Discovery Implementation Manager
New
B
bswiftBenefits administration
Remote- US, Standard working hours are 8am-5pm Central TimeFull-TimeManager
Salary80,000 - 115,000 USD per year
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Job Details
- Experience
- 5+ years of client relationship, consulting, and implementation experience
- Required Skills
- Project ManagementMicrosoft ExcelMS OfficeProblem SolvingClient relationship management
Requirements
- Bachelor's degree in business administration or a related field.
- 5+ years of client relationship, consulting, and implementation experience.
- Current or previous experience with benefits implementation processes and methods.
- Advanced proficiency in MS Excel, including VLOOKUPs, Pivot tables, and data summaries.
- Working knowledge of other MS Office products.
- Ability to develop and maintain strong relationships with clients and brokers.
- Strong customer service orientation.
- Strong problem-solving skills and ability to work through complex subject material.
- Ability to work independently and as part of a team.
- Ability to make timely decisions in an ambiguous, fast-paced environment.
- Willingness to travel as needed.
Responsibilities
- Lead and project manage discovery for Health and Welfare new client implementations.
- Review plan documents and HR materials to identify relevant plan administration information.
- Define and document client requirements, including benefits class matrices, rates, permissions, field options, site text, and data import and export files.
- Advise clients on best practices and recommend system or process changes to meet their goals.
- Research and recommend system enhancements, collaborating with product managers and developers on specifications.
- Lead implementation kickoff, requirements-gathering, and review meetings with clients.
- Identify and mitigate project and staffing risks, escalating issues where appropriate.
- Manage implementation timelines and coordinate with clients and internal teams.
- Manage client expectations and communicate turnaround times and changes in scope or services.
- Develop strategies to improve client and broker satisfaction, and coach and mentor others.
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