Product Owner & Training Specialist - Remote

Overview

We are seeking a skilled Product Owner and Training Specialist to manage system configurations, ensure data integrity, and lead system migrations for newly acquired offices. This role involves working closely with internal teams, IT, and vendors to resolve issues, while also creating and delivering training programs aligned with company goals. You will develop training materials, lead training sessions, and drive continuous improvement efforts to support technology adoption and enhance system functionality.

In Short

• Oversee system configuration, including office and employee setup, maintenance, and updates.
• Coordinate setup for new agency team members in the BenefitPoint system.
• Monitor helpdesk tickets and provide support as needed.
• Manage system migrations for newly acquired offices.
• Lead and manage the development and execution of acquisition playbook.
• Deliver consistent progress updates and conduct needs assessments.
• Work with internal teams and vendors to resolve issues.
• Ensure data integrity and effective system use.

Requirements

• Highly organized self-starter with experience in project management.
• Proven experience in system migration and data conversion.
• Exceptional attention to detail with the ability to analyze large datasets.
• Strong written, verbal, and presentation communication skills.
• Prior experience in BenefitPoint system configuration is required.
• Proficient in Microsoft Excel, PowerPoint, and Word.
• Knowledge of the employee benefits insurance industry is a plus.

Benefits

• 35% - 50% travel required.