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bswift · 1 month ago

Implementation Discovery Manager

United States

Full-time

Remote

Mid, Senior Level

$90K/yr - $110K/yr

5+ years exp

bswift is a leading benefits administration company that specializes in providing tailored solutions for clients. The Implementation Discovery Manager is responsible for owning the client onboarding experience for new Health & Welfare implementations, ensuring a high-quality onboarding experience and collaborating with internal teams to address unique client needs.

Health CareInformation TechnologySoftware

Responsibilities

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

Qualification

Client relationship managementBenefits administration experienceRequirements gatheringAdvanced MS ExcelProject managementCustomer serviceAnalytical thinkingProblem-solving skillsCommunicationCross-functional collaboration

Required

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

Preferred

Experience with benefits administration platforms (e.g., bswift, Workday, UKG, ADP)

Prior experience leading cross-functional discovery or requirements-gathering sessions

Strong understanding of Health & Welfare plan design

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.