Client Success Specialist

The Client Success Specialist at OneDigital is responsible for onboarding new clients, managing the end-to-end setup of employee benefit programs, and ensuring successful implementation and transition to ongoing service. The role involves collaboration with clients, carriers, vendors, and internal teams to design onboarding strategies and resolve complex challenges.

Location: Remote (US)

Salary: $55,000–$65,000/yr

Responsibilities

• Serve as client specialist for assigned clients, designing and directing onboarding strategies, timelines, and risk mitigation plans.
• Own the end-to-end onboarding plan including scope, timeline, dependencies, and deliverables.
• Lead client success meetings, establish agendas, drive decisions, and ensure accountability for outcomes.
• Execute the setup and onboarding of employee benefit programs with carriers and vendors.
• Ensure accurate completion of carrier submissions, plan setup, and enrollment readiness.
• Establish onboarding controls to ensure data integrity, compliance, and operational readiness prior to client launch.
• Manage carrier, vendor, and HRIS platform deliverables and timelines.
• Provide operational guidance to Client Executives regarding onboarding readiness and requirements.
• Serve as the primary operational contact for clients during onboarding.
• Lead the transition of onboarded clients to the Account Management and retention teams.

Requirements

• 5+ years of experience in employee benefits brokerage, benefits administration, or implementation roles.
• Demonstrated experience leading client onboarding or implementation projects.
• Experience advising on benefits administration, eligibility rules, and platform configuration.
• Active Life & Health insurance license preferred.
• Strong analytical, communication, and client relationship management skills.

Benefits

• Health, wellbeing, retirement, and other financial benefits.
• Paid time off.
• Overtime pay for non-exempt employees.
• Robust learning and development programs.
• Reimbursement of job-related expenses.
• Employee perks and discounts.

Additional Information

• The role involves decision-making regarding onboarding strategies, managing timelines, evaluating solutions for complex issues, and recommending process improvements.
• The typical base pay range is $55,000 to $65,000 per year, with potential variable compensation, bonuses, and other benefits.
• OneDigital is an equal opportunity employer committed to diversity, equity, and inclusion.