Client Solutions Manager

Posted Yesterday
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Maitland, FL
Junior
Healthtech • Financial Services
The Role
The Client Solutions Manager at Alegeus will listen to client needs to design tailored solutions, configure the WealthCare Administration platform, ensure operational readiness, support testing processes, and collaborate across teams for project success and continuous improvement.
Summary Generated by Built In

MISSION

Listen to understand new clients’ current design and desired outcomes to build an integrated solution that best utilizes the features and functions Alegeus has to offer. Collaborate with internal partners and clients to further enhance client, employer and customer experience when needs are identified.

RESPONSIBILITIES

  • Assists with delivery of future state solution meets client requirements while adhering to Alegeus best practices. Is responsible for any known gaps having a manual/temporary solution are clearly documented and transitioned to the appropriate owners until a systematic process can be rolled out.

  • Assists with the configuration of all client documented requirements.

  • Becomes a SME in at least one WCA area, demonstrated by taking ownership of updating all documentation relating to the feature/process and updating the team when the product team makes changes that impact that feature or process.

  • Through discovery, develop a deep understanding of client’s current state including their current CDH platform, systems, CHD plans and product offerings, integration points, business structure, and operational processes

  • Ensures the accuracy of configuration of the WealthCare Administration platform per the business requirements in the testing and production environments

  • Ensures the various project workstreams and other supporting departments involved in the projects are in sync and aligned with the future state design

  • Measures and makes final decisions on operational readiness with client

  • Ensures testing approach covers all aspects of solution design, assists team in creating custom testing program, and oversees client testing execution carried out by client

  • Provides input to Director, Professional Services to ensure continuous process improvement for client implementations and changes

  • Stays abreast of industry and Alegeus product knowledge and expertise as new products and features are released

  • Contributes to custom training plan, may assist Training Team during client training

  • Assists in resolving client operational or technical questions or issues

  • Responsible for working with the development team to create the high-level design for all custom solutions and/or custom code requirements

  • Provides guidance and assists Data Conversion Team with conversion planning and oversees data and functionality mapping and data conversion execution

  • Supports Sales, Service Delivery, and Product Development in assessing and creating new solutions and product offerings

  • Work closely with the project manager and other client solutions managers/analysts to define project scope, set implementation timeline, assist with creating project plan and identifying project staffing needs

  • Works with various technology partners for integration of external data elements

EDUCATION/EXPERIENCE

  • BA/BS required

  • At least 2 years’ experience in financial services, financial operations, software operations or related fields

  • Experience with project management and successful completion of project-based tasks will be required to be successful

  • Working knowledge and understanding of the US healthcare system and the operations of health plans

VALUES (the “How”) 

At Alegeus, equally important to the “What” (the individual performance goals that each employee commits to in support of the company’s overall success) is the “How” (the framework of principles that guide how we work together to drive our business forward). Overall performance success will also consider individual delivery on our corporate values: 

  • People First. We pride ourselves in bringing talented people together and treating one another with care. This means we assume best intentions and trust and respect each other. We lift our colleagues up, celebrate diverse perspectives and accomplish more together.

  • Partner Powered. We are committed to empowering our partners, knowing our success is shared and we win as one. We take this connection to heart—it’s the spark that drives collaboration across teams and inspires us to continuously raise the bar with the products and services we deliver.

  • Always Advancing. We are driven by potential and relentlessly determined to achieve our goals. We thrive on the opportunity to get better every day and the thrill presented by new challenges. Our competitive edge lies in the clarity of our vision, confidence in the future and tenacity to deliver.

The above cited duties and responsibilities describe the general nature and level of work performed by an incumbent assigned to the job. They are not intended to be an exhaustive list of all the duties and responsibilities that a candidate may be expected or asked to perform.

#LI-JL1

#LI-Remote

We are committed to a policy of Equal Employment Opportunity and will not discriminate against an applicant or employee on the basis of race, color, religion, creed, national origin or ancestry, sex, age, physical or mental disability, veteran or military status, genetic information, sexual orientation, marital status, or any other legally recognized protected basis under federal, state or local laws, regulations or ordinances. The information collected by this application is solely to determine suitability for employment, verify identity and maintain employment statistics on applicants.

At Alegeus, being transparent about our compensation philosophy and approach is more than just a legal requirement. As our organization continues to grow and evolve, we have made a commitment to ensure that our compensation framework is equitable, data-driven, consistent, and unbiased, with allowable pay differences based on factors unique to each candidate (think: skills, experience, qualifications, etc.) in order to attract and retain a highly talented and committed workforce.

We are taking an “inside-out” approach to pay transparency by first educating our valued managers and internal workforce and then moving to publishing compensation ranges externally. In the interim, if you are a California, Colorado, Connecticut, Maryland, Nevada, New Jersey, New York, Ohio or Washington resident and this role is physically available in your state or classified as remote, you may be eligible to receive additional information about the compensation and benefits for this role, which we will provide upon request. Please send an email identifying the title of the role you are interested in and the state you reside in to [email protected].

The Company
HQ: Waltham, MA
531 Employees
On-site Workplace
Year Founded: 1995

What We Do

Alegeus is the market leader in consumer directed healthcare solutions, offering the industry’s most comprehensive platform for the administration of healthcare benefit accounts (including FSAs, HSAs, HRAs, wellness incentive, dependent care, and commuter accounts), the industry’s most widely-used benefit debit card, and powerful consumer engagement solutions to help consumers optimize their healthcare spending and maximize their healthcare savings.

Over 300 clients - including health insurance plans, third party administrators and financial institutions - leverage Alegeus’ deep expertise and proven technology to administer benefit accounts for more than 30 million members and process more than $9.1 billion in consumer healthcare payments annually.

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