Client Services & Activation Lead

Benefit Harbor is a leading provider of benefits administration technology and compliance solutions, trusted by employers across the United States for over 25 years. Using proprietary, purpose-built technology, the company simplifies complex benefits environments by streamlining enrollment, eligibility management, carrier data exchange, and regulatory compliance. Benefit Harbor primarily serves midsize to large enterprises, helping HR teams reduce administrative workload and ensure ACA compliance.

With strong integrations to insurance carriers and a focus on modernizing benefits operations, the company enhances the experience for both administrators and employees. Team members collaborate in a technology-driven, client-focused environment that values accuracy, reliability, and service excellence.

The Client Services & Activation Lead (CS&AL) is responsible for leading the onboarding, implementation, activation, and ongoing administration of new and renewing Workday Benefit Bridge clients. This role manages implementation activities from initial discovery and benefits plan documentation through platform configuration, integration testing, deployment, and post-launch support.

Working closely with clients, their integration partners, the Director of ERP Benefits and Deployment, EDI Analysts, Operations, and Development, the Client Services & Activation Lead ensures that client requirements are accurately translated into system configurations and that implementation milestones are completed within established timelines and scope.

The ideal candidate combines strong project management capabilities, employee benefits knowledge, technical aptitude, and exceptional client relationship skills. This individual takes ownership of implementation deliverables, proactively manages risks and escalations, coordinates cross-functional resources, and identifies opportunities to improve deployment processes, operational efficiency, and the overall client experience.

• Serve as a primary liaison between clients, their integration partners, insurance carriers, and internal stakeholders throughout implementation, renewal, and ongoing administration.
• Establish clear communication channels and align stakeholders on project priorities, requirements, responsibilities, deliverables, and timelines.
• Lead client and carrier meetings, prepare agendas, document meeting minutes, track action items, communicate progress and outstanding deliverables.
• Build and maintain strong client relationships by providing responsive service, setting clear expectations, and proactively addressing concerns.
• Analyze client escalations, investigate issues from initial report through resolution, engage appropriate internal partners, and maintain accountability for follow-through.
• Communicate project risks, dependencies, delays, and proposed solutions to relevant stakeholders in a timely and professional manner.
• Support a positive client experience throughout onboarding, implementation, renewal, and post-deployment activities.

• Lead end-to-end onboarding and implementation activities for new Workday Benefit Bridge clients and manage applicable renewal and reconfiguration projects.
• Develop and maintain implementation plans, project schedules, milestones, deliverables, and action-item tracking to support successful client activation.
• Coordinate requirements gathering, initial benefits plan documentation, system configuration, integration readiness, testing, and deployment activities.
• Partner with clients and their integration partners to gather, validate, and document benefit plan requirements and system build specifications.
• Monitor project progress, identify risks and dependencies, and proactively coordinate resources to keep implementations on schedule.
• Manage multiple client implementations and renewal projects simultaneously while balancing competing priorities and maintaining quality standards.
• Coordinate go-live readiness activities and support the transition from implementation to ongoing operations.
• Participate in post-deployment reviews to evaluate outcomes, gather client feedback, and incorporate lessons learned into future implementations.

• Work directly with clients and their integration partners to confirm benefit plan designs, configuration requirements, and implementation specifications.
• Review…