Implementation Discovery Manager

Bachelor's degree in business administration or related field 5+ years of client relationship, consulting, and implementation experience Experience with benefits administration and implementation methods Excellent written and verbal communication skills Proven ability to build and maintain strong relationships with clients and brokers Strong customer service orientation Ability to work independently and collaboratively Ability to make timely decisions in a fast-paced, ambiguous environment Ability to quickly synthesize complex subject matter Strong problem-solving skills and analytical thinking High degree of reliability, organization, accuracy, and follow-through Demonstrated initiative, resourcefulness, and willingness to innovate Advanced proficiency in MS Excel (VLOOKUPs, PivotTables, data summaries) Working knowledge of MS Office Suite Willingness to travel as needed Experience with benefits administration platforms (e.g., bswift, Workday, UKG, ADP) (Preferred) Prior experience leading cross-functional discovery or requirements-gathering sessions (Preferred) Strong understanding of Health & Welfare plan design (Preferred)

Lead and project manage the discovery phase for new client implementations. Guide clients and internal teams through defining and documenting requirements. Identify and document plan administration requirements. Consult clients on industry best practices and system/process changes. Lead client-facing meetings. Identify and mitigate project and staffing risks. Manage timelines with internal teams and external stakeholders. Ensure requirements are collected and finalized. Manage client expectations and escalate changes. Partner with internal teams for requirements process. Stay current on industry trends and recommend enhancements. Develop and implement strategies to improve client and broker satisfaction. Assist with sales and marketing efforts as needed. Act as a coach and mentor.