Implementation Discovery Manager

New

Skills

Analytical Thinking Client Relationship Management Problem-solving Verbal communication Written Communication

Job Overview

Lead and manage the discovery phase for Health & Welfare client implementations. Gather and document client requirements from kickoff to onboarding. Review source documents (Legal Plans, SPDs, HR materials) to define needs. Identify and document plan administration requirements using templates. Coordinate timelines with internal teams and client stakeholders. Lead client-facing discovery meetings; align scope and expectations.

Responsibilities
  • Lead and manage discovery phase for client implementations
  • Gather and document client requirements
  • Review and define needs from source documents
  • Identify and document plan administration requirements
  • Coordinate timelines with teams and stakeholders
Requirements & Qualifications
  • 5+ years of client relationship, consulting, and implementation experience
  • Bachelor’s degree in business administration or related field
  • Excellent written and verbal communication across audiences
  • Experience with benefits administration platforms (bswift, Workday, UKG, ADP)
  • Willingness to travel as needed

Job Type: Remote

Salary: Not Disclosed

Experience: Entry

Duration: 12 Months

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