Implementation Specialist

Santander Group

Milwaukee (WI)

À distance

USD 58 000 - 98 000

Plein temps

Il y a 2 jours
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Résumé du poste

Santander Group is seeking an Implementation Specialist to lead onboarding for HSA and spending account products, including training and consultative support throughout the implementation lifecycle. You will manage project plans, coordinate stakeholders, and perform EDI/SFTP testing to ensure accurate enrollment and funding.

This remote role emphasizes strong communication and independent work in a fast-paced environment.

Qualifications

  • 2+ years of experience in benefits administration, implementation or related field.
  • Experience with EDI file testing and data integration strongly preferred.
  • Proficiency in Microsoft Office Suite.
  • Experience with CRM or implementation tracking tools required.
  • Strong organizational skills and ability to manage multiple projects simultaneously.
  • Excellent written and verbal communication skills, with a customer-first mindset.
  • Ability to work independently and collaboratively in a fast-paced, remote environment.
  • No task is too small attitude and eagerness to learn.

Responsabilités

  • Lead onboarding for HSA and spending account products, guiding clients through plan design and configuration.
  • Conduct training sessions and provide consultative support throughout the implementation lifecycle.
  • Develop and maintain detailed project plans with client sign-off at key milestones.
  • Coordinate internal and external stakeholders to ensure timely and accurate execution.
  • Conduct EDI/SFTP file testing for enrollment and funding files and communicate results to vendors, clients and internal teams.
  • Facilitate bulk HSA transfers and spending account rollovers as applicable.
  • Manage annual renewals for spending account clients.
  • Support transitions between partner relationships, ensuring continuity and data integrity.
  • Maintain accurate documentation and project tracking across multiple concurrent implementations.
  • Provide proactive communication and status updates to employer clients and internal stakeholders.

Connaissances

Benefits administration
Implementation
EDI testing
CRM software
Microsoft Office
Project management
Communication

Formation

HS Diploma or GED
Bachelor's degree preferred

Outils

CRM software
Office Suite
EDI testing tools

Description du poste

## Implementation SpecialistApply: WI Milwaukee Erie St: Full time: Posted Today: Req1614358Implementation SpecialistCountry: United States of America**It Starts With You:**Santander is a global leader and innovator in the financial services industry and is evolving from a high-impact brand into a technology-driven organization. Our people are at the heart of this journey and together, we are driving a customer-centric transformation that values bold thinking, innovation, and the courage to challenge what’s possible. This is more than a strategic shift. It’s a chance for driven professionals to grow, learn, and make a real difference. If you are interested in exploring the possibilities **We Want to Talk to You!****The Difference You Make:**As an Implementation Specialist, you will lead the onboarding of mid-size employer clients for Health Savings Accounts (HSAs) and spending account products, including Flexible Spending Accounts (FSAs), Commuter Benefits, Health Reimbursement Arrangements and Dependent Care. You will manage the multiple types of implementations, including new clients, renewals, partner transitions, as well as HSA bulk transfers, while ensuring accurate setup, data integration, and client satisfaction. This role requires strong project management, technical testing, and consultative skills to deliver high-quality execution. This is a remote-only position with no travel to client sites require * Lead onboarding for HSA and spending account products, guiding clients through plan design and configuration.* Conduct training sessions and provide consultative support throughout the implementation lifecycle.* Develop and maintain detailed project plans with client sign-off at key milestones.* Coordinate internal and external stakeholders to ensure timely and accurate execution.* Conduct EDI/SFTP file testing for enrollment and funding files and communicate results to vendors, clients and internal teams.* Facilitate bulk HSA transfers and spending account rollovers as applicable.* Manage annual renewals for spending account clients.* Support transitions between partner relationships, ensuring continuity and data integrity.* Maintain accurate documentation and project tracking across multiple concurrent implementations.* Provide proactive communication and status updates to employer clients and internal stakeholders. **What You Bring:**To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.**Education:** * H.S. Diploma or General Education Degree (GED) **required*** Advanced degrees (Associates and/or Bachelor's)in Business, Healthcare Administration, or related field **preferred****Qualifications:** * 2+ years of experience in benefits administration, implementation or related field required.* Experience with EDI file testing and data integration strongly preferred.* Proficiency in Microsoft Office Suite* Experience with CRM or implementation tracking tools required.* Strong organizational skills and ability to manage multiple projects simultaneously.* Excellent written and verbal communication skills, with a customer-first mindset.* Ability to work independently and collaboratively in a fast-paced, remote environment.* “No task is too small” attitude, with a passion for service excellence and an eagerness to learn. **Certifications:** * N/A **It Would Be Nice For You To Have:** * Excel, data reporting experience **Work Authorization & Sponsorship:**Applicants must be legally authorized to work in the United States on a full-time basis without requiring employer sponsorship to commence employment.**What Else You Need To Know:**The base pay range for this position is posted below and represents the annualized salary range. For hourly positions (non-exempt), the annual range is based on a 40-hour work week. The exact compensation may vary based on skills, experience, training, licensure and certifications and location.**Base Pay Range:**Minimum:$58,125.00 USDMaximum:$97,500.00 USD**We Value Your Impact:**Your contribution matters and it’s recognized. You can expect a fair and competitive rewards package that reflects the impact you create and the value you deliver. We know rewards go beyond numbers. Offering more than just a paycheck our benefits are designed to support you, your family and your well-being, now and into the future. Santander Benefits - 2026 Santander OnGoing/NH eGuide (foleon.com) **Risk Culture:**We embrace a strong risk culture and all of our professionals at all levels are expected to take a proactive and responsible approach toward risk management.**EEO Statement:**At Santander, we value and respect differences in our workforce. We actively encourage everyone to apply. Santander is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, genetics, disability, age, veteran status or any other characteristic protected by law. **Working Conditions:**Frequent minimal physical effort such as sitting, standing and walking is required for this role. Depending on location, occasional moving and lifting light equipment and/or furniture may be required. **Employer Rights:**This job description does not list all of the job duties of the job. You may be asked by your supervisors or managers to perform other duties. You may be evaluated in part based upon your performance of the tasks listed in this job description. The employer has the right to revise this job description at any time. This job description is not a contract for employment and either you or the employer may terminate your employment at any time for any reason.**What** **To Do Next****:**If this sounds like a role you are interested in, then please apply.We are committed to providing an inclusive and accessible application process for all candidates. If you require any assistance or accommodation due to a disability or any other reason, please contact us at TAOps@santander.us to discuss your needs.**The Santander Way**Santander is evolving from a global, high-impact brand into a technology-driven organization, and our people are at the heart of this journey. Together, we are driving a customer-centric transformation that values bold thinking, innovation, and the courage to challenge what’s possible.This is more than a strategic shift. It’s a chance for driven professionals to grow, learn, and make a real difference.Our mission is to contribute to help more people and businesses prosper. We embrace a strong risk culture and all our professionals at all levels are expected to take a proactive and responsible approach toward risk management.Ready to make it happen?**It starts with you. It starts here.**
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