PlanSource · 21 hours ago
Implementation Analyst
United States
Full-time
Remote
Mid Level
3+ years expPlanSource is a leading cloud-based provider of benefits administration technology and services, on a mission to simplify how people choose, use, and manage benefits. The Implementation Analyst will lead the configuration and testing of the benefits administration site while collaborating with various departments and mentoring less experienced teammates.
FinanceHuman ResourcesInformation TechnologyEmployee BenefitsFinancial ServicesInformation Services
Responsibilities
Configure applications, services and or software based on client business requirements to ensure they meet user needs
Complete job-related training courses and/or seminars, as may be required for the job and/or assigned by Manager
Foster a collaborative and productive team environment through mentorship and effective respectful communication
Participate and or lead group meetings, engage with internal stakeholders on process and product areas of improvement
Maintain comprehensive project documentation, ensure all tasks are consistently up-to-date. Including but not limited to: Salesforce projects, EDI Case Notes, IMP SharePoint Site
Identify potential risks and help develop mitigation strategies
Conduct internal tests to validate configurations and ensure they meet technological requirements
Conducts client user acceptance testing and training for new configurations and system updates
Make sure all project deliverables adhere to quality standards by achieving acceptable pass rate in QA evaluations
Maintain clear and consistent communication with stakeholders, including clients, Implementation leader, additional team members, and senior management
Ensure timely and accurate completion of all individual and assigned team tasks
Provide back-up to team members as needed to avoid delays and ensure client satisfaction
Consult and provide guidance on best practices to all internal and external stakeholders
Address any issues or obstacles that arise during the project. Partner with the Implementation leader to develop solutions and make decisions to keep the project on track
Possesses and maintains comprehensive benefits and benefit system knowledge
Maintains HIPPA, PHI and PII sensitivity, regularly participates and completes company assigned compliance trainings
Provide transition QA and support for customers post go-live
All other duties as deemed necessary by management
Qualification
Required
3-4 years of experience in related field or role
Advanced experience and proficiency in configuring, and/or managing various service-related platforms and tools
Strong communication skills with a customer service focus
Inclined to volunteer for additional responsibilities or tasks to grow and be challenged
Proven track record contributing, delivering and completing advanced task, activities and methodologies
Customer first approach, Interpersonal skills, oral and written communication, decision making, problem solving, professionalism, flexibility, organizational awareness, and mentoring/coaching
Able to comfortably and effectively present to audiences of various sizes
Able to work independently and in a team environment and take lead when necessary
Competencies: skilled, prioritization, critical thinking, process management, leadership, time management
Flexible and agile professional with a goal to develop and refine
Intermediate knowledge of customer relationship management (CRM) tools
Intermediate skills in MS products including Excel, Word, Outlook, Project, and PowerPoint
Thinks outside the box and willing to explore outside area of expertise
Willingly collaborates and shares knowledge with others
Works independently with a strong ability to learn new skills
Benefits
Full suite of health benefits
Generous 401(k) Plan
Unlimited PTO
Paid parental leave
Strong rewards and recognition program
Focus on mental health and well-being
Volunteering days
Ability to donate to organizations of your choice through our recognition platform
Company
PlanSource
PlanSource is a technology company that automates employee benefits programs.
501-1000 employees
H1B Sponsorship
PlanSource has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2022 (1)
Funding
Current Stage
Late StageTotal Funding
$94MKey Investors
Great Hill PartnersLemhi Ventures
2019-03-25Acquired
2015-08-21Series C· $70M
2015-05-05Debt Financing
Leadership Team
Mike Morini
Chief Executive Officer
Jennifer Zador
General Counsel and Chief Compliance Officer
Recent News
2026-01-09
Business Wire
2025-10-27
Company data provided by crunchbase