Role Description The Associate Director, Spending Account Operations is responsible for leading a high-performing team focused on claims processing, funding reconciliation, and data analytics for spending account programs. This role ensures the accurate and compliant administration of Health Savings Accounts (HSA), Flexible Spending Accounts (FSA), Health Reimbursement Arrangements (HRA), and Commuter Benefits, while driving operational efficiency, compliance, and client satisfaction. The Associate Director aligns department goals with broader organizational objectives, fosters cross-functional collaboration, and ensures the successful execution of best practices and process improvements. Additionally, this role serves as the primary liaison between internal stakeholders and external vendors, advocating for platform enhancements and ensuring seamless service delivery. - Leadership & Team Development: - Leads, manages, and develops a high-performing team responsible for claims administration, funding reconciliation, and data analysis. - Provides coaching, feedback, and performance evaluations through structured processes such as 15Five check-ins, L10 meetings, and 1:1s. - Ensures team alignment with strategic objectives, performance metrics, and compliance standards while fostering a culture of continuous learning and professional growth. - Client Experience & Retention: - Ensures best-in-class client service by coaching and mentoring team members to resolve client issues efficiently and proactively. - Serves as the final escalation point for complex claims, funding discrepancies, and reporting concerns. - Implements preventative measures to enhance client experience and optimize service delivery. - Monitors client retention metrics and identifies areas for service enhancement and process improvements. - Operational Excellence & Compliance: - Establishes and enforces best practices for claims processing, funding reconciliation, and data integrity. - Ensures regulatory compliance with IRS guidelines and industry standards related to HSAs, FSAs, HRAs, and Commuter Benefits. - Works with internal teams to maintain data accuracy and process efficiency across all systems. - Drives automation and process optimization initiatives to streamline operations and improve accuracy. - Strategic Growth & Collaboration: - Aligns department initiatives with COE’s strategic objectives, supporting revenue growth and operational efficiencies. - Partners with Sales & Marketing to position the value proposition of spending account services. - Collaborates with Finance & Leadership to ensure accurate revenue tracking, financial forecasting, and funding reconciliation. - Identifies opportunities for expanding service offerings and enhancing client value through technology and service enhancements. - Performance Monitoring & Reporting: - Implements structured KPI tracking, quarterly performance evaluations, and operational reporting for senior leadership. - Uses data-driven insights to optimize claims administration, funding reconciliation, and overall service delivery. - Ensures that team members are meeting or exceeding service-level agreements (SLAs) and compliance requirements. - Vendor & Partner Liaison: - Acts as the primary liaison between internal stakeholders and external technology vendors, ensuring strategic alignment and issue resolution. - Advocates for platform enhancements and process improvements with third-party vendors. - Ensures seamless integration and execution of spending account operations across all systems. Qualifications - Required: WEX experience - 5+ years of experience in spending account operations (HSA, FSA, HRA, commuter benefits) - 5+ years of experience in client success, account management, claims, or related functions - 2+ years of leadership experience leading client-facing or operational teams - Strong knowledge of IRS regulations and compliance related to spending accounts - Experience working with spending account platforms and technology - Proficiency in Excel (pivot tables, VLOOKUP) and CRM/tools (e.g., Zoho or similar) - Proven ability to lead teams, drive process improvements, and optimize service delivery - Strong communication and relationship management skills with the ability to resolve complex issues - Demonstrated strategic thinking, analytical, and problem-solving skills - Bachelor’s degree in Business, Finance, Marketing, or related field preferred Requirements - Salary range: $105,000 – $115,000 per year Benefits - Alera Group offers comprehensive benefits including medical, dental, vision, life and disability coverage, 401(k), generous PTO, and more. Company Description Alera Group was founded in 2017 and has grown to become the 14th largest broker of U.S. business. We are passionate about our clients’ success in the areas of Employee Benefits, Property and Casualty Insurance, and Financial Services. With a network of offices nationwide, our commitment to collaboration allows us to offer national resources combined with local service. - Make an Impact: Your work supports businesses and individuals in protecting what matters most. - Grow With Us: We invest in development, mentorship, and long-term career growth. - The Collaborative Way: We believe in accountability, teamwork, and shared success across all offices and lines of business. - National Strength. Local Heart: Scale, resources, and expertise — with relationships that feel personal.

• Lead teams managing service desk, ITAM, supply chain, business operations, and integration • Drive post-acquisition IT integration • Own performance and costs by setting and delivering on SLAs, KPIs, and budget targets • Partner cross-functionally with Workplace, Security, Finance, and Engineering

Role Description We are seeking a highly skilled SEO Operations Specialist with extensive experience in on-page, off-page, and technical SEO, and a proven track record of driving organic traffic and improving search rankings using data-driven strategies. This role is focused on execution rather than strategy. - Work closely with the SEO Lead to ensure all SEO deliverables are implemented accurately and on time across multiple client accounts. - Manage on-page SEO, technical QA, Google Business Profile management, content publishing checks, backlink tracking, and maintain high quality standards across every account. - Detail-oriented, highly organized, proactive in identifying issues, and enjoys ensuring nothing falls through the cracks. Qualifications - An experienced SEO professional with 3+ years of hands-on expertise across local, on-page, and technical SEO. - Strong understanding of execution and quality assurance. - A detail-oriented operator who takes ownership of their work and follows processes consistently. - A technically capable problem solver comfortable with schema markup, Core Web Vitals, backlink management, Google Business Profiles, and common SEO platforms and tools. - A proactive communicator who identifies issues early and provides updates without being prompted. - A highly organized self-starter who can manage multiple priorities and maintain high standards across accounts. - A hands-on contributor who enjoys execution, continuous improvement, and operational excellence. Requirements - Lead SEO implementation and quality assurance across client websites. - Manage technical SEO health, audits, and issue resolution. - Oversee content publishing processes and pre-launch reviews. - Coordinate local SEO and online presence management initiatives. - Drive project execution, reporting, and timely delivery of all SEO campaigns and operational deliverables. Benefits - Fully Remote position. - Working Hours: 9 am to 5 pm EST. - Holidays: US Holidays. - Salary: USD 1800 - USD 2200 per month.

• Own paid strategy and performance for our two brands • Set audience strategy, targeting architecture, and budget allocation, with a Paid Ads Manager executing within the framework you build • Drive efficiency improvements through sharper ICP-based audience segmentation, exclusion logic, and continuous optimization • Run a structured test-and-learn cadence: message variants, offer tests, audience experiments and apply what you learn • Partner with Brand & Content team on messaging inputs and creative strategy to ensure paid creative and landing page copy are grounded in brand positioning and ICP-validated messaging • Own the web and conversion function through your direct report: Web & Conversion Manager • Set the strategic direction for CRO across our website: your manager executes within that framework • Ensure web tracking is set up correctly and integrated with paid reporting for clean attribution • Own chatbot conversion rate and leads routed to pipeline • Build and manage AI-enabled marketing workflows and campaign automation that make the team faster and more scalable, including AI agents where applicable • Analyze and optimize performance across your channels and bring performance insights back to the team on a regular cadence