Q

Quandri

Automates repetitive tasks for insurance brokerages

Implementation Manager

Implementation & Technical Account ManagementConfirmed live in the last 24 hours
Full-timeVancouver, BC, Canada

About the Job

Requirements

  • At least 2 years of experience successfully implementing software or SaaS systems.
  • Strong project management skills and effective use of project management tools.
  • Strong technical aptitude and curiosity to understand systems.
  • Experience working with product and engineering teams to deliver implementations.
  • Experience managing change management activities, clearly communicating implementation processes, and providing user training and support.
  • Ability to convey technical subject matter to non-technical audiences.
  • Experience delivering exceptional customer service.
  • Highly developed written and verbal communication skills.
  • Strong interpersonal and relationship-building skills.
  • Proficiency in Microsoft Word, Excel, and PowerPoint, or G Suite equivalents.
  • Proficiency using a CRM platform.
  • Ability to handle multiple responsibilities and prioritize efficiently.
  • Aptitude for technology and ability to learn different software programs quickly.
  • Ability to manage multiple customer projects.
  • Ability to listen effectively and communicate professionally with customers.
  • Ability to present to customers and run engaging customer meetings.
  • Strong organization and attention to detail.
  • Commitment to creating positive, customer-centric interactions.

Responsibilities

  • Manage implementation projects and client onboarding from start to finish.
  • Lead implementation activities, including kickoff, discovery, configuration, testing, and training.
  • Communicate progress through the CRM throughout implementation so customers understand progress toward their deployment dates.
  • Provide a handoff from Implementation to Customer Success, ensuring customer expectations are met and transitions are efficient and customer-focused.
  • Confirm and document customer goals and success metrics as customers exit the sales cycle and enter implementation.
  • Facilitate technical requirements gathering and deliver customer feedback to the product team when necessary.
  • Manage and communicate changes in project scope, budget, or schedule.
  • Use internal tools such as HubSpot, Sybill, and Google Drive to track customers in deployment and their progress.
  • Work with the Product team to continually improve customer time-to-value.
  • Develop scope-of-work documentation that aligns customer expectations with internal delivery resources.
  • Identify change management opportunities to improve user training and adoption.
  • Become an expert in Quandri products and learn the technical details required to implement them successfully.
  • Understand the insurance broker landscape and day-to-day broker processes that Quandri improves.
  • Understand key elements of the agency management systems customers use that are relevant to implementation.
  • Provide customer insights and feedback to Customer Success and Product teams to help shape product refinement.

Desired Qualifications

  • Experience in the insurance industry and/or working with agency management systems.
  • Experience using HubSpot.

About the Company

Quandri

Automates repetitive tasks for insurance brokerages

Quandri builds customized digital workers, or software bots, that automate repetitive and time-consuming tasks for insurance brokerages. These bots handle routine operations such as quoting and suspending policies, enabling agencies to save time and money and free human staff for more valuable tasks. The product works by developing, deploying, and maintaining automation solutions tailored to an insurance workflow; clients pay for the initial setup plus ongoing support, creating a predictable revenue model. Quandri differentiates itself by offering tailored, end-to-end automation for the insurance brokerages sector, providing cost savings that are typically smaller than hiring more staff but with ongoing service to ensure smooth operation. The company's goal is to increase efficiency and reduce operating costs for insurance agencies by handleing repetitive tasks automatically, helping them grow and improve customer satisfaction.

Company size
51-200
Company stage
Series A
Total funding
$22M
Headquarters
Vancouver, Canada
Founded
2020

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