Jobs at OneDigital Health

Provide full-spectrum People operations support including hiring/onboarding, benefits administration and compliance, performance review facilitation, compensation analysis, HR technology evaluation, off-boarding, employee engagement events, and special projects while ensuring legal and policy compliance.

Provide day-to-day HR administration and employee support: manage onboarding/offboarding, maintain Workday records and compliance, handle benefits/payroll/leave inquiries, coordinate background checks, assist with ADA/LOA intake, respond to unemployment/verification requests, and support employee engagement and HR communications.

Manage an assigned book of commercial insurance clients, serve as primary client contact, advise on coverage and renewals, resolve day-to-day issues, conduct needs analyses and meetings, support cross-sales, and maintain proactive communications to meet service deliverables.

Manage a portfolio of clients using isolved HCM, provide ongoing support, troubleshoot system issues, deliver training, advise on payroll/HR/benefits/time & attendance, document interactions in CRM, and identify upsell opportunities to increase platform adoption.

Manage a book of employee benefits clients as their primary contact: handle day-to-day service, renewals, enrollments, compliance (ERISA/Form 5500), cost-reduction strategies, client meetings, and collaborate with internal teams to meet service and growth objectives.

Serve as strategic HR Business Partner delivering HR strategy and programs to clients: employee relations, compensation, performance management, coaching, recruitment, compliance, training, budgeting, billing, client relationship management, and project delivery while leading teams and promoting company brand.

Manage an assigned book of employee benefits clients as their primary contact, coordinate with internal teams and consultants to handle renewals, enrollment, and service issues, advise on cost-saving and benefit strategy, conduct client meetings, assist with filings, and pursue cross-selling to grow the book while leading service delivery.

Manage a book of employee-benefits accounts as primary client contact, coordinate renewals and enrollments, advise on cost-saving benefit strategies, delegate to service teams, assist with 5500 filings, grow accounts via cross-sell, and provide leadership and proactive client communications.

Serve as a subject matter expert on OneDigital's investment platform, collaborate with advisors and national teams, implement and manage portfolios (rebalancing, trade oversight), develop customized portfolio proposals and client-ready deliverables, lead presentations and performance reporting, contribute to marketing and business development, and cultivate long-term advisor relationships.

Manage an assigned book of benefits business as the primary client contact. Oversee renewals, delegate to internal service teams, conduct needs analyses and enrollment meetings, advise on cost reduction and benefits strategy, assist with filings, grow business through cross-sales, and lead service delivery for complex accounts.

Deliver financial education and workplace wellness programs to plan participants and sponsors, coordinate referrals to wealth advisors, track engagement and outcomes in CRM, collaborate with consultants and cross-functional teams, and travel frequently to local sites to execute regional goals.

Develop and maintain client relationships to provide wealth management and financial planning advice. Conduct retirement participant education, qualify leads, support business development and proposals, collaborate with portfolio and service teams, and meet sales goals while ensuring solutions align with clients' goals and risk tolerance.

Manage end-to-end revenue accounting for acquired entities, partner with Finance Integrations to transition systems, reconcile revenue and commissions, prepare monthly AR files and adjustments, ensure U.S. GAAP compliance, document processes and controls, and support cross-functional integration and close activities.

Provide client-focused payroll and system support for assigned accounts: handle phone queue, troubleshoot inquiries, perform payroll data entry, educate clients on system use, document interactions in CRM, and coordinate cross-departmentally to improve processes.

Lead analytics for employee benefits and pharmacy cost management: gather, manipulate, and analyze claims data; develop predictive models and BI dashboards; manage deliverables and a team; support RFPs, contract evaluations, client reporting, and present findings to leadership. Provide actuarial certification if qualified.

Own the sales technology strategy and roadmap, integrating tools (ZoomInfo, Outreach, Seismic, intent platforms, AI) into seller workflows. Drive adoption, measure ROI, align sales and marketing data, lead vendor negotiations, and manage a Sales Technology Manager. Partner cross-functionally with Sales, Marketing, IT, Legal, and L&D to operationalize AI-enabled selling and link technology adoption to pipeline and revenue outcomes.

Provide HR consulting and client support on compliance, leaves, worker's compensation, and employee relations. Interpret client contracts, track billable work, manage client relationships, conduct HR assessments, monitor compliance communications, develop and deliver training, and perform related duties. Local and occasional overnight travel may be required.

Manage acquisition integration and platform conversions for wealth management firms, translating investment recommendations into implementation plans. Coordinate across advisors, trading, custodians, operations, and technology to execute migrations, maintain platform administration, ensure data integrity, and drive process improvements and reporting.

Develop new business, close sales to meet revenue goals, and manage an assigned book of business. Partner with marketing, account management, and service teams to nurture leads, oversee renewals, client retention, contract negotiations, compliance, and client wellness programs. Manage pipeline in Microsoft CRM and represent the company at events and networking opportunities.

Support national sales recruiting and onboarding: coordinate agency searches, manage candidate pipelines, produce offers, track KPIs, and concierge new-hire onboarding and training through day 90.