Principal, Practice Leadership

Vista Equity Partners Management, LLC; United States; Remote; USD 90,000 - 150,000; Full time

Job summary

An established industry player is seeking a Practice Leadership Principal to enhance the operational foundation of its benefits administration services. This exciting opportunity involves collaborating with cross-functional teams to drive best practices, improve customer experiences, and implement strategic initiatives. The role offers a dynamic environment where your expertise in health and welfare will be valued, and your contributions will directly impact the success of the organization. Join a company that prioritizes diversity, employee well-being, and professional growth while working alongside a talented team dedicated to excellence.

Benefits

Unlimited PTO

Generous 401(k) Plan

Paid parental leave

Health benefits

Employee recognition programs

Volunteering days

Qualifications

• 15+ years of experience in Health and Welfare domain with increasing responsibility.
• 10+ years in a senior operational role within employee benefits administration.

Responsibilities

• Create and maintain best practices for operational leaders.
• Consult on Open Enrollment management and governance.
• Drive performance with a focus on customer satisfaction.

Skills

Health and Welfare domain knowledge

Operational leadership

Project management

Data-driven problem-solving

Customer experience enhancement

Conflict resolution

Analytical skills

Strategic planning

Education

Bachelor's degree

Master's degree (preferred)

Job description

Join Us at PlanSource: Your Exciting Career Awaits!

At PlanSource, a leading cloud-based provider of benefits administration technology and services, we are on a mission to simplify how people choose, use, and manage benefits through cutting-edge, AI-powered experiences. This is an incredible time to launch your career with us!

The Practice Leadership Principal manages and ensures exceptional programs that support an operational foundation providing for consistency and excellence in delivery for PlanSource customers.

This role will work under the supervision of our VP, Practice Leadership. The Practice Leadership team functions closely with additional PlanSource leaders and their teams to ensure utilization of best practices and other foundational documentation to define and guide the overall customer journey with PlanSource. The Practice Leadership team will also work closely with Product, Legal, and Compliance to provide enablement and adherence across all channels. This department manages Open Enrollment governance, tracking, reporting and owns continuous improvement efforts year over year.

The Practice Leadership Principal is a key, leading member of a team of subject matter experts who together have oversight of best practices, SOPs, supporting documentation and artifacts, and training and enablement of our teams. This role will work closely with Product, Marketing, to create artifacts, processes, and maintain core reference systems that support new products and features, enable customer support, as well as process improvement projects and efforts.

Responsibilities

• Great benefits package, including a full suite of health benefits, a generous 401(k) Plan, unlimited PTO, paid parental leave, a strong rewards and recognition program, and a focus on mental health and well-being.
• An inclusive environment with Employee Resource Groups to join, volunteering days, and the ability to donate to organizations of your choice through our recognition platform.
• The opportunity to work for a growing, established technology company, but work side-by-side with a small, dynamic team of talented professionals.
• Fast-paced environment with big goals and the opportunity to make a big impact.

Top five reasons to come to PlanSource:

#5: Join the Vista Family. In March 2019, Vista Equity Partners acquired PlanSource, marking a new phase of growth. Vista’s portfolio of technology and software companies collectively make up the 4th largest software ecosystem in the world.

#4: PlanSource is highly rated with our customers. Be proud of our sophisticated cloud-based technology that meets the needs of even the most complex benefit programs.

#3: Success is rewarded. With more than just a pat on the back, your success is recognized and rewarded. We take care of our employees in every way we can, with comprehensive benefits, employee recognitions, and a commitment to wellbeing.

#2: You can grow and develop professionally. PlanSource has a great track record of internal promotions within the company and offering development plans and tracks to pursue your personal and professional goals.

#1: Share our values. Be part of a team that values diversity and representation in all levels of the organization. Be part of a team that gives back to local communities and is actively aware of their social and environmental impact.

PlanSource is committed to fostering, cultivating, and preserving a culture of diversity and inclusion. Our employees are the most valuable asset we have. The collective sum of the individual differences, life experiences, knowledge, inventiveness, innovation, self-expression, unique capabilities and talent that our employees invest in their work represents a significant part of not only our culture but our reputation and company’s achievement as well.

We celebrate and support our employees’ diversity in age, color, disability, ethnicity, cultural beliefs, family or marital status, gender identity or expression, language, national origin, physical and mental ability, political affiliation, race, religion, sexual orientation, socio-economic status, veteran status and other characteristics that make our employees unique.

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.

REF 4689

Qualifications

Responsibilities include, but are not limited to:

• Create, review, and make updates to our repository of best practices, including consulting points for client team leads and other operational leaders to utilize in our day-to-day work and in consultation with PlanSource Legal.
• Enable documentation storage practices across Operations consistent with firmwide practices.
• Create and orchestrate ongoing documentation and track adherence across the operations team.
• Consult on Guide Open Enrollment management, governance, capacity with 3rd parties, organizational reporting and tracking, and improvement efforts.
• Consult on the roadmap for technological and process changes and automation required to drive operational efficiencies and work with cross-functional teams to drive identified initiatives.
• Review and approve SOP documentation as it is created and maintained.
• Create content for and execute training specific to domain, platform, and other content areas across operations teams, and client channels.
• Participate in Product roadmap planning and strategy, track operations priority list and contribute to requirements where necessary.
• Create, coordinate, and assist with product rollout and enablement strategy for new products and features.
• Assist with cross-client large issue management, including drive consistent communications and action steps across client channels.
• Manage and motivate to drive performance, with a strong eye toward customer satisfaction, efficiency, and employee engagement.
• Pursue excellence across all post-contract customer touchpoints.

Scope

Executes and guides team activities to deliver upon the vision of an operational foundation that provides for an optimized, scalable, and quality-focused client journey. Implements strategic plans and objectives for the organization in alignment with corporate strategy; supports tactical administrative or operational policies and resource allocation decisions to ensure achievement of objectives.

Complexity

Provides oversight for and directly contributes to strategic plans that ensure successful implementation of action plans and objectives. These plans often leverage analysis of situations or data that requires an in-depth knowledge of the company, competitive environment, technology, and economic or social implications of organization activities. Health and Welfare domain expertise will be leveraged in support of these activities.

Discretion

Erroneous decisions and actions may impact or negatively influence the overall success of client relationships and company operations.

Interaction

Regularly interacts with executives and/or major customers, and key internal stakeholders across the organization. Interactions frequently involve highly visible activities such as influencing and collecting feedback from customers, influencing other executives, and representing the organization on matters of great significance.

Supervision

Functions as an instrumental role within a complete functional team with deep domain and process expertise. Influences expertise across leaders and teams at all levels.

Necessary Strengths, Skills, and Competencies

• 15+ years Health and Welfare domain knowledge that demonstrates increasing responsibility and span of influence.
• 10+ years in a senior operational role within employee benefits administration, in an outsourcing environment, servicing clients of various size and complexity.
• Demonstrated ability to lead a team to successful project outcomes.
• A proven ability to create and organize action plans that are implemented on time, within budget, and meet organizational goals.
• A proven capability to effectively work with and influence different groups across different functions and possess strong conflict resolution skills.
• Demonstrated ability and passion for enhancing customer experience including a track record of identifying gaps or business needs and developing solutions.
• Exceptional data-driven and analytical problem-solving skills.
• Experience in analytical and operations-driven roles with a focus on process optimization and efficiency.
• Experience coaching and developing high performing individual contributors.
• Skilled in strategic planning, organizational development, budget and resource development.
• Strong communication skills with great talent in driving clarity and solutions for customers; demonstrated resourcefulness in setting priorities and guiding investment in people and systems.