Businessolver

Product Designer

• Skilled in asking questions and getting into deep discussion with subject matter experts.
• Strong ability to gather and document UX requirements in the form of process maps, user journey maps, interaction requirements and other deliverables.
• Solid understanding of user experience design principles with the ability to address complex design problems and provide sound design solutions.
• Responsible for design deliverables concepts, wireframes, interactive prototypes, design rationale, and specifications.
• Craft user experiences, alongside key product stakeholders, with high-level models/diagrams of how the system needs to support the user experience requirements, detailed experience storyboards and customer journey maps, flow diagrams, and interactive prototypes to effectively communicate interaction and design ideas.
• May perform other duties as assigned.

UX Designer

Vice President

• Deeply understand our customers’ business objectives and become a trusted/frequent advisor, conducting regular meetings with clients to ensure alignment and review strategic objectives.
• Execute a consultative sales strategy. Create value for our clients. Ensure system optimization, usage of services, and client awareness of new services or processes that would benefit client. Ensure growth opportunities align to clients’ objectives and maximize value delivered to the customer.
• Drive strategic alignment and a proactive renewal strategy aligned to customers’ and Businessolver’s business objectives.
• Manage a business and consult on opportunities through our up/cross sell and renewal life cycles.
• Responsible for client relationship at the Sr. Director and above level (where decisions are made). Ideally with the VP or SVP level.
• Assist with best practice identification to consult client on alternatives.
• Engage in ongoing educational opportunities on product releases, updates and system functionality.
• Educate, discuss, and collaborate with clients on relevant industry updates and legal changes.
• Determine how to define, drive, and demonstrate the value (ROI) delivered by Businessolver.
• Drive collaboration across business units, roles, and business processes to balance value for our clients and for BSC.
• Create and review strategic client engagement plans, incorporating key team members, business units, and thoughtful recommendations for partnership advancements.
• Ensure smart hand-off on new services to client delivery teams.
• Create holistic solution and financial offers to drive the best outcomes for our customers.
• Ensure customer awareness of the broad offering set Businessolver has to offer and how it can benefit customer outcomes.

VP Client Consulting

Financial Planning and Analysis

• You will lead the annual operating plan, forecasts, and monthly outlooks for your partnered function and translate roadmap and operating plans into financial targets and guardrails.
• You will build driver-based models that link demand and capacity to better manage and improve COGS, gross margin, EBITDA, and cash.
• You will establish and maintain a KPI registry for your function emphasizing financial outcomes.
• You will run scenario and sensitivity analyses on hiring plans, shift and coverage models, vendor leverage, feature prioritization, and FinOps levers.
• Serve as trusted advisor to leaders in assigned functions and convert strategy into financial and operational plans.
• Own the planning cadence (Plan, Forecasts, QBRs) and produce CFO/BOLT-ready content for your scope.
• Build and maintain driver-based models and unit-cost frameworks tied to margin and SLA goals.
• Guide headcount governance and capacity planning (hiring phasing, overtime guardrails, vendor mix).
• Create and enforce business case standards (NPV/IRR, payback, risk) and track realized benefits.
• Partner with Engineering/Product on FinOps hygiene and efficiency targets and with CS on backlog, coverage ratios, and case mix.
• Develop dashboards in Power BI/Quicksight/Excel; retire low-value reports and reduce manual effort.
• Coordinate with Corporate FP&A (enterprise model, KPI dictionary, data policy) and GTM Finance (pipeline plan) to keep numbers and narratives consistent.
• Coach analysts and leaders to uphold modeling standards, documentation, and version control.

Finance Business Partner, Manager

• You will own the integrated 3-statement model (P&L/BS/CF) with driver bridges outlining the historical and projected financials.
• You will lead the annual operating plan, forecasts, and monthly outlooks for the company and you will maintain scenario/sensitivity packs (base/conservative/stretch) across key levers (mix, retention, wage inflation, FX, working capital).
• You will improve forecast accuracy and shorten close-to-outlook cycle time.
• You will establish the FP&A operating calendar (close, outlook, QBR, Board) and SLAs, and you will build the standard data pipeline—publishing and governing the enterprise KPI dictionary, driver library, report pack, and self-serve dashboards.
• You will own master data policy across multiple systems EPM/BI/CRM including chart of accounts, cost centers, mappings, and definitions and you will approve CRM metric changes that impact guidance while partnering with Data/IT on ETL quality, access controls, and audit trails.
• You will produce CFO/Board materials with clear insights, risks, and actions; partner with CFO on earnings prep, guidance frameworks, KPI storytelling, and serve as the primary financial hub for diligence (M&A, investor, banking).
• You will chair the Forecast Council of our finance team to reconcile inputs, risks, and scenarios before guidance and you will set the efficiency glidepath targets for execution.

Director, Corporate FP&A

• You will lead sales planning and capacity by owning coverage, territories, and quotas, modeling ramp and attainment with hiring phasing, and connecting demand generation to pipeline, bookings, and revenue.
• You will build pricing and volume-curve elasticity models that quantify impacts to ASP, win rate, gross margin, and LTV:CAC, and you will propose policy guardrails through the Pricing Council while Deal Desk enforces them at the transaction level.
• You will produce product-level revenue forecasts that incorporate mix and attach-rate assumptions and you will pressure-test these forecasts with scenario and sensitivity analyses.
• You will manage two Salesforce Administrators and own CRM metric definitions under Corporate FP&A’s data policy, aligning Salesforce and CPQ with the data warehouse, EPM, and BI so the organization operates from a single source of truth.
• You will run QBRs and pipeline health reviews with clear leading indicators and actions, and you will lead the Sales-to-Operations capacity handshake with the Director, FBP (Operations) so bookings plans align with staffing, coverage, and unit-cost targets for joint readouts to the CFO, COO, and CRO.

Director, GTM Finance

Sales

• Responsible for packaging a consistent buyer’s journey by developing and delivering strategic designs aligning the prospect + Businessolver
• Driving partnership with sales, product solutions and resources available ensuring that Benefitsolver is showcasing the latest and greatest; new product enhancements and incorporating that into the sales process.
• Know the buyer of your segment and be customer obsessed in creating a virtual or in-person connection through our experience in the sales process
• Create consistency in a “Branded” best practice for Prospect & client sites/digital decks, ability to customize and nurture opportunities throughout cycle.
• Work closely and collaboratively with the Revenue Marketing Managers and Sales Design & Experience Leaders to execute strategic marketing initiatives to drive business growth
• Function as a strategic partner for sales, evaluating deals and looking for opportunities to increase consistency in marketing engagement and the buyer journey while also increasing upsell opportunities
• Execute the visual brand and product experience for delivery in the sales process for every opportunity in your segment, including client upsell, cross-sell, and renewals, etc.
• Evaluate trends, assess new data and keep up-to-date with the latest creative design & visual brand techniques, strong focus on digital trends.
• Collaborate with product marketing, strategic advisors and sales consultants to ensure the right solutions are brought forward and presented during opportunities.
• Responsible for data-gathering to support both prospect and client efforts
• Generate ongoing digital event execution to build pipeline and support client retention and advocacy
• Comfortable holding others accountable to meeting deadlines as well as brand expectation
• Present new ideas to the team

Sales Designer

Business Analyst

• Lead and manage quality assurance initiatives across Business Operations
• Design, test, and refine frameworks for quality review and control programs
• Conduct complex recurring quality audits and controls
• Gather and analyze functional and data requirements to support quality initiatives
• Facilitate discovery sessions and document findings with internal stakeholders
• Identify and document data types, regulatory requirements, and conversion needs
• Collaborate across departments to ensure alignment and timely execution
• Partner with IT and Product Development on system enhancements design and testing related to quality programs
• Identify gaps and escalate deficiencies in quality programs and propose updates and strategies for mitigation
• Drive process standardization and re-engineering efforts
• Own the end-to-end lifecycle of assigned work, from intake to resolution
• Support data analysis and research efforts across departments related to quality and control initiatives

Account Executive

• Manage the full life cycle of a sales opportunity – from sourcing qualified leads to closing business and guiding deals through implementation to close
• Demonstration of proprietary SaaS platform
• Engage channel partners such as brokers and advisers to build relationships
• Actively hunt new business direct to enterprise-level employers (over 8,000 employee lives)
• Execute a consultative sales strategy utilizing company processes
• Build and maintain a pipeline to exceed expectations
• Develop close working relationships with sales support staff and the marketing team
• Precise and detailed activity tracking and prepare status reports (activity, closings, follow-up, adherence to goals)
• Produce qualified leads and make cold calls to generate leads
• Prepare action plans and schedules to identify specific targets and generate contact projections
• Follow up on new leads and referrals resulting from field activity
• Identify and travel to marketing events such as seminars, trade shows, and telemarketing events

Senior Sales Consultant – Enterprise

• The Director, Benefits Consulting Practice is a sales leader for Businessolver Agency Broker of Record opportunities. In this role, you will be responsible for supporting the growth of Businessolver’s Agency by consulting with our sales team, prospective clients, and current benefits administration clients on the value of Businessolver’s Agency and optimizing commissions by leveraging Businessolver’s suite of services. Our clients include large, complex clients who will also require us to collaborate with their carriers, brokers, and consultants to foster trusted relationships. This role will be focused on our Enterprise Accounts.
• Understanding of Businessolver's role and value proposition related to the employee experience for enrollment and year-round engagement including decisions support, enrollment best practices, and personalized communications
• Deep understanding of the Voluntary Benefit market, funding strategy options, and permissible use of commissions
• Market, assess and place Voluntary Benefits coverage for BOR clients and prospective clients
• Review existing Businessolver client information and work with sales to identify prospective Agency clients
• Engage with Carriers to identify prospective Agency growth opportunities for expansion of lines of coverage
• Communicate and partner with insurance companies and/or brokers to identify opportunities to optimize commissions to improve the overall member experience leveraging Businessolver suite of communication and engagement services to
• Build and maintain strong, long-lasting relationships with clients, vendor partners and internal stakeholders
• Travel or visit insurance companies and/or clients, when necessary

Director, Benefits Consulting Practice – Enterprise Sales

Business Development Rep

• Create and influence account sales opportunities in effort to drive bookings for the company.
• Be a decision maker with sales to assist the client sales process.
• Speak or attempt to speak to Senior Execs (Chiefs and VPs) to strategize next steps and need.
• Communicate with stakeholders on concept development to implement prospect-focused strategies.
• Coordinate the proposal development for the sales team.
• Develop new and innovative sales programs and initiatives.
• Provide leadership and guidance for day-to-day activities and efforts in support of the sales team.
• Account and Contact profile breakdown, SFDC Account clean up, Proactive identification of new accounts not in SFDC.
• Assisting in the following: drops, account planning, coordination of and participation in AMPs.

Senior Business Development Representative

QA Engineer

• Design, create and maintain UI and API test scripts
• Document new and maintain existing Test Cases using Xray Test Management
• Develop new and maintain existing Cucumber Test Scripts to sustain >80% automated test coverage
• Extend test coverage by documenting and automating test cases from production bugs
• Analyze Runlists to identify long running steps or processes that can be tuned and optimized
• Contribute to Test Case design and Test Planning discussions to maximize quality thinking and test coverage
• Participate as a member of a Scrum Team, holding yourself and your team mates accountable to commitments and daily progress
• Review automation runs and address failures; evaluate failing tests to determine root cause
• Perform manual testing as needed
• Integrate test automation with and maintain CI/CD across environments
• Define data, rules and testing requirements; create, setup and maintain test data
• Set up and modify test company for automation
• Work with Software Engineers across scrum teams to maintain consistent Test Engineering practices
• Apply software design principals to create maintainable and solid UI test scripts
• Peer review Cucumber Scripts and provide feedback for improvement
• Estimate work and maintain predictable throughput toward sprint goals
• Practice continuous improvement by identifying opportunities to improve our test coverage and automation framework
• Elevate other team members by sharing your expertise and providing mentorship
• Evangelize quality and test automation
• Develop testing programs that address database impacts, software scenarios, regression testing, negative testing, error or bug retests, or usability

Test Engineer II, Java, Selenium

Account Manager

• The Account Manager (Spending Accounts) is a critical contributor to achieving an elevated level of client satisfaction and retention within their respective books of business. The primary responsibility of this role is to evaluate our clients’ consumer driven health plans to offer solutions in the design, implementation, and continuing service phases of those plans.
• Manage client expectations and drive decisions relating to timing, procedures and documentation of implementations, open enrollments, and ongoing deliverables with the collaboration and support of a cross-functional team.
• Lead and participate in client meetings and presentations.
• Assist in gathering clients’ plan requirements to support the creation and documentation of internal specifications, test plans, training materials, and procedures.
• Develop and implement solutions and provide support as needed to client issues such as claims, billing, and enrollment materials.
• Coordinate open enrollment deliverables, such as meetings, applications, election forms, consumer plan information, and materials for clients and their respective employees.
• Review and revise plan materials and provide proper communication to clients and their employees regarding consumer plan updates and changes.
• Assist with developing employee materials and providing on-site training on plan programs and procedures.
• Respond timely and consistently to all client inquiries while establishing expectations for a trusted partnership.
• Ensure all client deliverables adhere to specified quality standards.
• Proven ability to effectively manage complex and escalated issues.
• Summarize and report project status to Spending Accounts Team Manager.
• Assist with special projects as determined by Spending Accounts Team Manager.
• Manage complex client issues.

Account Manager, Spending Accounts

Bookkeeper

• Align Businessolver's mission and vision with customer success through strategic product work
• Develop and execute the strategy and roadmap for payroll software, translating market and customer needs into requirements and ensuring product compliance with tax laws and regulations
• Identify and prioritize key product features that address customer needs and drive feature development
• Drive growth initiatives and scaling efforts to expand product market presence and support growth
• Collaborate with Research and Development teams to establish and execute a strategic experimentation process and run experiments informing product decisions
• Deliver tangible value to customers by leveraging data-driven insights and compelling storytelling throughout the product lifecycle
• Build and maintain a 2-3 year product roadmap aligned with business objectives and market needs
• Collaborate with Technical Product Managers to gather business requirements and set up post-launch outcome monitoring (KPIs)
• Implement closed loop feedback loops (content/collateral experiments) to drive user behaviors and outcomes
• Manage and evolve KPIs to measure product effectiveness and provide insights for product marketing, pricing, and market comparisons
• Collaborate closely with marketing and sales teams to ensure product success and drive market growth

Product Manager, Payroll and BenAdmin Systems

Client Services Representative

• Act as the primary liaison between our largest, most complex clients and production teams, ensuring clear communication of goals, objectives, and timelines.
• Conduct and manage client calls and provide comprehensive new client administrator training.
• Maintain all client documentation, including Standard Operating Procedures and process-related materials.
• Stay updated on product releases, updates, and system functionalities through ongoing educational opportunities.
• Collaborate with clients on product updates and provide consultation as needed, partnering closely with the Client Success Leader.
• Deliver clear communication on system functionalities, industry news, project initiatives, and resolution activities.
• Drive continuous improvement in service delivery across all teams to maintain high-quality service standards.
• Coordinate Annual Enrollment activities and proactively engage clients and internal teams on any open items.
• Participate in sales finalist meetings and assist the sales team during prospect visits and services presentations.
• Identify trends and training needs in partnership with internal teams, providing support and expertise to the Service Center team.
• Above all, ensure our clients love us... a lot!

Client Services Lead

Analyst

• Responsibility for all phases of new data exchange development; documenting, updating, and communicating business requirements, executing the configuration of the files, overseeing testing, and facilitating on-time launch
• Communication with clients and vendors regarding requirements gathering and analysis
• Coordination with project team members to understand client-specific benefits structure, file layouts, field mappings, and profiles
• Detailed documentation and configuration of files, along with secure file transfer setup and testing
• Coordination with client and vendor contacts for meetings, specifications layout and testing
• Coordination with project manager to maintain project tracking documentation and status reports
• Primary link between internal and external parties to document all requirements for specifications for data exchanges across assigned clients/vendors
• Use of industry file formats such as ANSI 834
• Use of tools such as JavaScript/XML/XLS; Beyond Compare, SQL, Access
• Peer assistance on quality assurance, defect tracking, and resolution
• Participation in status discussions raising risk as needed
• Engagement in a culture of continuous improvement
• Exceptional customer service to clients and internal teams
• Ownership of the transition process from the onboarding phase to the ongoing, steady-state (business as usual) environment, which includes documentation, detailed discussions, and issue resolution.