Role Description We are seeking an execution-focused Implementation & Professional Services Partner to lead customer onboarding and go-live delivery for background screening and related platform solutions. This role is primarily focused on supporting customers across Latin America, while also contributing to U.S.-based implementation projects as capacity allows. The role owns the implementation lifecycle from kickoff through stabilization, ensuring predictable launches, disciplined scope management, and accelerated time to value and time to revenue. You will partner cross-functionally with Sales, Product, Technology, Operations, and Customer Success to scope, configure, test, train, and launch customer programs. Success in this role requires strong project management fundamentals, clear multilingual communication, and the ability to work effectively across regions, time zones, and stakeholder groups. What You’ll Do: - Lead end-to-end customer implementations from kickoff through stabilization, with a primary focus on Latin America customers and additional support for U.S. customers as needed. - Design and manage client-centric project plans, milestones, dependencies, risks, and handoffs. - Gather, document, and interpret customer requirements within defined solution boundaries. - Configure, validate, and support testing of customer programs, including UAT coordination. - Coordinate cross-functional delivery across Sales, Technology, Integrations, Operations, and Customer Success. - Communicate clearly and professionally in Spanish, Portuguese, and English with customers and internal stakeholders. - Identify risks early, escalate non-standard requirements, and enforce scope guardrails. - Support customer readiness through training coordination, go-live support, and post-launch transition. - Contribute to continuous improvement of implementation playbooks, tools, and cycle times. What Success in This Role Looks Like: - On-time, predictable customer launches aligned to agreed scope and timelines. - Reduced implementation cycle time and faster time to revenue. - Successful delivery for Latin America customers with flexible support for U.S. projects when capacity allows. - Accurate configuration and testing with minimal rework. - High customer satisfaction during onboarding and launch. - Clear, proactive communication across regions and teams. Qualifications - 5+ years of experience in implementations, professional services, onboarding, or project management. - Proven ability to manage multiple concurrent customer-facing implementations. - Experience delivering structured implementations using standard project management methodologies. - Comfort with hands-on system configuration, testing, and validation. - Strong written and verbal communication skills. - Fluency in Spanish, Portuguese, and English. - Ability to work effectively across time zones and cultures. Requirements - Experience supporting B2B SaaS or technology-enabled services. - Experience in HCM, HR technology, or background screening. - Experience supporting both Latin America and U.S.-based customers. - Experience with integrations (API, SFTP, HRIS, or middleware). - Familiarity with Salesforce, CRM systems, and project management tools. Benefits - Opportunity to work with advanced technologies and provide best-in-class user experiences. - Drive the development and deployment of scalable solutions. - Guide agile teams and clients through meaningful changes.

Role Description HubSpot partner agencies run on Implementation Specialists. While Solutions Architects design the blueprint and CRM Strategists own the complex technical builds, Implementation Specialists are the hands-on operators who configure HubSpot portals, onboard clients, execute against delivery plans, and ensure that what was designed actually gets built correctly. You will typically manage 15–20 client onboardings and implementation projects simultaneously, working closely with senior consultants and project leads. This is a high-volume, client-facing role that rewards people who are organized, technically solid on HubSpot, and thrive in a fast-moving agency environment. It is also one of the clearest paths to growing into a CRM Strategist or RevOps Consultant role within a partner firm. What You'll Do - Execute HubSpot portal setup and configuration for new clients — including CRM structure, pipeline stages, deal properties, contact and company object setup, user permissions, and team configuration. - Implement marketing automation workflows, email sequences, lead scoring rules, and lifecycle stage logic based on specifications provided by senior consultants or the client discovery process. - Configure Sales Hub tools including sequences, meeting links, templates, deal pipelines, and forecast categories for client sales teams. - Set up and test third-party app integrations from HubSpot's native marketplace — Gmail, Outlook, LinkedIn, Zoom, Slack, and other standard connectors. - Conduct data imports into HubSpot — mapping fields, cleaning records, and validating data integrity post-import. - Serve as the primary point of contact for assigned client onboardings — running regular check-in calls, managing client questions, and keeping projects on track against a 60–90 day onboarding plan. - Advise clients on HubSpot best practices in plain, non-technical language — helping non-technical users understand how to use the platform effectively after go-live. - Identify and flag scope creep, technical complexity, or client situations that require escalation to a senior consultant or solutions architect. - Conduct QA on your own configurations before handoff — testing workflows, validating data, and ensuring everything works as designed. - Contribute to internal documentation and knowledge sharing within the delivery team. Qualifications - 2–4 years of hands-on HubSpot experience, including direct portal configuration and client-facing implementation work. - Solid working knowledge of HubSpot CRM, Marketing Hub, and Sales Hub — must have configured all three in real client environments, not just as an end user. - Prior experience working at a HubSpot Solutions Partner agency or in a client-facing consulting role — in-house HubSpot administration experience alone is not sufficient. - Comfortable managing multiple client projects simultaneously — strong organizational and time management skills are essential. - Strong communication skills — able to run client calls confidently, explain HubSpot concepts clearly, and manage client expectations professionally. - Experience performing data imports into HubSpot including field mapping and basic data cleanup. - Ability to work independently and take ownership of your client relationships without constant supervision. - HubSpot certifications in CRM, Marketing Hub, and Sales Hub preferred — or willingness to complete certifications quickly upon placement. Nice to Have - Exposure to HubSpot Service Hub or Operations Hub configuration. - Experience with common HubSpot marketplace integrations beyond the standard suite — Salesforce native sync, ZoomInfo, Databox, or similar. - Familiarity with basic data migration concepts — CSV imports, field normalization, deduplication. - Experience writing client-facing documentation, training guides, or HubSpot portal handoff notes. - Background in B2B marketing, sales operations, or customer success in a SaaS or technology environment. - Familiarity with project management tools such as ClickUp, Asana, or Monday.com used in agency delivery contexts.

Role Description As a Service Delivery Specialist, you will have the opportunity to tap into your curiosity and collaborate with some of the most innovative and diverse people around the world. Here, you will make an impact by: - Accountability: Responsible for aligning and partnering with Solventum Sales Teams and their clients to ensure consistent communication, effective coordination, and system stability across products and services. - Execution: Ensures consistency with response and relationship management of each assigned health system from post-implementation through the support and life cycle of the client including regular communication with client technical teams at the Management/Director level. - Client Care & Advocacy: Coordinates with resources across various Health Information Systems departments to prioritize client issues, drive resolutions, manage escalations, and rapid response to requests. - Client Support: Serves as the operational point of contact for Solventum clients with the focus on maintaining system stability, surfacing new functionality, and identifying new opportunities (this is a non-sales position). - Analytics and Reporting: Assists in ensuring each client is aware of and leveraging use of all available analytics and reporting tools for determining system adoption and realized value from Solventum solutions. - KLAS NPS and CSAT: Drives customer participation in KLAS with the target of achieving NPS and CSAT scores exceeding the prescribed average for healthcare software vendors. Qualifications - Bachelor’s degree or higher (completed and verified prior to start) from an accredited university AND seven (7) years of healthcare software and/or healthcare operation work experience in a private, public, government or military environment OR High School Diploma/GED and eleven (11) years of healthcare software and/or healthcare operation work experience in a private, public, government or military environment. - Three (3) years of account/project management experience. - Three (3) years of direct client relationship management including executive level. - Two (2) years of experience with ServiceNow. - Two (2) years of experience in data and analytics reporting. - Exceptional client relationship skills with the ability to find creative solutions and manage difficult situations with diplomacy. - Strong business acumen, strategic thinking, presentation skills, training skills, and critical thinking skills. - Strong teamwork and collaboration, interpersonal skills, professionalism, sound judgment, dependability, and a strong work ethic. - Credentialed Registered Health Information Administrator (RHIA) or Registered Health Information Technician (RHIT) or equivalent work experience. Requirements - Work location: Remote – United States. - Travel: May include up to 15% (domestic/international). - Relocation Assistance: Not authorized. - Must be legally authorized to work in country of employment without sponsorship for employment visa status (e.g., H1B status). Benefits - The expected compensation range for this position is $107,600 - $147,950, which includes base pay plus variable incentive pay, if eligible. - This position may be eligible for a range of benefits (e.g., Medical, Dental & Vision, Health Savings Accounts, Health Care & Dependent Care Flexible Spending Accounts, Disability Benefits, Life Insurance, Voluntary Benefits, Paid Absences and Retirement Benefits, etc.). - Additional information is available at: Total Rewards .

• Support the accurate setup of employer plans and groups by collaborating with Partners and Employers throughout the onboarding process. • Assist with implementation of employer plans across the WEX Health Cloud platforms (e.g., HSA, HRA, FSA). • Ensure timely responsiveness to inbound calls and voicemails. • Work with internal WEX Health teams to facilitate the setup of Employers plans. • Communicate effectively with key stakeholders via phone and email, providing timelines, education, and training. • Review demographic, enrollment, and other related files to ensure effective uploads of employer data. • Provide online demonstrations of portals available to employers.