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.
Requirements
8+ years of direct client and/or associate/analyst experience preferred.
bswift configuration experience is required for this role.
4+ years of project management experience.
Solid technical background.
Must be proficient in Excel (VLOOKUP, Pivot Tables, Basic Functionality).
Strong written and verbal communication skills with the ability to communicate effectively with both technical and non-technical personnel.
Ability to operate and make timely decisions in an ambiguous, fast-paced atmosphere.
Leadership style that reflects and reinforces bswift’s core values.
Project management skills and the ability to interact with all levels of a client’s organization.
Must be able to quickly sort through complex subject material.
Strong analytical skill set and ability to effectively use data for strategy.
High level of productivity, reliability, responsibility, attendance, dependability, organization, and accuracy/thoroughness.
Ability to assist and equip others to efficiently solve complex problems.
Passion for teamwork, client service, and reaching business results through problem-solving.
Strong organizational skills, including multi-tasking and working in a changing environment.
Bachelor’s degree from a four-year college or university, or equivalent combination of education and experience.
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.
ATS Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.