bswift

Manager

• The Senior Service Delivery Consultant is a senior-level individual contributor responsible for delivering high-quality client implementations and ongoing service excellence.
• This role serves as a strategic and operational partner to clients, owns complex configuration and service delivery work, and drives continuous improvement across processes, systems, and client outcomes without direct people management responsibilities.
• Demonstrate a high standard of accountability, service excellence, and professionalism in all client and internal interactions.
• Develop and maintain strong strategic and operational relationships with assigned clients.
• Serve as a primary point of contact for complex client needs, ensuring timely issue resolution and exceptional customer service.
• Lead recurring client meetings to drive alignment, progress, and satisfaction.
• Proactively consult clients on best practices and recommend system and process improvements throughout the year and during open enrollment.
• Lead quarterly stewardship meetings and other recurring client engagements.
• Partner with clients to gather, document, and obtain sign-off on Benefits Class Matrices, requirements documentation, rates, permissions, field options, site text, and implementation logs.
• Configure the benefits administration system to support new implementations, annual benefit program changes, acquisitions, and enhancements.
• Execute and oversee system testing to ensure accurate configuration and readiness for production.
• Ensure execution of non-automated service delivery processes in alignment with contractual scope and client requirements.
• Research, troubleshoot, and resolve complex system and process-related client inquiries.
• Coordinate cross-functionally with Product Management, Development, Call Center, and internal service teams to meet client deliverables.
• Partner with Product and Development teams to identify, recommend, and support system enhancements based on client needs and feedback.
• Drive operational efficiency and quality through process improvement initiatives and adherence to standard operating procedures.
• Contribute to sales, renewal, and strategic initiatives, including client presentations and growth opportunities.
• Consult clients on additional bswift products and services to expand value and deepen partnerships.
• Lead or support special projects as assigned.
• Act as a subject matter expert within the Client Services organization.
• Provide informal guidance, peer support, and knowledge sharing to less experienced team members.
• Contribute to documentation, training materials, and best practices to strengthen overall service delivery quality.

Senior Manager, Service Delivery

Marketing

• Provide support to senior managers for a variety of campaigns tied to key brand awareness and lead generation initiatives.
• Creation and coordination of marketing content and collateral to support various partnerships marketing initiatives and strategies.
• Management and coordination within Hubspot of marketing automation, emails, workflows, landing pages, leads process and other initiatives.
• Track analytics and campaign performance across bswift’s key marketing channels and audiences and produce engaging reports for the team and leadership.
• Manage and track invoices and POs for the marketing team, working closely with accounting when required.
• Schedule and set up campaigns for social media content via Oktopost and support employee advocacy program.
• Coordination of press releases with external vendor.
• Monitor and respond to social media inboxes and online reviews.
• Assist with coordination of paid media and publication strategy.
• Assist with conducting marketing content audits and making miscellaneous copy updates across marketing channels.
• Maintain repository of marketing statistics and proof points.
• Conduct competitive research, industry monitoring, and trend analysis and share findings on an ongoing basis with relevant team members.
• May assist with basic corporate website updates and SEO/AEO optimization projects.
• Assist with any special projects assigned by marketing director.

Marketing Specialist

Director

• Own a book of business representing $5,000,000 to $8,000,000+ in annualized recurring revenue (ARR).
• Directly manage client relationships, ensuring delivery quality, timeliness, and overall client satisfaction.
• Own client project plans, governance structures, and stewardship activities.
• Organize and lead regular client meetings to ensure excellent customer service and alignment on goals.
• Maintain contractual compliance and manage client financials, including renewals and revenue stewardship.
• Stay current on bswift products, services, and enhancements to effectively advise clients.
• Directly manage, coach, and develop a team of service delivery professionals.
• Hire, develop, and retain team members who reflect bswift’s core values.
• Provide ongoing performance feedback, people management, and career development coaching.
• Deliver day-to-day guidance and support to the service delivery team.
• Foster a high-performing, accountable, and collaborative team culture.
• Forecast and manage staffing levels and associated expenses for the assigned book of business.
• Drive efficiency through the creation, refinement, and adherence to standard operating procedures.
• Promote automation, continuous improvement, and constructive challenge of the status quo to improve service delivery outcomes.
• Support the rollout of new technology and services to clients in partnership with Product and Technology teams.
• Coordinate business strategy and execution with bswift leadership and cross-functional partners.

Director, Service Delivery

Project Manager

• Lead and manage client-facing projects within a benefits administration environment, ensuring alignment between client expectations, service delivery teams, and cross-functional partners
• Drive projects related to client onboarding, service delivery enhancements, platform configuration, operational readiness, and annual enrollment execution
• Act as a primary project leader supporting Service Delivery teams by proactively identifying risks, managing dependencies, and resolving issues that may impact client timelines or experience
• Ensure all client initiatives align with defined goals related to client health, satisfaction, retention, and long-term partnership success
• Serve as a trusted partner to internal delivery teams to ensure clarity, accountability, and high standards of execution for client commitments
• Lead and/or support annual enrollment-related client projects, including planning, cross-team coordination, readiness tracking, execution support, and post-AE analysis
• Partner with service delivery, technology, product, and operations teams to ensure smooth execution during high-volume, time-sensitive benefit cycles
• Manage competing client priorities and mitigate risk during peak enrollment periods through strong organization and prioritization
• Identify lessons learned and drive continuous improvement to enhance future annual enrollment execution
• Develop, maintain, and execute detailed client-facing project plans using Smartsheet as a primary tool, along with Jira and other project management platforms
• Apply Agile, Scrum, or Waterfall methodologies based on client needs, scope, and delivery timelines
• Facilitate collaboration across service delivery teams, internal partners, and external vendors
• Track project timelines, risks, issues, and dependencies to ensure successful client outcomes
• Communicate project status, milestones, risks, and outcomes clearly and consistently to stakeholders, with a strong focus on client impact and delivery readiness

Senior Project Manager – Temp

Client Partner

• The Service Center Client Manager (SCCM) serves as a strategic leader and trusted advisor responsible for delivering exceptional client experiences and building strong, lasting partnerships.
• Acting as the primary point of contact for a portfolio of clients, this role champions client needs, drives process improvements, and ensures Service Center performance meets and exceeds expectations.
• The SCCM collaborates cross-functionally with Operations, Quality, Training, Sales, Client Services, and Implementation teams to translate client feedback into actionable solutions.
• This role plays a critical part in resolving challenges, supporting successful client launches, and maintaining service excellence during high-impact periods such as Annual Enrollment.
• Build and maintain strong relationships, ensuring client goals and service expectations are consistently exceeded.
• Lead proactive client meetings to review performance, identify opportunities, and align on strategic initiatives.
• Analyze service trends and root causes to identify areas for improvement.
• Develop and implement high-impact process improvements that enhance operational efficiency and client satisfaction.
• Partner with internal teams to enhance service delivery.
• Ensure alignment between client expectations and internal execution.
• Manage and resolve client escalations with urgency and professionalism.
• Prepare and deliver client-facing reports and presentations.
• Leverage data and storytelling to communicate performance, highlight successes, and identify improvement opportunities.

Client Manager

• Deliver an exceptional client experience by supporting employers and their members on Evive’s personalization-focused SaaS platform.
• Blend client relationship management, platform configuration, data analysis, and cross-functional collaboration to ensure client’s Evive environment is accurate, optimized, and effective.
• Lead and guide clients through the implementation of new Evive solutions, including requirements discovery, data intake, and platform setup.
• Configure Evive settings to align with client-specific benefit programs, demographics, eligibility rules, and communication logic.
• Maintain and update client configurations as plan designs, data inputs, eligibility rules, or engagement strategies change.
• Ensure consistent delivery of Evive personalization features, including journey pathways, nudges, recommendations, and outreach communications.
• Serve as the primary day-to-day point of contact for clients using the Evive platform.
• Respond to client questions and incidents in a timely and accurate manner.
• Research and resolve inquiries related to eligibility data, personalization logic, and health journey outputs.
• Test client-specific Evive configurations, including data mapping and communication workflows.
• Partner with product management, engineering, data operations, and call center teams to support successful deployments and smooth onboarding.

Service Delivery Manager

Analyst

• Provide ongoing service delivery to support client requirements and business needs
• Serve as first-level system support for assigned clients
• Maintain and update client benefits websites
• Perform ongoing audits and file reviews to ensure data integrity and accuracy
• Manage daily, weekly, and annual inbound and outbound file processing
• Research, analyze, and resolve participant cases and inquiries
• Execute client-specific reporting and support ACA processing activities
• Perform system testing to support bswift platform releases and annual enrollment activities
• Review release documentation to understand system changes and client impacts
• Execute operational processes as outlined in client Admin Guides
• Configure and test system functionality to meet client requirements for projects and enrollments
• Provide timely and accurate responses to client inquiries through research and analysis
• Perform billing-related tasks, including invoice generation, payment posting, and receivables reconciliation