Sr Implementation Mgr

HealthEquity•Remote,

2d•$60,000 - $90,000•Remote

About The Position

The Sr Implementation Manager leads the strategic organization and execution of implementation activities, including funding arrangements, plan design, and technical integration. Using a consultative approach, this role onboards midsize clients, develops and documents plan designs that meet their business requirements, creates and maintains project plans, and delivers quality implementation and employer satisfaction. The manager advances projects despite ambiguous client expectations and contributes to standardizing team tools and processes, training, documentation, and departmental initiatives. The role coordinates internal and external partners throughout implementations and serves as the lead client advocate. It develops project specifications and objectives for moderately complex implementations involving standard and customized solutions, manages scope, schedules, resources, risks, and deliverables, and performs implementation activities such as requirements gathering, system configuration, communications consultation, materials delivery, and web-based demonstrations and training. This is a remote position with a mandatory in-person onboarding training component at HealthEquity headquarters once per quarter. HealthEquity covers required travel and accommodations. The role may begin with virtual, self-paced onboarding before the onsite Trailhead session.

Requirements

3–7 years of client service experience in the benefits industry.
1–4 years of experience with special projects, project management skills, and effective project tracking.
Bachelor’s degree or equivalent work experience.
Experience with project management tools, such as Workfront and Monday.com.
Direct client-facing and implementation or project management delivery experience.
Maintain professional composure and work effectively in fast-paced, high-stress, high-demand environments, especially during peak times.
Ability to multitask with attention to detail.
Ability to develop and maintain strong relationships.
Strong interest in making a difference for clients in their health plans.
Ability to learn new products and services and deliver consistent results.
Ability to transition quickly to new responsibilities and process changes.
Active listening, probing-question, and influencing skills.
Effective written and verbal communication skills, including the ability to coach clients professionally on use of online tools.
Ability to work independently, stay self-motivated and organized, and solve complex problems.
Ability to prioritize work and complete it in a timely and successful manner.

Responsibilities

Identify client nuances, plan requirements, and contractual commitments to develop non-standard solutions.
Coordinate planning with internal and external partners, including cross-functional teams, clients, Third Party Administrators, brokers, and other external partners.
Act as the lead client advocate throughout implementation and keep leadership and key partners informed through project updates, risk assessments, and executive summaries.
Proactively identify project risks, use internal resources and client contacts to assess and mitigate issues, and escalate to internal leadership when appropriate.
Develop project specifications and objectives from initiation through delivery for moderately complex implementations involving standard and non-standard solutions for new and existing clients.
Consult with key partners on standard and customized plan design; develop functional specifications, design documents, and other project blueprints with clients and cross-functional teams.
Define project scope, create comprehensive timelines, analyze and forecast expenditures, and mitigate scope creep.
Prepare and maintain project plans, align partners on activities, sequencing, dependencies, critical paths, and task durations, and drive progress against the critical path.
Identify and secure appropriate resources, coordinate resource availability, and collaborate with functional department managers to assemble project teams.
Assign and align project responsibilities to support efficient integration and productivity and ensure targets and deliverables are completed on time.
Complete implementation tasks including plan requirements, business and technical data gathering, system configuration, communications strategy consultation, materials delivery, and web-based demonstrations and training.