Project Manager, Financial Benefits

Justworks; Oregon; Hybrid; USD 90,000 - 140,000; Full time

Job summary

Justworks is seeking a Financial Benefits Project Manager to lead initiatives around the 401(k) MEP and Benefits Billing. The role involves onboarding new projects, coordinating audits, and managing documentation while collaborating with Retirement, Benefits Billing, Product, Engineering, Internal Audit, and Finance teams.

The candidate will shape retirement benefits and billing processes, assess risk, ensure regulatory compliance, and drive automation.

Qualifications

• Experience leading projects related to 401(k) MEP and Benefits Billing.
• Ability to build solutions from scratch and improve team productivity and processes.
• Strong analytical skills with the ability to drive process improvements and audits.

Responsibilities

• Create and manage projects for the 401(k) MEP Benefit and Benefits Billing, including audits and documentation management.
• Oversee onboarding and ongoing management of projects related to Medical, Dental, Vision, commuter and voluntary benefits.
• Collaborate with stakeholders across departments and with external auditors and partners to ensure compliance and efficiency.

Skills

Process improvement

Project management

Benefits administration

401(k) MEP knowledge

Stakeholder engagement

Analytical thinking

Job description

Who We Are

At Justworks, you’ll enjoy a welcoming and casual environment, great benefits, wellness program offerings, company retreats, and the ability to interact with and learn from leaders in the startup community. We work hard and care about our most prized asset - our people. We’re helping businesses get off the ground by enabling them to focus on running their business. We solve HR issues. We’re data-driven and never stop iterating. If you’d like to work in a supportive, entrepreneurial environment, are interested in building something meaningful and having fun while doing it, we’d love to hear from you. We’re united by shared goals and shared motivations at Justworks. These are best summed up in our company values, which are reflected in our product and in our team.

Our Values

If this sounds like you, you’ll fit right in.

Who You Are

You have a knack for process innovation and project management and are a true specialist in Benefits. When collaborating with stakeholders to define requirements related to our 401(k) MEP and Benefits Billing, you should serve as an expert who can build solutions from scratch and think creatively to enhance team productivity and processes. You possess an ability to perform complex analysis, develop findings, and improve project operations critical to Financial Benefits. As the Financial Benefits Project Manager, you will be tasked with developing processes and strategies to ensure that larger projects function and operate as intended. Your responsibilities will encompass onboarding, overseeing, and managing the new and existing projects related to both the 401(k) MEP and additional benefits billing, including Medical, Dental and Vision, commuter, voluntary benefits and more. Your role will require engagement with stakeholders from various sectors, including external auditors and partners, fiduciaries and internal teams, including the Retirement teams, the Benefits Billing team, Product and Engineering, Internal Audit, and Finance. The Financial Benefits Project Manager will help shape both the MEP Retirement benefit and Benefits Billing at Justworks by managing projects related to customer risk, contributions, compliance, payroll information, reconciliation and process automation. This position will impact the operating procedures of the team by understanding customer and policy data and recommending process changes to ensure customer and PEO compliance. At Justworks, we’re united by shared goals and shared motivations. These are best summed up in our company values, which are reflected in our product and in our team. Read more here.

Your Success Profile

What You Will Work On

• Create and manage new and existing projects related to the 401(k) MEP Benefit and Benefits Billing including but not limited to:
• Quarterly and annual audits
• Documentation management
• End-of-Year Project
• Nondiscrimination Testing
• Ongoing process and reconciliation automations
• New benefit billing onboarding and integration

Ensure the success of analytical aspects of major projects such as the annual audit, nondiscrimination testing, and end-of-year processes. Work with the Financial Benefits teams to evaluate current processes and implement solutions to manual procedures. Work with teams and other PMs to ensure process documentation continuity across Benefits. Collaborate with stakeholders from government agencies, employer groups, and individuals to gather insights into industry challenges, requirements, and desired outcomes. Develop and implement strategies to optimize the efficiency and effectiveness of the 401(k) MEP and Benefits Billing to identify areas for improvement. Prioritize updates based on user feedback, regulatory changes, and technological advancements. Ensure compliance with relevant regulations and guidelines governing 401(k) and MEPs. Keep up to date with current employment security laws, policies, and procedures. Communicate across various departments to make recommendations on processes to improve the operational efficiency of the Operations team and the performance of the plan. Oversee all Financial Benefits related customer communications. Identify errors in operations by analyzing, collecting, and reporting risk performance and Financial Benefits data. Perform other related responsibilities as needed based on department and/or organizational needs.

How You Will Do Your Work

As a Project Manager, how results are achieved is paramount for your success and ultimately result in our success as an organization. In this role, your foundational knowledge, skills, abilities and personal attributes are anchored in the following:

• Detail-oriented - exercises extreme attention to detail; is thorough, accurate, organized, and productive and seeks to understand both the cause and effect of a situation.
• Ethical practice - the ability to integrate core values, integrity and accountability throughout all organizational and business practices.
• Clear communication - the ability to articulate thoughts and express ideas effectively using oral, written, visual and non-verbal communication skills, as well as listening skills to gain understanding.
• Analytical - uses a logical reasoning process to break down and work through a situation