Allied Solutions

The Onboarding Program Manager (OPM) position is responsible for mitigating risk and executing project management methodologies in the planning, prioritizing, and scheduling of Risk Management Products and Services. This position will coordinate a total of over 75 client sales annually, impacting the delivery of over $3 million of revenue annually. This position is key in improving the client experience and speed to revenue optimization from sales contract to the implementation kickoff. The OPM will manage demanding stakeholders and often difficult clients during complex technical implementations of high revenue generating products.

This position is responsible for capturing and analyzing internal and external data, proposing solutions on how we can more efficiently streamline the implementation process.

The OPM identifies key stakeholders and ensures clarity around the proposed services before implementations begin. This person will gather and categorize the client and contract-specific details to provide the implementation team with the information required to successfully launch the implementation.

The OPM must be proficient interacting with clients, field reps, implementation managers, and senior leaders. They should consistently demonstrate sound judgement and decisiveness, while excelling in their communication and must excel in both strategic and analytics thinking, identifying needs and proposing solutions to often complex issues.

Job Duties and Responsibilities:

Key Responsibility #1: Revenue Optimization 40%

Increase speed to revenue by:

• Proactively identify conflicting implementation projects and resources.
• Reprioritize efforts based on enterprise priority of clients.
• Own the pipeline for new client and product implementations – identifying requirements and specifications necessary for the full evaluation of new implementation opportunities and resolve any missing elements or issues by working with the field and/or internal departments before moving into implementations.
• Establish and cultivate relationships with field personnel to provide education around onboarding requirements, assisting as needed in securing information not initially available.
• Mitigate risks through cross-departmental collaboration and communication prior to contract signature, defining the products and services to be implemented, along with any nuances. Outline customized steps that fall outside our standard process.
• Collect implementation data and assisting in the establishment of a foundation for implementations by product type.

Key Responsibility #2: Client and Organizational Alignment 30%

Proactively identify and mitigate implementation risks by:

• Gathering and analyzing client loan file specifications at the inception of the relationship, driving the connection with Allied personnel to the appropriate client SMEs.
• Developing a deep understanding of the products being implemented and the system and product configuration options available to ensure clients are being provided solutions that meet their needs.
• Capturing and analyzing implementation issues, identifying solutions to prevent them from reoccurring.
• Actively participating in product steering committees, identifying opportunities, solutions, and prioritization of changes.
• Demonstrating a strong understanding of assigned products.
• Continuously think through innovative solutions to reduce complexity wherever possible in order to increase quality, reduce time to implementation, & reduce cost.

Key Responsibility #3: Aggregated Master Project Planning and Prioritization 20%

• Create weekly sales and implementation reports for senior executives , providing status updates on prospects, clients in implementations, post-launch clients, and financial metrics.
• Review final contract to confirm accuracy of service agreement against what the field and client has communicated via the Intake Process.
• Provide insight and recommendations as part of departmental leadership team.
• Create, or oversee, the creation of project documents Implementation Managers need to effectively run their projects.

Key Responsibility #4: Voice of the Customer 10%

• Collect customer feedback on implementation process.
• Research best practices around capturing voice of the customer, including response rates, timing, questions to ask, and survey medium.
• Create dashboards around collected data.
• Recommend process improvements through analysis of data and identification of trends.

Qualifications (Education, Experience, Certifications & KSA):

Bachelor’s degree required.

5-7 years of work-related experience.

Candidates should show proven leadership abilities , such as the ability to influence leaders, strategically think and plan, and utilize discretion with sensitive information, as they will be part of the departmental leadership team. They should have a working knowledge of Business Intelligence toolset methodologies.

The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, skills, efforts, or working conditions associated with a job.

#LI-SJ1

#LI-Onsite

We offer our employees a robust compensation package! Our comprehensive benefits include: medical, dental and vision insurance coverage; 100% company-paid life and disability coverage, 401k options with company match, three weeks PTO by the end of the first year and much more. Allied proudly promotes from within as part of a strong commitment to providing career growth opportunities for employees of all levels. Our diverse business portfolio allows employees broad career options with the advantage of staying with the same organization.

All qualified candidates will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability status, protected veteran status, or any other characteristic protected by law.

To view our privacy statement click here

To view our terms and conditions click here