• Manage client onboarding and implementation projects using Zoho Projects, ensuring all milestones and deliverables are achieved. • Coordinate and execute software implementations for new customers, legacy migrations, and add-on module installations. Specifically in a dental practice software context. • Collaborate with internal teams (Support, Development, Product, and Sales) to ensure seamless project delivery. • Configure and test software according to client workflows and requirements. • Perform data and image migrations, including database split and merge activities for legacy transitions. • Identify and resolve technical or data-related issues throughout the implementation process. • Maintain comprehensive documentation, project records, and client communication. • Provide training and onboarding support to ensure successful adoption of the platform. • Contribute to ongoing process improvements to enhance implementation quality and efficiency. • Other role specific duties as they arise.

• Manage initial rollouts for new Benchling customers as well as expansion projects with new teams or for new processes at existing customers • Own implementation success from project kickoff to go-live, leveraging strong project management skills, scientific expertise, and deep product knowledge. • Build and execute detailed project plans, own project activities, work with other team members to execute on project deliverables to ensure on time, on budget, high quality deployments. • Understand customers' scientific workflows and determine how Benchling can best be leveraged to meet their key business needs. • Lead requirements and design workshops, perform data modeling & application configuration, develop test plans and guide UAT execution, train and onboard users. • Act as a trusted advisor for customers, guiding them through the implementation ensuring they leverage and apply Benchling Best Practices. • Understand and document customer pain points, advocate for them internally to influence product changes. • Identify and work with sales on opportunities for account expansion post go-live.

Role Description Responsible for managing and driving the new business processes for a successful implementation of New York Life Group Benefit Solutions (GBS) products for new and existing GBS clients. Directs and coordinates all aspects of the implementation process for clients. Delivers upon the service moments that matter by ensuring clear and concise communication, guiding the client and broker throughout the implementation. Ultimately, fulfills the promises we make to the client in the sales process: to build their employee benefits program through transparency, communication, trusted consultation, product expertise, and service excellence. What You'll Do - Primarily focuses on implementing complex, multiple product policy types for specialty clients with more than 5,000 lives. - Responsible for the end-to-end management of the implementation process and timeliness of key deliverables within the onboarding experience including: - Enrollment readiness - Data exchange - Contract delivery - Premium administration actions - Is the primary contact for all parties throughout the implementation. - Interacts directly with Clients, Sales, Broker, and Account Management to guide and collect plan design and administrative decisions. - Works collaboratively with several business partners including, but not limited to: Data Exchange, Premium Administration, Enrollment, Contracts, Configuration, and Claims. - Accountable for the timely execution of tasks and deliverables on behalf of the NYL team associated with implementation. - Ensures accurate documents are delivered to the customer. - Identifies and resolves issues throughout the implementation process. - Monitors and communicates project status if client is at risk of meeting milestone dates, deliverables, or encounters barriers that moderately or significantly impacts the successful execution of services and experience. - Recommends and implements innovative strategies to resolve issues relative to the overall implementation process and timing of deliverables. - Proactively addresses and monitors broker expectations throughout the implementation. - Responsible for the client's overall satisfaction and meets Voice of Customer metric goals. - Incorporates customer and partner feedback to improve future experiences. - Presents clear and concise written and verbal communication with all parties. - Owns meeting facilitation and scheduling throughout implementation. - Develops and delivers implementation project management tools. - Familiar with portal capabilities to respond to client questions. - May conduct walkthrough demonstrations of portals and present other materials to demonstrate administration options and solutions. - Collaborates with other departments on the creation of customized materials and solutions based on client’s specific needs. - Simultaneously manages a portfolio of client implementations (ranges from 5-15 at any given time) based on demand and complexity. - Completes workflow tasks by due dates and maintaining client folders and documentation. - Participates and supports various GBS initiatives within and outside of Client Readiness team. - Actively participates in continuous improvement actions that improve the clients' experiences and drive efficiencies for GBS. - Consistently role models leadership capabilities and demonstrates best practices. - Provides mentorship and offers team assistance and support. - Helps educate various internal functional areas on implementation guidelines and processes. - Utilizes technical process and product knowledge to consult client on impact of plan design and administrative decisions to their benefit program goals. - Reviews prior carrier documentation to identify potential administrative differences or opportunities for administrative ease improvements. - Participates in virtual or in-person finalist sales presentation with Sales Team to effectively convey strengths of our implementation process and commitment. - Often required to facilitate in-person Kick-off meetings. Qualifications - 8 years of insurance or benefit industry experience - 8 years of customer-facing responsibilities - 5 years client implementation / onboarding experience - Proficient technical knowledge in multiple Group Benefit Products, including Life, Disability, Accident, Critical Illness, or Absence solutions - Excellent organizational skills and ability to multi-task and meet tight deadlines - Ability to navigate and develop relationships within a matrix organization - Excellent written and verbal communication skills, and demonstrates active listening - Strong presentation skills, with ability to demonstrate poise and agility to meet needs of audience - Identifies problems and actively engages in problem-solving activities - Possesses a growth mindset, demonstrating curiosity, continually striving to improve - Ensures attention to detail is given to all technical aspects of role - Excellent influencing and negotiation skills when communicating decisions to a variety of internal and external stakeholders - Demonstrated resourcefulness – ability to engage the right SMEs or partners to deliver creative solutions and make decisions in ambiguity to meet unique client requests. - Bachelor's degree preferred - Ability to travel up to 20% Benefits - Salary Range: $88,000-$120,000 - Overtime eligible: Nonexempt - Discretionary bonus eligible: Yes - Sales bonus eligible: No - Actual base salary will be determined based on several factors but not limited to individual’s experience, skills, qualifications, and job location. - Employees are eligible for an annual discretionary bonus. - In addition to base salary, employees may also be eligible to participate in an incentive program. Company Description At New York Life, our 180-year legacy of purpose and integrity fuels our future. As we evolve into a more technology-, data-, and AI-enabled organization, we remain grounded in the values that drive lasting impact. Our diverse business portfolio creates opportunities to make a difference across industries and communities—inviting bold thinking, collaborative problem-solving, and purpose-driven innovation. As a Fortune 100 mutual company, we offer a place to grow your skills, contribute to meaningful work, and deliver solutions that matter. Our commitment to fostering an inclusive workplace is fundamental to who we are and how we serve our communities. Recognized as one of Fortune’s World’s Most Admired Companies, New York Life is committed to improving local communities through a culture of employee giving and volunteerism.

Role Description The Implementation Analyst plays a critical role in delivering seamless implementations and high-impact managed services for both new and existing customers. This role owns the end-to-end lifecycle of client deployments across MeridianLink’s software solutions driving successful launches, ensuring adoption, and creating long-term value. Serving as a trusted advisor, the Implementation Analyst partners closely with clients to manage expectations, meet key milestones, and ensure a smooth transition from implementation through ongoing use. Acting as a central point of coordination, the role collaborates cross-functionally to resolve challenges, optimize outcomes, and elevate the overall customer experience. The Implementation Analyst brings a deeper level of expertise—educating clients on advanced platform capabilities, identifying opportunities to enhance utilization, and translating customer feedback into actionable insights for the Product organization to help shape future innovation. - Implementation Analysts will have a thorough understanding of MeridianLink’s licensed software and its capabilities to educate and provide best practice recommendations to clients. - The role will be responsible for innovation and leadership in developing and implementing initiatives that support client goals and objectives. - Expected to be responsible for client onboarding activities including core connectivity and third-party integrations while facilitating interactions between clients and other MeridianLink departments. - Implementation Analyst will manage internal and external stakeholder communications and expectations through the deployment cycle with a focus on driving project resources toward project completion while providing the highest level of proactive and responsive client service in response to and in anticipation of client questions and requests. - Expected to adhere to project schedules and effectively ensure all project resources meet expected timelines and organize tasks to maximize productivity and utilization. - The role will proactively identify issues and facilitate sensible resolutions before they become escalation items. Qualifications - The role will support seasoned peers and management on difficult to complex aspects of the position. - Career-development professional within the subject area. - Requires moderate skill set and proficiency in the subject area. - Ability to conduct work assignments of increasing complexity under moderate supervision with some latitude for independent judgment. - Bachelor’s degree and 2-4 years of relevant experience. - Strong proficiency in working with Microsoft Systems. - Teamwork attitude, flexibility, and ability to manage different responsibilities/priorities at the same time.