Benefits Account Manager
OneSource Virtual, Myrtle Point, OR, United States
OneSource Virtual (OSV) has helped more than 1,000 Workday customers take their teams from transactional to transformational with innovative technology and services for HR, payroll, and finance. Founded in 2008, OSV is the leading exclusive provider of Business-Process-as-a-Service (BPaaS) solutions for Workday, delivering services with unparalleled choice, unwavering commitment, and uncompromising support. OneSource Virtual’s global headquarters is located in Dallas, Texas, with additional locations across North America and Europe. Find your company’s solution at www.onesourcevirtual.com.
** Important Note:
This is not a sales position. Candidates must have demonstrated experience in managing a customer book of business supporting Health and Welfare benefits administration.
Position Overview We’re seeking an experienced Benefits Account Manager to join our dynamic Account Management Team. In this pivotal role, you’ll oversee a diverse customer portfolio while serving as the primary relationship owner between customers and our internal teams. You’ll leverage your expertise in benefits administration and project management to enhance customer experience, ensure seamless communication, and deliver exceptional service that exceeds expectations.
Impact You’ll Make
Build and nurture strong customer relationships that drive retention and satisfaction
Lead successful Open Enrollment projects for your entire customer portfolio
Serve as a trusted advisor on benefits administration best practices
Champion customer needs within OSV while ensuring operational excellence
Drive continuous improvement in service delivery and customer experience
Core Responsibilities Customer Relationship Management
Serve as the primary liaison between customers and internal teams
Conduct regular customer meetings to review performance, address concerns, and identify opportunities
Provide comprehensive onboarding and training for new customer administrators
Deliver clear communication on system functionalities, industry updates, and project initiatives
Partner with Customer Success Leaders to ensure customer satisfaction and retention
Project Management
Lead Open Enrollment projects (both on-cycle and off-cycle) for your customer portfolio
Develop and maintain detailed project plans with clear milestones and accountability measures
Coordinate cross-functional resources to ensure successful project execution
Provide regular status updates to all stakeholders, identifying potential issues early
Serve as the primary escalation point for resolving complex implementation issues
Technical Expertise & Consultation
Maintain deep knowledge of benefits administration, compliance requirements, and industry trends
Stay current on Workday product releases, updates, and system enhancements
Provide consultation on system configuration, process improvements, and best practices
Test and validate benefits configurations to ensure accuracy and compliance
Document and maintain Standard Operating Procedures and process workflows
Continuous Improvement
Identify trends and opportunities for process optimization across your portfolio
Collect and analyze performance data to drive decision-making
Collaborate with Service Delivery teams to implement improvements
Document best practices and ensure consistency across the Benefits Account Management Team
Participate in lessons learned exercises and knowledge sharing initiatives
Qualifications Required Experience & Skills
5+ years of experience in customer-facing roles within benefits administration
Strong project management skills, particularly with technology implementations
In-depth understanding of employee benefits programs and administration systems
Demonstrated ability to build and maintain customer relationships
Experience leading customer meetings and delivering effective presentations
Excellent problem-solving and analytical capabilities
Strong communication skills with the ability to explain complex concepts clearly
Proven ability to collaborate across functional teams
Adaptability and resilience, especially during high-volume periods
Tech-savvy with the ability to learn new systems quickly
Education & Credentials
Associate’s or Bachelor’s degree in a relevant field (Business, HR, etc.)
Industry experience and professional certifications may substitute for formal education
Preferred Qualifications
Experience with Workday HCM and Benefits modules
Professional certifications in benefits administration (CEBS, GBA, etc.)
Advanced degree in HR, Business Administration, or related field
What Sets You Apart
Consultative communication style that builds trust and credibility
Ability to anticipate customer needs and provide proactive solutions
Strong organizational skills to manage multiple priorities simultaneously
Resilience under pressure with a knack for bringing order to chaos
Strategic thinking combined with attention to detail
Additional Information
Location: Remote
Position Type: Full-Time Employment
Travel: Up to 10% as needed for customer meetings or internal collaboration
Why Join OneSource Virtual?
Be part of a growing company at the forefront of HR technology innovation
Work with a talented team dedicated to customer success
Develop your expertise with Workday, the leading HCM platform
Remote work environment with flexibility and work-life balance
Competitive compensation and a comprehensive benefits package
Career development opportunities in a dynamic industry
OneSource Virtual is an Equal Opportunity Employer committed to fostering a diverse and inclusive workplace where all team members can thrive.
#LI-REMOTE
You are encouraged to learn and share ideas when you join the OneSource Virtual team. We reward innovative thinking, fresh perspectives, creative collaboration, and hard work. As an organization experienc ing routine strategic growth, we are always on the lookout for intelligent, talented, and forward-thinking professionals to join our team. OSV employees enjoy a values-based culture, upward mobility, and professional development with opportunities of all kinds.
#J-18808-Ljbffr
** Important Note:
This is not a sales position. Candidates must have demonstrated experience in managing a customer book of business supporting Health and Welfare benefits administration.
Position Overview We’re seeking an experienced Benefits Account Manager to join our dynamic Account Management Team. In this pivotal role, you’ll oversee a diverse customer portfolio while serving as the primary relationship owner between customers and our internal teams. You’ll leverage your expertise in benefits administration and project management to enhance customer experience, ensure seamless communication, and deliver exceptional service that exceeds expectations.
Impact You’ll Make
Build and nurture strong customer relationships that drive retention and satisfaction
Lead successful Open Enrollment projects for your entire customer portfolio
Serve as a trusted advisor on benefits administration best practices
Champion customer needs within OSV while ensuring operational excellence
Drive continuous improvement in service delivery and customer experience
Core Responsibilities Customer Relationship Management
Serve as the primary liaison between customers and internal teams
Conduct regular customer meetings to review performance, address concerns, and identify opportunities
Provide comprehensive onboarding and training for new customer administrators
Deliver clear communication on system functionalities, industry updates, and project initiatives
Partner with Customer Success Leaders to ensure customer satisfaction and retention
Project Management
Lead Open Enrollment projects (both on-cycle and off-cycle) for your customer portfolio
Develop and maintain detailed project plans with clear milestones and accountability measures
Coordinate cross-functional resources to ensure successful project execution
Provide regular status updates to all stakeholders, identifying potential issues early
Serve as the primary escalation point for resolving complex implementation issues
Technical Expertise & Consultation
Maintain deep knowledge of benefits administration, compliance requirements, and industry trends
Stay current on Workday product releases, updates, and system enhancements
Provide consultation on system configuration, process improvements, and best practices
Test and validate benefits configurations to ensure accuracy and compliance
Document and maintain Standard Operating Procedures and process workflows
Continuous Improvement
Identify trends and opportunities for process optimization across your portfolio
Collect and analyze performance data to drive decision-making
Collaborate with Service Delivery teams to implement improvements
Document best practices and ensure consistency across the Benefits Account Management Team
Participate in lessons learned exercises and knowledge sharing initiatives
Qualifications Required Experience & Skills
5+ years of experience in customer-facing roles within benefits administration
Strong project management skills, particularly with technology implementations
In-depth understanding of employee benefits programs and administration systems
Demonstrated ability to build and maintain customer relationships
Experience leading customer meetings and delivering effective presentations
Excellent problem-solving and analytical capabilities
Strong communication skills with the ability to explain complex concepts clearly
Proven ability to collaborate across functional teams
Adaptability and resilience, especially during high-volume periods
Tech-savvy with the ability to learn new systems quickly
Education & Credentials
Associate’s or Bachelor’s degree in a relevant field (Business, HR, etc.)
Industry experience and professional certifications may substitute for formal education
Preferred Qualifications
Experience with Workday HCM and Benefits modules
Professional certifications in benefits administration (CEBS, GBA, etc.)
Advanced degree in HR, Business Administration, or related field
What Sets You Apart
Consultative communication style that builds trust and credibility
Ability to anticipate customer needs and provide proactive solutions
Strong organizational skills to manage multiple priorities simultaneously
Resilience under pressure with a knack for bringing order to chaos
Strategic thinking combined with attention to detail
Additional Information
Location: Remote
Position Type: Full-Time Employment
Travel: Up to 10% as needed for customer meetings or internal collaboration
Why Join OneSource Virtual?
Be part of a growing company at the forefront of HR technology innovation
Work with a talented team dedicated to customer success
Develop your expertise with Workday, the leading HCM platform
Remote work environment with flexibility and work-life balance
Competitive compensation and a comprehensive benefits package
Career development opportunities in a dynamic industry
OneSource Virtual is an Equal Opportunity Employer committed to fostering a diverse and inclusive workplace where all team members can thrive.
#LI-REMOTE
You are encouraged to learn and share ideas when you join the OneSource Virtual team. We reward innovative thinking, fresh perspectives, creative collaboration, and hard work. As an organization experienc ing routine strategic growth, we are always on the lookout for intelligent, talented, and forward-thinking professionals to join our team. OSV employees enjoy a values-based culture, upward mobility, and professional development with opportunities of all kinds.
#J-18808-Ljbffr