Program Manager
Whitestone Industries
Implementation Specialist
Navia Benefit Solutions, Inc.
full-time
Posted on:
Origin: • 🇺🇸 United States • Arizona, Colorado, Florida, Illinois, Kansas, Montana
Visit company websiteSalary
💰 $21 - $33 per hour
Job Level
Junior
About the role
- Lead all assigned clients through the application and introduction of a Navia benefits plan.
- Instruct all assigned clients on the regulatory and operational nature of their benefits.
- Audit the technical setup of customer information in Navia applications prior to the clients go date.
- Ensure all related emails are sent to the client in a timely manner and saved in the appropriate location.
- Ensure all related documents and files are received from the client and follow up weekly until received prior to the go-live date.
- Ensure all tracking is up to date in SalesForce on a daily basis.
- Respond to all client inquiries within 24 hours of receipt.
- Ensure all debit cards are functioning as planned immediately after the go-live date.
- Ensure all participant communications have been sent to participants prior to the go-live date.
- Complete the planning, auditing and migration of data for all assigned clients.
Requirements
- 1-2 years’ experience in a customer-facing role (consulting, sales support, account management).
- Strong planning and project management skills.
- Ability to work independently and provide leadership and guidance to both Navia and customer resources.
- Basic computer skills and ability to lead customers through demonstrations and usage of transactional Web-based applications.
- Respond to client inquiries within 24 hours; manage tracking in SalesForce daily.
- Ability to audit technical setup and manage data migration.
