• Own end-to-end implementations for a portfolio of 5–7 enterprise and strategic customers, from kickoff through go-live and handoff • Act as the primary point of contact for customer stakeholders, including senior and executive-level partners • Develop and manage detailed project plans, timelines, and deliverables across complex, multi-workstream implementations • Drive cross-functional alignment across internal teams (Product, Engineering, Customer Success, Operations, etc.) to ensure successful execution • Proactively identify and mitigate risks, managing escalations with urgency and clarity • Lead effective, structured communication with both internal and external stakeholders, including regular status updates and executive readouts • Ensure a high-quality customer experience, balancing speed with accuracy and attention to detail • Continuously improve implementation processes by identifying patterns, gaps, and opportunities for scalability • Serve as a trusted advisor to customers, guiding them through best practices and complex decision-making

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 (all product types of LAD, VB, Absence or combination) 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, and premium administration actions from point of sale through transition to ongoing account management. - 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. What You'll Bring - 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% Pay Transparency - 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. - Additionally, 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. Here, you’ll find the rare balance of long-standing stability and forward momentum, supported by an inclusive team that honors tradition while embracing progress. As a Fortune 100 mutual company, we offer a place to grow your skills, contribute to meaningful work, and deliver solutions that matter. Your ideas drive what’s next, and your growth powers it. Our Benefits We provide a full package of benefits for employees – and have unique offerings for a modern workforce, including leave programs, adoption assistance, and student loan repayment programs. Based on feedback from our employees, we continue to refine and add benefits to our offering, so that you can flourish both inside and outside of work. Our Commitment to Inclusion At New York Life, fostering an inclusive workplace is fundamental to who we are and how we serve our communities. We have a longstanding commitment to creating an environment where individuals can contribute their best and succeed together. This foundation is rooted in our core values of humanity and integrity, ensuring that every employee feels valued and supported. By embracing a broad range of perspectives and experiences, we achieve greater success and fulfill our promise of providing financial security and peace of mind to families across all 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, supported by the Foundation. We're proud that due to our mutuality, we operate in the best interests of our policy owners. To learn more about career opportunities at New York Life, please visit the Careers page of www.NewYorkLife.com.

• Proporcionar instalación, mantenimiento y reparaciones en equipos ATM (segunda línea de mantenimiento) y / o POS (punto de venta) y otros equipos electromecánicos en varias ubicaciones dentro de un territorio / región asignada. • Dar continuidad de las operaciones del cliente y altos niveles de satisfacción del cliente. • Gestionar incidencias de clientes según lo asignado. • Cree relaciones de trabajo con los clientes y desarrolle canales de comunicación informales con la cuenta del cliente a nivel local. • Responsable de la propiedad de todos los problemas / necesidades del cliente que se expresan u observan y actúan de manera apropiada. • Puede proporcionar soporte al Ingeniero de Cliente Asociado y / o al Servicio; Técnico representante / técnico de servicio cuando sea necesario. • Comprensión y realización de los diversos requisitos del Acuerdo de nivel de servicio al cliente (SLA) y plantee o aumente los problemas cuando sea apropiado y / o según los procedimientos establecidos. • Representar a NCR de una manera que refleje positivamente la imagen y la reputación de la empresa. • Verificar que el entorno del sitio cumpla con los requisitos antes de la instalación o implementación. • Instale los sistemas del cliente de acuerdo con el plan de instalación.

Role Description We are seeking an experienced HubSpot Specialist to oversee the end-to-end onboarding and implementation of HubSpot for new clients. This role involves managing various HubSpot hubs, including Marketing Hub, Sales Hub, Service Hub, and HubSpot CMS, and optimizing the platform to enhance sales and marketing processes. - Onboarding & Implementation: Lead HubSpot portal setup, customization, and data migration for new clients. - Marketing Automation: Streamline sales and marketing workflows using HubSpot’s CRM and automation tools. - Content Management: Create and manage landing pages, forms, email campaigns, and effective calls-to-action. - Data Segmentation: Analyze and segment lists based on email engagement and website interactions for targeted lead nurturing. - Sales Pipelines: Configure deal stages and manage sales pipelines within HubSpot. - Client Relations: Collaborate with Customer Success Managers to foster strong client relationships and ensure effective implementation. - Optimization & Testing: Conduct tests to continually improve HubSpot processes and conversion rates. - Data Migration: Import data into HubSpot CRM and complete data mapping. - Behavioral Segmentation: Segment lists based on email engagement and website interactions. - Performance Measurement: Analyze results to optimize lead nurturing workflows for improved conversion rates. Qualifications - 1+ years of experience in the HubSpot CRM, Marketing, Sales, and/or Service Hubs - Strong understanding of CRM and marketing automation best practices. - Experience with data migration, mapping, and list segmentation. - Excellent skills in creating and managing marketing content and campaigns. - Exceptional verbal and written communication skills - Demonstrated experience as a HubSpot user (certifications preferred) - Top-notch organizational skills to effectively manage multiple projects and campaigns Company Description At INSIDEA, we are a fully remote organisation, hiring top talents from across the globe to deliver exceptional digital marketing and HubSpot solutions. Our diverse services are designed to enhance your brand’s online presence and drive real, measurable growth. From marketing optimization and content creation to full-scale HubSpot integration, we provide a holistic approach to transform your digital experience and maximize performance. We are proud to be a Top 10 Elite HubSpot Solutions Partner, a key milestone in our journey with HubSpot. To learn more about INSIDEA please visit www.insidea.com .