Businessolver

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.

Client Services Lead

Integration Analyst II