Client Services Lead

Benefit Harbor

. Lead onboarding, implementation, activation, and ongoing administration of new and renewing Workday Benefit Bridge clients .

Posted 10/30/2026full-timePlano • Texas • United StatesSenior💰 $70,000 - $75,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in managing client implementations and benefits administration, with a strong focus on project management, stakeholder coordination, and system configuration. Proficient in translating business requirements into technical specifications while ensuring compliance with industry standards.

Highest-signal resume keywords

Client-Facing ImplementationBenefits Administration TechnologyWorkday BenefitsProject ManagementAnalytical Problem-Solving

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Benefits Plan DocumentationSystem ConfigurationIntegration TestingFile MappingEDI ConceptsBenefits Enrollment FilesProject TrackingDocumentation SkillsTechnical SpecificationsConfiguration Accuracy

Soft Skills

Communication SkillsRelationship-BuildingOrganizational SkillsTime ManagementProactive Problem-Solving

Tools & Technologies

SmartsheetMicrosoft OfficeExcelWorkday Benefit BridgeERP Platforms

Industry Keywords

Employee BenefitsHealth and WelfareBenefits AdministrationImplementation PlansStakeholder Coordination

Tech Stack

Tools & technologies

ERP

About the role

Key responsibilities & impact

Lead onboarding, implementation, activation, and ongoing administration of new and renewing Workday Benefit Bridge clients
Manage implementation activities from discovery and benefits plan documentation through platform configuration, integration testing, deployment, and post-launch support
Serve as primary liaison among clients, integration partners, insurance carriers, and internal stakeholders
Lead client and carrier meetings, document minutes, track action items, and communicate progress
Manage client escalations from initial report through resolution
Develop and maintain implementation plans, schedules, milestones, deliverables, and action-item tracking
Coordinate requirements gathering, benefits plan documentation, system configuration, integration readiness, testing, and deployment
Configure, build, and maintain client-specific benefits in the Benefit Harbor platform
Translate business and plan requirements into system builds and platform configurations
Coordinate file mapping, field translations, data layouts, and integration requirements
Coordinate end-to-end integration testing, including eligibility scenarios, retroactive changes, and event-based enrollment updates
Track integration readiness, testing progress, issues, and dependencies through resolution
Maintain implementation and renewal documentation, project plans, checklists, SOPs, requirements, and configuration records
Provide daily reporting on implementation and renewal metrics using Smartsheet
Participate in operational reviews and post-deployment assessments
Recommend and support process enhancements, automation, and functionality improvements
Complete SOC 2-related documentation and support quality reviews and audits
Coordinate cross-functional teams and establish ownership of tasks, deadlines, dependencies, and deliverables
Provide guidance and share implementation knowledge

Requirements

What you’ll need

Bachelor’s degree in business administration, Healthcare Administration, Information Systems, or a related field; equivalent relevant professional experience may be considered
At least five years of experience managing complex projects, client implementations, or service delivery initiatives within employee benefits, health and welfare, benefits administration technology, or related industry
Experience coordinating multiple stakeholders, managing implementation timelines, and delivering projects against defined requirements
Experience in client-facing implementation, benefits administration, system configuration, or integration projects is strongly preferred
Familiarity with Workday Benefits, Workday Benefit Bridge, ERP platforms, or benefits technology integrations is preferred
Strong working knowledge of employee health and welfare benefits, including benefit plan designs, eligibility, enrollment, and related administrative processes
Proficiency in Microsoft Office applications, particularly Excel, including VLOOKUP and basic spreadsheet functions
Experience using project management and tracking tools, such as Smartsheet
Strong analytical and problem-solving skills
Ability to understand system configurations, integration workflows, file layouts, and basic EDI concepts
Ability to translate business and benefits requirements into clear technical and operational specifications
Strong documentation skills
Excellent written and verbal communication skills
Ability to lead client meetings, manage expectations, communicate project status, and present solutions
Strong relationship-building, follow-up, and follow-through skills
Ability to manage escalations professionally
Strong organizational and time management skills
Demonstrated ability to coordinate cross-functional teams and drive deliverables through completion
Proactive approach to identifying project risks and resolving obstacles
Strong attention to detail and commitment to configuration accuracy
Must be authorized to work in the United States without current or future sponsorship
Must work onsite Monday–Friday; applicants must live in the Dallas–Fort Worth Metroplex
At least five years in a client-facing role in the Benefits Administration industry
Benefits Administration experience
Experience with 834 Benefits Enrollment files
Hands-on experience with mapping and product builds

Benefits

Comp & perks

Hybrid work arrangement: onsite at Benefit Harbor or remotely from an approved home office, depending on business requirements
Flexible schedule as needed to support clients and teams across the continental United States
Client meeting and business travel opportunities