Implementation Specialist/Associate - Customer Success

About Zorro:

Zorro is a rapidly expanding, cutting-edge technology startup revolutionizing how companies deliver employee benefits. Founded by repeat entrepreneurs and supported by a brilliant and growing team, our mission is to build the end-to-end financial platform for healthcare — a system that personalizes benefits for every individual, streamlines costs for employers, and ensures the entire experience works in people’s favor.

We specialize in the Individual Coverage Health Reimbursement Arrangement (”ICHRA”), a transformative new benefit that replaces old one-size-fits-all group health plans. With ICHRA, employers provide tax-free funds, and employees get to choose the health insurance that's right for them.

Zorro's platform makes this new freedom simple. We guide employees through the entire process, helping them fully understand their needs, get the best coverage for them and their families, and smartly take care of their health-related finances. This flips the old benefits model on its head, putting control and personalization at the center of healthcare. With the most advanced platform in the industry, Zorro supports the end-to-end ICHRA journey, enabling the true customization of benefits at scale.

Beyond the technology, we are intentional about the environment we’re building. Zorro is proud to be one of Modern Healthcare’s Best Places to Work in Healthcare, a recognition that reflects our commitment to a culture where Zorriers can collaborate, grow, and solve the industry's most complex challenges together.


About the role:

Zorro is looking for an Implementation Manager to join our Customer Success team. In this role you will be responsible for executing the technical and operational requirements needed to bring new employer groups live on Zorro’s ICHRA and platform. You will partner with employers and brokers to ensure a successful onboarding, coordinate internal workflows, systems, and data that drive timely, accurate, and compliant implementations.

Key responsibilities:

  • Onboarding Intake & Discovery  – Join the Client Success Manager in kickoff calls with employers and brokers to capture requirements, confirm implementation needs, and align on timelines, payroll integrations, and compliance considerations.
  • Implementation Operations – Execute the configuration of employer groups in Zorro’s platform, including validating employer and employee data, setting up platform, and confirming payroll connections and funding mechanisms.
  • Payment & Funding Operations – Process and validate the setup of employer funding workflows and premium payments, ensuring banking and payment processes are functional prior to launch.
  • Support Readiness – Document implementation details and manage timelines to ensure a seamless transition for the client into ongoing servicing once they go live.
  • Project Management & Tracking – Maintain and update project timelines, track key milestones, and proactively follow up on outstanding items to ensure onboarding projects stay on schedule for launch.

Who you are:

  • Strong Operator – Skilled at executing structured processes that bring new employer groups live, ensuring accuracy and consistency at every step.
  • Detail-Oriented Executor – You thrive in the weeds, handling complex workflows with precision, knowing that compliance and client trust depend on getting it right the first time.
  • Tech-Comfortable – Confident navigating new systems, integrations, and tools. Bonus if you’ve worked with benefits platforms or case management systems like Intercom and Hubspot.
  • Process-Focused & Curious – You’re eager to learn Zorro’s implementation workflows quickly, ask smart questions when gaps arise, and suggest improvements that streamline execution.
  • Startup-Minded – A self-starter who thrives in a fast-paced, seasonal environment. You adapt quickly when priorities shift and enjoy the challenge of meeting tight deadlines with precision.
  • Clear & Proactive Communicator – You can distill complex data, timelines, and technical steps into simple, actionable updates for employers, brokers, and internal teams alike.

Qualifications:

  • Bachelor’s degree or current college enrollment.
  • 2–5 years of experience in operations or customer service.
  • Strong attention to detail and ability to follow structured processes with accuracy.
  • Excellent communication and organizational skills, with the ability to manage multiple priorities in a fast-paced environment.
  • Familiarity with health insurance, employee benefits, or ICHRA is a plus.

Why join Zorro?

  • Disruptive mission: Be part of a team reinventing a trillion-dollar industry.
  • High impact: Your work will power critical decisions for thousands of employees and their employers.
  • Elite team: Work with repeat entrepreneurs and a group of no-ego, high-horsepower builders driven to create a new benefits paradigm.
  • Grow with us: Great opportunity to grow with the team and company as we scale.

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