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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates extensive experience in benefits management, including compliance with federal and state regulations such as ERISA, HIPAA, and ACA. Proven ability to lead Open Enrollment processes and manage broker relationships while analyzing benefits data to drive strategic decisions.
Highest-signal resume keywords
Benefits ManagementUS Benefits ComplianceOpen Enrollment LeadershipProject ManagementAnalytical Skills
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Plan AdministrationCompliance ManagementData AnalysisCost Analysis5500 FilingsNon-Discrimination TestingBenefits Strategy DevelopmentEmployee Benefits CommunicationBenefits IntegrationVendor Management
Soft Skills
Verbal CommunicationWritten CommunicationProblem SolvingStakeholder ManagementCollaboration
Tools & Technologies
WorkdayHRIS Benefits Modules
Certifications & Qualifications
CEBSCBPPHRSPHR
Industry Keywords
Health ProgramsWelfare ProgramsRetirement ProgramsWell-Being ProgramsSaaSM&A Activity
About the role
Key responsibilities & impact- Serve as the primary technical authority on health, welfare, retirement, and well-being programs
- Advise leadership on plan design, market positioning, and program decisions
- Resolve complex employee escalations
- Ensure compliance with federal and state regulations, including ERISA, HIPAA, ACA, COBRA, Section 125, and state-specific requirements
- Lead annual 5500 filings, non-discrimination testing, and audit-readiness
- Partner with Legal on compliance matters
- Own end-to-end planning, execution, and communications for annual Open Enrollment
- Manage timelines, dependencies, stakeholders, and post-mortem learning
- Monitor market trends, peer SaaS benchmarks, and employee feedback to drive benefits strategy
- Manage broker and vendor relationships, evaluations, and RFPs
- Create employee-facing benefits education and communication strategies
- Analyze benefit utilization, cost trends, and program effectiveness
- Lead benefits integration during acquisitions and significant scaling events
- Maintain plan documents, SPDs, internal knowledge bases, and process documentation
- Report to the Sr. Director, Total Rewards
Requirements
What you’ll need- 5+ years of progressive experience in benefits management, including ownership of plan administration, compliance, and Open Enrollment
- Experience in a high-growth public SaaS or tech environment strongly preferred
- Deep knowledge of US benefits compliance: ERISA, HIPAA, ACA, COBRA, Section 125, 5500 filings, and non-discrimination testing
- Demonstrated track record managing broker and vendor relationships at scale
- Proven project management experience leading Open Enrollment or comparable annual benefits programs
- Excellent verbal and written communication skills
- Strong analytical orientation; comfortable working with benefits data, utilization metrics, and cost analyses
- CEBS, CBP, or PHR/SPHR certification nice to have
- Experience supporting benefits integration during M&A activity nice to have
- Familiarity with Workday or comparable HRIS benefits modules nice to have
- Experience partnering on well-being or leave-of-absence program design nice to have
