Client Implementation Lead & Data Expert

Bswift

United States

Hybrid

USD 120,000 - 160,000

Full time

7 days ago
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Benefits offered by this job

Health benefits
Remote-friendly environment
Retirement plan
Professional development
Supportive culture
Wellbeing programs

Job summary

bswift is seeking an Implementation Delivery Lead to oversee enterprise-level implementations of our Evive by bswift platform. You will act as a technical SME, manage client expectations, and ensure all workstreams are delivered on time with high quality.

This role requires strong communication, leadership, and the ability to work with cross-functional teams. Responsibilities include configuration, data requirements, COBRA/direct bill setup, vendor integrations, and data conversions.

Qualifications

  • Bachelor’s degree in business administration or related field
  • 3+ years of client relationship and implementation experience
  • Advanced proficiency in MS Excel (VLOOKUPs, pivot tables) and working knowledge of MS Office Suite
  • Strong written and verbal communication skills
  • Proven ability to build and maintain strong relationships with clients, brokers, and internal stakeholders
  • Ability to work independently and collaboratively
  • Strong problem-solving and analytical skills; ability to leverage data for strategy
  • Ability to make timely decisions in an ambiguous, fast-paced environment
  • High level of productivity, reliability, organization, accuracy, and thoroughness
  • Strong initiative, resourcefulness, and innovative approach to problem solving
  • Passion for teamwork and delivering exceptional client service
  • Willingness to travel as needed

Responsibilities

  • Lead multiple implementation workstreams and serve as SME in client meetings
  • Guide Evive by bswift configuration and data requirements for system configuration
  • Manage client expectations and communicate delivery timelines
  • Advise clients on best practices and system/process changes to achieve goals
  • Research system enhancements with Product Managers and Developers
  • Coordinate with cross-functional teams to ensure timely delivery of services
  • Stay updated on industry trends and recommend product/service enhancements
  • Identify project risks and escalate to the Implementation Lead
  • Coach junior analysts and troubleshoot client inquiries related to system gaps

Skills

Client relationships
Communication skills
Problem solving
Independent & collaborative work
Project leadership

Education

Bachelor’s degree in business/related field

Tools

MS Excel
MS Office

Job description

bswift is seeking an Implementation Delivery Lead to oversee enterprise-level implementations of our Evive by bswift platform. You will act as a technical SME, manage client expectations, and ensure all workstreams are delivered on time with high quality.

This role requires strong communication, leadership, and the ability to work with cross-functional teams. Responsibilities include configuration, data requirements, COBRA/direct bill setup, vendor integrations, and data conversions.

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