What are the responsibilities and job description for the Implementation Manager position at PreSales Collective?
Location/Hybrid - Orlando, FL or Salt Lake City, UT
Join Us at PlanSource: Your Exciting Career Awaits!
At PlanSource, a leading cloud-based provider of benefits administration technology and services, we are on a mission to simplify how people choose, use, and manage benefits through cutting-edge, AI-powered experiences. This is an incredible time to launch your career with us!
PlanSource is seeking an Associations Lead who serves as a Subject Matter Expert (SME) resource for launch associations. This role serves as the first point of escalation for association project risks and provides assistance with solutions and client mitigation.
Responsibilities
#5: Join the Vista Family.
In March 2019, Vista Equity Partners acquired PlanSource, marking a new phase of growth. Vista’s portfolio of technology and software companies collectively make up the 4th largest software ecosystem in the world.
#4: PlanSource is highly rated with our customers.
Be proud of our sophisticated cloud-based technology that meets the needs of even the most complex benefit programs.
#3: Success is rewarded.
With more than just a pat on the back, your success is recognized and rewarded. We take care of our employees in every way we can, with comprehensive benefits, employee recognitions, and a commitment to wellbeing.
#2: You can grow and develop professionally.
PlanSource has a great track record of internal promotions within the company and offering development plans and tracks to pursue your personal and professional goals.
#1: Share our values.
Be part of a team that values diversity and representation in all levels of the organization. Be part of a team that gives back to local communities and is actively aware of their social and environmental impact.
PlanSource is committed to fostering, cultivating, and preserving a culture of diversity and inclusion. Our employees are the most valuable asset we have. The collective sum of the individual differences, life experiences, knowledge, inventiveness, innovation, self-expression, unique capabilities and talent that our employees invest in their work represents a significant part of not only our culture, but our reputation and company’s achievement as well.
We celebrate and support our employees’ diversity in age, color, disability, ethnicity, cultural beliefs, family or marital status, gender identity or expression, language, national origin, physical and mental ability, political affiliation, race, religion, sexual orientation, socio-economic status, veteran status and other characteristics that make our employees unique.
If you’re selected, you’ll receive your offer and be asked to complete a background check. This will include a drug screen, criminal record search and verification of previous employment and/or education.
REF 4694
Join Us at PlanSource: Your Exciting Career Awaits!
At PlanSource, a leading cloud-based provider of benefits administration technology and services, we are on a mission to simplify how people choose, use, and manage benefits through cutting-edge, AI-powered experiences. This is an incredible time to launch your career with us!
PlanSource is seeking an Associations Lead who serves as a Subject Matter Expert (SME) resource for launch associations. This role serves as the first point of escalation for association project risks and provides assistance with solutions and client mitigation.
Responsibilities
- Assist in formulating new procedures; recommend changes to existing procedures to improve performance and business requirements.
- Manage and review project scope, objectives, and deliverables with internal and external stakeholders.
- Complete job-related training courses and/or seminars, as may be required for the job and/or assigned by Manager.
- Develop, document and champion new processes and procedures among team and ensure compliance with established protocol.
- Ensure templates are maintained and updated as needed through the initial group rollout.
- Function as first escalation point for project teams and clients.
- Lead association groups in discovery and rollout of their initial template setup.
- Promote team communication and collaboration across channels and job function.
- Provide backup to team members as needed to avoid delays and ensure client satisfaction.
- Provide direction and support to teams throughout the lifecycle of an implementation project.
- Provide guidance and best practices to Launch team members as needed to ensure success of subsequent group rollout using templates.
- Serve as liaison with other departments within PlanSource for client/Broker companies as it relates to the implementation process.
- Serve as mentor and support to new team members.
- Share candid feedback with management on team member performance.
- Assist in the sales process by offering expertise in PlanSource and health and welfare benefits to prospective clients. This role will require travel for some presentations.
- Possesses and maintains comprehensive benefits and benefit system knowledge.
- Maintains HIPPA, PHI and PII sensitivity, regularly participates and completes company assigned compliance training.
- All other duties as deemed necessary by management.
- Necessary Strengths, Skills, and Competencies
- 5 years technical experience such as help desk support, benefits administration implementation or software configuration
- Ability to be an effective leader, coach and mentor
- Excellent organization and prioritization skills
- Excellent written and verbal communication skills
- Must be willing to work outside of normal work hours
- Proficient in Microsoft Office
- Strong customer service skills
- Strong professional communication and soft skills required
- Great benefits package, including a full suite of health benefits, a generous 401(k) Plan, unlimited PTO, paid parental leave, a strong rewards and recognition program, and a focus on mental health and well-being.
- An inclusive environment with Employee Resource Groups to join, volunteering days and the ability to donate to organizations of your choice through our recognition platform.
- The opportunity to work for a growing, established technology company, but work side-by-side with a small, dynamic team of talented professionals.
- Fast-paced environment with big goals and the opportunity to make a big impact.
#5: Join the Vista Family.
In March 2019, Vista Equity Partners acquired PlanSource, marking a new phase of growth. Vista’s portfolio of technology and software companies collectively make up the 4th largest software ecosystem in the world.
#4: PlanSource is highly rated with our customers.
Be proud of our sophisticated cloud-based technology that meets the needs of even the most complex benefit programs.
#3: Success is rewarded.
With more than just a pat on the back, your success is recognized and rewarded. We take care of our employees in every way we can, with comprehensive benefits, employee recognitions, and a commitment to wellbeing.
#2: You can grow and develop professionally.
PlanSource has a great track record of internal promotions within the company and offering development plans and tracks to pursue your personal and professional goals.
#1: Share our values.
Be part of a team that values diversity and representation in all levels of the organization. Be part of a team that gives back to local communities and is actively aware of their social and environmental impact.
PlanSource is committed to fostering, cultivating, and preserving a culture of diversity and inclusion. Our employees are the most valuable asset we have. The collective sum of the individual differences, life experiences, knowledge, inventiveness, innovation, self-expression, unique capabilities and talent that our employees invest in their work represents a significant part of not only our culture, but our reputation and company’s achievement as well.
We celebrate and support our employees’ diversity in age, color, disability, ethnicity, cultural beliefs, family or marital status, gender identity or expression, language, national origin, physical and mental ability, political affiliation, race, religion, sexual orientation, socio-economic status, veteran status and other characteristics that make our employees unique.
If you’re selected, you’ll receive your offer and be asked to complete a background check. This will include a drug screen, criminal record search and verification of previous employment and/or education.
REF 4694
