Implementation Specialist

🔥 0 minutes ago

🧀 Wisconsin – Remote

🧀 Wisconsin – Remote

💵 $57k - $59k / year

⏰ Full Time

🟢 Junior

🟡 Mid-level

🛠️ Implementation Specialist

🚫👨‍🎓 No degree required

🦅 H1B Visa Sponsor

This company has sponsored H1B visas in the past.

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Webster Bank

WebsiteLinkedInAll Job Openings

1001 - 5000 employees

Founded 1935

🏦 Banking

💸 Finance

💳 Fintech

Banking • Finance • Fintech

Webster Bank is a financial services company that offers a wide range of banking solutions for individuals, small business owners, and commercial entities. It provides personal and business checking and savings accounts, loans, mortgages, and investment services, as well as wealth management and retirement planning. Webster Bank emphasizes digital convenience through mobile and online banking platforms while also providing personalized assistance from dedicated relationship managers. The bank is committed to serving diverse industries and communities, with specialized offerings in areas like healthcare, manufacturing, and government banking. Webster Bank is dedicated to helping clients achieve their financial goals through tailored solutions and expert guidance, ensuring security and trust are maintained at all times.

📋 Description

• Lead onboarding for HSA and spending account products, guiding clients through plan design and configuration. • Conduct training sessions and provide consultative support throughout the implementation lifecycle. • Develop and maintain detailed project plans with client sign-off at key milestones. • Coordinate internal and external stakeholders to ensure timely and accurate execution. • Conduct EDI/SFTP file testing for enrollment and funding files and communicate results to vendors, clients and internal teams. • Facilitate bulk HSA transfers and spending account rollovers as applicable. • Manage annual renewals for spending account clients. • Support transitions between partner relationships, ensuring continuity and data integrity. • Maintain accurate documentation and project tracking across multiple concurrent implementations. • Provide proactive communication and status updates to employer clients and internal stakeholders.

🎯 Requirements

• 2+ years of experience in benefits administration, implementation or related field required. • Experience with EDI file testing and data integration strongly preferred. • Proficiency in Microsoft Office Suite • Experience with CRM or implementation tracking tools required. • Strong organizational skills and ability to manage multiple projects simultaneously. • Excellent written and verbal communication skills, with a customer-first mindset. • Ability to work independently and collaboratively in a fast-paced, remote environment. • “No task is too small” attitude, with a passion for service excellence and an eagerness to learn.

🏖️ Benefits

• Incentive compensation