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Implementation Specialist/Associate - Customer Success

Zorro

United States · മുഴുവൻ സമയവും

അപേക്ഷിക്കുന്ന ആദ്യയാളാകൂ

അനുഭവം
2–5 വർഷം
ശമ്പളം
ഓപ്പണിംഗുകൾ
1
പോസ്റ്റ് ചെയ്തു
1 മണിക്കൂർ മുമ്പ്
പ്രവർത്തന രീതി
ഓഫീസിൽ
വിദ്യാഭ്യാസം
Bachelor's degree or current enrollment
പുനരാരംഭിക്കുക
അപേക്ഷിക്കാൻ നിർബന്ധം

ജോലി വിവരണം

About Zorro

Zorro is an innovative technology startup dedicated to transforming employee benefits delivery. Founded by experienced entrepreneurs and supported by a talented, growing team, Zorro's mission is to create a comprehensive financial healthcare platform that offers personalized benefits, optimizes costs for employers, and ensures a positive experience for employees. The company specializes in the Individual Coverage Health Reimbursement Arrangement (ICHRA), a modern replacement for traditional one-size-fits-all group health plans. With ICHRA, employers allocate tax-free funds while employees select health insurance plans tailored to their needs.

Zorro's platform simplifies this process by guiding employees through understanding their requirements, selecting optimal coverage, and managing health-related finances effectively. This approach redefines employee benefits, focusing on control and customization. The advanced platform supports the entire ICHRA journey, enabling scalable personalized benefits.

Zorro emphasizes a collaborative work culture recognized among Modern Healthcare's Best Places to Work in Healthcare, fostering growth and teamwork to tackle complex industry challenges.

Role Overview

We seek an Implementation Specialist to join our Customer Success team, responsible for managing the technical and operational steps necessary to onboard new employer groups onto Zorro's ICHRA platform. This role involves partnering with employers and brokers, coordinating internal workflows and data integrity, and ensuring implementations are timely, accurate, and regulatory-compliant.

Key Responsibilities

  • Participate in onboarding kickoff calls with employers and brokers to collect requirements, confirm implementation details, and establish timelines, payroll integration, and compliance factors.
  • Configure employer groups within Zorro's platform by verifying employer and employee data, setting up system configurations, and confirming payroll and funding connections.
  • Oversee payment and funding setup, validating employer funding workflows and premium payment processes to ensure readiness before launch.
  • Prepare documentation and manage timelines to guarantee smooth client transition to ongoing service post-launch.
  • Maintain project plans, track milestones, and follow up proactively to keep onboarding projects on schedule.

Candidate Profile

  • Excellent operational skills with the ability to execute defined processes ensuring accuracy and consistency during onboarding.
  • Detail-oriented and precise when managing complex workflows critical for compliance and client trust.
  • Comfortable with technology, adept at learning new tools and platforms, preferably with experience in benefits or case management systems like Intercom or Hubspot.
  • Process-driven and inquisitive, eager to quickly learn Zorro’s workflows, ask insightful questions, and recommend process improvements.
  • Adaptable self-starter with a startup mindset, able to thrive in a fast-paced environment and meet tight deadlines with precision.
  • Clear communicator capable of simplifying complex data and technical sequences into understandable updates for employers, brokers, and internal teams.

Qualifications

  • Bachelor’s degree or current enrollment in college.
  • 2 to 5 years of experience in operations or customer service roles.
  • Strong focus on detail and skill in adhering to structured processes precisely.
  • Excellent communication and organization to manage multiple priorities efficiently.
  • Knowledge of health insurance, employee benefits, or ICHRA is advantageous.

Why Work at Zorro?

  • Be part of a transformative mission to reinvent the trillion-dollar employee benefits industry.
  • Make a meaningful impact powering decisions affecting thousands of employees and employers.
  • Join an elite, no-ego team of experienced entrepreneurs and builders shaping a new benefits model.
  • Opportunity to grow professionally with the company as it scales rapidly.

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