A Bachelor's degree in Business, Finance, Management Information Systems, or a related field is required.
Two to three years of professional experience in a Client Implementation Lead or similar role is required.
Proficiency with Microsoft Office, including Word, Excel, and PowerPoint, is required.
Experience coordinating and supporting projects in a client-facing role is required.
Willingness to travel up to 20% is required.
Responsibilities
Lead discovery sessions with clients to capture workflows, rules, and integration needs.
Translate business needs into functional specifications and configuration instructions.
Document processes, data requirements, and system behaviors.
Own projects from kickoff through go-live, tracking status, risks, and dependencies.
Support configuration, testing, and user acceptance testing with client stakeholders.
Manage cutover planning, go-live readiness, and hypercare support.
Contribute to internal playbooks, templates, and delivery standards.
Work directly with leadership, engineering, and product stakeholders.
Coordinate with external partners, including vendors, consultants, and actuarial groups.
Travel for client meetings, tradeshows, and conferences to support sales conversations.
Desired Qualifications
Experience with property and casualty insurance.
Experience working with software development or information technology teams.
Experience in insurance, fintech, or consulting industries.
Experience with Microsoft Azure.
Professional certifications such as CBAP, PMP, or CSM.
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
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)
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).