Is the Client Services & Deployment Lead position at Benefit Harbor LP fully remote?

Yes, this Client Services & Deployment Lead position at Benefit Harbor LP is a remote position. The role is available for candidates in United States.

Is this a full-time or part-time Client Services & Deployment Lead role?

This is a full-time Client Services & Deployment Lead position at Benefit Harbor LP.

What is the salary range for the Client Services & Deployment Lead position?

The salary range for this Client Services & Deployment Lead role is $65k - $75k.

How do I apply for the Client Services & Deployment Lead position at Benefit Harbor LP?

You can apply for this Client Services & Deployment Lead position by clicking the "Apply Now" button on this page, which will take you to Benefit Harbor LP's application portal.

Client Services & Deployment Lead at Benefit Harbor LP

United States

$65k - $75k

Company Description Benefit Harbor is a leading provider of benefits administration technology and compliance solutions, trusted by employers across the United States for over 25 years. Using proprietary, purpose-built technology, the company simplifies complex benefits environments by streamlining enrollment, eligibility management, carrier data exchange, and regulatory compliance. Benefit Harbor primarily serves midsize to large enterprises, helping HR teams reduce administrative workload and ensure ACA compliance. With strong integrations to insurance carriers and a focus on modernizing benefits operations, the company enhances the experience for both administrators and employees. Team members collaborate in a technology-driven, client-focused environment that values accuracy, reliability, and service excellence. Job Title: Client Services & Deployment Lead Summary/Objective The Client Services & Deployment Lead (CS&DL) is directly responsible for managing onboarding process of new and renewal Workday Benefit Bridge clients.  The CS&DL is responsible for implementation; system build out and ongoing administration for the Workday Benefit Bridge clients. This includes initial plan documentation, project management, build in Sys Admin and day-to-day operations.  The CS&DL will work closely with the Director, ERP Benefits and Deployment, the EDI teams and management to research and resolve issues and escalations.   Essential Duties and Responsibilities include, but are not limited to: The Client Services & Deployment Lead will:   Client Relationship & Experience Management <ul style="margin-bottom: 0in; margin-top: 0px;"> <li style="margin: 0in 0in 0in 0px; line-height: 115%; font-size: 11pt; font-family: Calibri, sans-serif;">Serve as a liaison between clients and internal stakeholders to communicate priorities, expectations, and timelines.</li> <li style="margin: 0in 0in 0in 0px; line-height: 115%; font-size: 11pt; font-family: Calibri, sans-serif;">Lead client and carrier calls, complete and follow agenda items and provide meeting minutes and updates on outstanding items.</li> <li style="margin: 0in 0in 0in 0px; line-height: 115%; font-size: 11pt; font-family: Calibri, sans-serif;">Analyze escalations; research and trouble shoot from initial contact, sourcing internal partners as needed and maintaining ownership throughout to resolution. </li> </ul> <ul style="margin-top: 0in; margin-bottom: 0in;" type="disc"> <li style="color: black; margin-bottom: 0in; line-height: 115%; margin-top: 0in; margin-right: 0in; font-size: 11pt; font-family: Calibri, sans-serif;">Build and maintain strong client relationships to ensure satisfaction and long-term partnership success.</li> </ul> System Configuration & Administration (Platform Ownership) <ul style="margin-bottom: 0in; margin-top: 0px;"> <li style="margin: 0in 0in 0in 0px; line-height: 115%; font-size: 11pt; font-family: Calibri, sans-serif;">Work directly with the Client’s Integration Partner and the Client to confirm benefit plan details and system build.</li> </ul> <ul style="margin-bottom: 0in; margin-top: 0px;"> <li style="margin: 0in 0in 0in 0px; line-height: 115%; font-size: 11pt; font-family: Calibri, sans-serif;">Review and understand business and plan design build requirements on standard benefit portfolios</li> <li style="margin: 0in 0in 0in 0px; line-height: 115%; font-size: 11pt; font-family: Calibri, sans-serif;">Configure and maintain client-specific benefits within the BHAI platform.</li> <li style="margin: 0in 0in 0in 0px; line-height: 115%; font-size: 11pt; font-family: Calibri, sans-serif;">Document and implement client-specific exceptions or customizations within the benefits platform.</li> </ul> Integration & EDI Coordination <ul style="margin-top: 0in; margin-bottom: 0in;" type="disc"> <li style="color: black; margin-bottom: 0in; line-height: 115%; margin-top: 0in; margin-right: 0in; font-size: 11pt; font-family: Calibri, sans-serif;">Collaborate with EDIA to support file mapping, field translations, and layout alignment during Workday integration.</li> <li style="color: black; margin-bottom: 0in; line-height: 115%; margin-top: 0in; margin-right: 0in; font-size: 11pt; font-family: Calibri, sans-serif;">Oversee end-to-end EDI testing, including validation of eligibility scenarios, retroactivity, and event-based changes.</li> </ul> Reporting, Documentation, and Process Ownership <ul style="margin-bottom: 0in; margin-top: 0px;"> <li style="margin: 0in 0in 0in 0px; line-height: 115%; font-size: 11pt; font-family: Calibri, sans-serif;">Maintain standardized documentation for implementation and renewal processes, including checklists, SOPs, and client-specific configurations, to meet all deliverables presented in the scope of service.</li> </ul> <ul style="margin-bottom: 0in; margin-top: 0px;"> <li style="margin: 0in 0in 0in 0px; line-height: 115%; font-size: 11pt; font-family: Calibri, sans-serif;">Provide daily reporting on key implementation and renewal metrics in Smartsheet (e.g., time to go-live, file readiness status, open escalations). </li> </ul> <ul style="margin-top: 0in; margin-bottom: 0in;" type="disc"> <li style="color: black; margin-bottom: 0in; line-height: 115%; margin-top: 0in; margin-right: 0in; font-size: 11pt; font-family: Calibri, sans-serif;">Participate in post-deployment reviews to gather client feedback and apply lessons learned to future deployments.</li> </ul> <ul style="margin-bottom: 0in; margin-top: 0px;"> <li style="margin: 0in 0in 0in 0px; line-height: 115%; font-size: 11pt; font-family: Calibri, sans-serif;">Continuously look for process improvements for clients and the organization such as automation and functionality enhancements.</li> </ul> Compliance <ul style="margin-top: 0in; margin-bottom: 0in;" type="disc"> <li style="color: black; margin-bottom: 0in; line-height: 115%; margin-top: 0in; margin-right: 0in; font-size: 11pt; font-family: Calibri, sans-serif;">Ensure that system builds are compliant with client-specific Requirements Document and maintain the documentation ongoing.</li> </ul> <ul style="margin-bottom: 0in; margin-top: 0px;"> <li style="margin: 0in 0in 0in 0px; line-height: 115%; font-size: 11pt; font-family: Calibri, sans-serif;">Adhere to case building processes and complete SOCII documentation requirements </li> </ul>   Other Duties Please note this job description is not designed to cover or contain a comprehensive list of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.   Required Qualifications General Knowledge, Experience, Technical, and Problem-Solving Skills <ul style="margin-bottom: 0in; margin-top: 0px;"> <li style="margin: 0in 0in 0in 0px; line-height: normal; background: white; font-size: 11pt; font-family: Calibri, sans-serif;">Strong knowledge of Microsoft Office</li> <li style="margin: 0in 0in 0in 0px; line-height: normal; background: white; font-size: 11pt; font-family: Calibri, sans-serif;">Must be proficient in Excel (VLOOKUP, Basic Functionality)</li> <li style="margin: 0in 0in 0in 0px; line-height: normal; background: white; font-size: 11pt; font-family: Calibri, sans-serif;">Must have health and welfare knowledge</li> <li style="margin: 0in 0in 0in 0px; line-height: normal; background: white; font-size: 11pt; font-family: Calibri, sans-serif;">Strong analytical skill set and ability to use data to define and resolve issues</li> </ul> Communication Proficiency: <ul style="margin-bottom: 0in; margin-top: 0px;"> <li style="margin: 0in 0in 0in 0px; line-height: normal; background: white; font-size: 11pt; font-family: Calibri, sans-serif;">Strong Written and Verbal Communication Skills with the ability to communicate with both technical and non-technical personnel; ability to listen, clarify and respond well to questions</li> <li style="margin: 0in 0in 0in 0px; line-height: normal; background: white; font-size: 11pt; font-family: Calibri, sans-serif;">Excellent listening skills and the ability to ask probing questions, understand concerns and overcome objections</li> </ul> Client and Partner Focus <ul style="margin-bottom: 0in; margin-top: 0px;"> <li style="margin: 0in 0in 0in 0px; line-height: normal; background: white; font-size: 11pt; font-family: Calibri, sans-serif;">Demonstrated ability to provide superior Customer Service</li> <li style="margin: 0in 0in 0in 0px; line-height: normal; background: white; font-size: 11pt; font-family: Calibri, sans-serif;">Present solutions in a well-organized and clear fashion </li> <li style="margin: 0in 0in 0in 0px; line-height: normal; background: white; font-size: 11pt; font-family: Calibri, sans-serif;">Must possess strong follow-up and follow through skills with a sense of urgency and attention</li> </ul> Leadership <ul style="margin-bottom: 0in; margin-top: 0px;"> <li style="margin: 0in 0in 0in 0px; line-height: normal; background: white; font-size: 11pt; font-family: Calibri, sans-serif;">Experience in working collaboratively and building teams</li> <li style="margin: 0in 0in 0in 0px; line-height: normal; background: white; font-size: 11pt; font-family: Calibri, sans-serif;">Strong work ethic and self-starter, able to effectively manage multiple clients and adapt to change within a fast-paced high intensity business setting</li> <li style="margin: 0in 0in 0in 0px; line-height: normal; background: white; font-size: 11pt; font-family: Calibri, sans-serif;">Must possess integrity, reliability, responsibility, strong organizational skills and high attention to detail.</li> </ul>   Other Positional Details Minimum Required Qualifications <ul style="margin-bottom: 0in; margin-top: 0px;"> <li style="margin: 0in 0in 0in 0px; line-height: normal; background: white; font-size: 11pt; font-family: Calibri, sans-serif;">Bachelor’s degree or related experience in business, preferably in Service Management</li> <li style="margin: 0in 0in 0in 0px; line-height: normal; background: white; font-size: 11pt; font-family: Calibri, sans-serif;">5+ years demonstrated management experience with complex projects in the benefits industry (preferably Health & Welfare), or other related experience</li> </ul> Work Environment <ul style="margin-top: 0in; margin-bottom: 0in;" type="disc"> <li style="color: black; margin-bottom: 0in; line-height: normal; margin-top: 0in; margin-right: 0in; font-size: 11pt; font-family: Calibri, sans-serif;">The work is typically performed in a normal office environment on site at Benefit Harbor or in a remote home office. Some travel and extended hours may be required.</li> </ul> Suggested Schedule This is a full-time exempt position. General hours of operation are Monday through Friday between the hours of 8 am to 5 pm with some flexibility to support clients throughout the continental US.  Occasional evening or weekend hours may be required during peak peri

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Remote Opportunity

Client Services & Deployment Lead

Join Benefit Harbor LP as a senior professional working remotely from United States. Explore the role, benefits, and apply in one place.

Client Services & Deployment Lead

Benefit Harbor LP

Full Time

$65k - $75k

3 weeks ago

Company Description Benefit Harbor is a leading provider of benefits administration technology and compliance solutions, trusted by employers across the United States for over 25 years.

United States

Engineering

Senior

Benefits Administration

Workday

Project Management

+5 more

Job Description

Company Description Benefit Harbor is a leading provider of benefits administration technology and compliance solutions, trusted by employers across the United States for over 25 years. Using proprietary, purpose-built technology, the company simplifies complex benefits environments by streamlining enrollment, eligibility management, carrier data exchange, and regulatory compliance. Benefit Harbor primarily serves midsize to large enterprises, helping HR teams reduce administrative workload and ensure ACA compliance. With strong integrations to insurance carriers and a focus on modernizing benefits operations, the company enhances the experience for both administrators and employees. Team members collaborate in a technology-driven, client-focused environment that values accuracy, reliability, and service excellence.

Job Title: Client Services & Deployment Lead

Summary/Objective

The Client Services & Deployment Lead (CS&DL) is directly responsible for managing onboarding process of new and renewal Workday Benefit Bridge clients. The CS&DL is responsible for implementation; system build out and ongoing administration for the Workday Benefit Bridge clients. This includes initial plan documentation, project management, build in Sys Admin and day-to-day operations. The CS&DL will work closely with the Director, ERP Benefits and Deployment, the EDI teams and management to research and resolve issues and escalations.

Essential Duties and Responsibilities include, but are not limited to:

The Client Services & Deployment Lead will:

Client Relationship & Experience Management

Serve as a liaison between clients and internal stakeholders to communicate priorities, expectations, and timelines.
Lead client and carrier calls, complete and follow agenda items and provide meeting minutes and updates on outstanding items.
Analyze escalations; research and trouble shoot from initial contact, sourcing internal partners as needed and maintaining ownership throughout to resolution.

Build and maintain strong client relationships to ensure satisfaction and long-term partnership success.

System Configuration & Administration (Platform Ownership)

Work directly with the Client’s Integration Partner and the Client to confirm benefit plan details and system build.

Review and understand business and plan design build requirements on standard benefit portfolios
Configure and maintain client-specific benefits within the BHAI platform.
Document and implement client-specific exceptions or customizations within the benefits platform.

Integration & EDI Coordination

Collaborate with EDIA to support file mapping, field translations, and layout alignment during Workday integration.
Oversee end-to-end EDI testing, including validation of eligibility scenarios, retroactivity, and event-based changes.

Reporting, Documentation, and Process Ownership

Maintain standardized documentation for implementation and renewal processes, including checklists, SOPs, and client-specific configurations, to meet all deliverables presented in the scope of service.

Provide daily reporting on key implementation and renewal metrics in Smartsheet (e.g., time to go-live, file readiness status, open escalations).

Participate in post-deployment reviews to gather client feedback and apply lessons learned to future deployments.

Continuously look for process improvements for clients and the organization such as automation and functionality enhancements.

Compliance

Ensure that system builds are compliant with client-specific Requirements Document and maintain the documentation ongoing.

Adhere to case building processes and complete SOCII documentation requirements

Other Duties

Please note this job description is not designed to cover or contain a comprehensive list of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.

Required Qualifications

General Knowledge, Experience, Technical, and Problem-Solving Skills

Strong knowledge of Microsoft Office
Must be proficient in Excel (VLOOKUP, Basic Functionality)
Must have health and welfare knowledge
Strong analytical skill set and ability to use data to define and resolve issues

Communication Proficiency:

Strong Written and Verbal Communication Skills with the ability to communicate with both technical and non-technical personnel; ability to listen, clarify and respond well to questions
Excellent listening skills and the ability to ask probing questions, understand concerns and overcome objections

Client and Partner Focus

Demonstrated ability to provide superior Customer Service
Present solutions in a well-organized and clear fashion
Must possess strong follow-up and follow through skills with a sense of urgency and attention

Leadership

Experience in working collaboratively and building teams
Strong work ethic and self-starter, able to effectively manage multiple clients and adapt to change within a fast-paced high intensity business setting
Must possess integrity, reliability, responsibility, strong organizational skills and high attention to detail.

Other Positional Details

Minimum Required Qualifications

Bachelor’s degree or related experience in business, preferably in Service Management
5+ years demonstrated management experience with complex projects in the benefits industry (preferably Health & Welfare), or other related experience

Work Environment

The work is typically performed in a normal office environment on site at Benefit Harbor or in a remote home office. Some travel and extended hours may be required.

Suggested Schedule

This is a full-time exempt position. General hours of operation are Monday through Friday between the hours of 8 am to 5 pm with some flexibility to support clients throughout the continental US. Occasional evening or weekend hours may be required during peak peri

Skills

Benefits Administration

Workday

Project Management

Client Relationship Management

System configuration

Data Analysis

Microsoft Excel

EDI coordination

Ready to Apply?

Join Benefit Harbor LP today

Salary Range

$65k - $75k

Posted 3 weeks ago

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