Summary
Join Us at PlanSource: Your Exciting Career Awaits! At PlanSource, a leading cloud-based provider of benefits administration technology and services, we are on a mission to simplify how people choose, use, and manage benefits through cutting-edge, AI-powered experiences. This is an incredible time to launch your career with us!
The Implementation Leader is pivotal in ensuring PlanSource exceeds client expectations by delivering exceptional support for our software and services. This role entails comprehensive ownership, planning, direction, and coordination of project activities. As a customer-facing position, the Implementation Leader manages the client project plan and collaborates with both internal and external stakeholders from project kickoff through to a seamless transition to the ongoing delivery team.
Implementation Leaders will handle our most complex and high-level client interactions. They are responsible to guide the implementation POD to ensure the success of the project, driving it forward and ensuring all deadlines are met. They assign and delegate work to appropriate team members to meet deliverables.
Responsibilities
- Manage and review project scope, objectives, and deliverables with internal and external stakeholders.
- Maintain comprehensive project plans, incorporating timelines, milestones, and notifications for additional resources as needed. Proactively identify and manage project risks, swiftly addressing any issues and developing effective mitigation strategies. Maintain clear communication with both clients and internal teams.
- Establish and maintain clear professional communication with all customer key decision makers.
- Complete job-related training courses and/or seminars, as may be required for the job and/or assigned by Manager
- Foster a collaborative and productive team environment through mentorship and effective respectful communication. Helping to guide our junior team members.
- Responsible for leading client meetings and providing guidance on best practice, as an implementation subject matter expert of the PlanSource system and health and welfare industry standards.
- Engage with internal stakeholders to strategize on process and product areas of improvement.
- Identify, document, and oversee out-of-scope work, ensuring additional costs are tracked, documented and communicated to all stakeholders internally and externally.
- Provide regular project updates, the Implementation Leader is expected to be the client’s main point of contact for the duration of the implementation project.
- Ensure project deliverables meet quality standards and client expectations.
- Promote team communication and collaboration across channels and job function.
- Provide back-up to team members as needed to avoid delays and ensure client satisfaction.
- Maintain comprehensive project documentation, including plans, reports, and meeting minutes. Ensure all project information is accessible and up to date.
- Including: Salesforce projects, Client and Project Health, EDI Cases, Action Item Logs, IMP SharePoint Site.
- Develop solutions and make decisions to keep the project on track.
- Serve as liaison with other departments within PlanSource for client/Broker companies as it relates to the implementation process.
- Conduct project reviews, document lessons learned and ensure all project deliverables are completed and approved. Coordinate and facilitate a smooth transition to operations support team(s).
- Consult and provide guidance on best practices to all internal and external stakeholders.
- Consult, create and maintain client benefit requirements
- Assist in the sales process by offering expertise in PlanSource and health and welfare benefits to prospective clients. This role will require travel for some presentations.
- Possesses and maintains comprehensive benefits and benefit system knowledge.
- Maintains HIPPA, PHI and PII sensitivity, regularly participates and completes company assigned compliance training.
- All other duties as deemed necessary by management.
About You
Necessary Strengths, Skills, and Competencies
- 10+ years technical experience such as implementation project management, benefits administration implementation or software configuration
- Proven experience in project management and customer consultation.
- Strong ability to manage multiple projects and tasks simultaneously.
- Excellent communication and interpersonal skills.
- Advanced knowledge of software and services implementation.
- Advanced knowledge of benefits
- Ability to work independently with minimal supervision.
What We Offer
At PlanSource, benefits are at the core of what we do, and we understand their impact on our employees and their families. That’s why we’ve designed our benefits program to support overall wellbeing across health, financial security, career growth, and work‑life balance.
- Comprehensive health coverage with multiple medical plan options - all covering 100% of in-network preventive care.
- Employer‑funded Health Savings Account (HSA) - up to $1,000 annually for family coverage.
- Dental & Vision plans with 100% coverage for routine dental care and $250 vision frame allowance, plus employee-only vision premiums at $0.
- 401(k) with immediate vesting and a 50% company match up to 6% of contributions.
- Generous paid parental leave, adoption assistance, and fertility benefits.
- Flexible PTO, paid holidays, a strong culture of work‑life balance and Flex Fridays in the summer.
- Mental health & well-being support, including Employee Assistance Program (EAP), movement and wellness resources.
- Rewards and recognition programs that celebrate employees through peer recognition, awards, and quarterly recognition initiatives.
Top 5 Reasons to join PlanSource
#5: Be part of what's next in benefits technology Join a company redefining how benefits work. Backed by Vista Equity Partners, PlanSource is continuously investing in innovation, bringing together AI, automation, and human insight to simplify complex processes and deliver real outcomes. This is your opportunity to build the future of benefits at scale.
#4: Make an impact with technology our customers trust Our platform powers some of the most complex benefits programs in the market, and our customers rely on us to get it right. From a unified benefits ecosystem to AI-driven decision support, everything we build is designed to deliver clarity, confidence, and measurable impact for the people who use it every day.
#3: Be recognized, supported, and set up to thrive We believe great work deserves recognition and real support. From meaningful rewards and recognition programs to a comprehensive approach to employee support, we invest in helping our people perform at their best and feel valued along the way. Recognized as a top workplace, PlanSource has earned multiple Great Place to Work certifications and numerous awards, including Best Company for Culture, Work-Life Balance, and Compensation, reinforcing our commitment to an exceptional employee experience.
#2: Grow your career with intention At PlanSource, career growth doesn’t happen by accident. With a strong track record of internal mobility, structured development paths, and opportunities to take on new challenges, you’ll have the support and flexibility to build a career that evolves with you.
#1: Be part of a culture built on connection and impact Our culture is rooted in connection, inclusion, and shared success. Guided by our S.O.U.R.C.E. values, we lead with service by putting others first, approach challenges with optimism, and act with urgency to drive meaningful outcomes. We hold ourselves accountable through reliability, continuously grow through curiosity, and operate with efficiency to maximize the impact of our work. Here, diverse perspectives are valued and they directly shape how we collaborate, innovate, and deliver an exceptional experience for our customers.
NOTE: We will consider a remote employee for approved cities PlanSource can accommodate. If you’re selected, you’ll receive your offer and be asked to complete a background check. This will include a drug screen, criminal record search and verification of previous employment and/or education.
Recruiting Scams: Unfortunately, scams targeting job seekers are common. To protect our candidates, we want to remind you that authorized representatives of PlanSource will only contact you from an email address ending in @plansource.com. PlanSource will never ask for personally identifiable information such as Date of Birth (DOB), Social Security Number (SSN), banking/direct/tax details, etc. via email or any other non-secure system, nor will we instruct you to make any purchases related to your employment. If you believe you’ve encountered a recruiting scam, report it to the Federal Trade Commission and your state’s Attorney General.
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