Implementation Manager, COBRA
North Dakota - DBI Remote Office
About the Team/Role
The Implementation Manager is responsible for the successful setup and management of program plans across lines of business for both new and existing large/complex clients. Successful candidates will demonstrate expertise in project management, customer service and become a subject matter expert in their core line of business. This role serves as the implementation leader facilitating, coordinating, and reporting on all implementation related tasks to ensure the successful onboarding of WEX’s large/complex clients.
How you'll make an impact
Must adhere to security policies
Lead the implementation process for the employer and consultant/broker:
Design and implement project plan and workstream methodologies to successfully onboard clients, with emphasis on the Enhanced, Premium, Premium Plus and Executive client service levels.
Responsible for tailoring onboarding experience to each individual key client, including brainstorming and implementing creative “off-playbook” solutions and coordinating execution of those solutions with internal stakeholders.
Manage implementation coordination across internal departments to ensure alignment with project deliverables and milestones.
Provide regular communication and discussion recaps to all project stakeholders internally and externally, leveraging strong written and oral communication skills.
Analyze and document changes in scope and any associated risks in connection with project milestones.
Ensure that all needed stakeholders are informed, clear on objectives and understand roles for client onboarding
Continually monitor implementation deliverables and maintain and/or adjust project plan as situation requires
Demonstrate strong product knowledge and subject matter expertise in core lines of business prior to the opportunity of cross-training on alternate lines of business, if available
Consistently hit deliverables across all clients, doing so through skill that brings people along
Review all implementation documentation for accuracy and completeness of plan setup
Manage and prioritize your own workload. The Implementation Manager role does not work out of a general queue, but rather is assigned and responsible for an assigned book of clients vital to the business.
Consistent demonstration of client de-escalation skills and creative solutions to find a win-win solution for client needs.
Build and maintain positive relationships with consultants, brokers, and employers as the implementation contact:
Complete formal training on the respective line of business
Educate all parties involved on product design, bespoke requirements, and operations of the accounts
Evaluate the employer’s needs and satisfaction with the product offering and services
Serve as the voice of the customer and pursue needed changes in processes or systems through internal channels
Resolve any issues brought forward during the implementation period and communicate these issues and solutions to Sales and/or the consultant/broker
Respond to all requests made by the employer and/or consultant within the communicated turnaround time
Assist consultants/brokers and employers in coordinating their open enrollment meetings
Provide compliance and regulatory knowledge of the product offerings
Executes all aspects of the role using the “hungry, humble, and smart” principles outlined in the Onboarding Department Principles Document
Proven ability to successfully lead onsite implementations, when applicable
Work with other departments to ensure a positive customer experience:
Create and implement client-specific special processes to improve onboarding experience for clients
Coordinate with Partner Solution Manager to identify partner processes and services
Provide support to the sales team during the sales process, including assisting with and presenting within sales finalist presentations and travel where requested
Monitor revenue in systems to report any changes in revenue
Coordinate implementation activities with the Implementation Project Manager when applicable
Collaborate with internal teams to identify creative solutions for client requests to reimagine the onboarding experience
General Duties:
All other duties as assigned
Ensure privacy according to HIPAA
Experience you'll bring
Strong project management skills
Account Management skills
Critical Thinking Skills
Attention to Detail
Strong communication skills
Job Profile
Remote Office
Benefits/PerksDisability Insurance Flexible Spending Flexible Spending Accounts Health savings account Life Insurance Paid Time Off Quarterly or annual bonus Retirement savings Retirement savings plan Total compensation package Tuition reimbursement
Tasks- Analyze project risks
- Collaborate with internal teams
- Coordinate internal departments
- Lead client onboarding
- Maintain client relationships
- Manage program plans
Account management Attention to detail Cobra Communication Compliance Compliance knowledge Critical thinking Customer Experience Customer service Design Documentation Flexible spending accounts HIPAA Implementation Implementation coordination Problem-solving Product Knowledge Project Management Regulatory knowledge Relationship building Reporting Risk Analysis Sales Security
Experience3 years
Education TimezonesAmerica/Anchorage America/Chicago America/Denver America/Los_Angeles America/New_York Pacific/Honolulu UTC-10 UTC-5 UTC-6 UTC-7 UTC-8 UTC-9