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Lead requirements gathering, analyze and document system and data requirements, design/configure solutions on the Benefitsolver platform, create ETL processes, produce test plans/cases, support configuration and UAT, troubleshoot client issues, and manage multiple onboarding projects to meet SLAs while building trusted client relationships.

Provide Linux systems administration and support cloud infrastructure (AWS), automate builds and CI/CD pipelines, troubleshoot applications and scripts, provision/configure resources, optimize performance, document processes, and promote cloud best practices across teams.

Drive new business for MyChoice Accounts (consumer spending accounts) by selling to large employers (8,000+ lives). Build broker/partner relationships, manage full sales cycle, maintain pipeline and CRM records, present platform capabilities, attend industry events, and collaborate with sales support and marketing to exceed revenue targets.

Manage multiple low-complexity client projects for Benefitsolver, coordinating cross-functional teams, timelines, budgets, and deliverables. Conduct discovery, create project plans and artifacts (AdaptiveWork, OneNote), facilitate meetings, escalate risks, and build client relationships while following SOPs and improving processes to enhance consumer experience.

Drive full sales cycle for Businessolver's SaaS benefits platform: prospect and cold-call enterprise employers, demo product, engage brokers and partners, build pipeline, close deals, coordinate with implementation, track activity, and attend marketing events and trade shows (travel up to 25%).

Lead end-to-end payroll data integrations during client onboarding: gather requirements, configure and test inbound/outbound payroll files, create technical specifications and mappings, collaborate with clients, payroll vendors, and internal teams, perform data validation and audits, and transition clients to ongoing operations.

Implement and manage full lifecycle client data integrations for inbound HRIS and benefits conversion files. Gather requirements, configure files, establish secure transfers, oversee testing, coordinate clients/vendors, track project status, and transition integrations to steady-state while ensuring data accuracy and resolving defects.

Lead cross-functional CX teams to deliver and optimize benefits communication and engagement across a client book. Develop integrated communication strategies, monitor KPIs, manage escalations, identify upsell and renewal opportunities, enable best-practice adoption of tools (Sofia, MyChoice App), partner with sales/onboarding, and mentor staff to improve client retention and service delivery.

Configure and validate benefits system builds, review and QA data, follow enrollment and implementation process flows, document processes, collaborate with internal partners, track productivity, escalate issues, and participate in training on new functionality.

Lead client acquisition onboarding using agile/change management and work-management best practices. Create and maintain schedules, manage risks, drive task ownership, communicate status, validate AI-assisted outputs, produce documentation (SOPs, meeting notes, handoffs), track KPIs, support continuous improvement, and contribute to playbooks and team development to ensure timely, on-scope, high-quality project delivery.