PlanSource · 1 day ago
Implementation Leader
United States
Full-time
Remote
Senior Level, Lead/Staff
10+ years expPlanSource is a leading cloud-based provider of benefits administration technology and services, dedicated to simplifying the management of benefits. The Implementation Leader plays a crucial role in exceeding client expectations by managing project activities, ensuring successful implementation, and maintaining communication with stakeholders.
Employee BenefitsFinanceFinancial ServicesHuman ResourcesInformation ServicesInformation Technology
Responsibilities
Manage and review project scope, objectives, and deliverables with internal and external stakeholders
Maintain comprehensive project plans, incorporating timelines, milestones, and notifications for additional resources as needed. Proactively identify and manage project risks, swiftly addressing any issues and developing effective mitigation strategies. Maintain clear communication with both clients and internal teams
Establish and maintain clear professional communication with all customer key decision makers
Complete job-related training courses and/or seminars, as may be required for the job and/or assigned by Manager
Foster a collaborative and productive team environment through mentorship and effective respectful communication. Helping to guide our junior team members
Responsible for leading client meetings and providing guidance on best practice, as an implementation subject matter expert of the PlanSource system and health and welfare industry standards
Engage with internal stakeholders to strategize on process and product areas of improvement
Identify, document, and oversee out-of-scope work, ensuring additional costs are tracked, documented and communicated to all stakeholders internally and externally
Provide regular project updates, the Implementation Leader is expected to be the client’s main point of contact for the duration of the implementation project
Ensure project deliverables meet quality standards and client expectations
Promote team communication and collaboration across channels and job function
Provide back-up to team members as needed to avoid delays and ensure client satisfaction
Maintain comprehensive project documentation, including plans, reports, and meeting minutes. Ensure all project information is accessible and up to date
Including: Salesforce projects, Client and Project Health, EDI Cases, Action Item Logs, IMP SharePoint Site
Develop solutions and make decisions to keep the project on track
Serve as liaison with other departments within PlanSource for client/Broker companies as it relates to the implementation process
Conduct project reviews, document lessons learned and ensure all project deliverables are completed and approved. Coordinate and facilitate a smooth transition to operations support team(s)
Consult and provide guidance on best practices to all internal and external stakeholders
Consult, create and maintain client benefit requirements
Assist in the sales process by offering expertise in PlanSource and health and welfare benefits to prospective clients. This role will require travel for some presentations
Possesses and maintains comprehensive benefits and benefit system knowledge
Maintains HIPPA, PHI and PII sensitivity, regularly participates and completes company assigned compliance training
All other duties as deemed necessary by management
Qualification
Required
10+ years technical experience such as implementation project management, benefits administration implementation or software configuration
Proven experience in project management and customer consultation
Strong ability to manage multiple projects and tasks simultaneously
Excellent communication and interpersonal skills
Advanced knowledge of software and services implementation
Advanced knowledge of benefits
Ability to work independently with minimal supervision
Benefits
A full suite of health benefits
A generous 401(k) Plan
Unlimited PTO
Paid parental leave
A strong rewards and recognition program
A focus on mental health and well-being
Volunteering days
The ability to donate to organizations of your choice through our recognition platform
Company
PlanSource
PlanSource is a technology company that automates employee benefits programs.
501-1000 employees
H1B Sponsorship
PlanSource 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
2022 (1)
Funding
Current Stage
Late StageTotal Funding
$94MKey Investors
Great Hill PartnersLemhi Ventures
2019-03-25Acquired
2015-08-21Series C· $70M
2015-05-05Debt Financing
Leadership Team
Mike Morini
Chief Executive Officer
Jennifer Zador
General Counsel and Chief Compliance Officer
Recent News
2026-01-09
Business Wire
2025-10-27
Company data provided by crunchbase