Self Service Implementation Specialist – Freelance
Posted 1 hour ago
You'll apply on the company's website.
About the Role
This enterprise AI platform and services business designs and implements professional-grade artificial intelligence systems for major corporations. By pairing a modular SaaS suite—featuring AI agents, process automation, data tools, and evaluation systems—with a specialized human workforce, the firm enables clients in industries like retail, healthcare, and finance to automate intricate processes and expand operational capacity. A freelance Self Service Implementation Specialist is needed to aid in the delivery of these AI-based products. You will act as a primary liaison for Self Service Plan Sponsors, managing their platform integration and ensuring they receive expert support during the onboarding phase. This position is ideal for a candidate who excels in fast-paced settings and wants to support the practical application of cutting-edge technology.
Requirements
- You should have a background in project coordination, client-facing support, or cross-functional teamwork.
- You must be capable of providing dependable, rapid service in a high-volume, pooled environment.
- You need excellent communication skills to provide brief, unambiguous guidance in time-critical situations.
- You are required to be proficient in workflow and operational platforms like Google Workspace, Jira, and Salesforce, along with the ability to rapidly master new technologies.
- You must be able to strictly adhere to and promote established standardized procedures.
- Experience with tech-enabled or self-service onboarding models is highly preferred.
- Prior exposure to retirement plan administration, such as 403(b) or 401(k) plans, including understanding of ERISA and regulatory compliance, is a notable asset.
Responsibilities
- You will manage the onboarding experience for Self Service Plan Sponsors on the platform.
- You will handle client questions promptly and precisely, offering clear instructions and support throughout key project stages.
- You will track various simultaneous onboarding tasks to spot bottlenecks, risks, or confusion, and report these to the appropriate parties.
- You will keep internal and external partners updated on resource needs, project expectations, and procedural changes.
- You will instruct clients on project schedules and necessary tasks while helping them navigate basic plan design inquiries and educational materials to ensure they grasp the platform's tools and workflows.
Note: This listing is summarized and paraphrased by WorkNow from a publicly posted role. For the original wording and full details, please refer to the employer's official posting.
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