Remote-First Discovery & Onboarding Lead

bswift LLC; Northern (KY); Hybrid; USD 90,000 - 120,000; Full time

Benefits offered by this job

Comprehensive Health Benefits

Remote first, Office friendly

Retirement Savings Plans

Professional Development

Supportive Culture

Employee Wellbeing Initiatives

Job summary

bswift LLC is seeking a Discovery Implementation Lead to own the client onboarding journey, gather requirements, and coordinate with internal teams to ensure successful delivery from initiation to client care transition.

You will consult clients on best practices, drive discovery activities, and help improve processes while mentoring analysts and maintaining strong broker relationships.

Qualifications

• Bachelor’s degree in business administration or related field.
• 3+ years of client relationship, consulting, or implementation experience.
• Excellent written and verbal communication skills.
• Proven success developing strong client and broker relationships.
• Strong customer service orientation.
• Ability to work independently and in a team.
• Advanced MS Excel skills (VLOOKUPs, pivot tables).

Responsibilities

• Own multiple areas of discovery during implementation, including Evive requirements templates, Benefits Class Matrix, Plan Requirements, Enrollment rules, Digital Experience, Inbound/Outbound files.
• Proactively consult clients on best practices and serve as a subject matter expert on system and process changes.
• Research and recommend system enhancements; assist Product Managers and Developers with specs.
• Collaborate with internal teams to ensure all scoped services have requirements gathered.
• Manage client expectations by anticipating issues and setting realistic timelines.
• Research, resolve, and respond to client inquiries related to system gaps.
• Mentor and coach Implementation Analysts on deliverables.

Skills

Client relationship

Consulting

Implementation experience

Communication skills

Problem solving

Analytical skills

Travel willingness

Education

Bachelor’s degree in business administration or related field

Tools

MS Excel

MS Office

Job description

bswift LLC is seeking a Discovery Implementation Lead to own the client onboarding journey, gather requirements, and coordinate with internal teams to ensure successful delivery from initiation to client care transition.

You will consult clients on best practices, drive discovery activities, and help improve processes while mentoring analysts and maintaining strong broker relationships.