Sales Implementation Analyst

Job Description Summary The Sales Implementation Analyst reports to the Director, Business Development and owns the sales-to-implementation transition for new business onboarding and current client upsells at Pinnacle Claims Management. This client- and broker-facing role serves as the subject matter expert for implementation requirements, sold product and service validation, onboarding documentation, and operational readiness. The position acts as the primary liaison between Sales, Account Management, brokers, clients, and Installation by leading requirements discovery, confirming scope, identifying operational dependencies, and translating complex client expectations into clear, actionable implementation documentation.

This role guides clients and brokers through the onboarding process, clearly articulates why information is required and how it is used, and ensures accuracy, compliance, timeline adherence, and cross-functional readiness. The position plays a critical role in supporting new business growth, current business upselling, revenue activation, implementation efficiency, and overall client experience.

Duties And Responsibilities Implementation Ownership & Scope Validation Own the front-end sales-to-implementation transition for new business groups and upsold groups, ensuring sold products, services, commitments, and client-specific requirements are clearly defined, validated, and documented prior to implementation build.

Lead onboarding and requirements discovery calls with brokers, employer groups, Sales, Account Management, and internal stakeholders to confirm sold scope, implementation timelines, operational dependencies, required decisions, and outstanding information.

Serve as the primary broker/client-facing contact for onboarding requirements, implementation documentation, and sales-to-installation readiness throughout the new business transition.

Review proposals, renewals, RFP responses, sold service commitments, fee exhibits, plan design summaries, implementation assumptions, and related sales documentation to validate new business scope, identify gaps, and ensure alignment between client expectations and operational capabilities.

Analyze and translate complex broker/client requirements into actionable implementation instructions across multiple product lines, including medical administration, PBM, networks, eligibility, billing, reporting, wellness, care management, stop-loss, , and vendor partners.

Guide brokers, clients, Sales, and Account Management through the onboarding process by clearly explaining required information, why it is needed, how it will be used, and how incomplete or inaccurate information may impact implementation timelines, compliance, operational configuration, and client experience.

Identify incomplete, conflicting, or unclear requirements and exercise appropriate authority to push back with Sales, Account Management, brokers, clients, or internal stakeholders before advancing the group to Installation.

Risk Management & Documentation Control Own the preparation, review, validation, and management of new business onboarding documentation, implementation requirement materials, and sales-to-installation handoff packages.

Serve as the final readiness and audit checkpoint prior to implementation handoff, ensuring all required information is complete, accurate, consistent, compliant, and usable by the Installation department.

Facilitate communication between brokers, employer groups, Sales, Installation, Account Management, Finance, Eligibility, Claims, Customer Service, PBM, Wellness, and vendor partners to ensure alignment on requirements, responsibilities, timelines, and outstanding decisions.

Identify discrepancies, missing information, operational gaps, conflicting commitments, and potential implementation risks; coordinate timely resolution with brokers, clients, Sales, Account Management, leadership, and internal operational teams.

Escalate implementation barriers, unclear commitments, scope concerns, or at-risk timelines to appropriate leadership while recommending practical options to support resolution.

Validate that onboarding / renewal materials, requirement documents, CRM records, tracking tools, and implementation handoff packages accurately reflect sold scope, client expectations, and operational requirements.

Monitor outstanding requirements and unresolved implementation items to prevent downstream delays, rework, client dissatisfaction, or compliance concerns.

Revenue Operations, Reporting & Process Optimization Maintain and enhance sales-to-implementation tracking tools, readiness dashboards, intake forms, SOPs, workflow documentation, and reporting to support visibility, accountability, and timely new business activation.

Track implementation readiness metrics, outstanding requirements, turnaround times, bottlenecks, and at-risk groups to support leadership visibility, prioritization, and timely intervention.

Analyze recurring onboarding challenges, documentation…