SUMMARYThe Senior Installation Manager serves as the operational lead responsible for driving end-to-end post-sale implementations for new and renewal business. This role takes direct ownership of key client management and setup platforms-including Overwrite and Mercury-while overseeing the entire installation lifecycle. The Lead Installation Manager will lead complex account setups, optimize operational processes, and serve as the primary subject matter expert (SME) across all installation workflows.
ESSENTIAL DUTIES AND RESPONSIBILITIES Systems & Operations Leadership (Overwrite & Mercury)
- System Lead for Overwrite & Mercury: Take lead ownership of group setup, structural configuration, contact assignments, and workflow tracking within Overwrite and Mercury.
- Automation / Agent Optimization : Drive automation efforts and improvements utilizing Curative AI agents
- Setup Verification & Data Integrity: Ensure all group information, broker/producer assignments, and contract details are accurately entered
- Contracting Oversight: Monitor Ironclad agreement workflows and ensure all legal, stop-loss, and ACH documentation are completed prior to final installation handoff.
Implementation & Account Management
- End-to-End Implementation Lead: Lead discovery sessions to gather complete client requirements and establish clear onboarding milestones for complex, mid-market, or high-touch accounts.
- AE & Sales Support: Partner closely with Account Executives (AEs) throughout implementation, ensuring alignment between AE sales agreements and back-end installation execution.
- Enrollment & Platform Proficiency: Drive enrollment execution across ENav and EDI integrations, working as the main technical contact for setup issues.
Cross-Functional Collaboration
- Interdepartmental Alignment: Coordinate directly with Legal, Member Services, Care Navigation, and Medical Management to resolve high-priority onboarding issues without disrupting member care.
- Stakeholder Relationships: Nurture long-term, high-trust relationships with internal teams, brokers, and external group representatives.
Process Optimization & SME Guidance
- SME & SOP Ownership: Act as the definitive SME for installation SOPs.
- Process Improvement: Identify gaps in current installation workflows, refining HelpScout macros, tracking spreadsheets, and team templates to boost efficiency.
REQUIRED EXPERIENCE/SKILLS - 5+ years of experience in Health Plan Implementation, Group Onboarding, Account Management, or Health Plan Sales.
- Proven Lead Experience: Prior experience leading operational workflows or managing client setup systems.
- Technical Proficiency: Deep working knowledge of CRM/implementation platforms, enrollment platforms (ENav, EDI), Microsoft Office Suite, Google Workspace, and HelpScout.
- Benefit & Network Knowledge: In-depth understanding of commercial health plan benefit design, TPA network structures
- Communication & Diplomacy: Superior verbal and written communication skills with strong diplomacy when managing high-stakes escalation calls with brokers and executive leadership.
- Adaptability: Proven ability to manage multiple competing deadlines in a high-growth, fast-paced environment.
- Language: Fluent in spoken and written English (Spanish bilingual is a plus).
PREFERRED EXPERIENCE/SKILLS Bilingual in English and Spanish
WORK ENVIRONMENT - Remote position
- Must have password protected, stable high speed internet access - stipend will be provided
- Must have a quiet place, with no distractions to perform duties for work from home
- Work location MUST be secure and private to maintain HIPAA compliance for work from home
- Office equipment will be supplied including: PC, monitor, keyboard, mouse, headset
- While performing the duties of this Job, the employee is regularly required to sit; use hands to handle or feel; talk; and hear.
- The employee is frequently required to reach with hands and arms.
- Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception and ability to adjust focus.
- We also request, with the exception of emergencies, that you do not request any time off within the first 120 days of employment. Any request within the first 120 days if approved will be unpaid
- For this position the percentage of expected Travel is: 0% of the time.
Perks & Benefits - Curative Health Plan (100% employer-covered medical premiums for you and 50% coverage for dependents on the base plan.)
- $0 copays and $0 deductibles (with completion of our Baseline Visit )
- Preventive and primary care built in
- Mental health support
- One-on-one care navigation
- Chronic condition programs (diabetes, weight, hypertension)
- Maternity and family planning support
- 24/7/365 Curative Telehealth
- Pharmacy benefits
- Comprehensive dental and vision coverage
- Employer-provided life and disability coverage with additional supplemental options
- Flexible spending accounts
- Generous PTO policy plus 11 paid annual company holidays
- 401K for full-time employees
- Generous Up to 8-12 weeks paid parental leave, based on role eligibility.
