­Client Engagement Architect

Optimatum Solutions LLC • New York, NY

4d • $150,000 - $190,000 • Onsite

About The Position

Optimatum Solutions is seeking a Client Engagement Director who thrives in an entrepreneurial environment and is eager to make a tangible impact. This role offers a unique opportunity for individuals who have previously worked within highly matrixed organizations and step into a dynamic, growing company where your contributions directly shape outcomes. As a Client Engagement Director, you’ll bring deep expertise in HR and employer-sponsored Health & Welfare and Retirement benefit programs, plans, vendors, operations, and systems. In this role you will define and execute innovative strategies that create measurable value across HR and benefits. Unlike larger organizations where ownership can feel diluted, here you’ll have end-to-end visibility, significant autonomy, and the chance to influence both client success and the trajectory of our business. If you’re ready to leverage your experience in a setting where agility, creativity, and impact matter—and where your work will be seen and felt—this is the role for you. Our Story Optimatum is a leading vendor management firm, delivering savings for the HR supply chain since 2007. We are the first company in the market to bring best practices in vendor management to HR Supply Chain operations: Employer-Sponsored Healthcare, Retirement, HR Systems, and M&A/Transitional Services. Our turnkey solutions improve the financial and operational performance of health care plans for our clients located nationwide through our unique multidisciplinary approach, which includes forensic analysis and the maintenance of existing vendor relationships, while at the same time increasing HR vendor transparency and accountability. We’re a high-performing, entrepreneurial organization built on a foundation of client focus and innovation. Our culture celebrates individuality, inclusion, and collaborative growth. At Optimatum, you’ll find an environment that encourages continuous learning and personal development—without the constraints of corporate bureaucracy. Every team member plays a meaningful role in driving our success and is recognized for their unique strengths and contributions. The Opportunity The Client Engagement Director is a client facing role responsible for strategy development, project management, and solution delivery of HR and benefit related operational optimization, cost containment, compliance improvement and process streamlining strategies.

Requirements

• Bachelor’s degree or higher required
• 10+ years of relevant professional experience with demonstrated expertise in HR and Employee Benefits plans, programs, and vendors, including employer-sponsored healthcare and retirement programs (required)
• Experience gained in an advisory/consulting environment or prior external consulting experience (required)
• Prior people management and mentorship experience (required)
• Proven experience in client engagement, account management, customer success, or a related client-facing role (required)
• Knowledge of and familiarity with project management tools and processes
• Proficiency in Microsoft Office, with advanced skills in Excel and PowerPoint
• Advanced data analysis skills
• Strong client service orientation with the ability to respond to communications effectively and in a timely manner
• Ability to present and communicate ideas clearly, confidently, and persuasively at all levels, both internally and externally
• Proven ability to deliver project outcomes while managing multiple priorities and workstreams simultaneously
• Exceptional organizational and planning skills to ensure timely and accurate delivery of work products, often in condensed timelines
• Highly detail-oriented with a strong commitment to accuracy and quality assurance, while maintaining a strategic, big-picture perspective
• Confidence, presence, and personal credibility to quickly establish trust and successful client relationships
• Ability to work effectively with a wide range of internal and external stakeholders
• Demonstrated integrity and professionalism across all aspects of work

Nice To Haves

• Pursuit of CEBS designation preferred

Responsibilities

• Engagement Delivery: Execute client engagements involving the management of the full array of HR and benefits programs.
• Project Management: utilize fundamental project management techniques to enable superior client delivery, including the design and delivery of project plans; ensuring progress against established objectives, budgets, timelines, deliverables and quality standards
• Vendor Management: apply the tenants of vendor management to the HR Supply chain, including the vendors that deliver Health and Welfare, Retirement and HR Systems.
• Plan, Program and System Support: Liaise with internal client stakeholders to support the design/management of complex health and welfare plans including the annual benefit plan lifecycle, HRIS, financial and clinical analysis.
• Forensic Analysis: analyze HR related documents, data and processes to identify and implement optimization opportunities.
• Implementation/Transition Support: Provide project and vendor management during a time of transition such as a new vendor implementation. Serve as the subject matter expert to ensure all relevant HR transition elements are completed.
• Compliance Management: Provide compliance related support including plan documents, annual notice, regulations etc.
• Communication: Support client communication efforts
• Issue Resolution: proactively prevent and/or expedite issue resolution through management and escalation when necessary.
• Client Services: proactively build client relationships, engage in stakeholder management and communications, provide stewardship and advice to ensure client success
• People Management: manage and mentor internal support resources, including analysts, to enable project delivery.

Benefits

• 401(k)
• 401(k) matching
• Bonus based on performance
• Dental insurance
• Employee discounts
• Health insurance
• Training & development
• Comprehensive Benefits Program – Medical, Dental, Vision, Life Insurance, STD & LTD
• Flexible time off policy – including vacation, personal days and holidays

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level