Credit Union Implementation Manager

A company is looking for a Credit Union Implementation Manager to lead the onboarding and relationship management of credit union partners for their Medicare partnership. Key Responsibilities Own the implementation process for new credit union partners from kickoff to full program deployment Coordinate project timelines, training delivery, and onboarding documentation Serve as the main point of contact for credit union stakeholders and collaborate with local Medicare agents for training and education Required Qualifications 5+ years of experience in implementation, client onboarding, or partner success roles Background in insurance, Medicare, financial services, or B2B2C platform partnerships Prior experience in data collection and analysis for informed decision-making Strong skills in PowerPoint, Excel, and project management software like Asana Passion for helping others make informed decisions regarding retirement and healthcare

May 14, 2025 - 11:26

A company is looking for a Credit Union Implementation Manager to lead the onboarding and relationship management of credit union partners for their Medicare partnership. Key Responsibilities Own the implementation process for new credit union partners from kickoff to full program deployment Coordinate project timelines, training delivery, and onboarding documentation Serve as the main point of contact for credit union stakeholders and collaborate with local Medicare agents for training and education Required Qualifications 5+ years of experience in implementation, client onboarding, or partner success roles Background in insurance, Medicare, financial services, or B2B2C platform partnerships Prior experience in data collection and analysis for informed decision-making Strong skills in PowerPoint, Excel, and project management software like Asana Passion for helping others make informed decisions regarding retirement and healthcare