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Manage and retain a book of employee benefits clients by coordinating open enrollment, renewals, vendor relationships, communications, and wellbeing initiatives. Serve as client escalation point, project-manage implementations, update internal records, educate employees, and travel to client sites as needed.

Coordinate post-sale implementation and onboarding of stop loss, captive, level-funded, and self-funded benefit programs. Manage project plans, stakeholder communications, claims submissions, reimbursement tracking, and carrier reporting while maintaining databases (including D365) and ensuring timely vendor payments and documentation.

The Data Quality Analyst audits and standardizes data from various internal sources to ensure accuracy. Responsibilities include developing reports, building data pipelines, and collaborating with teams to manage data integrity.

Lead and grow the West Region HRC sales practice by managing and developing a team of Business Development Executives, driving pipeline and revenue, partnering across practices to sell integrated workforce solutions, promoting AI adoption, representing the practice at events, and using D365/CRM for forecasting and reporting.

Manage an assigned book of benefits business, serve as primary client contact, coordinate internal service teams, advise on benefits strategy and cost reduction, support renewals and enrollments, assist with 5500 filings, and grow accounts through cross-sales while maintaining proactive client communication.

Identify and qualify B2B prospects, maintain and enrich Zoho CRM data, run outbound campaigns (phone, email, LinkedIn, in-person drops), book qualified appointments, and ensure clean pipeline hygiene and measurable outreach performance.

Support Operations leadership with meeting preparation, calendar and event coordination, data auditing and Salesforce hygiene, creation of PowerPoint/financial summaries, project follow-up, and general administrative support to improve operational efficiency and execution.

Support M&A diligence and integration by migrating systems, documenting infrastructure, resolving escalated helpdesk issues, mentoring team members, identifying integration risks, and ensuring smooth onboarding of acquired offices into OneDigital environments.

The Vice President of Sales leads the sales team to meet goals, develops strategic sales plans, and cultivates market opportunities.

Produce polished, on-brand creative assets across presentations, video, social, email, and print. Drive visual storytelling and brand integration for announcements, M&A, and internal communications. Collaborate cross-functionally, use AI and digital tools to accelerate workflows, and ensure consistent brand application across channels.