Client Services – Activation Lead

Benefit Harbor

. Manage onboarding processes for new and renewal Workday Benefit Bridge clients .

Posted 9/29/2026full-timePlano • Texas • United StatesSenior💰 $65,000 - $75,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in managing onboarding processes and implementing client-specific benefits within the BHAI platform, while ensuring compliance with client requirements and maintaining strong client relationships. Proficient in project management, data analysis, and effective communication with both technical and non-technical stakeholders.

Highest-signal resume keywords

Project ManagementClient Relationship ManagementData AnalysisBenefits Industry KnowledgeMicrosoft Excel Proficiency

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Project ManagementData AnalysisBenefits ConfigurationSystem AdministrationEDI TestingVLOOKUPDocumentationProcess ImprovementClient-Specific CustomizationCompliance Management

Soft Skills

Strong Communication SkillsCustomer ServiceTeam CollaborationAttention to DetailProblem-Solving

Tools & Technologies

BHAI PlatformMicrosoft OfficeSmartsheet

Industry Keywords

Health and WelfareOnboarding ProcessesImplementationRenewal DocumentationService ManagementSOC II ComplianceClient-Specific Requirements

Tech Stack

Tools & technologies

ERP

About the role

Key responsibilities & impact

Manage onboarding processes for new and renewal Workday Benefit Bridge clients
Lead implementation, system build-out, and ongoing administration for clients
Complete initial plan documentation and project management
Build systems in Sys Admin and manage day-to-day operations
Work with the Director, ERP Benefits and Deployment, EDI teams, and management to research and resolve issues and escalations
Serve as liaison between clients and internal stakeholders
Lead client and carrier calls, follow agendas, and provide meeting minutes and updates
Analyze escalations, troubleshoot issues, coordinate internal partners, and maintain ownership through resolution
Build and maintain strong client relationships
Confirm benefit plan details and system builds with integration partners and clients
Review business and plan design requirements
Configure and maintain client-specific benefits within the BHAI platform
Document and implement client-specific exceptions and customizations
Collaborate with EDIA on file mapping, field translations, and layout alignment during Workday integration
Oversee end-to-end EDI testing, including eligibility scenarios, retroactivity, and event-based changes
Maintain implementation and renewal documentation, checklists, SOPs, and client-specific configurations
Provide daily implementation and renewal metrics reporting in Smartsheet
Participate in post-deployment reviews and apply lessons learned
Identify process improvements, automation opportunities, and functionality enhancements
Ensure system builds comply with client-specific Requirements Documents
Maintain ongoing compliance documentation
Adhere to case-building processes and complete SOC II documentation requirements

Requirements

What you’ll need

Bachelor’s degree or related experience in business, preferably in Service Management
5+ years of demonstrated management experience with complex projects in the benefits industry, preferably Health & Welfare, or related experience
Strong knowledge of Microsoft Office
Proficiency in Excel, including VLOOKUP and basic functionality
Health and welfare knowledge
Strong analytical skills and ability to use data to define and resolve issues
Strong written and verbal communication skills
Ability to communicate with technical and non-technical personnel
Excellent listening skills and ability to ask probing questions, understand concerns, and overcome objections
Demonstrated ability to provide superior customer service
Ability to present solutions clearly and in an organized fashion
Strong follow-up and follow-through skills with urgency and attention
Experience working collaboratively and building teams
Strong work ethic and ability to manage multiple clients in a fast-paced environment
Integrity, reliability, responsibility, strong organizational skills, and high attention to detail
Ability to support clients throughout the continental United States
Some travel and extended hours may be required

Benefits

Comp & perks

Hybrid/remote work eligibility
Flexible hours to support clients throughout the continental US
Some travel opportunities
Full-time exempt position
Potential extended hours during peak periods