Implementation Leader, Benefits Administration

Summary

Join Us at Plan Source:
Your Exciting Career Awaits!

At Plan Source, a leading cloud-based provider of benefits administration technology and services, we are on a mission to simplify how people choose, use, and manage benefits through cutting-edge, AI-powered experiences. This is an incredible time to launch your career with us!

The Implementation Leader is pivotal in ensuring Plan Source exceeds client expectations by delivering exceptional support for our software and services. This role entails comprehensive ownership, planning, direction, and coordination of project activities. As a customer-facing position, the Implementation Leader manages the client project plan and collaborates with both internal and external stakeholders from project kickoff through to a seamless transition to the ongoing delivery team.

Implementation Leaders will handle our most complex and high-level client interactions. They are responsible to guide the implementation POD to ensure the success of the project, driving it forward and ensuring all deadlines are met. They assign and delegate work to appropriate team members to meet deliverables.

• Manage and review project scope, objectives, and deliverables with internal and external stakeholders.
• Maintain comprehensive project plans, incorporating timelines, milestones, and notifications for additional resources as needed. Proactively identify and manage project risks, swiftly addressing any issues and developing effective mitigation strategies. Maintain clear communication with both clients and internal teams.
• Establish and maintain clear professional communication with all customer key decision makers.
• Complete job-related training courses and/or seminars, as may be required for the job and/or assigned by Manager.
• Foster a collaborative and productive team environment through mentorship and effective respectful communication. Helping to guide our junior team members.
• Responsible for leading client meetings and providing guidance on best practice, as an implementation subject matter expert of the Plan Source system and health and welfare industry standards.
• Engage with internal stakeholders to strategize on process and product areas of improvement.
• Identify, document, and oversee out-of-scope work, ensuring additional costs are tracked, documented and communicated to all stakeholders internally and externally.
• Provide regular project updates; the Implementation Leader is expected to be the client’s main point of contact for the duration of the implementation project.
• Ensure project deliverables meet quality standards and client expectations.
• Promote team communication and collaboration across channels and job function.
• Provide back-up to team members as needed to avoid delays and ensure client satisfaction.
• Maintain comprehensive project documentation, including plans, reports, and meeting minutes. Ensure all project information is accessible and up to date.
• Including:
  Salesforce projects, Client and Project Health, EDI Cases, Action Item Logs, IMP SharePoint Site.
• Develop solutions and make decisions to keep the project on track.
• Serve as liaison with other departments within Plan Source for client/Broker companies as it relates to the implementation process.
• Conduct project reviews, document lessons learned and ensure all project deliverables are completed and approved. Coordinate and facilitate a smooth transition to operations support team(s).
• Consult and provide guidance on best practices to all internal and external stakeholders.
• Consult, create and maintain client benefit requirements.
• Assist in the sales process by offering expertise in Plan Source and health and welfare benefits to prospective clients. This role will require travel for some presentations.
• Possesses and maintains comprehensive benefits and benefit system knowledge.
• Maintains HIPAA, PHI and PII sensitivity, regularly participates and completes company assigned compliance training.
• All other duties as deemed necessary by management.

Necessary Strengths, Skills, and Competencies

• 10+ years technical experience such as implementation project management, benefits administration…