Director, Professional Services

Plansource • Washington, DC

263d • Onsite

About The Position

As the Director of Professional Services, you will lead a program focused on developing processes, executing strategies, and optimizing the Operations function. Your role will be crucial in ensuring the effectiveness and successful adoption of the PlanSource program. You will coordinate with stakeholders across PlanSource, design enterprise customer and partner strategies, and support team members in driving overall program optimization.

Requirements

• 10 years of experience of related work experience.
• Experience working directly for or with insurance carriers and also insurance brokers is also highly relevant.
• Demonstrated ability in driving performance, consistently producing superior results, cultivating ownership while enforcing company policies.
• Strong communicator with the ability to influence drive action.
• A collaborative management style and a strong customer service orientation.
• Demonstrated analytical and quantitative skills; ability to use hard data and metrics to back up assumptions and concepts.
• Solution oriented and creative thinking skills to evaluate problem and to drive win-win outcomes.
• Ability to juggle multiple priorities and make things happen in a fast-paced, dynamic environment.
• Relentless focus on process improvement and execution.
• Excellent interpersonal and customer management skills.
• Superior management skills and a history of successfully managing large, distributed organizations.
• Excellent written and verbal communication skills and presentation skills.
• Strong project management skills with the ability to coordinate manage and ensure the success of PlanSource projects.
• Proven experience with software implementation projects and methodologies.
• Services and practice management business development experience.
• Passion for creating wildly successful customers and driving success via open enrollment.

Responsibilities

• Ensure customer and business goals are met regarding metrics, outcomes, and efficiency.
• Contribute to overall corporate goals.
• Oversee initiatives to ensure they meet scalable requirements, accommodating unique company needs while maintaining high quality and efficiency for PlanSource customers.
• Lead discussions and projects to align on strategic or tactical program requirements.
• Transform complex business processes into systematic and efficient workflows.
• Resolve complex issues, manage competing priorities with diplomacy and flexibility, and maintain attention to timelines and expected results.
• Build consensus on key initiatives across multiple departments by working effectively with multi-disciplined teams.
• Establish productive relationships with cross-functional contacts and coordinate the introduction of new internal or external contacts within PlanSource.
• Build project timelines, manage meetings and deliverables, prepare agendas, document meeting notes, and track issues using various project management tools.
• Collect and communicate information with appropriate departments within PlanSource, our customers, and third-party vendors.
• Work with Product, Go to Market, and Customer Success teams to secure resources, ensure collaboration, and inform strategy development for the PlanSource program.
• Provide updates to external and internal teams or management.
• Contribute to and maintain Standard Operating Procedures (SOPs) and other processes in accordance with the program.
• Complete job-related training courses and seminars as required.
• Perform other duties as deemed necessary by management.

Benefits

• Great benefits package, including a full suite of health benefits.
• Generous 401(k) Plan.
• Unlimited PTO.
• Paid parental leave.
• Strong rewards and recognition program.
• Focus on mental health and well-being.
• Inclusive environment with Employee Resource Groups to join.
• Volunteering days and the ability to donate to organizations of your choice through our recognition platform.
• Opportunity to work for a growing, established technology company.
• Fast-paced environment with big goals and the opportunity to make a big impact.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Industry: Administrative and Support Services
• Education Level: Bachelor's degree