Discovery Implementation Manager

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

Benefits offered by this job

Health benefits

Remote-first culture

Competitive salary with incentive plan

Retirement savings plans

Professional development

Job summary

bswift is seeking a Discovery Implementation Manager to guide client onboarding for Health and Welfare programs across the United States. You will gather requirements, advise on best practices, and ensure successful onboarding-to-care transitions while coordinating with product and services teams.

Join a remote-first, client-focused environment that values accountability, excellence, and superior service. The base salary ranges from $80,000 to $115,000 with comprehensive benefits and ample

Qualifications

• Bachelor's degree required in business administration or a related field.
• 5+ years of client relationship, consulting, and implementation experience.
• Experience with benefits/implementation processes and methods.
• Excellent written and verbal communication across diverse stakeholders.
• Proven ability to build and maintain relationships with clients and brokers.
• Strong customer service orientation and reliability.
• Ability to work independently and in a team in a fast-paced environment.
• Willingness to travel as needed.

Responsibilities

• Lead and manage the discovery process for Health and Welfare client implementations to meet goals.
• Document requirements by reviewing plan documents and HR materials, and input into the requirements format.
• Consult clients on best practices and system/process changes to achieve goals.
• Research and propose system enhancements with Product Managers and Developers.
• Lead key meetings: kickoff, requirements gathering, reviews with clients.
• Identify and mitigate project risks; escalate as needed.
• Coordinate timelines with implementation staff and clients.
• Ensure cross-team collaboration to finalize all requirements within scope.
• Manage client expectations and communicate turnaround times.
• Stay current with industry trends and recommend client service improvements.
• Assist in sales and marketing efforts as needed.
• Coach and mentor teammates.

Skills

Client relationships

Consulting

Implementation

Communication

Customer service

Product knowledge

Excel

Travel

Team collaboration

Problem solving

Initiative

Education

Bachelor’s degree in business administration or related field

Tools

MS Excel

Job description

Want to be a bswifter?

At bswift we’ve been transforming benefits administration since 1996, making it simpler, smarter, and more human. Our state-of-the-art, cloud-based technology and services empower employees to understand, manage, and love their benefits. From downtown Chicago, and remotely across the country, we serve thousands of companies and millions of people nationwide, reducing administrative burdens and freeing HR teams to focus on creating thriving, people-first workplaces.

We’re looking for motivated and goal-driven individuals who share our passion for delivering excellence and creating solutions that make a difference. The reward is a fun, flexible and creative environment with ample opportunity for professional and personal growth. If you love the bswift values of pursue excellence, embrace accountability, deliver superior service, and be a great place to work, we want to hear from you!

POSITION SUMMARY

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: o 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 requiredo
• Proactively consult clients on best practices and be a subject matter expert on necessary system and process changes to achieve client goalso
• 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 o