Implementation Manager

bswift

. Lead and project manage the discovery process for Health and Welfare new client implementations .

Posted 10/21/2026full-timeRemote • United StatesMid-LevelSenior💰 $80,000 - $115,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in client relationship management and implementation processes, with a strong focus on improving client satisfaction and operational efficiency. Proficient in project management, requirements gathering, and utilizing advanced MS Excel for data analysis.

Highest-signal resume keywords

Client Relationship ManagementImplementation ProcessesProject ManagementAdvanced MS ExcelConsulting Experience

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Implementation ProcessesRequirements GatheringData AnalysisBenefits Class MatricesVendor ExportsSystem EnhancementsProject ManagementClient OnboardingRisk MitigationProcess Improvement

Soft Skills

Excellent Communication SkillsStrong Customer Service OrientationProblem-Solving SkillsTeam CollaborationInitiative

Tools & Technologies

MS ExcelMS Office

Industry Keywords

Health and WelfareClient ImplementationsLegal Plan DocumentsHR MaterialsClient SatisfactionBroker RelationshipsIndustry Trends

About the role

Key responsibilities & impact

Lead and project manage the discovery process for Health and Welfare new client implementations
Lead teams and clients in defining and documenting requirements from legal plan documents, summary plan descriptions, and HR materials
Gather and input benefits class matrices, plan requirements, rates, permissions, field options, site text, demographic and benefit data imports, and vendor/payroll exports
Consult clients on best practices and recommend system and process changes
Research and recommend system enhancements; assist Product Managers and Developers with enhancement specifications
Lead implementation kick-off, requirements-gathering, review, and other client meetings
Identify and mitigate project and staffing risks, escalating where appropriate
Manage implementation timelines with bswift staff and clients
Coordinate with internal teams to finalize requirements for all in-scope services
Manage client expectations, turnaround times, and scope or service changes
Monitor industry trends and recommend improvements to client service approaches
Develop and implement strategies to improve client and broker satisfaction
Assist sales and marketing efforts as needed
Coach and mentor others
Own the quality and satisfaction of new client onboarding until transition to client care

Requirements

What you’ll need

Bachelor's degree in business administration or related field
5+ years of client relationship, consulting, and implementation experience
Current or previous experience with benefits / implementation processes and methods
Excellent written and verbal communication skills with internal, external, technical, and non-technical team members
Proven track record of developing and maintaining strong relationships with clients and brokers
Strong customer service orientation
High productivity, reliability, responsibility, attendance, dependability, organization, and accuracy/thoroughness
Ability to work independently and as part of a team
Ability to operate and make timely decisions in an ambiguous, fast-paced atmosphere
Ability to quickly sort through complex subject material
Strong problem-solving skills
Ability to take initiative and use resourceful, innovative approaches while maintaining quality
Advanced proficiency in MS Excel, including VLOOKUPs, Pivot tables, and data summaries
Working knowledge of other MS Office products
Willingness to travel as needed

Benefits

Comp & perks

Comprehensive health, dental, and vision plans
Performance-based incentives for most roles
Remote first, office friendly environment
Employer-sponsored retirement savings programs
Professional development, training, and career growth resources
Supportive collaborative culture
Mental health, financial planning, and wellness resources