Customer Integrations Analyst

Job#: 3021669

Job Description:
Customer Integration Analyst

Duration: 12 months

Location: Remote

Rate Range: $25-$30/hr

Our client is seeking a remote Customer Integration Analyst to join their team. The Business Analyst oversees end-to-end technology implementation projects and serves as the primary coordination point between internal teams, technology partners, and clients. After Salesforce completes a sale and confirms a partner, the Analyst validates feasibility, gathers all required data, and manages the full implementation package through development, QA, and compliance.
Key Responsibilities
Project & Technology Coordination

• Act as the primary technology contact for assigned implementations.
• Respond to all emails and cases within 1 business day, including redirects when needed.
• Review required reporting daily and complete updates within 1 business day.
• Manage Salesforce project steps to ensure accurate and timely routing of work.

Salesforce Intake & Case Management

• Review ETS OE Requests and maintain a 2-day intake SLA.
• Validate all case setup documents and report missing/incorrect items.
• Maintain the Enrollment Platform Ready Date for every project and document case specifics in Salesforce.

Implementation Package (IP)

• Create and send IPs for new or change projects within 5 business days (after receiving all required items).
• Build and communicate product specifications to technology partners.
• Upload all IPs to Salesforce and SDF; complete required peer reviews, including NAM review for national accounts.

QA Preparation & Approvals

• Prepare and submit build materials to QA and Actuary teams.
• Verify all required Salesforce fields are complete and accurate.
• Ensure AB-Certified products are correctly identified.
• Resolve QA issues and obtain all necessary approvals.

SFTP & File Management

• Set up and troubleshoot SFTP routines for incoming files.
• Hand off test files to the IPA and update file statuses and dates in Salesforce.

Cross-Team Consultation

• Support internal teams with electronic enrollment issues outside active projects.
• Assist with case corrections, updated IPs, or broker communication when needed.

Escalation & Continuous Improvement

• Follow the 3-step escalation process and involve management when projects stall.
• Identify process gaps and recommend improvements to enhance the customer experience.
• Maintain comprehensive documentation in TIC OneNote and support technology partnership data needs.

Collaboration

• Work with cross-functional teams on enrollment strategy and corporate initiatives.
• Build strong partnerships with AB sales representatives, providing updates, feedback, and action items that support sales effectiveness.

EEO Employer

Apex Systems is an equal opportunity employer. We do not discriminate or allow discrimination on the basis of race, color, religion, creed, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), age, sexual orientation, gender identity, national origin, ancestry, citizenship, genetic information, registered domestic partner status, marital status, disability, status as a crime victim, protected veteran status, political affiliation, union membership, or any other characteristic protected by law. Apex will consider qualified applicants with criminal histories in a manner consistent with the requirements of applicable law. If you have visited our website in search of information on employment opportunities or to apply for a position, and you require an accommodation in using our website for a search or application, please contact our Employee Services Department at or .

Apex Systems is a world-class IT services company that serves thousands of clients across the globe. When you join Apex, you become part of a team that values innovation, collaboration, and continuous learning. We offer quality career resources, training, certifications, development opportunities, and a comprehensive benefits package. Our commitment to excellence is reflected in many awards, including ClearlyRated's Best of Staffing in Talent Satisfaction in the United States and Great Place to Work in the United Kingdom and Mexico. Apex uses a virtual recruiter as part of the application process. Click for more details.

Apex Benefits Overview: Apex offers a range of supplemental benefits, including medical, dental, vision, life, disability, and other insurance plans that offer an optional layer of financial protection. We offer an ESPP (employee stock purchase program) and a 401K program which allows you to contribute typically within 30 days of starting, with a company match after 12 months of tenure. Apex also offers a HSA (Health Savings Account on the HDHP plan), a SupportLinc Employee Assistance Program (EAP) with up to 8 free counseling sessions, a corporate discount savings program and other discounts. In terms of professional development, Apex hosts an on-demand training program, provides access to certification prep and a library of technical and leadership courses/books/seminars once you have 6+ months of tenure, and certification discounts and other perks to associations that include CompTIA and IIBA. Apex has a dedicated customer service team for our Consultants that can address questions around benefits and other resources, as well as a certified Career Coach. You can access a full list of our benefits, programs, support teams and resources within our 'Welcome Packet' as well, which an Apex team member can provide.