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.

The 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.

• Bachelor’s degree in Business, Healthcare Administration, Project Management, or a related field preferred. Five (5) to seven (7) years of experience in health plan operations, client implementation, sales operations, onboarding, business analysis, account management; or an equivalent combination of education and experience.
• Extensive knowledge of health benefit plans, including self‑funded products, with a strong understanding of eligibility, enrollment, plan design, group structure, billing, vendor coordination, reporting, system requirements, and implementation dependencies.
• Demonstrated ability to support complex, multi‑product implementations involving medical administration, PBM, network arrangements, eligibility, billing, wellness, care management, reporting, stop‑loss coordination, vendor partners, and client‑specific service requirements.
• Experience working directly with brokers, consultants, employer groups, Sales, Account Management, Installation, and cross‑functional teams to gather requirements, clarify expectations, resolve gaps, and support implementation readiness.
• Ability to interpret proposal materials, sold service summaries, fee exhibits, implementation assumptions, plan design requirements, and client‑specific service commitments, and translate those requirements into clear and actionable implementation documentation.
• Strong analytical, organizational, project management, and problem‑solving skills, with the ability to manage multiple priorities, deadlines, stakeholders, implementation risks, and revenue activation dependencies in a fast‑paced environment.
• Excellent written and verbal communication skills, including the ability to clearly explain complex benefits, operational, technical, and compliance‑related information to clients, brokers, Sales, Installation, and internal leadership.
• Experience using CRM, proposal, document management, workflow, and/or CPQ tools. Project management, proposal management, self‑funding, or employee benefits certifications preferred, including PMP, APMP, CSFS, CEBS, REBC, GBA, or similar industry credentials.
• Internet access provided by a cable or fiber provider with 40 MB download and 10 MB upload speeds.
• Home router with wired Ethernet; wireless connections and hotspots are not permitted.
• A designated room for your office or steps taken to protect company information, such as facing the computer toward a wall.
• A functioning smoke detector, fire extinguisher, and first aid kit on site.

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 before 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,…