Partner 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

Hybrid to either Orlando or Salt Lake City

About the Partner Support Analyst Position

In this role, you will work closely with the HCM Partners to ensure that client expectations are continually met. As a Partner Support Analyst, you will be responsible for the overall ownership, advancement, coordination, and completion of assigned tasks and activities. These projects involve customer management with a combination of software and services. An Analyst is also responsible for successfully completing tasks and activities while managing interactions between different internal departments, clients, and vendors to fulfill our contractual obligations. This role works independently and with minimal supervision. The work performed in this role will directly impact productivity, effectiveness, and overall customer satisfaction. The Analyst will have a strong working knowledge of processes, expectations, and service-level requirements.

Additionally, as a Partner Support Analyst, you will:

• Performs basic and intermediate technical and service job functions with minimal supervision
• Initiates, plans, executes, controls, and completes tasks and activities effectively
• Executes daily activities with ease and within the outlined service level agreement.
• Consistently exercises effective communication and follow-through
• Ensures all tasks are delivered on time and accurately
• Assist with peer mentoring and coaching
• Reports and escalates to management as needed
• Measures performance using appropriate tools and techniques
• Establishes and maintains relationships with third-party vendors
• Attention to detail, quality assurance driven, ability to follow process documentation
• Assists with department projects or goals
• Participates in the development and implementation of standard processes and best practices
• Performs other related duties as assigned and has the ability to take on new tasks or challenges
• Understand and apply HIPPA, PHI, and PII sensitivity and compliance
• Train new partner contacts on Ben Admin System

About You

As the Partner Support Analyst, you will bring at least 0-2 years of technical experience such as help desk support, time and attendance implementation or software configuration, and training or related education.

In addition, you will also have:

• Knowledge regarding general benefits, payroll, human resource compliance information
• Knowledge of customer relationship management (CRM) tools
• Skills in MS products including Excel, Word, Outlook, Project, and PowerPoint
• Able to work independently and in a team environment and take the lead when necessary
• Willingly collaborates and shares knowledge with others
• Practices strong communication skills with a customer service focus
• Able to comfortably and effectively present to audiences of various sizes
• Competencies: skilled, prioritization, critical thinking, process management, leadership, time management
• Works independently with a strong ability to learn new skills
• Effectively manages time, daily activities, and project timelines
• Thinks outside the box and is willing to explore outside areas of expertise
• Flexible and agile professional with a goal to develop and refine

What We Offer

At PlanSource, benefits are at the core of what we do, and we understand their impact on our employees and their families. That’s why we’ve designed our benefits program to support overall wellbeing across health, financial security, career growth, and work‑life balance.

• Comprehensive health coverage with multiple medical plan options - all covering 100% of in‑network preventive care.
• Employer‑funded Health Savings Account (HSA) - up to $1,000 annually for family coverage.
• Dental & Vision plans with 100% coverage for routine dental care and $250 vision frame allowance, plus employee‑only vision premiums at $0.
• 401(k) with immediate vesting and a 50% company match up to 6% of contributions.
• Generous paid parental leave, adoption assistance, and fertility benefits.
• Flexible PTO, paid holidays, a strong culture of work‑life balance and Flex Fridays in the summer.
• Mental health & wellbeing support, including Employee Assistance Program (EAP), movement and wellness resources.
• Rewards and recognition programs that celebrate employees through peer recognition, awards, and quarterly recognition initiatives.

Top 5 Reasons to join PlanSource

#5: Be part of what’s next in benefits technology

Join a company redefining how benefits work. Backed by Vista Equity Partners, PlanSource is continuously investing in innovation, bringing together AI, automation, and human insight to simplify complex processes and deliver real outcomes. This is your opportunity to build the future of benefits at scale.

#4: Make an impact with technology our customers trust

Our platform powers some of the most complex benefits programs in the market, and our customers rely on us to get it right. From a unified benefits ecosystem to AI‑driven decision support, everything we build is designed to deliver clarity, confidence, and measurable impact for the people who use it every day.

#3: Be recognized, supported, and set up to thrive

We believe great work deserves recognition and real support. From meaningful rewards and recognition programs to a comprehensive approach to employee support, we invest in helping our people perform at their best and feel valued along the way.

Recognized as a top workplace, PlanSource has earned multiple Great Place to Work certifications and numerous awards, including Best Company for Culture, Work‑Life Balance, and Compensation, reinforcing our commitment to an exceptional employee experience.

#2: Grow your career with intention

At PlanSource, career growth doesn’t happen by accident. With a strong track record of internal mobility, structured development paths, and opportunities to take on new challenges, you’ll have the support and flexibility to build a career that evolves with you.

#1: Be part of a culture built on connection and impact

Our culture is rooted in connection, inclusion, and shared success. Guided by our S.O.U.R.C.E. values, we lead with service by putting others first, approach challenges with optimism, and act with urgency to drive meaningful outcomes. We hold ourselves accountable through reliability, continuously grow through curiosity, and operate with efficiency to maximize the impact of our work. Here, diverse perspectives are valued and they directly shape how we collaborate, innovate, and deliver an exceptional experience for our customers.

NOTE

We will consider a remote employee for approved cities PlanSource can accommodate.

If you’re selected, you’ll receive your offer and be asked to complete a background check. This will include a drug screen, criminal record search and verification of previous employment and/or education.