Benefits Account Manager

OneSource Virtual; Northern (KY); Hybrid; USD 90,000 - 120,000; Full time

Benefits offered by this job

Remote work

Competitive compensation

Professional development

Job summary

OneSource Virtual (OSV) is a trusted partner for Workday customers since 2008, seeking an experienced Benefits Account Manager to steward a diverse customer portfolio and serve as the primary liaison between clients and internal teams.

You will apply your benefits administration and project management expertise to deliver exceptional service, oversee Open Enrollment projects, and drive continuous improvement in service delivery and customer experience.

Qualifications

• 5+ years in customer-facing roles within benefits administration.
• Strong project management skills, especially with technology implementations.
• Deep understanding of employee benefits programs and administration systems.
• Demonstrated ability to build and maintain customer relationships.
• Experience leading customer meetings and delivering effective presentations.
• Excellent problem-solving and analytical capabilities.

Responsibilities

• CRM: act as primary liaison between customers and internal teams; onboard and train new customer administrators; ensure clear communication on system functionalities and updates; collaborate with Success Leaders to ensure retention.
• PM: lead Open Enrollment projects; maintain detailed project plans with milestones; coordinate resources; provide status updates and escalate issues as needed.
• Technical Expertise & Consultation: stay current on benefits configurations, compliance, and Workday releases; advise on configurations and best practices; document SOPs and workflows.
• Continuous Improvement: analyze performance data, implement process improvements with Service Delivery teams, share best practices across the team.

Skills

Customer relationships

Project management

Benefits administration

Communication

Analytical skills

Presentation skills

Education

Associate's or Bachelor's degree

HR or Business degree

Tools

Workday HCM

Job description

Position Overview

OneSource Virtual (OSV) has worked exclusively with Workday customers since 2008 to deliver compliant, in-tenant technology and expert services to automate the administrative, transactional tasks of payroll, taxes, earned wage access, accounts payable, and benefits. With over 1,500 customers, 92% retention, and $225+ billion in treasury movement annually, OSV helps organizations maximize their Workday investment and operate it with confidence. Payroll, benefits, and finance solutions — all in one place.

We're seeking an experienced Benefits Account Manager to join our dynamic Account Management Team. In this pivotal role, you'll oversee a diverse customer portfolio while serving as the primary relationship owner between customers and our internal teams. You'll leverage your expertise in benefits administration and project management to enhance customer experience, ensure seamless communication, and deliver exceptional service that exceeds expectations.

Important Note: This is not a sales position. Candidates must have demonstrated experience in managing a customer book of business supporting Health and Welfare benefits administration.

Impact You'll Make

• Build and nurture strong customer relationships that drive retention and satisfaction.
• Lead successful Open Enrollment projects for your entire customer portfolio.
• Serve as a trusted advisor on benefits administration best practices.
• Champion customer needs within OSV while ensuring operational excellence.
• Drive continuous improvement in service delivery and customer experience.

Core Responsibilities

• Customer Relationship Management: Serve as the primary liaison between customers and internal teams; conduct regular customer meetings to review performance, address concerns, and identify opportunities; provide comprehensive onboarding and training for new customer administrators; deliver clear communication on system functionalities, industry updates, and project initiatives; partner with Customer Success Leaders to ensure customer satisfaction and retention.
• Project Management: Lead Open Enrollment projects (both on-cycle and off-cycle) for your customer portfolio; develop and maintain detailed project plans with clear milestones and accountability measures; coordinate cross‑functional resources to ensure successful project execution; provide regular status updates to all stakeholders, identifying potential issues early; serve as the primary escalation point for resolving complex implementation issues.
• Technical Expertise & Consultation: Maintain deep knowledge of benefits administration, compliance requirements, and industry trends; stay current on Workday product releases, updates, and system enhancements; provide consultation on system configuration, process improvements, and best practices; test and validate benefits configurations to ensure accuracy and compliance; document and maintain Standard Operating Procedures and process workflows.
• Continuous Improvement: Identify trends and opportunities for process optimization across your portfolio; collect and analyze performance data to drive decision‑making; collaborate with Service Delivery teams to implement improvements; document best practices and ensure consistency across the Benefits Account Management Team; participate in lessons learned exercises and knowledge sharing initiatives.

Qualifications – Experience & Skills

• 5+ years of experience in customer-facing roles within benefits administration
• Strong project management skills, particularly with technology implementations
• In‑depth understanding of employee benefits programs and administration systems
• Demonstrated ability to build and maintain customer relationships
• Experience leading customer meetings and delivering effective presentations
• Excellent problem‑solving and analytical capabilities
• Strong communication skills with the ability to explain complex concepts clearly
• Proven ability to collaborate across functional teams
• Adaptability and resilience, especially during high‑volume periods
• Tech‑savvy with ability to learn new systems quickly

Education & Credentials

• Associate's or Bachelor's degree in a relevant field (Business, HR, etc.)
• Industry experience and professional certifications may substitute for formal education

Preferred Qualifications

• Experience with Workday HCM and Benefits modules
• Professional certifications in benefits administration (CEBS, GBA, etc.)
• Advanced degree in HR, Business Administration, or related field

What Sets You Apart

• Consultative communication style that builds trust and credibility
• Ability to anticipate customer needs and provide proactive solutions
• Strong organizational skills to manage multiple priorities simultaneously
• Resilience under pressure with a knack for bringing order to chaos
• Strategic thinking combined with attention to detail

Additional Information

• Location: Remote
• Position Type: Full‑Time Employment
• Travel: Up to 10% as needed for customer meetings or internal collaboration

Why Join OneSource Virtual?

• Be part of a growing company at the forefront of HR technology innovation
• Work with a talented team dedicated to customer success
• Develop your expertise with Workday, the leading HCM platform
• Remote work environment with flexibility and work‑life balance
• Competitive compensation and comprehensive benefits package
• Career development opportunities in a dynamic industry

OneSource Virtual is an Equal Opportunity Employer committed to fostering a diverse and inclusive workplace where all team members can thrive.

#LI-REMOTE

OSV employees enjoy a values‑based culture, upward mobility, and professional development with opportunities of all kinds.

OneSource Virtual (OSV) has worked exclusively with Workday customers since 2008 to deliver compliant, in‑tenant technology and expert services to automate the administrative, transactional tasks of payroll, taxes, earned wage access, accounts payable, and benefits. With over 1,500 customers, 92% retention, and $225+ billion in treasury movement annually, OSV helps organizations maximize their Workday investment and operate it with confidence. Payroll, benefits, and finance solutions — all in one place.