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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in Channel Partner engagement, operational excellence, and budget management while fostering team performance and client success. Proficient in utilizing Salesforce and driving technology-enabled transformation within the Benefits Administration domain.
Highest-signal resume keywords
Channel Partner EngagementBudget PlanningSalesforce ManagementBenefits Administration KnowledgeSaaS Product Support Experience
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Budget PlanningOperational ProcessesClient Success InitiativesPerformance Metrics TrackingCross-Functional CollaborationProduct ActivationChannel Partner Strategy DevelopmentTechnology AdoptionAnalytical CapabilitiesProblem-Solving Skills
Soft Skills
Customer-Centric MindsetStrong Communication SkillsCollaborationEmpathyAdaptability
Tools & Technologies
SalesforceAIAutomationBswift Platform
Industry Keywords
Benefits AdministrationBroker EcosystemPayroll EcosystemCompliance StandardsLegal Review
About the role
Key responsibilities & impact- Drive Channel Partner engagement, retention, product activation, operational excellence, and team performance
- Oversee budget planning, staffing strategy, client success initiatives, operational processes, and cross-functional collaboration
- Plan and manage budget and staffing needs for ongoing operations, seasonal demands, projects, and non-recurring revenue opportunities
- Lead and develop Channel Partner leadership through skill development, professional growth, career advancement, and retraining
- Manage and coach people managers and account leads to achieve performance objectives
- Oversee staffing needs, pricing, contracts, margins, and client relationships
- Engage directly with Channel Partners and develop strategies to improve partner success, efficiency, and bswift platform adoption
- Drive partner engagement, satisfaction, retention, service quality, and support effectiveness
- Define and steward the Channel Partner journey with Product and Marketing teams
- Represent the Channel Partner voice and influence internal stakeholders
- Track and prioritize industry trends, training and certification requirements, career development, turnover, and technology adoption opportunities
- Establish and monitor success metrics, including product adoption, revenue retention, and expansion
- Partner with Sales, Client Services, and Product teams to optimize cross-functional processes and drive new logos and cross-sell opportunities
- Utilize Salesforce to manage team operations and client relationships
- Drive operational excellence through AI, automation, and technology-enabled transformation
- Participate in special projects and perform additional duties as assigned
Requirements
What you’ll need- Bachelor's degree in Computer Science, Engineering, Healthcare Administration, or a related field, or equivalent combination of education and relevant work experience
- Deep knowledge and understanding of Benefits Administration
- Highly collaborative, creative, customer-centric mindset with strong analytical capabilities and adaptability
- Proven ability to thrive in a fast-paced, high-pressure, entrepreneurial environment
- Demonstrated success building trusted relationships with partner organizations
- Strong executive presence with ability to engage and influence clients and senior stakeholders
- Strong critical thinking, prioritization, and problem-solving skills
- Exceptional verbal and written communication, presentation, and negotiation skills
- Strong attention to detail, dependability, accountability, and follow-through
- Familiarity with applicable industry standards and regulations, including judgment regarding legal, compliance, privacy, or security review
- Empathy, humility, active listening skills, and commitment to continuous learning
- Master's degree (preferred)
- Previous bswift experience (preferred)
- SaaS product support experience (preferred)
- Strong understanding of broker and payroll ecosystems (preferred)
Benefits
Comp & perks- Health, dental, and vision plans
- Performance-based incentives for most roles
- Remote first, Office friendly environment
- Employer-sponsored retirement savings programs
- Professional development opportunities, including training and career resources
- Supportive culture encouraging collaboration, open communication, and creative problem-solving
- Mental health, financial planning, and wellness resources
- Fun, flexible, and creative work environment
- Opportunities for professional and personal growth
