Client Implementation Lead (Insurance)
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Overview
Job Description
About INTX
INTX is a complete Insurance Operating System purpose-built for specialty P&C carriers, MGAs, captives, and reinsurers. We unify policy, billing, claims, reinsurance, and reporting into a single, configurable platform, eliminating the cost, friction, and complexity of legacy core systems.
Role Overview
We are seeking a Client Implementation Lead to run client implementations from requirements gathering through go-live. You will work directly with company leadership and serve as the bridge between clients and our engineering teams.
This role is uniquely positioned at the intersection of delivery and business development — meaning you will travel not only for client workshops and go-lives, but also to industry conferences, tradeshows, and partner events where INTX builds relationships and accelerates growth.
Because INTX is growing quickly, there is clear upward mobility, including:
Implementation Team Lead
Delivery / Client Success
Sales / Partnerships (BD support, demos, events)
Client & Requirements
Lead discovery sessions with clients to capture workflows, rules, and integration needs
Translate business needs into functional specs and configuration instructions
Document processes, data requirements, and system behaviors
Implementation & Delivery
Own projects from kickoff through go-live, tracking status, risks, and dependencies
Support configuration, testing, and UAT with client stakeholders
Manage cutover planning, go-live readiness, and hypercare support
Contribute to internal playbooks, templates, and delivery standards
Cross-Functional & BD Support
Work directly with leadership, engineering, and product stakeholders
Coordinate with external partners (vendors, consultants, actuarial groups)
Travel for client meetings, tradeshows, and conferences to support sales conversations
Who Thrives Here
People who:
Enjoy client-facing work and solutioning
Want visibility and influence in a growing company
Execute well without rigid process
Want options to grow into leadership or sales/BD roles
Why INTX
Be part of a company redefining how insurance software is built and delivered
Work directly with experienced industry operators, not layers of management
Accelerate your career through exposure to clients, partners, and executives
See the immediate impact of your work in real implementations and product evolution
Travel to major industry conferences and meet MGAs, carriers, reinsurers, and consultants
Competitive compensation with room to grow as the company scales
Requirements
Must Haves
- Bachelor’s degree (Business, Finance, MIS, or related field)
- 2–3 years of professional experience in a Client Implementation Lead or similar role
- Proficiency with Microsoft Office (Word, Excel, PowerPoint)
- Experience coordinating and support projects in a client-facing role
- Willingness to travel up to 20%
Nice to Haves
- Experience with property and casualty (P&C) insurance
- Experience working with software development or IT teams
- Experience in insurance, fintech, or consulting industries
- Experience with Microsoft Azure
- Professional certifications (e.g., CBAP, PMP, CSM)
Benefits
INTX offers a comprehensive benefits program for eligible employees and their qualified dependents, which include medical, dental, and vision coverage, a 401(k) retirement savings plan, and generous paid time off (PTO)
Automate your job search with Sonara.
Submit 10x as many applications with less effort than one manual application.
