Client Service Implementation Lead

🔥 13 minutes ago

🐊 Florida – Remote

🐊 Florida – Remote

💵 $80k - $90k / year

⏰ Full Time

🟠 Senior

📁 Client Services

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Self Bill Pro

WebsiteLinkedInAll Job Openings

11 - 50 employees

Founded 2023

🛡️ Insurance

💼 Consulting

☁️ SaaS

🔥 Funding within the last year

💰 $2.6M Seed Round - Self Bill Pro on 2025-10

Insurance • Consulting • SaaS

Self Bill Pro is a SaaS platform that automates monthly employee benefits billing by integrating directly with HRIS systems to produce carrier-approved invoices that precisely match enrollment data. It reduces administrative work and billing errors by validating enrollments against plan designs, handling prorations, retroactive adjustments, and changes from QLE or EOI, and delivering secure, fully managed billing services with dedicated account support.

📋 Description

• Effectively manage a portfolio of 15-25 concurrent implementation projects at any given time, using advanced project management and client service skills. • Gather and analyze business requirements for EDI integration projects, translating client needs into technical specifications. • Design and implement EDI data mappings and transformations to ensure accurate data flow. • Proactively troubleshoot and resolve EDI transmission and processing errors, minimizing disruptions for clients. • Serve as a key externally-facing professional with direct influence and impact on Self Bill Pro’s reputation in the benefits technology space. • Coordinate effectively with internal teams and external partners (clients, carriers) to ensure successful and timely project delivery. • Provide ongoing support and maintenance for EDI integrations, ensuring long-term system stability. • Monitor and optimize EDI processes for efficiency and performance, seeking continuous improvement opportunities. • Stay up-to-date on industry trends and best practices in EDI, API integrations, and benefit administration, applying new knowledge to enhance our services. • Act as a key technical liaison, clearly communicating complex technical concepts to non-technical stakeholders. • Build genuine, trusted relationships with client stakeholders, brokers, and carrier partners that reflect a high standard of client care. • Anticipate client needs and go beyond baseline expectations to deliver a best-in-class implementation experience. • Serve as a steady, reliable presence for clients throughout their project, reinforcing confidence in Self Bill Pro at every touchpoint. • Provide clients with clear, timely, and specific communication on project status throughout each implementation.

🎯 Requirements

• 4+ years managing a portfolio of concurrent projects with both internal and external stakeholders. • 2+ years of experience in EDI and/or API implementation and support, preferably within the benefits administration industry. • Strong customer service orientation with a proactive approach to owning and resolving client issues. • Understanding of fixed-width file formats and the LDEx XML file format. • Familiarity with common benefit administration platforms (e.g., ADP Workforce Now, Workday, bswift) and/or insurance carrier systems is a plus. • Experience with, or a strong interest in learning, data mapping and transformation tools. • A comfort with, or interest in, analyzing and manipulating data, particularly using Microsoft Excel, is essential. • Excellent communication, interpersonal, and problem-solving skills, both written and verbal. • Ability to manage multiple tasks and projects simultaneously and meet deadlines in a dynamic environment. • Strong analytical abilities to diagnose issues and develop effective solutions. • A genuine passion for client service, with a track record of building strong, lasting client relationships.

🏖️ Benefits

• Health insurance • Retirement plans • Paid time off • Flexible work arrangements