Partner Success & Support Analyst

PlanSource Holdings, Inc.; Orlando (FL); Hybrid; USD 52,000 - 76,000; Full time

Benefits offered by this job

Health coverage

HSA contribution

Dental & Vision plans

401(k) match

Job summary

PlanSource Holdings, Inc. is seeking a Partner Support Analyst to manage client expectations and coordinate tasks across departments. You will work with HCM Partners, handling project ownership and ensuring timely delivery while maintaining high service levels.

The role emphasizes collaboration, problem solving, and the ability to train partner contacts on the Ben Admin System. A low-to-mid level of prior technical experience is expected.

Qualifications

• Knowledge of general benefits, payroll, HR compliance information.
• Familiarity with CRM tools.
• Proficient in MS Office applications (Excel, Word, Outlook, Project, PowerPoint).
• Ability to work independently and in a team.

Responsibilities

• Performs basic and intermediate technical and service tasks with minimal supervision.
• Initiates and coordinates tasks to meet deadlines within SLAs.
• Communicates effectively and follows through on commitments.
• Manages relationships with internal teams, clients, and vendors.

Skills

CRM tools

MS Excel

MS Word

MS PowerPoint

Customer service

Tools

Ben Admin System

Job description

PlanSource Holdings, Inc. is seeking a Partner Support Analyst to manage client expectations and coordinate tasks across departments. You will work with HCM Partners, handling project ownership and ensuring timely delivery while maintaining high service levels.

The role emphasizes collaboration, problem solving, and the ability to train partner contacts on the Ben Admin System. A low-to-mid level of prior technical experience is expected.