HealthEquity
Implementation Specialist
HealthEquity, Draper, Utah, 84020
Implementation Specialist Job Locations US-Remote Overview We areCONNECTING HEALTH AND WEALTH.Come be part of remarkable. How you can make a difference The Implementation Specialist is responsible for navigating the completion of routing tasks and all operational aspects of the client implementation process from initiation to transition. The Implementation Specialist works to support the Implementation Manager(s) during the implementation lifecycle, using combination of interpersonal communication, the ability to navigate software systems and a strong sense of initiative to successfully execute. Implementation activities performed include all product offerings across platforms. This role is task-driven and works on operational tasks for the Implementation Managers, client implementation audits, cases, and funding. What you'll be doing Manage and route Salesforce cases for implementation/renewalrelated administrative Complete plan configurations in all HealthEquity systems for all product lines. Update process documentation as new functionality or processes are deployed. Make additional documentation updates as requested and ensure process manuals are current Prepare, maintain and update sample project plans used by the Sales organization. Manage the RFP and Finalist requests through Salesforce, routing the request to the appropriate leader. Monitor new project activity to ensure the defined process is followed. Run reports as defined by leader Prepare plans for routine audit and/or complete the defined project audit steps for plan configuration and system of record updates. Perform various implementation tasks as requested by the Implementation Managers. These tasks may include an understanding and completion of plan surveys, applications, system set up, communications and materials delivery. Monitor projects through a series of reports to ensure key activity takes place including: project and plan configuration auditing, post-implementation survey execution, agreement and asset line item completion, plan document preparation and fulfillment data. Assist with training supporting offshore team(s) on revised or new processes. Ensure documentation used by supporting administrative teams is current and detailed with step-by-step instructions. What you will need to be successful Bachelors Degree Knowledge of HealthEquity systems is preferred. Consumer directed benefits industry or financial experience is ideal Experience of 1 years in an operational role Ability to quickly and effectively redirect attention Ability to work well autonomously and as a part of a cross functional team Flexible and adaptable based on needs of team and evolution of the role Strong attention to detail Strong self-starter and self-motivator Willingness to go above and beyond to contribute to the team's success LI-Remote This is a remote position. Salary Range $19.95 To $28.85 / hour Benefits and Perks The compensation range describes the typical minimum or maximum base pay range for this position. The actual compensation offer is determined based on job-related knowledge, education, skills, experience, and work location. This position will be eligible for performance-based incentives as part of the total compensation package, in addition to a full range of benefits including: Medical, dental, and vision HSA contribution and match Dependent care FSA match Full-time team members receive a minimum of 18 days of annual PTO and 13 paid holidays per year Adventure accounts Paid parental leave 401(k) match Personal and healthcare financial literacy programs Ongoing educationand tuition assistance Gym and fitness reimbursement Wellness program incentives Come be your authentic For full info follow application link.