Lead client onboarding and serve as the operational point of contact throughout the setup process
Coordinate group builds and data setup to ensure accuracy and timely activation
Oversee integration configurations (e.g., carrier feed connections) and troubleshoot as needed
Own key operational workflows end-to-end, measuring performance and identifying opportunities for automation or scale
Analyze support trends, operational bottlenecks, and data quality issues to design actionable solutions
Partner with Product and Engineering to translate business needs into system requirements and process enhancements
Drive cross-functional initiatives, such as improving client onboarding efficiency, standardizing reporting, or developing new operational playbooks
Gather partner and client feedback to identify patterns and surface insights for leadership prioritization
Contribute to internal documentation and best-practice frameworks to support scale and team enablement

Requirements

2–4 years of experience in business operations, consulting, implementation, or customer success, ideally in a technology or startup environment.
Experience with benefits, insurance, or HR technology platforms
Strong proficiency in Excel and comfort working with large, messy datasets
Working knowledge of SQL to pull, join, and analyze data across systems
Strong organizational and project management skills
Excellent communication and interpersonal skills
Ability to multitask and thrive in a fast-paced, evolving environment
Strong attention to detail

Benefits

health insurance that is 100% covered
a $5K office budget
unlimited PTO

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

ExcelSQLdata analysisdata qualityintegration configurationsautomationoperational workflowsreportingclient onboardingproject management

Soft Skills

organizational skillscommunication skillsinterpersonal skillsmultitaskingattention to detailproblem-solvingcollaborationleadershipadaptabilityanalytical thinking