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 more than 25 years. Through its proprietary, purpose-built technology, Benefit Harbor simplifies complex benefits environments by streamlining enrollment, eligibility management, carrier data exchange, and regulatory compliance.

Serving primarily midsize to large enterprises, Benefit Harbor helps organizations reduce administrative burdens, improve operational efficiency, and support Affordable Care Act (ACA) compliance. With robust integrations to insurance carriers and a commitment to modernizing benefits operations, the company delivers reliable technology solutions that enhance the experience for employers, administrators, and employees.

At Benefit Harbor, team members collaborate in a technology-driven, client-focused environment that values accuracy, accountability, continuous improvement, 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, and 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…