Lead Consultant, CDH Implementation

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

📋 Description

• Lead intricate and high-profile Consumer-Directed Health implementations for significant and strategically vital employer clients.

• Maintain responsibility for the implementation strategy, client outcomes, risks, key decisions, and successful delivery.

• Provide advisory support to clients, consultants, brokers, and business partners on CDH plan design, implementation prerequisites, operational considerations, and solution capabilities.

• Convert client needs and benefit plan designs into strategies that encompass system configuration, eligibility, contributions, funding, data integration, testing, and administration.

• Oversee CDH implementation across multi-product Workplace Solutions engagements.

• Identify dependencies, coordinate cross-functional workstreams, and influence stakeholder decisions.

• Manage implementation risks, intricate design challenges, and nonstandard client requirements.

• Direct implementation readiness, user acceptance testing, launch, post-implementation stabilization, and transition to ongoing client service operations.

• Act as an organizational subject-matter expert on CDH implementation strategy, best practices, and operational readiness.

• Educate and guide implementation, operations, product, sales, and relationship-management teams.

• Suggest enhancements to implementation processes, tools, standards, and methodologies.

⛳️ Requirements

• Bachelor's degree in a relevant field or equivalent professional experience.

• A minimum of six years of experience in Consumer-Directed Health (CDH), employee benefits, client implementation, benefits administration, financial services, healthcare benefits, or a similar field.

• Proven experience in implementing Consumer-Directed Health solutions, including HSAs, FSAs, HRAs, commuter benefits, lifestyle accounts, or similar employer-sponsored benefit programs.

• Experience in leading complex, multi-workstream implementations for large or sophisticated employer clients.

• Strong understanding of CDH plan design, eligibility, contributions, funding, benefits administration, data integrations, and operational requirements.

• Capability to translate complex client requirements into implementation strategies and coordinate with technical and operational stakeholders.

• Experience in consulting on complex or nonstandard implementation requirements, managing risks, resolving issues, and influencing decisions among multiple stakeholders.

• Excellent client-facing communication, facilitation, stakeholder management, and relationship management skills.

• Ability to articulate complex CDH concepts to both technical and non-technical audiences.

• Experience serving as a subject-matter expert, developing implementation best practices, and guiding cross-functional teams.

• Candidates must be authorized to work for any employer in the U.S.; employment visa sponsorship, including CPT/OPT, is not available.

• Access to reliable high-speed internet with a wired connection and a well-equipped home workspace.

🏝️ Benefits

• Medical, dental, vision, and life insurance.

• 401(k) plan with generous company matching contributions (up to 6%).

• Financial advisory services.

• Potential company discretionary retirement contribution.

• Broad investment lineup.

• Tuition reimbursement up to $5,250 per year.

• Business-casual environment with the option to wear jeans.

• Generous paid time off upon hire.

• Ten paid company holidays and three floating holidays each calendar year.

• Paid volunteer time — 16 hours per calendar year.

• Paid parental leave.

• Paid short- and long-term disability.

• Family and Medical Leave (FMLA).

• Business Resource Groups (BRGs).

• Flexible work environment.

• Reliable high-speed internet with a wired connection and support for home workspace.

• Necessary computer equipment provided.