WEX · 3 days ago
Senior Implementation Manager, COBRA
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Financial ServicesFinTech
No H1B
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Responsibilities
Must adhere to security policies
Design and implement project plan and workstream methodologies to successfully onboard clients, with emphasis on complex and enhanced service levels.
Manage implementation coordination across internal departments to ensure alignment with project deliverables and milestones.
Provide regular communication and discussion recaps to all project stakeholders internally and externally, leveraging strong written and oral communication skills.
Analyze and document changes in scope and any associated risks in connection with project milestones.
Ensure that all needed stakeholders are informed, clear on objectives and understand roles for client onboarding
Continually monitor implementation deliverables and maintain and/or adjust project plan as situation requires
Demonstrate strong product knowledge and subject matter expertise in core lines of business prior to the opportunity of cross-training on alternate lines of business if available
Provide education to employers on plan setups, processes for effective and scalable implementation, and ongoing knowledge related to the WEX Health Cloud COBRA Point platform.
Consistently hit deliverables across all clients, doing so through skill that brings people along
Review all implementation documentation for accuracy and completeness of plan setup
Manage and prioritize your own workload. The Senior Implementation Manager, COBRA role will also assist Implementation Managers with their projects and workloads when needed.
Consistent demonstration of client de-escalation skills and creative solutions to find a win-win solution for client and partner needs.
Complete formal training on the respective line of business
Educate all parties involved on product design, bespoke requirements, and operations of the accounts
Evaluate the employer’s needs and satisfaction with the product offering and services
Serve as the voice of the customer and pursue needed changes in processes or systems through internal channels
Resolve any issues brought forward during the implementation period and communicate these issues and solutions to appropriate parties (Partner/Sales/Etc.)
Provide compliance and regulatory knowledge of the product offerings
Create and implement client-specific special processes to improve onboarding experience for clients
Coordinate with Partner Service Manager and Client Manager to identify partner processes and services
Provide support to the partner and Implementation Manager during the design guide process – attending calls, creating project plans, and attending internal and external meetings, when this is applicable.
Coordinate implementation activities with the Implementation Manager when applicable
Assist with identifying training needs for the Implementation Team as a whole, then coordinate and schedule a subject matter expert to help educate the team.
Create and maintain resources by working with the Implementation Manager and providing guidance and advisement on procedure documentation.
Provide coaching and direction to Implementation Managers when issues, errors, or escalations arise.
Assist others on the team with goals and how to reach them.
Provide guidance and ideas on what works best for day-to-day partner/client management, and aid in creating knowledge for others on the team.
All other duties as assigned
Ensure privacy according to HIPAA
Qualification
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Required
4-year degree requirement or equivalent work experience
Demonstrated success in the COBRA Implementation Manager position
Must pass a successful background investigation
Preferred
Two year-ends in the COBRA Implementation Manager role or equivalent work experience preferred
Customer service experience and COBRA experience typically acquired in 2+ years
Proven history of presentation skills, organizational skills and ability to manage variable increases in daily activity volumes
Large client experience preferred
Project Management experience preferred
Benefits
Health, dental and vision insurances
Retirement savings plan
Paid time off
Health savings account
Flexible spending accounts
Life insurance
Disability insurance
Tuition reimbursement
Company
WEX
Wex is a financial technology service provider for fleet, travel and healthcare industries.
Funding
Current Stage
Public CompanyTotal Funding
$400MKey Investors
Warburg Pincus
2020-06-30Post Ipo Equity· $90M
2020-06-30Post Ipo Debt· $310M
2005-02-16IPO· nyse:WEX
Recent News
2024-10-24
2024-10-24
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