Credit Union Implementation Manager

Job Summary

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