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Clark Schaefer Hackett · 8 hours ago

PlanSource Implementation Specialist

Cincinnati, OH

Full-time

Onsite

Entry, Mid Level

1+ years exp

4myBenefits is a leading provider of benefits administration and enrollment software, seeking a PlanSource Implementation Specialist to ensure smooth operations in the New Business Department. The role involves direct client interaction, managing software implementation processes, and providing administrative support.

AccountingConsultingFinance

Growth Opportunities

H1B Sponsor Likely

Responsibilities

Function as the vital information source between 4myBenefits and our clients

Establish and maintain effective relationships with our clients, primarily through phone and email

Manage deadlines and progress to ensure the project is delivered on time

Organize, gather, and ensure all documentation/information is available to all parties

Provide effective administrative support

Configure the back-end technology for the benefit administration platform

Responsible for conducting various aspects of the software implementation process, including configuration, testing, training, and presentation of software to clients

Ability to thoroughly learn applicable software tools

Creation and configuration of new client websites (using third-party software)

Testing and auditing of configured software to ensure proper functioning

Qualification

PlanSource configurationInsurance knowledgeProject managementHealthcare industry knowledgeMicrosoft Office proficiencyDetail orientationCommunicationOrganizational skillsInitiative-taking

Required

PlanSource system configuration experience

1-4 years of professional experience

Insurance or healthcare industry knowledge

Strong project management, excellent communication, and organizational skills

Detail orientation and timeliness

Ability to prioritize, manage workload and be an initiative-taker

Proficiency in Microsoft Word, Excel, and PowerPoint

Preferred

Bachelor's degree in business administration, marketing, or related field

Company

Clark Schaefer Hackett

Founded in 1938, Clark Schaefer Hackett is one of the 60 largest CPA and advisory firms in the U.S.

Founded in 1938

Dayton, Ohio, USA

501-1000 employees

http://www.cshco.com/

H1B Sponsorship

Clark Schaefer Hackett has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)

Distribution of Different Job Fields Receiving Sponsorship

Represents job field similar to this job

Trends of Total Sponsorships

2025 (3)

2024 (1)

2023 (1)