• Build fluency in the suite of dashboards and data available to report against contract obligations. • Translate available data into meaningful, story-telling presentations related to contract performance (e.g. enrollment, utilization, quality measures). • Project manage and track next steps and follow-ups from external meetings through to completion. • Collaborate with the Sr. Manager, Partner Success and Sr. Director, Partner Success to support Joint Operating Committee meetings with clients and Internal Contract Management Meeting with senior leadership. • Build and manage new templates for the Partner Success team as opportunities to standardize present themselves. • Lead documentation of process optimization efforts for the Partner Success team as opportunities to streamline present themselves. • Coordinate efforts to improve contract performance, enhance care coordination, or solve pain points within the attributed population. • Collaborate across the organization to ensure all deliverables and milestones are met with quality and excellence. • Work closely with our data team to generate reporting that supports care coordination and performance management with each client. • Regularly communicate project status, barriers, risks, and updates to key stakeholders across the organization.

• Lead outcome-based executive level conversations tied to business priorities • Translate customer goals into clear success plans with measurable impact • Advise on skills-based workforce transformation • Mastery of solutions and be an expert in the evolving product offering • Speak credibly about AI-enabled capabilities and limitations • Use data to prioritize risk, opportunity, and expansion conversations • The quarterback across Product, Professional Services (PS), Sales and Support

Role Description We are seeking a strategic, detail-oriented and tech-savvy BenAdmin Client and Broker Success Manager to join our team. In this role, you serve as a strategic partner to brokers and clients advising on BenAdmin strategy and solutions. This role is the relationship manager between employer client, broker, internal BenAdmin Specialist, and other internal teams. Responsible for implementation planning, project management, platform review and training of clients and brokers. This role requires expertise and understanding in Employee Navigator benefits platform, experience in complex client structures, collaborating with brokers, clients and internal teams. You will play a critical role in ensuring broker enablement and client success within the BenAdmin team. - Broker and Sales Enablement - Serve as a strategic partner to brokers, advising on Employee Navigator and BenAdmin service strategy. - Support Sales teams during broker and client prospecting by participating in BenAdmin services discussions, demos, and discovery calls. - Consult brokers on ENav migration approaches, timelines, and best practices. - Clearly define service scope, process, and expectations for brokers and employer clients. - Client Service and Project Management - Function as the quarterback of the relationship between Employer Client, Broker, BenAdmin Specialist, and internal sales teams. - Own implementation planning, platform review, training, and adoption including: - Defining timelines and milestones. - Clarifying client, broker, and Amwins responsibilities. - Managing communication and status updates throughout build, OE, and connection setup. - Obtain, validate, and submit all required implementation paperwork and intake documentation. - Lead client kickoff calls, OE readiness meetings, and post‑OE closeout discussions. - Serve as the escalation point for complex issues related to benefits setup, plan elections, eligibility. - Collaborate with internal teams, clients, and brokers to identify solutions, recommend system improvements, and prevent future errors. - Administrative Coordination and ongoing success - Maintain oversight of feed testing processes, and updates related to plan or vendor changes. - Ensure smooth transition to ongoing client self‑service and/or carrier connections. - Maintain a high standard of responsiveness, professionalism, and client advocacy. - Troubleshoot common access, rate, and workflow issues, escalating complex system logic or integration issues to BenAdmin Specialists. - Collaboration - Act as a subject matter expert to internal team members, clients and brokers on system capabilities, best practices, and strategy. - Partner with brokers, clients and sales teams to validate plan details, eligibility rules, and system functions. - Mentor and support junior and mid-level team members by answering questions, and sharing knowledge. - Translate client and broker business requirements into clear, complete implementation inputs for BenAdmin Specialists. - Partner with Specialists throughout configuration, testing, and OE execution to ensure alignment with client intent. - Facilitate communication between technical and non‑technical stakeholders, translating system behavior into client‑friendly explanations. - Escalate true technical or configuration issues to Specialists while filtering non‑technical inquiries. Qualifications - 4+ years of experience supporting benefits technology, with strong project management and stakeholder coordination skills. - Ability to translate complex concepts into clear, client-friendly communication. - High degree of comfort working cross-functionally with sales, clients, brokers and technical teams. - Proven hands-on experience with benefits administration platforms such as Employee Navigator, Ease, bswift, Benefitfocus, PlanSource, ADP, or similar. - Proficiency in Microsoft Excel and Outlook; comfortable working with structured data, mapping logic, and data validation. - Advanced problem-solving skills with an analytical mindset and attention to detail. - Strong knowledge of employee benefits, including eligibility logic, plan structure, and relevant compliance standards (ACA, COBRA, HIPAA). - Demonstrated ability to communicate effectively, with confidence in working directly with brokers, carriers, and internal stakeholders. - Excellent interpersonal skills, with a team-oriented mindset and a collaborative work style. - Ability to manage multiple priorities and meet tight deadlines in a dynamic, fast-paced environment. - Experience mentoring or coaching junior team members. - Experience with Employee Navigator is a strong plus. Benefits - Compensation includes compensation commensurate with experience. - Full benefits package available, benefits start first day of employment. - Generous Paid Time Off (PTO). - Collaborative, continuing education focused work environment. - Career advancement opportunities. - Opportunity for formal sales and leadership training. Work Environment This position operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines. Physical Demands While performing the duties of this job, the employee is regularly required to talk and hear. The employee frequently is required to sit, stand, walk, use hands to finger, handle or feel, and reach with hands and arms. The employee is occasionally required to stoop or kneel. Vision abilities required by this job include close vision. This position requires the ability to occasionally lift office products and supplies weighing up to 20 pounds. The noise level in the work environment is usually quiet to moderate.

• Maintain active communication with clients; • Support management of the client portfolio, monitoring their journey and engagement with the solution; • Monitor success and retention metrics, assisting with data analysis and generating insights; • Assist platform users and onboard new clients, keeping them informed about features; • Support proactive outreach to clients via Meet, WhatsApp and phone; • Assist in creating workflows, materials, and engagement and training events for clients; • Identify and resolve bottlenecks with clients and the Customer Success and Support teams; • Participate in meetings with clients and internal teams to ensure the best possible experience; • Support the team with client requests as needed.