Implementation Manager

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

📋 Description

• Oversee and manage the discovery phase for new client implementations in Health and Welfare.

• Guide teams and clients in outlining and documenting requirements derived from legal plan documents, summary plan descriptions, and HR materials.

• Collect and enter benefits class matrices, plan specifications, rates, permissions, field options, site text, demographic and benefit data imports, and vendor/payroll exports.

• Advise clients on best practices and suggest enhancements to systems and processes.

• Investigate and propose system improvements; collaborate with Product Managers and Developers to create enhancement specifications.

• Facilitate implementation kick-off meetings, gather requirements, review sessions, and other client discussions.

• Identify and address project and staffing risks, escalating issues as necessary.

• Oversee implementation schedules in coordination with bswift staff and clients.

• Collaborate with internal teams to finalize requirements for all services within scope.

• Manage client expectations, timelines, and any changes in service scope.

• Monitor industry trends and suggest enhancements to client service strategies.

• Develop and execute strategies aimed at improving client and broker satisfaction.

• Assist with sales and marketing initiatives as required.

• Provide coaching and mentorship to others.

• Ensure the quality and satisfaction of new client onboarding until the transition to client care is completed.

⛳️ Requirements

• Bachelor’s degree in business administration or a related field.

• Over 5 years of experience in client relations, consulting, and implementation.

• Current or previous experience with benefits and implementation processes and methodologies.

• Exceptional written and verbal communication abilities with diverse internal, external, technical, and non-technical stakeholders.

• Demonstrated success in building and maintaining strong relationships with clients and brokers.

• Strong customer service focus.

• High levels of productivity, reliability, responsibility, attendance, dependability, organization, and thoroughness.

• Capability to work independently as well as collaboratively within a team.

• Ability to make timely decisions in a fast-paced, ambiguous environment.

• Proficient at quickly navigating complex subject matter.

• Strong analytical and problem-solving skills.

• Initiative to employ resourceful and innovative approaches while ensuring quality.

• Advanced skills in MS Excel, including VLOOKUPs, Pivot tables, and data summaries.

• Familiarity with other MS Office applications.

• Willingness to travel as required.

🏝️ Benefits

• Comprehensive health, dental, and vision insurance plans.

• Performance-based incentives available for most positions.

• Remote-first, office-friendly work environment.

• Employer-sponsored retirement savings programs.

• Access to professional development, training, and career advancement resources.

• Supportive and collaborative workplace culture.

• Resources for mental health, financial planning, and overall wellness.