bswift

Manager

• Consistently reflect our core values of: pursue excellence, embrace accountability, deliver superior service, and be a great place to work to bswift associates, clients, and partners.
• Directly manage your assigned client relationship(s); ensure delivery quality and timeliness.
• Develop and maintain strong relationships at a strategic and operational level with assigned clients.
• Partner with a team of operations managers and associates to coordinate with other bswift resources (product management, development, call center) to meet client deliverables; including, but not limited to:
• Creating Benefits Class Matrix, Requirements, Rates, Permissions, Field Options, Site Text, and Implementation Questions Log with client (including client sign-off).
• Configuring system as needed for annual benefit program changes/acquisitions.
• Executing on non-automated service delivery processes to satisfy scope requirements.
• Researching and resolving client inquiries regarding system and process issues.
• Training clients on new and existing system features and services (prepare and conduct technical/product presentations and demos as required).
• Testing new and existing system functionality to ensure accuracy of client system configuration.
• Provide day-to-day guidance to the service delivery team.
• Proactively consult clients on best practices and necessary system and process changes to achieve client goals throughout the year and during annual open enrollment.
• Schedule, prepare for, and lead quarterly and/or annual stewardship meetings with clients and lead other regularly scheduled meetings as necessary.
• Schedule and lead regular client status meetings for their assigned clients to ensure excellent customer service.
• Research and recommend system enhancements based upon client needs (assist in the development of enhancement specifications with bswift Product Managers and Developers).
• Consult clients on additional bswift products and services to provide additional value to the client relationship.
• Create and coordinate requirements for gathering and processing one-time projects as needed (Vendor or Internal).
• Advocate client needs throughout all phases of the product life cycle (plan, design, integrate, install, manage).
• Drive efficiency and quality through standard operating procedures.
• Coordinate and secure renewal of client agreements as necessary.
• Responsible for special projects as assigned.
• Assist in sales and marketing efforts as needed.

Senior Service Delivery Manager

Operations

• Lead and manage the ongoing delivery of a shared service team performing time-sensitive and compliance-focused work.
• Workflow Management: Oversee high-volume operations, ensuring work is efficiently assigned and completed within SLAs.
• Data Analytics & Reporting: Extract, analyze, and interpret large datasets from Salesforce Sync (or comparable workflow tools) to drive operational decisions.
• Process Improvement: Identify and implement continuous improvement initiatives, from incremental changes to large-scale automation and scalability projects.
• Leadership & Team Development: Manage a team of managers (20-40 teammates), providing goal-setting, coaching, performance measurement, and succession planning.
• Collaboration & Communication: Work closely with internal teams and senior leadership to provide outstanding support during deployments and process transitions.
• Documentation & Compliance: Maintain standardized documentation for operational processes, ensuring consistency and quality.
• Client & Stakeholder Engagement: Consult with internal (and occasionally external) customers on best practices, risks, and process flows.
• Cross-Functional Partnership: Collaborate with SVPs, VPs, and Directors to improve efficiency and implement data-driven strategies.

Director, Specialty Operations

• Manage and provide technical guidance through the implementation of new client websites.
• Continually update sites as requirements change.
• Test client sites for quality assurance and track/monitor resolution of issues.
• Partner with bswift teams (product management, development, call center) to meet client deliverables.
• Create and obtain sign-off on Benefits Class Matrix, Requirements, Rates, Permissions, and Implementation Questions Log.
• Research and resolve client inquiries related to system and process issues.
• Train clients on system features and services through presentations and demos.
• Test new and existing system functionality to ensure accurate client system configuration.
• Respond to client questions and concerns about bswift products with prompt, research-based solutions.
• Drive continuous process improvements by maintaining a deep understanding of internal systems.
• Manage workflows for carrier and payroll feed setup and maintenance.

Service Delivery Manager

Program Manager

• Lead enterprise-wide initiatives from strategy through execution, ensuring alignment with organizational priorities and delivering measurable business impact.
• Drive high-impact business programs that accelerate growth, improve performance, and strengthen market position.
• Partner with leaders across Technology, Operations, Finance, and other business units to identify opportunities, define solutions, and deliver outcomes that matter.
• Oversee cross-functional initiatives that enhance enterprise systems, workflows, and operational capabilities.
• Develop and maintain executive-level reporting, status updates, and success metrics to track progress and celebrate wins.
• Anticipate and remove roadblocks, escalate appropriately, and keep stakeholders aligned throughout the project lifecycle.
• Foster a culture of continuous improvement across the organization.

Senior Program Manager

• Manage assigned client relationships to ensure delivery quality and timeliness.
• Develop and maintain strong relationships at a strategic and operational level with assigned clients.
• Partner with operations managers and associates and coordinate with product management, development, and call center to meet client deliverables.
• Create Benefits Class Matrix, Requirements, Rates, Permissions, Field Options, Site Text, and Implementation Questions Log with client (including client sign-off).
• Configure system as needed for annual benefit program changes and acquisitions.
• Execute non-automated service delivery processes to satisfy scope requirements.
• Research and resolve client inquiries regarding system and process issues.
• Train clients on new and existing system features and services; prepare and conduct technical/product presentations and demos as required.
• Test new and existing system functionality to ensure accuracy of client system configuration.
• Provide day-to-day guidance to the service delivery team.
• Proactively consult clients on best practices and necessary system and process changes, especially during annual open enrollment.
• Schedule, prepare for, and lead quarterly and/or annual stewardship meetings and regular client status meetings.
• Research and recommend system enhancements and assist in development of enhancement specifications with Product Managers and Developers.
• Consult clients on additional bswift products and services to provide additional value.
• Create and coordinate requirements for one-time projects (vendor or internal).
• Advocate client needs throughout all phases of the product life cycle.
• Drive efficiency and quality through standard operating procedures; coordinate and secure renewal of client agreements as necessary.
• Responsible for special projects and assist in sales and marketing efforts as needed.

Senior Manager, Service Delivery

• Support EDI Integration Consultants, Integration Managers, Configuration Specialists, and Development Managers focusing on file configuration, testing, and delivery of interfaces.
• Configure files on the bswift EDI platform (Feedbuilder) to meet client and carrier deliverables.
• Configure files based on client plan requirements and carrier file layouts.
• Test new and existing file transmissions to ensure accuracy of client/carrier requirements.
• Troubleshoot and resolve client/carrier inquiries regarding system and process issues.
• Provide timely communication of status updates to ensure projects stay on track.
• Deliver clear and detailed root cause analyses (RCA) back to Client Services within Ticket Tracker when troubleshooting issues.
• Assist in QA testing and production verification during quarterly product releases.
• Attend weekly team meetings to review priority topics.
• Assist with Feedbuilder trainings and learn the file failure process.
• Complete maintenance-type tickets such as archive files, PGP key updates, and file replacements.

EDI Operations Analyst II

Financial Planning and Analysis

• Support the annual budgeting and rolling forecast process.
• Prepare monthly financial reporting, including commentary and recommendations for the leadership team.
• Conduct variance analysis by comparing actual results to budget/forecast, identify drivers of performance, and recommend corrective actions.
• Coordinate with accounting to ensure accuracy of financial information.
• Partner with business leaders on activities related to the FP&A team.
• Review results and provide decision-support insights for investments or cost-savings initiatives.
• Identify and report on key metrics to ensure accountability across the company, including metrics for Quarterly Board Reporting.
• Collaborate with HR on the requisition process to ensure personnel headcount and costs are managed effectively.
• Build strong relationships with stakeholders through effective communication.
• Partner with Sales to build financial models and review pricing for new business and renewals.
• Review quarterly SLA and Bad Debt reserves.
• Assist with detailed cash flow and balance sheet projections, supporting the treasury team as needed.
• Support senior finance leadership (Finance Manager/Director, VP of Finance, CFO, and executive team) on key financial decisions.
• Produce detailed reporting and analysis used by the executive team, investors, and lenders.

FP&A Analyst

Sales

• Responsible for selling bswift’s Evive digital personalized engagement solution that increases utilization of key benefits programs to help bend the cost curve.
• Drive net new business sales and growth of existing business; new customer acquisition and existing customer up-sell.
• Act as a key player on bswift’s field sales team to drive net new business and growth of existing business.
• Collaborate with Growth team and Evive to ensure the right solution is sold.
• Drive complex sales cycles by orchestrating internal processes of solution consultants, business case, proposal management, and sales support.
• Implement value-selling processes alongside a wealth of knowledge of Evive’s products and portfolio.
• Use consultative selling skills to initiate long-standing relationships with prospective customers, channel partners, and the broker/consulting community.
• Cultivate and expand a strong industry network of employers, channel partners/health plans, and brokers/consultants.
• Capitalize on strategic accounts and channel partner sales in a dynamic, team-selling environment.

Vice President of Sales

Human Resources

• Administer, maintain, and troubleshoot the People Technology (HRIS), ensuring data accuracy, system functionality, and security.
• Serve as the first point of contact for People Technology System questions and provide user support to People team members, leaders, and team members.
• Maintain team member records, organizational structures, workflows, and system configurations.
• Generate, analyze, and distribute standard and ad-hoc People reports, dashboards, and metrics.
• Partner with Payroll to ensure accurate data transfers and seamless processing.
• Assist in implementation, testing, and roll-out of new People System modules, upgrades, or enhancements.
• Maintain system documentation, process guides, and training materials; conduct training sessions for end-users.
• Monitor and ensure compliance with data privacy, security protocols, and People regulations.
• Identify opportunities for process automation and system improvements.
• Manage permissions, access, personalization, custom queries, filters, macros, and reports.
• Assist with acquisition of complex data reports, summaries, and logs for executives and HR staff.
• Serve as lead liaison between People Team, external vendors, and stakeholders for HRIS projects.
• Act as HRIS point of contact during SOC 1 / SOC 2 audits and collect HRIS evidence.
• Maintain HRIS controls required under HITRUST certification and generate compliance reports.

HRIS Administrator

• Administer team member benefits programs including medical, dental, vision, wellness, life, and disability
• Coordinate wellness initiatives, annual enrollment, and monitor benefit data across HRIS and vendor systems
• Deliver customer service and guidance to team members on benefits, retirement, and leave policies
• Process and audit benefit invoices, administer wellness fund reimbursements, and identify cost-effective solutions
• Ensure compliance with federal, state, and local regulations; maintain SPDs, SBCs and compliance notices
• Support leave of absence programs (FMLA, ADA, state leaves) and collaborate with third-party administrators
• Work remotely as part of a remote-first team; standard hours 8am-5pm Central Time

Benefits Specialist

Proposal Manager

• The Senior Proposal Manager is an integral part of the Sales Operations team, specializing in proposal writing, project management, and content management. This role supports new business and renewal revenue by delivering high-quality responses for Benefits Administration proposals. Key responsibilities include managing RFP projects, collaborating with internal stakeholders to meet proposal requirements, maintaining the proposal database, and providing general Sales Operations support.
• Collaborate with Sales, Operations, and Subject Matter Experts to develop proposals that meet client needs and align with our business objectives.
• Analyze RFP/RFI requirements to ensure compliance and develop proposal outlines, schedules, and content matrices.
• Conduct research and work with internal teams to gather information to support the proposal.
• Write, edit, and proofread proposal content to ensure clarity, accuracy, and consistency including executive summaries.
• Coordinate the proposal review process and incorporate feedback from internal stakeholders.
• Ensure proposal documents are formatted and branded correctly.
• Manage multiple proposals simultaneously while meeting strict deadlines.
• Track proposal metrics and incorporate feedback to improve future proposals.
• Support sales operations processes and initiatives.

Senior Proposal Manager

Accountant

• The Senior Accountant will play a key role in supporting financial integrity and decision-making by leading complex accounting processes, maintaining robust internal controls, and driving continuous improvements in financial reporting.
• WHAT YOU WILL BE RESPONSIBLE FOR (Essential Functions)
• Understand acceptable variance thresholds and proactively investigate discrepancies
• Research new situations, apply accounting judgment, and make informed recommendations
• Make recommendations based on analysis of reserves, assets, and expenditures
• Document and monitor internal controls in support of audit readiness
• Implement checks and balances to prevent errors and ensure the integrity of financial information
• Identify opportunities for process improvements and automation within accounting workflows
• Perform complex account reconciliations and ensure alignment with GAAP standards
• Pull supporting reports and schedules; interpret and analyze financial statements
• Coordinate complex accounting projects and initiatives across departments
• Execute month-end, quarter-end, and year-end close activities
• Demonstrate advanced knowledge of financial statements, trend analysis, and cash flow modeling
• Manage sales commission calculations, reporting, and preparation of compensation statements
• Assist with quarterly and annual audit preparation
• Perform other accounting duties as assigned

Senior Accountant

Graphics Designer

• Program, update, and maintain websites and email campaigns for both bswift and client brands.
• Support designing digital PDFs and interactive collateral.
• Provide technical back-end support/programming on WordPress, Braze, HubSpot, SharePoint, and other digital platforms.
• Execute front-end design/content implementation for digital platforms to ensure brand consistency and high-quality presentation.
• Collaborate with cross-functional marketing and communications team members on multi-channel campaigns.
• Manage multiple projects with attention to detail, quality, and meet deadlines independently.

Digital Designer

Software Engineer

Position Summary: The EDI Payroll Tech – Configuration Specialist will focus on executing & delivering on payroll type exports file work and direct billing exports integration for Implementation & Ongoing clients. They will be responsible for assisting in file failures, requirements review, executing configuration, testing and timely delivery of interfaces for new, direct or channel partner clients.
Fundamental Components:
• Consistently reflect our core values of higher standards, greater accountability, and more fun to bswift associates, clients, and partners.
• Review & understand requirements provided by consultants.
• Review analysis of client/vendor requirements or issues with Senior Config Specialist or Development Manager for guidance/direction as needed.
• Configure payroll type exports on bswift platform per client/vendor requirements.
• Manage and communicate your project timelines, status and open items with related project team members.
• Collaborate with the team & other bswift resources to meet client and vendor deliverables.
• Demonstrate passion for quality assurance standards by test plan execution of new and existing payroll type export files to ensure delivering accurately on client requirements.
• Researching, breaking down problems, analyzing and resolving payroll export file issues in a timely manner.
• Seeks to improve operational efficiency from current system design and business processes to serve our clients better.
• Apply knowledge of bswift system & processes to be effective in delivering timely and accurate solutions for our client needs.
• Act as a coach and mentor for others with bswift tools, configuration, testing and defect management.
• Assist in file failure process and respond to client needs in a timely manner.
• Develops and improves process documentation materials that can help EDI and the client teams.