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bswift logo
bswift

Helping companies be ready for all their benefits needs, today and tomorrow.

Implementation Discovery Manager

ManagerManagerOtherRemoteSeniorTeam 1,001-5,000H1B No SponsorCompany SiteLinkedIn

Location

United States

Posted

96 days ago

Salary

$90K - $120K / year

Seniority

Senior

Bachelor Degree5 yrs expEnglish

Job Description

Implementation Discovery Manager

bswift

• Own the client onboarding experience for new Health & Welfare implementations by gathering requirements, consulting on best practices, and collaborating with internal teams to address unique client needs. • Lead and project manage the discovery phase for new Health & Welfare client implementations to achieve individual, team, and company goals. • Guide clients and internal teams through defining and documenting requirements by reviewing source documents such as Legal Plan Documents, SPDs, and HR materials. • Identify and document plan administration requirements, including: • Benefits Class Matrix • Plan Requirements Templates • Rates • Permissions • Field Options • Site Text • Demographic and benefit data import files • Vendor and payroll export file requirements • Proactively consult clients on industry best practices and system/process changes needed to achieve their goals. • Research and recommend system enhancements and assist Product Managers and Developers with enhancement specification development. • Lead client-facing meetings, including kickoff, requirements gathering, requirements review, and other implementation touchpoints. • Identify and mitigate project and staffing risks; escalate appropriately. • Manage timelines with internal implementation teams and external client stakeholders. • Ensure that requirements are collected and finalized for all services included in scope. • Manage client expectations by anticipating issues, communicating turnaround times, and escalating changes in scope or services as needed. • Partner with internal teams to ensure all scoped services are accounted for in the requirements process. • Stay current on industry trends and recommend enhancements to the company’s client service approach. • Develop and implement strategies to improve client and broker satisfaction. • Assist with sales and marketing efforts as needed. • Act as a coach and mentor to others within the organization.

Job Requirements

  • 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 across internal, external, technical, and non-technical audiences
  • Proven ability to build and maintain strong relationships with clients and brokers
  • Strong customer service orientation
  • Ability to work both 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) and working knowledge of MS Office Suite
  • Willingness to travel as needed.

Benefits

  • Comprehensive Health Benefits: Access to health, dental, and vision plans to support your wellness and that of your family.
  • Competitive Compensation: A compensation package that recognizes your skills, experience, and contributions, including performance-based incentives for most roles.
  • Remote first, Office friendly environment! No time to commute? No problem!
  • Retirement Savings Plans: Options to help you plan for a secure financial future with employer-sponsored retirement savings programs.
  • Professional Development: Opportunities for career growth, including training and access to resources to support your career progression.
  • Supportive Culture: A work environment that encourages collaboration, open communication, and creative problem-solving, where your voice and ideas are valued.
  • Employee Wellbeing Initiatives: Programs focused on mental health, financial planning, and wellness resources to help you thrive inside and outside of work.

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