Christian E. Jarvis

Developed new client reporting and analytics SOPs; Managed and developed detailed project timelines and budgets; Supported AI-driven workflow development through Microsoft Copilot; Managed onboarding and adoption programs to enhance platform implementation; Oversaw project delivery to align with client goals and deadlines; Led training sessions and created implementation resources for client teams; Coordinated cross-functional teams through Jira, Salesforce, Monday.com, and Microsoft Project; Directed enterprise and technical projects from kickoff through renewal with status tracking; Maintained proactive stakeholder communication to anticipate needs and resolve issues.

Acted as primary client liaison, guiding marketing SaaS implementation and adoption; Led quarterly reviews to optimize campaign strategy and strengthen client engagement; Managed onboarding, configuration, and training to ensure sustained platform usage.

Managed onboarding and training for new clients on custom systems and applications; Partnered with C-suite and key stakeholders to guide executive benefit and plan administration; Led open enrollment cycles and delivered client presentations on plan options and updates; Conducted outreach to increase participation, engagement, and plan education; Developed and enhanced enrollment and marketing materials to support new plan years; Prepared time-sensitive accounting reports and managed client invoicing; Trained new hires and team members on processes, systems, and client service best practices.