Senior Health & Welfare Leader

Senior Health & Welfare Leader

Optimatum Solutions is seeking a Senior Health & Welfare Leader who thrives in an entrepreneurial environment and is eager to make a tangible impact. This role offers a unique opportunity for individuals who have previously worked within highly matrixed organizations and step into a dynamic, growing company where your contributions directly shape outcomes.

Optimatum is a leading vendor management firm, delivering savings for the HR supply chain since 2007. We are the first company in the market to bring best practices in vendor management to HR Supply Chain operations:
Employer‑Sponsored Healthcare, Retirement, HR Systems, and M&A/Transitional Services. Our turnkey solutions improve the financial and operational performance of health care plans for our clients located nationwide through our unique multidisciplinary approach, which includes forensic analysis and the maintenance of existing vendor relationships, while increasing HR vendor transparency and accountability.

The Senior Health & Welfare Leader is a client‑facing role responsible for strategy development, project management, and solution delivery of HR and benefit related operational optimization, cost containment, compliance improvement and process streamlining strategies.

• Engagement Delivery: Execute client engagements involving the management of the full array of HR and benefits programs.
• Project Management: utilize fundamental project management techniques to enable superior client delivery, including the design and delivery of project plans; ensuring progress against established objectives, budgets, timelines, deliverables and quality standards.
• Vendor Management: apply the tenants of vendor management to the HR Supply chain, including the vendors that deliver Health and Welfare, Retirement and HR Systems.
• Plan, Program and System Support: Liaise with internal client stakeholders to support the design/management of complex health and welfare plans including the annual benefit plan lifecycle, HRIS, financial and clinical analysis.
• Forensic Analysis: analyze HR related documents, data and processes to identify and implement optimization opportunities.
• Implementation/Transition Support: Provide project and vendor management during a time of transition such as a new vendor implementation. Serve as the subject matter expert to ensure all relevant HR transition elements are completed.
• Compliance Management: Provide compliance related support including plan documents, annual notice, regulations etc.
• Communication: Support client communication efforts.
• Issue Resolution: proactively prevent and/or expedite issue resolution through management and escalation when necessary.
• Client Services: proactively build client relationships, engage in stakeholder management and communications, provide stewardship and advice to ensure client success.
• People Management: manage and mentor internal support resources, including analysts, to enable project delivery.

• Bachelor’s degree or higher required.
• 10 years of relevant professional experience with demonstrated expertise in HR and Employee Benefits plans, programs, and vendors, including employer-sponsored healthcare and retirement programs (required).
• Experience gained in an advisory/consulting environment or prior external consulting experience (required).
• Prior people management and mentorship experience (required).
• Proven experience in client engagement, account management, customer success, or a related client-facing role (required).
• Knowledge of and familiarity with project management tools and processes.
• Proficiency in Microsoft Office, with advanced skills in Excel and PowerPoint.
• Advanced data analysis skills.
• Strong client service orientation with the ability to respond to communications effectively and in a timely manner.
• Ability to present and communicate ideas clearly, confidently, and persuasively at all levels, both internally and externally.
• Proven ability to deliver project outcomes while managing multiple priorities and work streams simultaneously.
• Exceptional organizational and planning skills to ensure timely and…