[Remote] Implementation Discovery Manager at bswift

United States

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Not SpecifiedCompensation

Mid-level (3 to 4 years), Senior (5 to 8 years)Experience Level

Full TimeJob Type

UnknownVisa

Benefits Administration, Human Resources, Health InsuranceIndustries

Requirements

Bachelor’s degree in business administration or related field
5+ years of client relationship, consulting

Responsibilities

Lead and project manage the discovery phase for new Health & Welfare client implementations to achieve individual, team, and company goals
Guide clients and internal teams through defining and documenting requirements by reviewing source documents such as Legal Plan Documents, SPDs, and HR materials
Identify and document plan administration requirements, including: Benefits Class Matrix, Plan Requirements Templates, Rates, Permissions, Field Options, Site Text, Demographic and benefit data import files, Vendor and payroll export file requirements
Proactively consult clients on industry best practices and system/process changes needed to achieve their goals
Research and recommend system enhancements and assist Product Managers and Developers with enhancement specification development
Lead client-facing meetings, including kickoff, requirements gathering, requirements review, and other implementation touchpoints
Identify and mitigate project and staffing risks; escalate appropriately
Manage timelines with internal implementation teams and external client stakeholders
Ensure that requirements are collected and finalized for all services included in scope
Manage client expectations by anticipating issues, communicating turnaround times, and escalating changes in scope or services as needed
Partner with internal teams to ensure all scoped services are accounted for in the requirements process
Stay current on industry trends and recommend enhancements to the company’s client service approach
Develop and implement strategies to improve client and broker satisfaction
Assist with sales and marketing efforts as needed
Act as a coach and mentor to others within the organization

Skills

Key technologies and capabilities for this role

Project ManagementRequirements GatheringClient OnboardingHealth & Welfare BenefitsConsultingStakeholder CollaborationDiscovery Leadership

Questions & Answers

Common questions about this position

Is this role remote or office-based?

The company operates from downtown Chicago and remotely across the country.

What is the salary for the Implementation Discovery Manager position?

This information is not specified in the job description.

What are the key responsibilities of this role?

The role involves leading discovery phase for new Health & Welfare implementations, gathering requirements from source documents, documenting plan administration details like Benefits Class Matrix and rates, consulting on best practices, and managing project risks.

What is the company culture like at bswift?

bswift offers a fun, flexible, and creative environment with ample opportunity for professional and personal growth, emphasizing values like pursue excellence, embrace accountability, deliver superior service, and be a great place to work.

What makes a strong candidate for this position?

Motivated and goal-driven individuals who share bswift's passion for delivering excellence, with experience in leading discovery phases, gathering requirements from benefits documents, consulting on best practices, and project management.

bswift

Streamlines employee benefits and HR administration

About bswift

bswift simplifies the management of employee benefits and HR payroll for employers in the United States. They offer services like benefits enrollment and management, helping businesses of all sizes maximize the value of their benefits offerings. What makes bswift different is their focus on client engagement and thought leadership, providing resources and hosting virtual events to assist clients. Their goal is to be a trusted partner in the HR and benefits administration market, ensuring smooth and effective management of employee benefits.

Chicago, IllinoisHeadquarters

1996Year Founded

$49.6MTotal Funding

GROWTH_EQUITY_VCCompany Stage

Consulting, Enterprise SoftwareIndustries

1,001-5,000Employees

Benefits

Health Insurance

Dental Insurance

Vision Insurance

401(k) Retirement Plan

Remote Work Options

Professional Development Budget

Mental Health Support

Employee Wellbeing Initiatives

Flexible Work Hours

Risks

Integration challenges with Evive and Davis & Company may cause operational inefficiencies.

Francisco Partners' acquisition might lead to strategic shifts misaligned with client expectations.

Data privacy concerns with personalized platforms could lead to regulatory scrutiny.

Differentiation

bswift offers a fully integrated personalized engagement platform post-Evive acquisition.

The company provides comprehensive solutions for internal and HR communication needs.

bswift's adaptive technology transforms employee engagement with benefits.

Upsides

Acquisition of Evive enhances data-driven personalization and client engagement.

Francisco Partners' acquisition may accelerate growth and innovation for bswift.

Amit Jain's appointment as COO could bring strategic insights and efficiencies.

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