. - Own discussions through a consultative approach and suggest solutions with key partners. - Define scope of efforts required to meet objectives and create comprehensive project timelines. - Identify and acquire appropriate resource needs to support project deliverables. - Manage resources within respective departments and outside service providers. - Perform various implementation tasks including plan requirement completion and system configuration. Benefits - Medical, dental, and vision coverage. - HSA contribution and match. - Dependent care FSA match. - Uncapped paid time off. - Paid parental leave. - 401(k) match. - Personal and healthcare financial literacy programs. - Ongoing education & tuition assistance. - Gym and fitness reimbursement. - Wellness program incentives.

• Overseeing trial-level recruitment and retention tactics across assigned studies • Collaborating with study teams to deliver compliant recruitment plans before FPFV • Coordinating with Clinical Trial Management on milestones and country allocations • Managing specialist vendors, tracking KPIs, compliance, and contractual delivery • Reviewing and improving recruitment materials, content, and design elements • Monitoring performance metrics and pivoting strategies based on emerging data • Maintaining tracking systems, checklists, and recruitment process documentation