Integration Analyst - BPO

About The Team/Role

The Integration Analyst BPO is responsible for the successful setup of client data integrations for WEX new and existing clients. The Integration Analyst BPO simultaneously manages multiple clients and/or partner data integrations serving as the data integration project owner, vendor/client contact, file builder and tester while ensuring high levels of customer service throughout the process.

• Must adhere to security policies
• Manage the data integration build and testing process between all internal and external parties
• Communicate and educate client and vendor contacts on WEX partner’s data integration approach, including testing practices, processing timelines, error reporting, insurance carrier integrations and software functionality
• Provide consistent updates to the client, vendor, and appropriate internal contacts on the status of all file builds throughout the integration project
• Utilize and promote standard layouts supported by COBRA systems to ensure data security and integrity
• Develop solutions that contribute to a seamless data integration experience
• Communicate timelines and provide conference call recap emails to all stakeholders
• Review and evaluate existing client data specifications to ensure that the most integrated solution is offered
• Develop and execute a conversion plan when necessary
• Drive the data integration process in conjunction with the appropriate internal contact(s) to make sure the integration project is completed in a timely fashion
• Educate clients on file requirements and how to successfully submit data to WEX partners
• Record and save all documentation related to the integration project according to team processes
• Build and maintain positive relationships with partners, carriers, vendors, clients, and internal teams
• Evaluate and report with your Senior Team Lead the clients, partner, carrier, and/or vendor satisfaction with the integration process
• Escalate all file integration roadblocks to your Senior Team Lead and the appropriate internal contact(s) in a timely manner to keep the file integration work moving
• Maintain high levels of quality in all aspects of your work
• Respond to and complete all tasks within the listed expectations of the team
• Mentor and assist in the technical development and training of your peers
• Seek development opportunities to grow technical knowledge and skills
• Provide feedback and recommendations to management to improve WEX partner’s file integrations and associated processes
• Provide support to the partner sales teams
• Serve as a subject matter expert to other teams
• Assist with questions, research or review files for potential clients
• Send integration specifications (upon request) to potential new clients
• Track and coordinate integrations for clients
• Attend and schedule conference calls to discuss the integration process
• Track and follow-up to ensure test data is received within the appropriate timelines, keeping all parties updated on the progress
• Collaborate with other departments to ensure a positive customer experience
• Create efficiencies and improve processes for clients, partners and third-party vendors
• Assist with creating special processes for integrations through working with other departments (if necessary)
• Continuous improvement approach to work.
• Communicate changes needed to processes
• Engage in continuous learning and sharing of knowledge with team members
• All other duties as assigned, including but not limited to the manual importing of files and handling of file error communications
• Maintain policy according to HIPAA

• Proficiency with Google Workspace
• Strong presentation and organizational skills.
• Proven experience managing client-facing projects.
• Strong interpersonal skills and ability to connect with a diverse customer and employee population
• Self-driven, motivated, and must have the ability to manage a fast-paced, result-orientated environment
• Exceptional communication and time management skills.
• Strong attention to detail, problem-solving skills, and multi-tasking capabilities.
• A team player with high energy
• Demonstrated capacity to prioritize tasks and manage multiple responsibilities…