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Sr Service Delivery Manager
Company | HealthEquity |
Address | United States |
Employment type | FULL_TIME |
Salary | |
Category | Technology, Information and Internet,Financial Services |
Expires | 2023-06-25 |
Posted at | 11 months ago |
Overview
- Identify opportunities to drive client adoption of our full product suite.
- Maintain appropriate communication with clients, including keeping them current on all updates related to their products.
- Perform operational reviews in order to gain efficiencies in service delivery.
- Coordinate and lead annual review meetings (onsite as needed).
- Maintain project plans to manage moderately complex projects.
- Stay current on product and industry knowledge and apply that knowledge proficiently to support client solutions. Also share that knowledge with internal stakeholders.
- Advocate client needs and requests with internal stakeholders.
- Own the process and outcomes for resolving client issues.
- Educate clients on the tools and resources available on HealthEquity’s systems.
- Monitor and manage file processing and account activities to ensure client satisfaction and SLA adherence.
- Analyze client utilization, trends, and service level metrics.
- Typically service largest clients.
- Focus on long term client strategy, growth and retention.
- Maintain client documentation to provide internal teams with client specific processes, procedures, and alerts.
- Understand the client’s benefits strategy and present clients with options for improving their strategy. Identify opportunities for increased member participation and coordinate efforts internally to support growth.
- Coordinate regular client status meetings and maintain action logs.
- Support new client through onboarding.
- A strong customer service orientation is essential.
- Able to communicate, present and influence credibly and effectively at all levels of internal and external organizations. Tailor communications to the targeted audience.
- Able to operate independently with minimal supervision.
- Proven track record of success leading enterprise size clients through leadership and exceptional service.
- Strong work ethic and able to handle a workload of a highly complex clients.
- Adept at developing and maintain relationships.
- Knowledge of healthcare plans, banking, transportation and urban planning.
- Well organized and detail attentive in both quality and accuracy.
- Completion of a High School Diploma / Bachelor’s Degree.
- Demonstrate effective meeting management and presentation skills.
- 5+ years’ experience in benefits/financial services roles, transportation and urban planning. direct business to business service experience.
- Ongoing education & tuition assistance
- Personal and healthcare financial literacy programs
- Medical, dental, and vision
- Dependent care FSA match
- Paid parental leave
- Wellness program incentives
- Uncapped paid time off
- HSA contribution and match
- Gym and fitness reimbursement
- Adventure accounts
- 401(k) match
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