Implementation Discovery Manager

bswift

13d • $90,000 - $120,000 • Remote

About The Position

bswift is a leading benefits administration company that specializes in providing tailored solutions for our clients. Our mission is to simplify the complex world of employee benefits and deliver exceptional service to our clients. We are looking for a talented and experienced individual to join our team as a Implementation Discovery Manager.
WHAT YOU’LL DO
The Implementation Discovery Manager (IM) owns the client onboarding experience for new Health & Welfare implementations by gathering requirements, consulting on best practices, and collaborating with internal teams to address unique client needs. This role is accountable for ensuring a high-quality onboarding experience from the client’s date of hire through finalization of requirements and transition to ongoing client care.

Requirements

• Bachelor’s degree in business administration or related field
• 5+ years of client relationship, consulting, and implementation experience
• Experience with benefits administration and implementation methods
• Excellent written and verbal communication skills across internal, external, technical, and non-technical audiences
• Proven ability to build and maintain strong relationships with clients and brokers
• Strong customer service orientation
• Ability to work both independently and collaboratively
• Ability to make timely decisions in a fast-paced, ambiguous environment
• Ability to quickly synthesize complex subject matter
• Strong problem-solving skills and analytical thinking
• High degree of reliability, organization, accuracy, and follow-through
• Demonstrated initiative, resourcefulness, and willingness to innovate
• Advanced proficiency in MS Excel (VLOOKUPs, PivotTables, data summaries) and working knowledge of MS Office Suite
• Willingness to travel as needed

Nice To Haves

• Experience with benefits administration platforms (e.g., bswift, Workday, UKG, ADP)
• Prior experience leading cross-functional discovery or requirements-gathering sessions
• Strong understanding of Health & Welfare plan design

Responsibilities

• Lead and project manage the discovery phase for new Health & Welfare client implementations to achieve individual, team, and company goals.
• Guide clients and internal teams through defining and documenting requirements by reviewing source documents such as Legal Plan Documents, SPDs, and HR materials.
• Identify and document plan administration requirements, including: Benefits Class Matrix Plan Requirements Templates Rates Permissions Field Options Site Text Demographic and benefit data import files Vendor and payroll export file requirements
• Proactively consult clients on industry best practices and system/process changes needed to achieve their goals.
• Research and recommend system enhancements and assist Product Managers and Developers with enhancement specification development.
• Lead client-facing meetings, including kickoff, requirements gathering, requirements review, and other implementation touchpoints.
• Identify and mitigate project and staffing risks; escalate appropriately.
• Manage timelines with internal implementation teams and external client stakeholders.
• Ensure that requirements are collected and finalized for all services included in scope.
• Manage client expectations by anticipating issues, communicating turnaround times, and escalating changes in scope or services as needed.
• Partner with internal teams to ensure all scoped services are accounted for in the requirements process.
• Stay current on industry trends and recommend enhancements to the company’s client service approach.
• Develop and implement strategies to improve client and broker satisfaction.
• Assist with sales and marketing efforts as needed.
• Act as a coach and mentor to others within the organization.

Benefits

• Comprehensive Health Benefits: Access to health, dental, and vision plans to support your wellness and that of your family.
• Competitive Compensation: A compensation package that recognizes your skills, experience, and contributions, including performance-based incentives for most roles.
• Remote first, Office friendly environment! No time to commute? No problem!
• Retirement Savings Plans: Options to help you plan for a secure financial future with employer-sponsored retirement savings programs.
• Professional Development: Opportunities for career growth, including training and access to resources to support your career progression.
• Supportive Culture: A work environment that encourages collaboration, open communication, and creative problem-solving, where your voice and ideas are valued.
• Employee Wellbeing Initiatives: Programs focused on mental health, financial planning, and wellness resources to help you thrive inside and outside of work.

What This Job Offers

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