Optimatum Solutions LLC · 1 day ago
CLIENT ENGAGEMENT DIRECTOR - EMPLOYEE BENEFITS
NYC Metro Area
Full-time
Hybrid
Senior Level, Lead/Staff
$150K/yr - $225K/yr
10+ years expOptimatum Solutions LLC is seeking a Client Engagement Director who thrives in an entrepreneurial environment and is eager to make a tangible impact. In this role, you will be responsible for strategy development, project management, and solution delivery of HR and benefit-related operational optimization, cost containment, compliance improvement, and process streamlining strategies.
FinanceManagement Consulting
Responsibilities
Execute client engagements involving the management of the full array of HR and benefits programs
Utilize fundamental project management techniques to enable superior client delivery, including the design and delivery of project plans; ensuring progress against established objectives, budgets, timelines, deliverables and quality standards
Apply the tenants of vendor management to the HR Supply chain, including the vendors that deliver Health and Welfare, Retirement and HR Systems
Liaise with internal client stakeholders to support the design/management of complex health and welfare plans including the annual benefit plan lifecycle, HRIS, financial and clinical analysis
Analyze HR related documents, data and processes to identify and implement optimization opportunities
Provide project and vendor management during a time of transition such as a new vendor implementation. Serve as the subject matter expert to ensure all relevant HR transition elements are completed
Provide compliance related support including plan documents, annual notice, regulations etc
Support client communication efforts
Proactively prevent and/or expedite issue resolution through management and escalation when necessary
Proactively build client relationships, engage in stakeholder management and communications, provide stewardship and advice to ensure client success
Manage and mentor internal support resources, including analysts, to enable project delivery
Qualification
Required
Bachelor's degree or higher required
10+ years of relevant professional experience with demonstrated expertise in HR and Employee Benefits plans, programs, and vendors, including employer-sponsored healthcare and retirement programs
Experience gained in an advisory/consulting environment or prior external consulting experience
Prior people management and mentorship experience
Proven experience in client engagement, account management, customer success, or a related client-facing role
Knowledge of and familiarity with project management tools and processes
Proficiency in Microsoft Office, with advanced skills in Excel and PowerPoint
Advanced data analysis skills
Strong client service orientation with the ability to respond to communications effectively and in a timely manner
Ability to present and communicate ideas clearly, confidently, and persuasively at all levels, both internally and externally
Proven ability to deliver project outcomes while managing multiple priorities and workstreams simultaneously
Exceptional organizational and planning skills to ensure timely and accurate delivery of work products, often in condensed timelines
Highly detail-oriented with a strong commitment to accuracy and quality assurance, while maintaining a strategic, big-picture perspective
Confidence, presence, and personal credibility to quickly establish trust and successful client relationships
Ability to work effectively with a wide range of internal and external stakeholders
Demonstrated integrity and professionalism across all aspects of work
Preferred
Pursuit of CEBS designation
Benefits
Comprehensive Benefits Program – Medical, Dental, Vision, Life Insurance, STD & LTD
401(k) with employer match
Flexible time off policy – including vacation, personal days and holidays
Company
Optimatum Solutions LLC
Optimatum Solutions is a vendor management firm delivering robust solutions in the areas of Employer Sponsored Healthcare, Retirement, HR Systems and M&A/Transitional Services.
11-50 employees
Funding
Current Stage
Early StageLeadership Team
David Neikrug
CEO
Company data provided by crunchbase