Capital Markets Manager
Brightspeed
Senior Service Delivery Manager
bswift
full-time
Posted on:
Location Type: Remote
Location: Remote • 🇺🇸 United States
Visit company websiteSalary
💰 $90,000 - $120,000 per year
Job Level
Senior
About the role
- 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.
Requirements
- 8+ years of direct client and/or associate/analyst experience preferred.
- 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 listen, clarify, and respond well to questions.
- Ability to operate and make timely decisions in an ambiguous, fast-paced atmosphere.
- A leadership style that reflects and reinforces bswift’s core values: Pursue Excellence, Embrace Accountability, Deliver Superior Service, & Be a Great Place to Work.
- 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.
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.
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
project managementExcelVLOOKUPPivot Tablessystem configurationdata analysistechnical presentationsclient relationship managementservice delivery processesrequirements gathering
Soft skills
communication skillsleadershipproblem-solvingorganizational skillsteamworkanalytical skillsclient servicereliabilityaccountabilityadaptability
