Implementation Analyst

Join Us at PlanSource: Your Exciting Career Awaits!At PlanSource, a leading cloud-based provider of benefits administration technology and services, we are on a mission to simplify how people choose, use, and manage benefits through cutting-edge, AI-powered experiences. This is an incredible time to launch your career with us!The Implementation Analyst will be responsible for leading the configuration and testing of the benefits administration site, ensuring that all systems and software are properly set up and documented. This role involves close collaboration with various departments to accurately track and implement the PlanSource software. Additionally, the Analyst will mentor less experienced teammates, helping them improve processes, meet quality expectations, and adhere to deadlines. Leveraging advanced system development knowledge and health and welfare expertise, you will implement solutions for new customers. This position requires direct client interaction and excellent communication skills.Responsibilities Configure applications, services and or software based on client business requirements to ensure they meet user needs.Complete job-related training courses and/or seminars, as may be required for the job and/or assigned by ManagerFoster a collaborative and productive team environment through mentorship and effective respectful communication.Participate and or lead group meetings, engage with internal stakeholders on process and product areas of improvement.Maintain comprehensive project documentation, ensure all tasks are consistently up-to-date. Including but not limited to: Salesforce projects, EDI Case Notes, IMP SharePoint Site.Identify potential risks and help develop mitigation strategies.Conduct internal tests to validate configurations and ensure they meet technological requirements.Conducts client user acceptance testing and training for new configurations and system updates.Make sure all project deliverables adhere to quality standards by achieving acceptable pass rate in QA evaluations.Maintain clear and consistent communication with stakeholders, including clients, Implementation leader, additional team members, and senior management.Ensure timely and accurate completion of all individual and assigned team tasks.Provide back-up to team members as needed to avoid delays and ensure client satisfaction.Consult and provide guidance on best practices to all internal and external stakeholders.Address any issues or obstacles that arise during the project. Partner with the Implementation leader to develop solutions and make decisions to keep the project on track.Possesses and maintains comprehensive benefits and benefit system knowledge.Maintains HIPPA, PHI and PII sensitivity, regularly participates and completes company assigned compliance trainings.Provide transition QA and support for customers post go-liveAll other duties as deemed necessary by management.About You:Necessary Strengths, Skills, and Competencies3-4 years of experience in related field or role.Advanced experience and proficiency in configuring, and/or managing various service-related platforms and tools.Strong communication skills with a customer service focus.Inclined to volunteer for additional responsibilities or tasks to grow and be challenged.Proven track record contributing, delivering and completing advanced task, activities and methodologies.Customer first approach, Interpersonal skills, oral and written communication, decision making, problem solving, professionalism, flexibility, organizational awareness, and mentoring/coaching.Able to comfortably and effectively present to audiences of various sizes.Able to work independently and in a team environment and take lead when necessary.Competencies: skilled, prioritization, critical thinking, process management, leadership, time management.Flexible and agile professional with a goal to develop and refine.Intermediate knowledge of customer relationship management (CRM) tools.Intermediate skills in MS products including Excel, Word, Outlook, Project, and PowerPoint.Thinks outside the box and willing to explore outside area of expertise.Willingly collaborates and shares knowledge with others.Works independently with a strong ability to learn new skills.What we offer:Great benefits package, including a full suite of health benefits, a generous 401(k) Plan, unlimited PTO, paid parental leave, a strong rewards and recognition program, and a focus on mental health and well-being.An inclusive environment with Employee Resource Groups to join, volunteering days and the ability to donate to organizations of your choice through our recognition platform.The opportunity to work for a growing, established technology company, but work side-by-side with a small, dynamic team of talented professionals.Fast-paced environment with big goals and the opportunity to make a big impact.Top five reasons to come to PlanSource:#5: Join the Vista Family. In March 2019, Vista Equity Partners acquired PlanSource, marking a new phase of growth. Vista’s portfolio of technology and software companies collectively make up the 4th largest software ecosystem in the world.#4: PlanSource is highly rated with our customers. Be proud of our sophisticated cloud-based technology that meets the needs of even the most complex benefit programs.#3: Success is rewarded. With more than just a pat on the back, your success is recognized and rewarded. We take care of our employees in every way we can, with comprehensive benefits, employee recognitions, and a commitment to wellbeing.#2: You can grow and develop professionally. PlanSource has a great track record of internal promotions within the company and offering development plans and tracks to pursue your personal and professional goals.#1: Share our values. Be part of a team that values diversity and representation in all levels of the organization. Be part of a team that gives back to local communities and is actively aware of their social and environmental impact.PlanSource is committed to fostering, cultivating, and preserving a culture of diversity and inclusion. Our employees are the most valuable asset we have. The collective sum of the individual differences, life experiences, knowledge, inventiveness, innovation, self-expression, unique capabilities and talent that our employees invest in their work represents a significant part of not only our culture, but our reputation and company’s achievement as well.We celebrate and support our employees’ diversity in age, color, disability, ethnicity, cultural beliefs, family or marital status, gender identity or expression, language, national origin, physical and mental ability, political affiliation, race, religion, sexual orientation, socio-economic status, veteran status and other characteristics that make our employees unique.NOTE: We will consider a remote employee for approved cities PlanSource can accommodate.If you’re selected, you’ll receive your offer and be asked to complete a background check. This will include a drug screen, criminal record search and verification of previous employment and/or education.Recruiting Scams: Unfortunately, scams targeting job seekers are common. To protect our candidates, we want to remind you that authorized representatives of PlanSource will only contact you from an email address ending in @plansource.com. PlanSource will never ask for personally identifiable information such as Date of Birth (DOB), Social Security Number (SSN), banking/direct/tax details, etc. via email or any other non-secure system, nor will we instruct you to make any purchases related to your employment. If you believe you’ve encountered a recruiting scam, report it to the Federal Trade Commission and your state’s Attorney General.