Customer Success Specialist – Employee Navigator

This is a fully remote position, open to applicants in California.

📋 Description

• Act as a subject-matter expert for Employee Navigator during client meetings and internal collaborations.

• Conduct root cause analysis to identify and resolve escalated platform and enrollment challenges.

• Manage new and existing moderately complex (or greater) client Employee Navigator websites by adhering to established SOPs and best practices.

• Assist moderate-complexity (or greater) clients and enhancement initiatives.

• Deliver daily direct support to assigned clients and provide indirect support through team member development.

• Anticipate and address client inquiries regarding benefits enrollment, eligibility, and system functionality.

• Aid in the preparation, testing, validation, and post-open enrollment issue resolution for the open enrollment process.

• Foster teamwork, collaboration, knowledge sharing, and a positive, client-centered approach.

• Ensure accuracy, quality, and timeliness while managing multiple client priorities.

• Interpret and adhere to SOPs while offering suggestions for process and platform enhancements related to Employee Navigator.

⛳️ Requirements

• Associate’s or Bachelor’s degree or equivalent professional experience.

• 2–5 years of experience in benefits technology or software implementation.

• Required hands-on experience with Employee Navigator.

• Experience in supporting benefits enrollment, eligibility, and platform configuration.

• Capacity to quickly learn and apply new systems and concepts.

• Proficient in Microsoft Office Suite.

• Strong background working with database-driven, web-based platforms.

• Professional and confident communication style coupled with excellent customer service skills.

• Outstanding attention to detail and effective deadline management.

• High level of discretion and confidentiality.

• Willingness to travel occasionally if necessary (less than 5%).

• Preference for candidates with experience in insurance, employee benefits, HR, or financial services environments.

🏝️ Benefits

• Medical/Rx

• Dental

• Vision

• Life Insurance

• Disability Insurance

• ESPP

• 401k

• Student Loan Assistance

• Tuition Reimbursement

• Free Mental Health & Enhanced Advocacy Services

• Paid Time Off

• Holidays

• Preferred Partner Discounts and more.