Role Overview We are seeking a Client Implementation Lead to run client implementations from requirements gathering through go-live. You will work directly with company leadership and serve as the bridge between clients and our engineering teams.
This role is uniquely positioned at the intersection of delivery and business development - meaning you will travel not only for client workshops and go-lives, but also to industry conferences, tradeshows, and partner events where INTX builds relationships and accelerates growth.
Because INTX is growing quickly, there is clear upward mobility, including:
- Delivery / Client Success
- Sales / Partnerships (BD support, demos, events)
Client & Requirements
- Lead discovery sessions with clients to capture workflows, rules, and integration needs
- Translate business needs into functional specs and configuration instructions
- Document processes, data requirements, and system behaviors
Implementation & Delivery
- Own projects from kickoff through go-live, tracking status, risks, and dependencies
- Support configuration, testing, and UAT with client stakeholders
- Manage cutover planning, go-live readiness, and hypercare support
- Contribute to internal playbooks, templates, and delivery standards
Cross-Functional & BD Support
- Work directly with leadership, engineering, and product stakeholders
- Coordinate with external partners (vendors, consultants, actuarial groups)
- Travel for client meetings, tradeshows, and conferences to support sales conversations
Who Thrives Here People who:
- Enjoy client-facing work and solutioning
- Want visibility and influence in a growing company
- Execute well without rigid process
- Want options to grow into leadership or sales/BD roles
RequirementsMust Haves - Bachelor's degree (Business, Finance, MIS, or related field)
- 2-3 years of professional experience in a Client Implementation Lead or similar role
- Proficiency with Microsoft Office (Word, Excel, PowerPoint)
- Experience coordinating and support projects in a client-facing role
- Willingness to travel up to 20%
Nice to Haves
- Experience with property and casualty (P&C) insurance
- Experience working with software development or IT teams
- Experience in insurance, fintech, or consulting industries
- Experience with Microsoft Azure
- Professional certifications (e.g., CBAP, PMP, CSM)
BenefitsINTX offers a comprehensive benefits program for eligible employees and their qualified dependents, which include medical, dental, and vision coverage, a 401(k) retirement savings plan, and generous paid time off (PTO).
