OneDigital

Human Resources

• Responsible for designing and administering Human Resource policies, procedures and programs
• Supports employees throughout the client’s organization
• Provides expert advice, counsel and implementation support on a fractional, interim or project-basis in areas of HR that include HR Policy and Compliance (Handbook), Employment Processing and Onboarding, Performance Management, Compensation and Benefits, Employee Relations
• Liaison to Benefits, Payroll and HR Technology Providers across our clients
• Promotes HR practices and objectives that provide an employee-oriented, high-performance culture that emphasizes quality, productivity and standards, and goal attainment
• Demonstrates proven project management skills and the ability to multi-task by managing the moving parts and priorities of multiple clients
• Work may be at the client’s site or remotely – some travel will be required

HR Consultant

Operations

• Oversee day-to-day IT Service Desk operations and ensure consistent, high-quality service delivery.
• Manage Tier 1 support experience and serve as the primary point of contact between IT and the business.
• Drive effective Incident and Service Requests, ensuring timely resolution and controlled escalation.
• Partner with internal stakeholders, offshore service providers, and technical teams to maintain service stability.
• Lead daily service desk operations, including ticket flow, workload balancing, escalations, and queue health.
• Ensure consistent service delivery and communication across onshore and offshore support teams.
• Supervise endpoint support, including installation, configuration, troubleshooting, and maintenance.
• Maintain desktop standards, images, configuration baselines, and technical documentation.
• Manage asset inventory and enforce hardware and software lifecycle processes.
• Own Request, Incident, and Problem Management using TeamDynamix.
• Drive self-service and shift-left initiatives through knowledge management and automation.
• Define, track, and enforce SLAs, including response and resolution targets.

IT Operations Support Lead

Financial Planning and Analysis

• Delivering high-quality financial, utilization, and benchmarking analysis to support client strategy, renewal planning, and ongoing service needs
• Developing accurate reporting, analyzing trends, and translating data into actionable insights
• Producing timely, accurate analytical deliverables that support client retention and growth initiatives
• Supporting complex client accounts through collaboration with Producers, Benefits Consultants, and Account Managers
• Maintaining accurate, current, and organized market and client data within internal systems

Financial Benefits Analyst

Consultant

• Responsible for designing, implementing, and maintaining qualified retirement plans for clients
• Serving as the primary owner of a book of business
• Analyzing and designing retirement plan structures
• Acting as a strategic workforce consultant
• Effectively communicating the broader OneDigital value proposition to prospective clients
• Working with service teams to provide an exceptional level of customer service
• Developing and managing a robust sales pipeline through various channels
• Effectively communicating the value proposition of OneDigital's retirement plan and workplace solutions
• Achieving and exceeding annual sales goals
• Participating in industry and conference presentations
• Organizing and managing prospect events to educate potential clients about retirement plan options
• Leading client relationships and understanding their needs
• Developing and executing a customized relationship strategy
• Building and maintaining positive relationships with assigned clients
• Performing investment advisory services for clients
• Selecting and presenting a diverse range of plan options and investment choices
• Greeting local and national strategies to provide participants with guidance
• Designing complex retirement plan structures
• Conducting benchmarking due diligence to ensure compliance
• Coordinating RFP fulfillment
• Staying informed of industry trends and regulatory changes
• Providing ongoing consultation regarding plan needs
• Facilitating Fiduciary training
• Offering regulatory and legislative consulting

Senior Retirement Plan Consultant

• The Employee Benefits Operations Lead serves as a strategic partner to the National Practice Leader, playing a pivotal role in driving a high-performance, growth-oriented Employee Benefits practice.
• The role is responsible for supporting and optimizing day-to-day operations, collaborating with Marketing, engaging with carriers and partners, and coordinating events and programs that advance key strategic initiatives.
• By maximizing field support, identifying efficiencies across markets, and implementing innovative solutions, this role ensures seamless execution of business processes and continuous improvement in service delivery.
• The Lead works cross-functionally to coordinate efforts among teams, enhance client retention, and enable cross-sale opportunities, ultimately benefiting both organizations and their employees and fostering a collaborative, results-driven environment.

Employee Benefits Operations Lead

• Serves as main day-to-day contact with client
• Works directly with client to identify needs and prioritize work
• Oversees the work of more junior consulting staff to ensure client work is performed on time and at the highest level of quality
• Actively participates in new business activity by assisting in presentations with prospects and reviewing proposals
• Mentors more junior consulting staff
• Works directly with clients and local broker partners to set up benefit programs
• Coordinates local broker renewal activity and prepares renewal reports with recommendations for clients
• Researches, drafts and presents global benefit benchmarking reports
• Creates and maintains global benefit inventories for clients
• Stays current on local employee benefits-related rules and regulations and advises clients on upcoming legislative changes
• Assists in the development of global benefit philosophies and governance models
• Works on a variety of ad-hoc projects and requests for clients as they arise

Global Benefits Consultant

• Responsible for retaining clients and their existing book of business
• Oversee strategy, financial analysis, benefit design, plan renewals, and overall service delivery
• Communicate OneDigital’s value proposition and latest industry trends to active clients
• Develop sophisticated benefit design and renewal strategies
• Work closely with account management and client service teams on pre-renewal strategy
• Determine the scope of services to be provided to client
• Establish and communicate timelines with the client service team

Senior Benefits Consultant

Director

• Lead and develop a team of client-focused Engagement Managers and Engagement Consultants
• Drive adoption of OneDigital’s approach for impactful employee communication, population health, and engagement strategies
• Ensure accountability and facilitate ongoing training efforts
• Maintain knowledge of tools, solutions, capabilities, and process improvements

Director of Engagement and Education

• Manage a book of business: Effectively manage a client facing book of business and support Engagement & Education related efforts as part of a broader account team
• Develop and execute year-round, multi-channel engagement strategies beyond open enrollment and measure success by providing utilization reporting
• Support sales process through custom RFP support, prospect meetings, and finalist presentations in partnership with Engagement Manager
• Increase strategic wellbeing consulting knowledge and identify opportunities to expand employee engagement as it relates to total population health and wellbeing within Education & Engagement
• Help to drive growth, retention, and convergence efforts: Ensure both communications and population health are well represented within client meetings
• Understand and articulate engagement and education tools, resources and solutions across business lines
• Support Employee Value Perception Study deployments but strategically positioning the study as an opportunity to recalibrate spend and reinvest in the workforce
• Triage market requests to appropriate resources and menu of services that helps to drive adoption of national resources and/or cross departmental solutions
• Develop and provide thoughtful solutions inclusive of vendor partnerships and drive innovation
• Maintain ongoing connections with local market sales and retention leadership teams to account for all market nuances
• Disseminate and reinforce best practices, resources, and training from the National Engagement team and through multi-channel approach aligned with market infrastructure

Engagement Consultant

Marketing

• Assisting with content development for new business marketing campaigns, including media (online and print), website and social, and branded collateral
• Working with field sales consultants and subject matter experts to support meetings, events, and webinars to educate and engage clients and prospects
• Assisting field consultants with communication strategy conversations and insurance needs for a client’s employees
• Shadowing and assisting producers, consultants, and account managers in their daily tasks, which include providing strategic workforce solutions to clients
• Learning about the OneDigital corporate brand and compliance guidelines

Marketing and Branding Intern

• responsible for retaining clients and their existing book of business
• oversee strategy, financial analysis, benefit design, plan renewals, benchmarking, and overall service delivery
• communicate OneDigital’s value proposition and latest industry trends to active clients
• Develop sophisticated benefit design and renewal strategies and drive the development of solutions to address complex client issues
• Work closely with account management and/or client service teams on pre-renewal strategy, RFP distribution, open enrollment strategy and post-renewal analysis
• Determine the scope of services to be provided to clients
• Clearly establish and communicate timelines with clients and keep involved parties updated
• Maintain accountability for revenue and profitability for client accounts
• Monitor project success in terms of scope, budget, timeliness, and client satisfaction
• Oversee onboarding of new clients by collaborating with client service teams to establish implementation plan and timelines
• Ensure client service teams exceed expectations
• Grow book through cross-selling opportunities
• Cultivate strong relationships with clients and carriers
• Establish effective carrier/vendor relationships for benefits procurement and administration
• Attend carrier events for knowledge updates and relationship maintenance
• Ensure accuracy of client data in CRM
• Remain knowledgeable on compliance issues governed by legislation and regulations impacting health and welfare plans

Benefits Consultant

• Manage intake of new workers’ compensation claims across assigned jurisdictions.
• Perform initial claims investigations and coordinate timely communication between PEO clients and the third-party administrator (TPA).
• Oversee ongoing claims activity, providing strategic guidance to adjusters and escalating complex cases when appropriate.
• Maintain consistent, proactive communication with clients regarding claim status, updates, and next steps.
• Support and execute departmental initiatives, reporting on outcomes and effectiveness.
• Review claim resolution plans and properly request authority in alignment with internal guidelines.
• Demonstrate working knowledge of workers’ compensation laws, best practices, and claims management procedures.

Workers' Compensation Specialist

Product Manager

• Lead requirements gathering through advisor interviews, process analysis, and data insights
• Manage demanding stakeholders with empathy and clarity, balancing competing priorities while maintaining strategic focus
• Drive roadmap planning and backlog prioritization using KPIs, user feedback, and business impact
• Communicate effectively across all levels of the organization, setting clear expectations and providing transparency throughout the product lifecycle
• Owns product backlog and feature prioritization
• Define and prioritize user stories, manage the product backlog, and lead agile ceremonies as needed
• Assist with communicating the vision and roadmap during PI Planning to ensure teams are aligned and ready to execute against them
• Conduct discovery through interviews, data analysis, and process mapping to identify opportunities for improvement
• Assist in meeting coordination, notes, documentation, follow-ups, summaries, and action items to provide clear ownership and accountability
• Collaborate as needed with development, finance, compliance, operations, and other functional teams to ensure alignment and successful delivery
• Enforce data integrity and platform security standards
• Monitor product performance and usage metrics, identifying opportunities for improvement and optimization
• Define CRM product needs and ensure value of delivery
• Act as the voice of the customer, ensuring that customer needs and feedback are incorporated into the product development process
• Prepare mockups and document product standards, both internal for the team as well as stakeholders; work with the Salesforce Product Manager; Operations teams and the business stakeholders on training materials, release notes, and related communications.

Salesforce Product Owner

• Lead and coordinate Employee Engagement efforts across an assigned region
• Manage people, systems, processes, and assignments for effective participant education
• Deploy the national financial education and advice strategy within the assigned region
• Coordinate education efforts across the region based on client needs and engagement model
• Support the design and delivery of participant education focused on retirement plans, financial wellness, and broader financial decision-making
• Provide oversight to ensure education delivery is professional, compliant, and aligned with sponsor expectations
• Ensure offerings help identify participants needing individualized financial guidance
• Provide direct leadership and coaching to Employee Engagement educators and coordinate activity across regional delivery partners
• Maintain strong alignment with national teams responsible for financial education initiatives

Regional Director – Employee Engagement

Technical Project Manager

• Assist team with discovery, requirements gathering, and project reporting
• Participate in project and portfolio planning sessions
• Standardize templates and procedures
• Assist the team in maintaining information in our Project Management tool, Smartsheet
• Work on real-world assignments, network with IT leaders in the organization, and grow professionally and personally with an assigned mentor
• Assigned actual responsible tasks on IT projects of varying complexity which will be critical to the project’s success