Associate Director- Spending Account Operations

Alera Group•UNAVAILABLE, UNAVAILABLE

23d•Remote

About The Position

The Associate Director, Spending Account Operations is responsible for leading a high-performing team focused on claims processing, funding reconciliation, and data analytics for spending account programs. This role ensures the accurate and compliant administration of Health Savings Accounts (HSA), Flexible Spending Accounts (FSA), Health Reimbursement Arrangements (HRA), and Commuter Benefits, while driving operational efficiency, compliance, and client satisfaction. The Associate Director aligns department goals with broader organizational objectives, fosters cross-functional collaboration, and ensures the successful execution of best practices and process improvements. Additionally, this role serves as the primary liaison between internal stakeholders and external vendors, advocating for platform enhancements and ensuring seamless service delivery.

Requirements

WEX experience
5+ years of experience in spending account operations (HSA, FSA, HRA, commuter benefits)
5+ years of experience in client success, account management, claims, or related functions
2+ years of leadership experience leading client-facing or operational teams
Strong knowledge of IRS regulations and compliance related to spending accounts
Experience working with spending account platforms and technology
Proficiency in Excel (pivot tables, VLOOKUP) and CRM/tools (e.g., Zoho or similar)
Proven ability to lead teams, drive process improvements, and optimize service delivery
Strong communication and relationship management skills with the ability to resolve complex issues
Demonstrated strategic thinking, analytical, and problem-solving skills

Nice To Haves

Bachelor’s degree in Business, Finance, Marketing, or related field preferred

Responsibilities

Leads, manages, and develops a high-performing team responsible for claims administration, funding reconciliation, and data analysis.
Provides coaching, feedback, and performance evaluations through structured processes such as 15Five check-ins, L10 meetings, and 1:1s.
Ensures team alignment with strategic objectives, performance metrics, and compliance standards while fostering a culture of continuous learning and professional growth.
Ensures best-in-class client service by coaching and mentoring team members to resolve client issues efficiently and proactively.
Serves as the final escalation point for complex claims, funding discrepancies, and reporting concerns.
Implements preventative measures to enhance client experience and optimize service delivery.
Monitors client retention metrics and identifies areas for service enhancement and process improvements.
Establishes and enforces best practices for claims processing, funding reconciliation, and data integrity.
Ensures regulatory compliance with IRS guidelines and industry standards related to HSAs, FSAs, HRAs, and Commuter Benefits.
Works with internal teams to maintain data accuracy and process efficiency across all systems.
Drives automation and process optimization initiatives to streamline operations and improve accuracy.
Aligns department initiatives with COE’s strategic objectives, supporting revenue growth and operational efficiencies.
Partners with Sales & Marketing to position the value proposition of spending account services.
Collaborates with Finance & Leadership to ensure accurate revenue tracking, financial forecasting, and funding reconciliation.
Identifies opportunities for expanding service offerings and enhancing client value through technology and service enhancements.
Implements structured KPI tracking, quarterly performance evaluations, and operational reporting for senior leadership.
Uses data-driven insights to optimize claims administration, funding reconciliation, and overall service delivery.
Ensures that team members are meeting or exceeding service-level agreements (SLAs) and compliance requirements.
Acts as the primary liaison between internal stakeholders and external technology vendors, ensuring strategic alignment and issue resolution.
Advocates for platform enhancements and process improvements with third-party vendors.
Ensures seamless integration and execution of spending account operations across all systems.