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Client Onboarding Lead (Work Remotely Anywhere in the United States)

Since 1998, Businessolver has delivered market-changing benefits technology and services supported by an intrinsic responsiveness to client needs. The company creates client programs that maximize benefits program investment, minimize risk exposure, and engage employees with easy-to-use solutions and communication tools to assist them in making wise and cost-efficient benefits selections. Founded by HR professionals, Businessolver's unwavering service-oriented culture and secure SaaS platform provide measurable success in its mission to provide complete client delight.

This role acts as the primary point of contact for a variety of large-scale clients during the discovery phase of a client’s onboarding experience.  This role is expected to gather, analyze and document business requirements across all areas of our platform with both clients and vendors. 

The Gig:

  • Serves as main of contact both internally and externally for Onboarding strategic planning, client relationship and definition of client requirements for all Businessolver service offerings.
  • Leads discovery sessions that result in detailed business requirements for clients.
  • Serves as the subject matter expert for clients and Businessolver as it relates to our delivery model and application of those requirements to both new project implementations and ongoing support/delivery.
  • Assesses and mitigates risk with scope of project discovery.
  • Effectively communicates project expectations and progress to our clients, team members, and executive team in a timely and clear manner during discovery
  • Actively participates in business development and increases revenue opportunities.
  • Demonstrated initiative and drive within a fast-paced environment is required.
  • May perform other duties as assigned.

What you need to make the cut: 

  • 7+ years proven experience in benefit administration industry
  • Bachelor's degree preferred  
  • Health & Welfare benefits administration or Consulting, Client Onboarding or IT consulting, benefits administration or SaaS solution implementation is a plus 
  • Strong quantitative/analytical skills                               
  • Strong written and oral communication skills
  • Ability to work within tight delivery timeframes
  • Fluency with all MS Office tools, including Access, Project, and Visio
  • Experience leading multiple strategic, complex projects with successful results (scope, schedule, and budget) simultaneously
  • Experience defining and documenting processes, and driving continuous improvement to processes via process measurement/metrics

The pay range for this position is 68K to 107K per year (pay to be determined by the applicant’s education, experience, knowledge, skills, abilities, balanced against internal equity and competitive market based geographic ranges). 

This role is eligible to participate in the annual bonus incentive plan. 

Other Compensation:  If this position is full-time or part-time benefit eligible, you will receive a comprehensive benefits package which can be viewed here: https://businessolver.foleon.com/bsc/job-board-businessolver-virtual-benefits-guide/ 

The Businessolver Way…

Our team has spent two decades crafting a culture that challenges each employee to perform at the top of their game – and have fun doing it! If you desire to use your skills and experience in an environment where you can make a difference, we want to hear from you!

Businessolver is committed to maintaining an environment that protects client data. We train our employees to maintain leading class security practices and expect all employees to adhere to policy, procedures and controls.

(Applicable to all roles at an AVP, DIR, VP, Head Of or SVP and above level):

Serve as a security contact for the business unit. Responsible for driving adoption and compliance with information security and privacy practices. Serve as a liaison with the information security team on security and privacy matters.

Equal Opportunity at Businessolver:

Businessolver is an Affirmative Action and Equal Opportunity Employer and is proud to offer equal employment opportunity to everyone regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity, veteran status, and more. We also consider qualified applicants regardless of criminal histories, consistent with legal requirements.

#LI-Remote

Average salary estimate

$87500 / YEARLY (est.)
min
max
$68000K
$107000K

If an employer mentions a salary or salary range on their job, we display it as an "Employer Estimate". If a job has no salary data, Rise displays an estimate if available.

What You Should Know About Client Onboarding Lead (Work Remotely Anywhere in the United States) , Businessolver

Are you passionate about providing top-notch client experiences? Businessolver is on the lookout for a talented Client Onboarding Lead to join our team remotely from anywhere in the U.S.! Since our founding in 1998, we've revolutionized benefits technology and services, thanks to our focus on client needs and our service-oriented culture. As a Client Onboarding Lead, you will be the primary point of contact during the onboarding process, working closely with large-scale clients to gather, analyze, and document their business requirements. You'll lead discovery sessions and serve as the subject matter expert, ensuring a smooth transition for our clients. Communication is key in this role, as you'll be responsible for keeping everyone informed about project expectations and progress. We're looking for someone with at least 7 years of proven experience in the benefits administration industry and a knack for handling complex projects effectively. If you thrive in a fast-paced environment and enjoy making a significant impact, Businessolver is the perfect place for you to utilize your skills and make a difference!

Frequently Asked Questions (FAQs) for Client Onboarding Lead (Work Remotely Anywhere in the United States) Role at Businessolver
What are the main responsibilities of the Client Onboarding Lead at Businessolver?

The Client Onboarding Lead at Businessolver plays a vital role in the onboarding process for large-scale clients. This includes acting as the main point of contact, leading discovery sessions, analyzing and documenting business requirements, and ensuring effective communication of project expectations. The lead also assesses and mitigates project risks while participating in business development activities to increase revenue opportunities.

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What qualifications do I need to apply for the Client Onboarding Lead position at Businessolver?

To apply for the Client Onboarding Lead position at Businessolver, candidates should ideally have over 7 years of experience in the benefits administration industry. A Bachelor's degree is preferred, and expertise in Health & Welfare benefits administration, IT consulting, or benefits administration/SaaS solution implementation is a plus. Strong analytical skills, exceptional written and verbal communication skills, and proficiency in MS Office tools are also crucial.

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How does Businessolver ensure client data security during the onboarding process?

Businessolver prioritizes client data security during the onboarding process by training employees in leading-class security practices. The Client Onboarding Lead is responsible for maintaining compliance with security policies, procedures, and controls. Additionally, they serve as a liaison with the information security team on security and privacy matters, ensuring that client data is well-protected throughout the onboarding journey.

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Can the Client Onboarding Lead role at Businessolver be performed remotely?

Yes! The Client Onboarding Lead position at Businessolver is a remote role, allowing you to work from anywhere in the United States. This flexibility supports our commitment to fostering a diverse workforce while enabling you to balance your personal and professional life effectively.

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What is the salary range for the Client Onboarding Lead position at Businessolver?

The salary range for the Client Onboarding Lead position at Businessolver falls between $68K and $107K per year, depending on the applicant's education, experience, skills, and internal equity and market considerations. Additionally, this role is eligible for annual bonus incentives and a comprehensive benefits package.

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Common Interview Questions for Client Onboarding Lead (Work Remotely Anywhere in the United States)
What experience do you have in benefits administration relevant to the Client Onboarding Lead role?

When answering this question, focus on specific examples from your experience in benefits administration, highlighting your roles in project implementations, client relationships, and team collaboration. Discuss relevant metrics or outcomes that demonstrate your success in previous positions.

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How do you manage competing deadlines and prioritize your work?

Show your ability to manage time and prioritize tasks effectively by discussing strategies such as using project management tools, setting clear deadlines, and communicating regularly with stakeholders. Illustrate your methods with specific instances where your organization led to successful project outcomes.

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Can you describe how you handle difficult client situations during the onboarding process?

Discuss a specific example of a challenging client situation and explain your approach to resolving it. Emphasize your communication skills, ability to listen actively, and how you worked collaboratively with your team to find a satisfactory solution.

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What tools or software are you familiar with that could assist in the onboarding process?

Highlight specific tools such as MS Office Suite, particularly Access and Visio, and any project management software you've used. Discuss how you've employed these tools to streamline processes and enhance communication during onboarding projects.

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What strategies do you use to gather and document client requirements effectively?

Share your approach to gathering client requirements, such as conducting thorough discovery sessions, employing active listening techniques, and using templates for documentation. Mention any practices you follow to ensure accuracy and comprehensiveness in capturing project needs.

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How do you assess risks associated with onboarding projects?

Describe your process for identifying, assessing, and mitigating risks during onboarding. Discuss any frameworks or methodologies you utilize to evaluate potential pitfalls proactively, and provide an example of how your risk assessment led to a successful client onboarding experience.

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How would you define 'client delight' in the context of your role?

Reflect on the importance of client satisfaction in the onboarding process. Share your perspective on how to exceed client expectations through clear communication, proactive service, and delivering results on time. Use examples to demonstrate what client delight means to you.

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Describe a complex onboarding project you successfully led.

Outline a particular project, specifying its complexities and the challenges faced. Share how you tackled these challenges, coordinated with various teams, and achieved successful results, highlighting your leadership qualities and project management skills.

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What motivates you to work in a client-facing role like the Client Onboarding Lead position?

Discuss your passion for building relationships and helping clients achieve their goals. Share your views on the impact of delivering excellent onboarding experiences and the satisfaction it brings you as a professional. Connecting your motivation to Businessolver's mission could strengthen your response.

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Why do you want to work for Businessolver as a Client Onboarding Lead?

Emphasize your alignment with Businessolver's values, mission, and culture. Discuss how your career goals align with the company’s focus on innovation and client satisfaction, and express your enthusiasm for being part of a team that is dedicated to making a meaningful difference in clients' lives.

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Grow our business. Delight our clients.

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Full-time, remote
DATE POSTED
March 25, 2025

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