Discovery Implementation Manager

bswift LLC; United States; Remote; USD 80,000 - 115,000; Full time

Benefits offered by this job

Health benefits

Competitive compensation

Remote-friendly environment

Retirement plans

Professional development

Supportive culture

Wellbeing programs

Job summary

bswift is seeking a Discovery Implementation Manager to drive the onboarding of Health and Welfare clients, gathering requirements, advising on best practices, and ensuring a smooth implementation from start to handoff.

You will lead discovery efforts, document requirements, facilitate kickoff and status meetings, mitigate risks, and coordinate with Product and other teams to meet client expectations. Travel may be required; strong Excel and communication skills are essential.

Qualifications

• Bachelor's degree in business administration or related field.
• 5+ years of client relationship, consulting, and implementation experience.
• Experience with benefits/implementation processes and methods.
• Excellent written and verbal communication with internal, external, technical, and non-technical team members.
• Proven track record of developing and maintaining strong relationships with clients and brokers.
• Strong customer service orientation.
• Ability to work independently and as part of a team.
• Willingness to travel.

Responsibilities

• Lead and manage discovery process for Health and Welfare client implementations to achieve goals.
• Document requirements from source documents and input into the requirements format.
• Lead meetings including kickoff and requirements review.
• Proactively identify and mitigate project and staffing risks.
• Manage timelines with implementation staff and clients.
• Ensure related requirements are collected and finalized across teams.
• Manage client expectations and communicate turnaround times.
• Coach and mentor others.
• Keep up to date with industry trends and recommend changes to client service approaches.

Skills

Client relationship management

Project management

Communication skills

Problem solving

Team collaboration

MS Excel proficiency

Travel willingness

Education

Bachelor's degree in business administration or related field

Tools

MS Excel

Job description

The Discovery Implementation Manager (IM) is directly responsible for helping bswift meet and exceed client expectations by supporting consumers on our best-in-class HR software and services. The Discovery Implementation Manager (IM) is accountable for the client onboarding experience through gathering requirements, consulting on best practices, identifying and collaborating to accommodate unique requests for direct market clients during the implementation. The Discovery Implementation Manager is responsible for the quality and satisfaction of a new client onboarding from the date of hire until the requirements have been finalized and client care is transitioned.

Fundamental Components

• Lead and project manage the discovery process of Health and Welfare new client implementations to achieve individual, team, & company goals
• Lead the team and client to define and document requirements by reviewing source documents (Legal Plan Documents, Summary Plan Descriptions, Human Resource Materials), identifying relevant plan administration information from those documents and inputting information into the requirements format including, but not limited to:
  • Benefits Class Matrix, Plan Requirements Template, Rates, Permissions, Field Options, Site Text, Import files of Demographic and Benefit Data, and Export of vendor and payroll files as required
  • Proactively consult clients on best practices and be a subject matter expert on necessary system and process changes to achieve client goals
  • Research and recommend system enhancement based upon client needs (assist in the development of enhancement specifications with bswift Product Managers and Developers)
• Lead Key meetings including Implementation kick-off meetings, requirements gathering and review, and other meetings during the implementation process with clients
• Proactively identifying and mitigating project and staffing risks and escalating where appropriate
• Manage timelines with other bswift implementation staff and clients
• Work closely with other teams within the organization to ensure that all services within scope have related requirements collected and finalized
• Manage client expectations, anticipating possible issues and communicating turnaround times. Escalating changes to scope or services as they arise
• Keeping up to date with industry trends and developments and making recommendations for changes to the company’s client service approach as needed
• Develop and implement strategies to improve client/broker satisfaction
• Assist in sales and marketing efforts as needed
• Act as a coach and mentor for others

BACKGROUND/EXPERIENCE

• Bachelor's degree in business administration or related field
• 5+ years of client relationship, consulting, and implementation experience
• Must have current or previous experience with benefits / implementation processes and methods
• Excellent communication skills, both written and verbal with internal, external, technical, and non-technical team members
• Proven track record of developing and maintaining strong relationships with clients and brokers
• Strong customer service orientation
• High level of productivity, reliability, responsibility, attendance, dependability, organization and accuracy/thoroughness
• Ability to work independently as well as part of a team
• Ability to operate and make timely decisions in an ambiguous, fast-paced atmosphere
• Must be able to quickly sort through complex subject material
• Strong problem-solving skills
• Ability to take initiative to meet challenges with resourcefulness and new innovative approaches while maintaining a high level of quality
• Advanced proficiency in MS Excel (VLOOKUPs, Pivot tables, providing data summaries) and working knowledge of other MS Office products
• Willingness to travel as needed

Why Join bswift?

At bswift, we empower our employees to make a meaningful impact, innovate, and grow. Joining our team means stepping into a collaborative and dynamic environment that values creativity, initiative, and a passion for client success. We are dedicated to fostering an inclusive workplace that celebrates diversity and values each team member’s unique contributions.

Benefits of Working at bswift:

• Comprehensive Health Benefits: Access to health, dental, and vision plans to support your wellness and that of your family.
• Competitive Compensation: A compensation package that recognizes your skills, experience, and contributions, including performance-based incentives for most roles.
• Remote first, Office friendly environment!No time to commute? No problem!
• Retirement Savings Plans: Options to help you plan for a secure financial future with employer-sponsored retirement savings programs.
• Professional Development: Opportunities for career growth, including training and access to resources to support your career progression.
• Supportive Culture: A work environment that encourages collaboration, open communication, and creative problem-solving, where your voice and ideas are valued.
• Employee Wellbeing Initiatives: Programs focused on mental health, financial planning, and wellness resources to help you thrive inside and outside of work.

Make an Impact

At bswift, your work directly contributes to transforming how organizations approach benefits administration and client engagement. Join us to be part of an organization that is making a meaningful difference in the lives of our clients and their employees.

Specific benefit offerings vary by position and may be subject to change.

Standard working hours are 8am-5pm Central Time, unless otherwise stated in the Job Description.

In the spirit of pay transparency, we are excited to share the base salary range for this position is $80,000-$115,000, exclusive of fringe benefits or potential bonuses. If you are hired at bswift, your final base salary compensation will be determined based on factors such as geographic location, skills, education, and/or experience. In addition to those factors – we believe in the importance of pay equity and consider internal equity of our current team members as a part of any final offer. Please keep in mind that the range mentioned above is the full base salary range for the role. Hiring at the maximum of the range would not be typical in order to allow for future & continued salary growth. We also offer a generous compensation and benefits package!

At bswift, our mission is clear: Become the preeminent benefits administrator through exceptional people, innovative technology, and delighted customers. And our values are at the heart of everything we do to accomplish that mission. We Pursue Excellence, Embrace Accountability, Deliver Superior Service, and strive to Be A Great Place To Work. We take pride in having an engaged, collaborative team that goes the extra mile to get the job done right.

bswift has been regularly named one of Chicago’s Best and Brightest Companies to Work For®, as well as one of the Nation’s Best and Brightest Companies to Work For® year after year. We offer a fun, flexible, and creative environment where you can grow both professionally and personally.