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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in Consumer-Directed Health (CDH) implementation strategies, including plan design, eligibility, and data integration. Proven ability to lead complex, multi-workstream projects while effectively managing client relationships and stakeholder communications.
Highest-signal resume keywords
Consumer-Directed Health (CDH) ImplementationClient Implementation ManagementStakeholder ManagementBenefits AdministrationCross-Functional Team Leadership
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
CDH Plan DesignData IntegrationEligibility ManagementFunding StrategiesUser Acceptance TestingImplementation Strategy DevelopmentOperational ReadinessRisk ManagementComplex Problem SolvingImplementation Best Practices
Soft Skills
Client-Facing CommunicationFacilitation SkillsRelationship ManagementInfluencing DecisionsEducation and Guidance
Industry Keywords
Employee BenefitsFinancial ServicesHealthcare BenefitsEmployer-Sponsored Benefit ProgramsMulti-Product Workplace SolutionsImplementation ProcessesOperational ConsiderationsConsultingNonstandard RequirementsPost-Implementation Stabilization
About the role
Key responsibilities & impact- Lead complex, high-profile Consumer-Directed Health implementations for large and strategically important employer clients
- Maintain accountability for implementation strategy, client outcomes, risks, key decisions, and successful delivery
- Advise clients, consultants, brokers, and business partners on CDH plan design, implementation requirements, operational considerations, and solution capabilities
- Translate client requirements and benefit plan designs into strategies covering system configuration, eligibility, contributions, funding, data integration, testing, and administration
- Lead CDH implementation across multi-product Workplace Solutions engagements
- Identify dependencies, coordinate cross-functional workstreams, and influence stakeholder decisions
- Manage implementation risks, complex design challenges, and nonstandard client requirements
- Lead implementation readiness, user acceptance testing, launch, post-implementation stabilization, and transition to ongoing client service operations
- Serve as an organizational subject-matter expert on CDH implementation strategy, best practices, and operational readiness
- Guide and educate implementation, operations, product, sales, and relationship-management teams
- Recommend improvements to implementation processes, tools, standards, and methodologies
Requirements
What you’ll need- Bachelor's degree in a related field or equivalent professional experience
- Six or more years of experience in Consumer-Directed Health (CDH), employee benefits, client implementation, benefits administration, financial services, healthcare benefits, or a related field
- Demonstrated experience implementing Consumer-Directed Health solutions, including HSAs, FSAs, HRAs, commuter benefits, lifestyle accounts, or comparable employer-sponsored benefit programs
- Experience leading complex, multi-workstream implementations for large or sophisticated employer clients
- Strong knowledge of CDH plan design, eligibility, contributions, funding, benefits administration, data integrations, and operational requirements
- Ability to translate complex client requirements into implementation strategies and coordinate technical and operational stakeholders
- Experience consulting on complex or nonstandard implementation requirements, managing risks, resolving issues, and influencing decisions across multiple stakeholders
- Strong client-facing communication, facilitation, stakeholder management, and relationship-management skills
- Ability to communicate complex CDH concepts to technical and nontechnical audiences
- Experience serving as a subject-matter expert, developing implementation best practices, and guiding cross-functional teams
- Applicants must be authorized to work for any employer in the U.S.; employment visa sponsorship, including CPT/OPT, is unavailable
- Reliable high-speed internet with a wired connection and an adequately equipped home workspace
Benefits
Comp & perks- Medical, dental, vision and life insurance
- 401(k) plan with generous company matching contributions (up to 6%)
- Financial advisory services
- Potential company discretionary retirement contribution
- Broad investment lineup
- Tuition reimbursement up to $5,250/year
- Business-casual environment with the option to wear jeans
- Generous paid time off upon hire
- Ten paid company holidays and three floating holidays each calendar year
- Paid volunteer time — 16 hours per calendar year
- Paid parental leave
- Paid short- and long-term disability
- Family and Medical Leave (FMLA)
- Business Resource Groups (BRGs)
- Flexible work environment
- Reliable high-speed internet with a wired connection and home workspace support
- Necessary computer equipment provided
