
Posted 21 days ago
Client Implementation Lead
AI Summary
Leads client implementations for an insurance software platform, gathering requirements, translating business needs into functional specs, and managing projects from kickoff through go-live while supporting sales and partnership activities.
About this role
About INTX
INTX is a modern (Re)insurance Operating System built for specialty P&C reinsurers, carriers, MGAs and captives. We unify policy, billing, claims, reinsurance, and reporting into a single configurable platform, eliminating the cost and complexity of legacy core systems. Our platform handles complex insurance and reinsurance workflows through flexible, rules-driven configuration, enabling organizations to streamline operations, optimize financial control, and gain real-time visibility across their business using AI to enhance these rules-driven processes.
Built by experienced insurance and reinsurance operators, INTX supports clients across North America, Europe, Bermuda, and other global markets. As we continue to scale, we are strategically bringing key capabilities in-house to drive consistency, speed, and delivery quality across every engagement.
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).
Skills
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