Implementation Discovery Lead - Evive
New
B
bswiftBenefits administration
Remote- US, Standard working hours are 8am-5pm Central Time, unless otherwise stated in the Job Description.Full-TimeLead
Salary not disclosed
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Job Details
- Experience
- 3+ years of client relationship, consulting, or implementation experience
- Required Skills
- Data AnalysisMicrosoft OfficeSaaSClient relationship managementProcess improvement
Requirements
- Bachelor’s degree in business administration or a related field.
- 3+ years of client relationship, consulting, or implementation experience.
- Experience with benefits and implementation processes and methods.
- Advanced MS Excel skills, including VLOOKUPs, pivot tables, and data summaries.
- Proficiency in additional MS Office applications.
- Strong analytical skills and ability to use data strategically.
- Proven success developing strong client and broker relationships.
- Strong customer service orientation.
- Ability to work independently and as part of a team.
- Ability to make timely decisions in a fast-paced, ambiguous environment.
- Willingness to travel as needed.
- Preferred: experience in HR technology, benefits administration software, or related SaaS environments.
- Preferred: experience mentoring or training junior team members.
- Preferred: background in process improvement or workflow optimization.
Responsibilities
- Own multiple areas of discovery during implementation, including Evive requirements templates, Benefits Class Matrix, plan requirements, enrollment rules, digital experience, and inbound and outbound files.
- Coordinate with internal centers of excellence and other implementation teams.
- Consult clients on best practices and serve as a subject matter expert on system and process changes.
- Research and recommend system enhancements based on client needs, and assist Product Managers and Developers with enhancement specifications.
- Collaborate with internal teams to gather and finalize requirements for scoped services.
- Manage client expectations by anticipating issues and establishing realistic timelines.
- Research, resolve, and respond to client inquiries about system or process gaps.
- Refine the discovery process and identify and escalate project risks.
- Develop strategies to improve client and broker satisfaction.
- Mentor and coach Implementation Analysts on deliverables.
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